Estate Counselors, LLC Ishares Inc Transaction History

Estate Counselors, LLC

$373 Million
Q3 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

1,871

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
Sector ETFs
Industry ETFs

More about IEMG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Estate Counselors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Estate Counselors, LLC with notifications on news.