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

1,862

Shares Held

1.22B

Call Options Held

143K

Put Options Held

21.3K

Bank Of America Corp Charlotte, NC

146M
Shares

$7.85 Billion
0.7% of portfolio
Morgan Stanley New York, NY

76.5M
Shares

$4.1 Billion
0.32% of portfolio
Creative Planning Overland Park, KS

70.3M
Shares

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

46.5M
Shares

$2.5 Billion
0.61% of portfolio
Tiaa Trust, National Association Charlotte, NC

41M
Shares

$2.2 Billion
6.79% of portfolio

About ISHARES INC

Ticker IEMG
Sector ETFs
Industry ETFs

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