Blue Chip Partners, Inc. Ishares Inc Transaction History

Blue Chip Partners, Inc.

$1.15 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 08, 2020	SELL	$36.22 - $55.44 $6.4 Million - $9.8 Million	-176,713 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$48.38 - $53.99 $584,962 - $652,793	12,091 Added 7.34%	176,713 $9.5 Million
Q3 2019 Oct 29, 2019	BUY	$46.63 - $52.12 $157,469 - $176,009	3,377 Added 2.09%	164,622 $8.07 Million
Q2 2019 Jul 31, 2019	BUY	$48.09 - $53.71 $316,576 - $353,572	6,583 Added 4.26%	161,245 $8.29 Million
Q1 2019 Apr 23, 2019	BUY	$46.41 - $52.64 $501,042 - $568,301	10,796 Added 7.5%	154,662 $8 Million
Q4 2018 Feb 05, 2019	SELL	$45.85 - $51.77 $2.56 Million - $2.9 Million	-55,938 Reduced 28.0%	143,866 $6.78 Million
Q3 2018 Oct 26, 2018	BUY	$49.8 - $54.37 $708,106 - $773,087	14,219 Added 7.66%	199,804 $10.3 Million
Q2 2018 Jul 25, 2018	BUY	$51.25 - $58.27 $1.28 Million - $1.46 Million	24,990 Added 15.56%	185,585 $9.75 Million
Q1 2018 Apr 25, 2018	BUY	$55.19 - $62.69 $820,564 - $932,074	14,868 Added 10.2%	160,595 $9.38 Million
Q4 2017 Jan 31, 2018	BUY	$54.04 - $57.63 $855,561 - $912,398	15,832 Added 12.19%	145,727 $8.29 Million
Q3 2017 Nov 07, 2017	BUY	$53.38 - $55.25 $2.15 Million - $2.23 Million	40,309 Added 44.99%	129,895 $7.02 Million
Q2 2017 Aug 07, 2017	BUY	N/A	89,586	89,586 $4.48 Million

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
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