Estate Counselors, LLC Ishares Inc Transaction History

Estate Counselors, LLC

$346 Million
Q2 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 23, 2024	SELL	$45.74 - $50.64 $187,991 - $208,130	-4,110 Reduced 28.94%	10,090 $510,000
Q3 2023 Nov 02, 2023	SELL	$47.36 - $52.23 $18,470 - $20,369	-390 Reduced 2.67%	14,200 $675,000
Q2 2023 Jul 31, 2023	SELL	$47.35 - $50.88 $759,730 - $816,369	-16,045 Reduced 52.37%	14,590 $719,000
Q1 2023 May 04, 2023	SELL	$46.2 - $52.12 $8.54 Million - $9.63 Million	-184,825 Reduced 85.78%	30,635 $1.49 Million
Q4 2022 Feb 08, 2023	BUY	$44.28 - $48.68 $9.41 Million - $10.4 Million	212,620 Added 7486.62%	215,460 $10.1 Million
Q2 2022 Aug 03, 2022	BUY	$48.46 - $57.45 $51,125 - $60,609	1,055 Added 59.1%	2,840 $139,000
Q1 2022 May 09, 2022	SELL	$51.27 - $62.07 $14,611 - $17,689	-285 Reduced 13.77%	1,785 $99,000
Q4 2021 Feb 14, 2022	SELL	$57.97 - $64.38 $87,534 - $97,213	-1,510 Reduced 42.18%	2,070 $123,000
Q2 2021 Aug 03, 2021	BUY	$63.17 - $68.14 $34,743 - $37,477	550 Added 18.15%	3,580 $239,000
Q4 2020 Feb 11, 2021	BUY	$52.65 - $62.1 $159,529 - $188,163	3,030 New	3,030 $188,000
Q3 2020 Oct 28, 2020	SELL	$48.22 - $54.44 $187,575 - $211,771	-3,890 Closed	0 $0
Q2 2020 Aug 07, 2020	SELL	$38.83 - $49.26 $4.49 Million - $5.69 Million	-115,510 Reduced 96.74%	3,890 $185,000
Q1 2020 Apr 28, 2020	BUY	$36.22 - $55.44 $2.19 Million - $3.36 Million	60,600 Added 103.06%	119,400 $4.83 Million
Q4 2019 Jan 31, 2020	BUY	$48.38 - $53.99 $14,514 - $16,197	300 Added 0.51%	58,800 $3.16 Million
Q3 2019 Oct 28, 2019	BUY	$46.63 - $52.12 $389,360 - $435,202	8,350 Added 16.65%	58,500 $2.87 Million
Q2 2019 Aug 07, 2019	BUY	$48.09 - $53.71 $14,427 - $16,113	300 Added 0.6%	50,150 $2.58 Million
Q1 2019 May 01, 2019	SELL	$46.41 - $52.64 $963,471 - $1.09 Million	-20,760 Reduced 29.4%	49,850 $2.58 Million
Q4 2018 Feb 04, 2019	BUY	$45.85 - $51.77 $3.24 Million - $3.66 Million	70,610 New	70,610 $3.33 Million

Others Institutions Holding IEMG

# of Institutions

1,831

Shares Held

1.23B

Call Options Held

143K

Put Options Held

17.4K

Bank Of America Corp Charlotte, NC

146M
Shares

$7.85 Billion
0.7% of portfolio
Morgan Stanley New York, NY

76.5M
Shares

$4.1 Billion
0.32% of portfolio
Creative Planning Overland Park, KS

70.2M
Shares

$3.77 Billion
4.02% of portfolio
Wells Fargo & Company San Francisco, CA

46.5M
Shares

$2.5 Billion
0.61% of portfolio
Tiaa Trust, National Association Charlotte, NC

41M
Shares

$2.2 Billion
6.79% of portfolio

About ISHARES INC

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