Wealth Plan Investment Management, LLC Ishares Tr Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 60,985 shares of IEFA stock, worth $5.41 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
60,985
Previous 12,260 397.43%
Holding current value
$5.41 Million
Previous $1.02 Million 420.43%
% of portfolio
0.39%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$81.7 - $87.53 $3.98 Million - $4.26 Million
48,725 Added 397.43%
60,985 $5.32 Million
Q2 2025

Jul 28, 2025
BUY
$67.83 - $84.09 $831,595 - $1.03 Million
12,260 New
12,260 $1.02 Million
Q3 2022

Dec 12, 2022
SELL
$52.32 - $63.1 $286,085 - $345,030
-5,468 Closed
0 $0
Q1 2022

Sep 07, 2022
BUY
$63.26 - $75.48 $345,905 - $412,724
5,468 New
5,468 $354,000

Others Institutions Holding IEFA

# of Institutions
2,415
Shares Held
1.6B
Call Options Held
111K
Put Options Held
25.4K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
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