Tandem Wealth Advisors LLC Ishares Msci Emerging Markets Transaction History

Tandem Wealth Advisors LLC

$197 Million
Q3 2024

A detailed history of Tandem Wealth Advisors LLC transactions in Ishares Msci Emerging Markets stock. As of the latest transaction made, Tandem Wealth Advisors LLC holds 139,372 shares of EEM stock, worth $6.02 Million. This represents 3.25% of its overall portfolio holdings.

Number of Shares

139,372

Previous 138,090 0.93%

Holding current value

$6.02 Million

Previous $5.88 Million 8.67%

% of portfolio

3.25%

Previous 3.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$40.42 - $46.7 $51,818 - $59,869	1,282 Added 0.93%	139,372 $6.39 Million
Q2 2024 Aug 08, 2024	BUY	$39.71 - $43.79 $73,820 - $81,405	1,859 Added 1.36%	138,090 $5.88 Million
Q1 2024 May 09, 2024	BUY	$37.68 - $41.36 $73,626 - $80,817	1,954 Added 1.46%	136,231 $5.6 Million
Q4 2023 Jan 17, 2024	SELL	$36.53 - $40.3 $63,854 - $70,444	-1,748 Reduced 1.29%	134,277 $5.4 Million
Q3 2023 Oct 27, 2023	BUY	$37.76 - $41.95 $131,857 - $146,489	3,492 Added 2.63%	136,025 $5.16 Million
Q2 2023 Aug 16, 2023	BUY	$38.19 - $41.02 $70,231 - $75,435	1,839 Added 1.41%	132,533 $5.24 Billion
Q1 2023 Jul 07, 2023	SELL	$37.27 - $42.5 $3,354 - $3,825	-90 Reduced 0.07%	130,694 $5.16 Billion
Q4 2022 Feb 23, 2023	BUY	$33.93 - $39.54 $4.44 Million - $5.17 Million	130,784 New	130,784 $4.96 Billion

Others Institutions Holding EEM

# of Institutions

1,497

Shares Held

341M

Call Options Held

387M

Put Options Held

384M

View Full List

About ISHARES MSCI EMERGING MARKETS

Ticker EEM
Sector ETFs
Industry Closed-End Fund - Foreign

More about EEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tandem Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tandem Wealth Advisors LLC with notifications on news.

Account

Tandem Wealth Advisors LLC Ishares Msci Emerging Markets Transaction History