Circle Wealth Management, LLC Ishares Inc Transaction History
Circle Wealth Management, LLC
- $4.59 Billion
- Q2 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 72,506 shares of IEMG stock, worth $3.89 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
72,506
Previous 84,208
13.9%
Holding current value
$3.89 Million
Previous $4.52 Million
13.88%
% of portfolio
0.08%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding IEMG
# of Institutions
2,188Shares Held
1.43BCall Options Held
93.6KPut Options Held
13.8K-
Bank Of America Corp Charlotte, NC175MShares$9.4 Billion0.71% of portfolio
-
Morgan Stanley New York, NY96.7MShares$5.18 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS73.2MShares$3.93 Billion3.38% of portfolio
-
Envestnet Asset Management Inc61.1MShares$3.28 Billion1.01% of portfolio
-
Wells Fargo & Company San Francisco, CA51.8MShares$2.78 Billion0.59% of portfolio