Ima Wealth, Inc. Vanguard Ftse Emerging Mkts Et Transaction History

Ima Wealth, Inc.

$211 Million
Q1 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 19, 2019	SELL	$39.79 - $44.01 $2,705 - $2,992	-68 Closed	0 $0
Q1 2019 May 09, 2019	SELL	$37.67 - $43.15 $296,575 - $339,719	-7,873 Reduced 99.14%	68 $3,000
Q4 2018 Jan 15, 2019	SELL	$36.68 - $41.1 $2.61 Million - $2.93 Million	-71,184 Reduced 89.96%	7,941 $303,000
Q3 2018 Oct 18, 2018	SELL	$39.98 - $44.11 $1.05 Million - $1.16 Million	-26,345 Reduced 24.98%	79,125 $3.24 Million
Q2 2018 Aug 01, 2018	SELL	$41.13 - $47.04 $114,094 - $130,488	-2,774 Reduced 2.56%	105,470 $4.45 Million

Q1 2018 Apr 20, 2018	BUY	$44.96 - $50.98 $1.92 Million - $2.17 Million	42,618 Added 64.94%	108,244 $5.09 Million
Q4 2017 Feb 05, 2018	BUY	$43.58 - $45.91 $2.86 Million - $3.01 Million	65,626	65,626 $3.01 Million

Others Institutions Holding VWO

# of Institutions

2,158

Shares Held

1.27B

Call Options Held

1.31M

Put Options Held

1.66M

Bank Of America Corp Charlotte, NC

93.7M
Shares

$4.18 Billion
0.37% of portfolio
Betterment LLC New York, NY

63.8M
Shares

$2.85 Billion
7.17% of portfolio
Vanguard Group Inc Valley Forge, PA

60.3M
Shares

$2.69 Billion
0.05% of portfolio
Northwestern Mutual Wealth Management CO

55.2M
Shares

$2.47 Billion
2.37% of portfolio
Morgan Stanley New York, NY

45M
Shares

$2.01 Billion
0.15% of portfolio

About VANGUARD FTSE EMERGING MKTS ET

Ticker VWO
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