Institute For Wealth Management, Llc. Ishares Msci Emerging Markets Transaction History

Institute For Wealth Management, Llc.

$737 Million
Q2 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Msci Emerging Markets stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 53,888 shares of EEM stock, worth $2.4 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

53,888

Previous 53,827 0.11%

Holding current value

$2.4 Million

Previous $2.21 Million 3.8%

% of portfolio

0.31%

Previous 0.29%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	BUY	$39.71 - $43.79 $2,422 - $2,671	61 Added 0.11%	53,888 $2.3 Million
Q1 2024 Apr 30, 2024	BUY	$37.68 - $41.36 $14,469 - $15,882	384 Added 0.72%	53,827 $2.21 Million
Q4 2023 Jan 31, 2024	BUY	$36.53 - $40.3 $104,402 - $115,177	2,858 Added 5.65%	53,443 $2.15 Million
Q3 2023 Oct 13, 2023	SELL	$37.76 - $41.95 $97,647 - $108,482	-2,586 Reduced 4.86%	50,585 $1.92 Million
Q2 2023 Jul 25, 2023	BUY	$38.19 - $41.02 $1,756 - $1,886	46 Added 0.09%	53,171 $2.1 Million
Q1 2023 Apr 20, 2023	BUY	$37.27 - $42.5 $98,020 - $111,775	2,630 Added 5.21%	53,125 $2.1 Million
Q4 2022 Feb 02, 2023	SELL	$33.93 - $39.54 $13,300 - $15,499	-392 Reduced 0.77%	50,495 $1.91 Million
Q3 2022 Oct 18, 2022	BUY	$34.88 - $41.05 $23,823 - $28,037	683 Added 1.36%	50,887 $1.78 Million
Q2 2022 Jul 25, 2022	SELL	$39.4 - $46.71 $6,225 - $7,380	-158 Reduced 0.31%	50,204 $2.01 Million
Q1 2022 Apr 29, 2022	BUY	$41.54 - $50.85 $18,485 - $22,628	445 Added 0.89%	50,362 $2.27 Million
Q4 2021 Jan 21, 2022	BUY	$47.44 - $52.5 $89,756 - $99,330	1,892 Added 3.94%	49,917 $2.44 Million
Q3 2021 Nov 15, 2021	SELL	$49.5 - $54.84 $127,561 - $141,322	-2,577 Reduced 5.09%	48,025 $2.42 Million
Q2 2021 Jul 21, 2021	BUY	$52.01 - $56.09 $478,283 - $515,803	9,196 Added 22.21%	50,602 $2.79 Million
Q1 2021 May 04, 2021	SELL	$51.68 - $57.96 $39,845 - $44,687	-771 Reduced 1.83%	41,406 $2.21 Million
Q4 2020 Feb 01, 2021	BUY	$43.99 - $51.7 $250,611 - $294,534	5,697 Added 15.62%	42,177 $2.18 Million
Q3 2020 Nov 03, 2020	SELL	$40.44 - $45.55 $60,174 - $67,778	-1,488 Reduced 3.92%	36,480 $1.61 Million
Q2 2020 Jul 30, 2020	BUY	$32.67 - $41.19 $130,255 - $164,224	3,987 Added 11.73%	37,968 $1.52 Million
Q1 2020 Apr 29, 2020	SELL	$30.61 - $46.3 $68,505 - $103,619	-2,238 Reduced 6.18%	33,981 $1.16 Million
Q4 2019 Feb 27, 2020	BUY	$40.27 - $45.07 $1.39 Million - $1.56 Million	34,594 Added 2128.86%	36,219 $1.63 Million
Q4 2019 Jan 27, 2020	SELL	$40.27 - $45.07 $1.39 Million - $1.55 Million	-34,420 Reduced 95.49%	1,625 $1.63 Million
Q3 2019 Oct 28, 2019	BUY	$38.74 - $43.42 $100,181 - $112,284	2,586 Added 7.73%	36,045 $1.47 Million
Q2 2019 Aug 02, 2019	SELL	$39.91 - $44.59 $38,592 - $43,118	-967 Reduced 2.81%	33,459 $1.44 Million
Q1 2019 May 15, 2019	BUY	$38.45 - $43.71 $1.32 Million - $1.5 Million	34,426 New	34,426 $1.48 Million
Q4 2018 Feb 08, 2019	SELL	$38.0 - $42.93 $1.03 Million - $1.16 Million	-27,106 Closed	0 $0
Q3 2018 Oct 29, 2018	BUY	$41.14 - $45.03 $27,234 - $29,809	662 Added 2.5%	27,106 $1.16 Million
Q2 2018 Aug 10, 2018	BUY	$42.33 - $48.14 $229,386 - $260,870	5,419 Added 25.77%	26,444 $1.14 Million
Q1 2018 May 15, 2018	SELL	$45.69 - $52.08 $83,795 - $95,514	-1,834 Reduced 8.02%	21,025 $989,000
Q4 2017 Feb 12, 2018	BUY	$44.82 - $47.81 $427,224 - $455,724	9,532 Added 71.52%	22,859 $1.08 Million
Q3 2017 Nov 14, 2017	BUY	$44.3 - $45.85 $6,556 - $6,785	148 Added 1.12%	13,327 $591,000
Q2 2017 Aug 14, 2017	BUY	N/A	13,179	13,179 $539,000

Others Institutions Holding EEM

# of Institutions

1,467

Shares Held

376M

Call Options Held

292M

Put Options Held

369M

View Full List

About ISHARES MSCI EMERGING MARKETS

Ticker EEM
Sector ETFs
Industry Closed-End Fund - Foreign

More about EEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Account

Institute For Wealth Management, Llc. Ishares Msci Emerging Markets Transaction History