Waldron Private Wealth LLC Ishares Tr Transaction History

Waldron Private Wealth LLC

$2.5 Billion
Q4 2025

A detailed history of Waldron Private Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Waldron Private Wealth LLC holds 102,892 shares of IEFA stock, worth $9.13 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

102,892

Previous 102,921 0.03%

Holding current value

$9.13 Million

Previous $8.99 Million 1.61%

% of portfolio

0.36%

Previous 0.37%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	SELL	$86.09 - $89.88 $2,496 - $2,606	-29 Reduced 0.03%	102,892 $9.13 Million
Q3 2025 Oct 29, 2025	BUY	$81.7 - $87.53 $56,127 - $60,133	687 Added 0.67%	102,921 $8.99 Million
Q2 2025 Jul 31, 2025	BUY	$67.83 - $84.09 $56,977 - $70,635	840 Added 0.83%	102,234 $8.53 Million
Q1 2025 May 08, 2025	SELL	$69.57 - $78.65 $405,245 - $458,136	-5,825 Reduced 5.43%	101,394 $7.67 Million
Q4 2024 Jan 23, 2025	BUY	$70.06 - $77.43 $25,431 - $28,107	363 Added 0.34%	107,219 $7.54 Million

Q3 2024 Oct 21, 2024	BUY	$70.09 - $78.74 $123,708 - $138,976	1,765 Added 1.68%	106,856 $8.34 Million
Q2 2024 Jul 31, 2024	SELL	$70.77 - $76.19 $110,471 - $118,932	-1,561 Reduced 1.46%	105,091 $7.63 Million
Q1 2024 May 09, 2024	BUY	$68.14 - $74.43 $605,764 - $661,682	8,890 Added 9.09%	106,652 $7.92 Million
Q4 2023 Aug 29, 2024	SELL	$61.3 - $70.47 $98,141 - $112,822	-1,601 Reduced 1.61%	97,762 $6.88 Million
Q4 2023 Jan 30, 2024	SELL	$61.3 - $70.47 $98,141 - $112,822	-1,601 Reduced 1.61%	97,762 $6.88 Million
Q3 2023 Aug 29, 2024	BUY	$64.04 - $69.58 $25,295 - $27,484	395 Added 0.4%	99,363 $6.39 Million
Q3 2023 Oct 26, 2023	BUY	$64.04 - $69.58 $25,295 - $27,484	395 Added 0.4%	99,363 $6.39 Million
Q2 2023 Aug 29, 2024	SELL	$66.03 - $69.1 $10.3 Million - $10.8 Million	-156,640 Reduced 61.28%	98,968 $6.68 Million
Q2 2023 Aug 07, 2023	SELL	$66.03 - $69.1 $10.3 Million - $10.8 Million	-156,640 Reduced 61.28%	98,968 $6.68 Million
Q1 2023 Aug 29, 2024	BUY	$62.17 - $67.7 $9.36 Million - $10.2 Million	150,517 Added 143.23%	255,608 $17.1 Million
Q1 2023 May 02, 2023	BUY	$62.17 - $67.7 $3.25 Million - $3.54 Million	52,355 Added 25.76%	255,608 $17.1 Million
Q3 2022 Nov 14, 2022	BUY	$52.32 - $63.1 $821,424 - $990,670	15,700 Added 8.37%	203,253 $10.7 Million
Q2 2022 Aug 03, 2022	BUY	$57.91 - $70.46 $2.25 Million - $2.74 Million	38,908 Added 26.18%	187,553 $11 Million
Q1 2022 May 04, 2022	BUY	$63.26 - $75.48 $1.08 Million - $1.29 Million	17,127 Added 13.02%	148,645 $10.3 Million
Q4 2021 Feb 02, 2022	BUY	$72.36 - $77.76 $141,319 - $151,865	1,953 Added 1.51%	131,518 $9.83 Million
Q3 2021 Nov 02, 2021	BUY	$72.98 - $78.2 $153,695 - $164,689	2,106 Added 1.65%	129,565 $9.62 Million
Q2 2021 Aug 06, 2021	BUY	$73.11 - $77.88 $228,322 - $243,219	3,123 Added 2.51%	127,459 $9.54 Million
Q1 2021 May 11, 2021	SELL	$68.58 - $73.12 $76,878 - $81,967	-1,121 Reduced 0.89%	124,336 $8.96 Million
Q4 2020 Feb 12, 2021	BUY	$58.13 - $69.71 $124,630 - $149,458	2,144 Added 1.74%	125,457 $8.67 Million
Q3 2020 Nov 13, 2020	BUY	$57.43 - $62.28 $553,912 - $600,690	9,645 Added 8.49%	123,313 $7.43 Million
Q2 2020 Aug 11, 2020	BUY	$47.43 - $60.75 $531,026 - $680,157	11,196 Added 10.93%	113,668 $6.5 Million
Q1 2020 May 05, 2020	BUY	$43.31 - $66.12 $4.44 Million - $6.78 Million	102,472 New	102,472 $5.11 Million

Others Institutions Holding IEFA

# of Institutions

2,443

Shares Held

1.6B

Call Options Held

111K

Put Options Held

25.4K

View Full List

About ISHARES TR

Ticker IEFA
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Waldron Private Wealth LLC Ishares Tr Transaction History