Accel Wealth Management Ishares Inc Transaction History

Accel Wealth Management

$263 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 18, 2024	BUY	$45.74 - $50.64 $9,422 - $10,431	206 Added 4.09%	5,248 $265,000
Q2 2023 Jul 24, 2023	BUY	$47.35 - $50.88 $188,074 - $202,095	3,972 Added 371.21%	5,042 $248,000
Q4 2022 Jan 26, 2023	SELL	$44.28 - $48.68 $265 - $292	-6 Reduced 0.56%	1,070 $0
Q3 2022 Oct 12, 2022	BUY	$44.37 - $50.42 $26,267 - $29,848	592 Added 122.31%	1,076 $49,000
Q1 2022 Apr 29, 2022	BUY	$51.27 - $62.07 $11,484 - $13,903	224 Added 86.15%	484 $27,000
Q3 2021 Nov 04, 2021	SELL	$60.55 - $66.68 $5,086 - $5,601	-84 Reduced 24.42%	260 $16,000
Q2 2021 Aug 03, 2021	BUY	$63.17 - $68.14 $379 - $408	6 Added 1.78%	344 $23,000
Q4 2020 Jan 27, 2021	BUY	$52.65 - $62.1 $17,795 - $20,989	338 New	338 $21,000

Others Institutions Holding IEMG

# of Institutions

1,870

Shares Held

1.24B

Call Options Held

137K

Put Options Held

19.1K

Bank Of America Corp Charlotte, NC

163M
Shares

$8.76 Billion
0.74% of portfolio
Morgan Stanley New York, NY

77.2M
Shares

$4.14 Billion
0.31% of portfolio
Creative Planning Overland Park, KS

70.3M
Shares

$3.77 Billion
3.75% of portfolio
Wells Fargo & Company San Francisco, CA

46.3M
Shares

$2.48 Billion
0.57% of portfolio
Tiaa Trust, National Association Charlotte, NC

42.8M
Shares

$2.3 Billion
6.89% of portfolio

About ISHARES INC

Ticker IEMG
Sector ETFs
Industry ETFs

More about IEMG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Accel Wealth Management with notifications on news.