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

87

Shares Held

5.18M

Call Options Held

0

Put Options Held

0

Schroder Investment Management Group London, X0

737K
Shares

$27.5 Million
0.03% of portfolio
Checchi Capital Advisers, LLC Beverly Hills, CA

621K
Shares

$23.2 Million
1.31% of portfolio
Black Rock Inc. New York, NY

397K
Shares

$14.8 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

370K
Shares

$13.8 Million
0.0% of portfolio
Sterling Investment Advisors LLC

259K
Shares

$9.67 Million
5.45% of portfolio

About ISHARES INC JP MORGAN EM LOCAL

Ticker LEMB
Sector ETFs
Industry ETFs

More about LEMB

Track This Portfolio

Portfolio Update

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

News

Stay updated on Global Retirement Partners, LLC with notifications on news.