Concentric Wealth Management, LLC Ishares Inc Transaction History
Concentric Wealth Management, LLC
- $379 Million
- Q2 2024
A detailed history of Concentric Wealth Management, LLC transactions in Ishares Inc stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 205,691 shares of IEMG stock, worth $11 Million. This represents 2.9% of its overall portfolio holdings.
Number of Shares
205,691
Previous 200,910
2.38%
Holding current value
$11 Million
Previous $10.4 Million
6.21%
% of portfolio
2.9%
Previous 2.76%
Shares
27 transactions
Others Institutions Holding IEMG
# of Institutions
1,831Shares Held
1.23BCall Options Held
143KPut Options Held
17.4K-
Bank Of America Corp Charlotte, NC146MShares$7.85 Billion0.7% of portfolio
-
Morgan Stanley New York, NY76.5MShares$4.1 Billion0.32% of portfolio
-
Creative Planning Overland Park, KS70.2MShares$3.77 Billion4.02% of portfolio
-
Wells Fargo & Company San Francisco, CA46.5MShares$2.5 Billion0.61% of portfolio
-
Tiaa Trust, National Association Charlotte, NC41MShares$2.2 Billion6.79% of portfolio