Cedar Wealth Management, LLC Ishares Inc Transaction History

Cedar Wealth Management, LLC

$322 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$60.55 - $66.68 $1,453 - $1,600	-24 Closed	0 $0
Q2 2021 Aug 09, 2021	SELL	$63.17 - $68.14 $1,516 - $1,635	-24 Reduced 50.0%	24 $2,000
Q4 2020 Feb 11, 2021	SELL	$52.65 - $62.1 $164,794 - $194,373	-3,130 Reduced 98.49%	48 $3,000
Q2 2020 Aug 04, 2020	SELL	$38.83 - $49.26 $111,830 - $141,868	-2,880 Reduced 47.54%	3,178 $151,000
Q1 2020 May 01, 2020	BUY	$36.22 - $55.44 $105,363 - $161,274	2,909 Added 92.38%	6,058 $245,000
Q4 2019 Jan 29, 2020	BUY	$48.38 - $53.99 $2,951 - $3,293	61 Added 1.98%	3,149 $169,000
Q3 2019 Oct 24, 2019	BUY	$46.63 - $52.12 $373 - $416	8 Added 0.26%	3,088 $151,000
Q2 2019 Jul 24, 2019	BUY	$48.09 - $53.71 $1,442 - $1,611	30 Added 0.98%	3,080 $158,000
Q1 2019 Apr 25, 2019	BUY	$46.41 - $52.64 $2,320 - $2,632	50 Added 1.67%	3,050 $158,000
Q1 2018 May 08, 2018	BUY	$55.19 - $62.69 $165,570 - $188,070	3,000 New	3,000 $175,000

Others Institutions Holding IEMG

# of Institutions

1,871

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 Cedar Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cedar Wealth Management, LLC with notifications on news.