Erts Wealth Advisors, LLC Ishares Inc Transaction History

Erts Wealth Advisors, LLC

$534 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 15, 2020	SELL	$36.22 - $55.44 $205,403 - $314,400	-5,671 Closed	0 $0
Q4 2019 Feb 19, 2020	SELL	$48.38 - $53.99 $5.3 Million - $5.92 Million	-109,620 Reduced 95.08%	5,671 $305,000
Q4 2019 Feb 12, 2020	BUY	$48.38 - $53.99 $4.97 Million - $5.55 Million	102,749 Added 819.24%	115,291 $5.44 Million
Q3 2019 Nov 05, 2019	SELL	$46.63 - $52.12 $5.35 Million - $5.98 Million	-114,661 Reduced 90.14%	12,542 $615,000
Q2 2019 Aug 13, 2019	SELL	$48.09 - $53.71 $463,395 - $517,549	-9,636 Reduced 7.04%	127,203 $6.54 Million
Q1 2019 May 15, 2019	BUY	$46.41 - $52.64 $1 Million - $1.13 Million	21,548 Added 18.69%	136,839 $7.08 Million
Q4 2018 Feb 14, 2019	BUY	$45.85 - $51.77 $5.29 Million - $5.97 Million	115,291 New	115,291 $5.44 Million

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
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