Capital Directions Investment Advisors, LLC Ishares Tr Transaction History

Capital Directions Investment Advisors, LLC

$268 Million
Q4 2022

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 22, 2022	SELL	$106.57 - $110.92 $4,049 - $4,214	-38 Closed	0 $0
Q3 2021 Nov 08, 2021	BUY	$109.98 - $113.55 $4,179 - $4,314	38 New	38 $4,000

Others Institutions Holding EMB

# of Institutions

925

Shares Held

146M

Call Options Held

4.01M

Put Options Held

10.6M

Wells Fargo & Company San Francisco, CA

17.8M
Shares

$1.59 Billion
0.38% of portfolio
Betterment LLC New York, NY

8.72M
Shares

$781 Million
1.96% of portfolio
Jones Financial Companies Lllp

7.69M
Shares

$688 Million
0.74% of portfolio
Wealthfront Advisers LLC

5.82M
Shares

$521 Million
1.69% of portfolio
Goldman Sachs Group Inc New York, NY

5.33M
Shares

$478 Million
0.08% of portfolio

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About ISHARES TR

Ticker EMB
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