Evoke Wealth, LLC Ishares Inc Transaction History

Evoke Wealth, LLC

$84.8 Billion
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 07, 2022	BUY	$44.37 - $50.42 $19,389 - $22,033	437 Added 12.01%	4,075 $175,000
Q2 2022 Aug 04, 2022	BUY	$48.46 - $57.45 $76,615 - $90,828	1,581 Added 76.86%	3,638 $178,000
Q1 2022 May 10, 2022	SELL	$51.27 - $62.07 $37,888 - $45,869	-739 Reduced 26.43%	2,057 $114,000
Q4 2021 Feb 09, 2022	BUY	$57.97 - $64.38 $21,622 - $24,013	373 Added 15.39%	2,796 $167,000
Q2 2021 Aug 05, 2021	BUY	$63.17 - $68.14 $54,894 - $59,213	869 Added 55.92%	2,423 $162,000
Q1 2021 May 13, 2021	BUY	$62.41 - $69.46 $8,987 - $10,002	144 Added 10.21%	1,554 $100,000
Q2 2020 Aug 10, 2020	BUY	$38.83 - $49.26 $40,810 - $51,772	1,051 Added 292.76%	1,410 $67,000
Q1 2020 May 07, 2020	BUY	$36.22 - $55.44 $13,002 - $19,902	359 New	359 $14.5 Million
Q4 2019 Feb 07, 2020	SELL	$48.38 - $53.99 $19,400 - $21,649	-401 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$46.63 - $52.12 $18,698 - $20,900	401 New	401 $19.7 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

Ticker IEMG
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