Circle Wealth Management, LLC Ishares Inc Transaction History
Circle Wealth Management, LLC
- $4.57 Billion
- Q1 2025
A detailed history of Circle Wealth Management, LLC transactions in Ishares Inc stock. As of the latest transaction made, Circle Wealth Management, LLC holds 84,208 shares of IEMG stock, worth $4.52 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
84,208
Previous 99,910
15.72%
Holding current value
$4.52 Million
Previous $5.36 Million
15.73%
% of portfolio
0.1%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding IEMG
# of Institutions
2,058Shares Held
1.37BCall Options Held
74.1KPut Options Held
1.6K-
Bank Of America Corp Charlotte, NC174MShares$9.34 Billion0.77% of portfolio
-
Morgan Stanley New York, NY93MShares$4.99 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS72.5MShares$3.89 Billion3.67% of portfolio
-
Wells Fargo & Company San Francisco, CA50.6MShares$2.72 Billion0.63% of portfolio
-
Wealthfront Advisers LLC39.4MShares$2.11 Billion6.04% of portfolio