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

Institute For Wealth Management, Llc.

$763 Million
Q1 2025

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 21, 2022	SELL	$61.26 - $64.52 $203,689 - $214,529	-3,325 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$61.06 - $64.43 $2,137 - $2,255	-35 Reduced 1.04%	3,325 $208,000
Q2 2021 Jul 21, 2021	SELL	$61.85 - $65.64 $371 - $393	-6 Reduced 0.18%	3,360 $216,000
Q1 2021 May 04, 2021	SELL	$61.48 - $65.18 $28,034 - $29,722	-456 Reduced 11.93%	3,366 $213,000
Q4 2020 Feb 01, 2021	SELL	$54.96 - $61.3 $43,418 - $48,427	-790 Reduced 17.13%	3,822 $233,000
Q3 2020 Nov 03, 2020	SELL	$52.55 - $56.68 $16,290 - $17,570	-310 Reduced 6.3%	4,612 $254,000
Q2 2020 Jul 30, 2020	SELL	$45.15 - $54.07 $25,058 - $30,008	-555 Reduced 10.13%	4,922 $256,000
Q1 2020 Apr 29, 2020	SELL	$42.59 - $59.58 $14,736 - $20,614	-346 Reduced 5.94%	5,477 $257,000
Q4 2019 Feb 27, 2020	BUY	$56.42 - $59.53 $309,238 - $326,283	5,481 Added 1602.63%	5,823 $342,000
Q4 2019 Jan 27, 2020	SELL	$56.42 - $59.53 $349,465 - $368,728	-6,194 Reduced 94.77%	342 $342,000
Q3 2019 Oct 28, 2019	SELL	$55.22 - $59.35 $212,652 - $228,556	-3,851 Reduced 37.08%	6,536 $373,000
Q2 2019 Aug 02, 2019	BUY	$55.98 - $60.02 $51,165 - $54,858	914 Added 9.65%	10,387 $611,000
Q1 2019 May 15, 2019	BUY	$55.11 - $59.93 $522,057 - $567,716	9,473 New	9,473 $562,000
Q4 2018 Feb 08, 2019	SELL	$53.54 - $59.31 $657,578 - $728,445	-12,282 Closed	0 $0
Q3 2018 Oct 29, 2018	SELL	$57.14 - $59.9 $47,826 - $50,136	-837 Reduced 6.38%	12,282 $726,000
Q2 2018 Aug 10, 2018	SELL	$57.03 - $63.04 $35,358 - $39,084	-620 Reduced 4.51%	13,119 $756,000
Q1 2018 May 15, 2018	SELL	$59.6 - $65.47 $938,998 - $1.03 Million	-15,755 Reduced 53.42%	13,739 $843,000
Q4 2017 Feb 12, 2018	BUY	$58.1 - $60.76 $752,511 - $786,963	12,952 Added 78.3%	29,494 $1.8 Million
Q3 2017 Nov 14, 2017	SELL	$57.74 - $58.1 $67,440 - $67,860	-1,168 Reduced 6.6%	16,542 $961,000
Q2 2017 Aug 14, 2017	BUY	N/A	17,710	17,710 $981,000

Others Institutions Holding EEMV

# of Institutions

365

Shares Held

52.9M

Call Options Held

Put Options Held

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