Ima Wealth, Inc. Ishares Inc Transaction History

Ima Wealth, Inc.

$222 Million
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 18, 2022	BUY	$48.46 - $57.45 $969 - $1,149	20 New	20 $1,000
Q4 2021 Feb 14, 2022	SELL	$57.97 - $64.38 $2,028 - $2,253	-35 Closed	0 $0
Q3 2020 Nov 16, 2020	SELL	$48.22 - $54.44 $337 - $381	-7 Reduced 16.67%	35 $2,000
Q1 2020 Apr 14, 2020	SELL	$36.22 - $55.44 $3,875 - $5,932	-107 Reduced 71.81%	42 $2,000
Q4 2019 Feb 24, 2020	BUY	$48.38 - $53.99 $96 - $107	2 Added 1.36%	149 $8,000
Q2 2019 Jul 19, 2019	BUY	$48.09 - $53.71 $5,049 - $5,639	105 Added 250.0%	147 $8,000
Q1 2019 May 09, 2019	SELL	$46.41 - $52.64 $464 - $526	-10 Reduced 19.23%	42 $2,000
Q4 2018 Jan 15, 2019	SELL	$45.85 - $51.77 $275 - $310	-6 Reduced 10.34%	52 $2,000
Q3 2018 Oct 18, 2018	SELL	$49.8 - $54.37 $6,125 - $6,687	-123 Reduced 67.96%	58 $3,000
Q2 2018 Aug 01, 2018	BUY	$51.25 - $58.27 $9,276 - $10,546	181 New	181 $10,000

Others Institutions Holding IEMG

# of Institutions

1,859

Shares Held

1.23B

Call Options Held

143K

Put Options Held

21.3K

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

70.3M
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
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