Global Retirement Partners, LLC Ishares Inc Jp Morgan Em Local Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 18, 2024	SELL	$34.11 - $36.8 $3,854 - $4,158	-113 Reduced 4.31%	2,509 $92,000
Q3 2023 Oct 13, 2023	BUY	$34.52 - $37.94 $5,039 - $5,539	146 Added 5.9%	2,622 $91,000
Q2 2023 Jul 20, 2023	SELL	$35.67 - $37.36 $7,490 - $7,845	-210 Reduced 7.82%	2,476 $91,000
Q1 2023 May 05, 2023	SELL	$34.65 - $36.46 $9,667 - $10,172	-279 Reduced 9.41%	2,686 $96,000
Q4 2022 Feb 13, 2023	BUY	$32.04 - $35.14 $85,771 - $94,069	2,677 Added 929.51%	2,965 $102,000
Q4 2022 Feb 13, 2023	BUY	$32.04 - $35.14 $85,771 - $94,069	2,677 Added 929.51%	2,965 $102,000
Q2 2022 Jul 15, 2022	BUY	$33.79 - $37.01 $979 - $1,073	29 Added 11.2%	288 $10,000
Q1 2022 Jul 14, 2022	BUY	$36.1 - $40.12 $9,349 - $10,391	259 New	259 $9,000
Q4 2021 Jan 21, 2022	SELL	$38.56 - $42.62 $5,861 - $6,478	-152 Closed	0 $0
Q4 2020 Jan 13, 2021	BUY	$41.66 - $45.29 $6,332 - $6,884	152 New	152 $7,000

Others Institutions Holding LEMB

# of Institutions

94

Shares Held

4.7M

Call Options Held

0

Put Options Held

0

Schroder Investment Management Group London, X0

742K
Shares

$30.1 Million
0.03% of portfolio
Checchi Capital Advisers, LLC Beverly Hills, CA

644K
Shares

$26.1 Million
1.28% of portfolio
Black Rock Inc. New York, NY

397K
Shares

$16.1 Million
0.0% of portfolio
Envestnet Asset Management Inc

275K
Shares

$11.1 Million
0.0% of portfolio
Sterling Investment Advisors LLC

269K
Shares

$10.9 Million
5.67% of portfolio

About ISHARES INC JP MORGAN EM LOCAL

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