Institute For Wealth Management, Llc. Ishares Inc Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Inc stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 5,908 shares of IEMG stock, worth $316,905. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,908

Previous 5,807 1.74%

Holding current value

$316,905

Previous $311,000 1.61%

% of portfolio

0.04%

Previous 0.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	N/A	101 Added 1.74%	5,908 $316,000
Q3 2024 Nov 12, 2024	SELL	$53.64 - $53.64 $3,003 - $3,003	-56 Reduced 0.96%	5,807 $311,000
Q2 2024 Jul 25, 2024	BUY	$50.02 - $54.95 $293,267 - $322,171	5,863 New	5,863 $313,000
Q4 2021 Jan 21, 2022	SELL	$57.97 - $64.38 $460,223 - $511,112	-7,939 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$60.55 - $66.68 $58,491 - $64,412	966 Added 13.85%	7,939 $490,000
Q2 2021 Jul 21, 2021	BUY	$63.17 - $68.14 $194,879 - $210,211	3,085 Added 79.35%	6,973 $467,000
Q1 2021 May 04, 2021	BUY	$62.41 - $69.46 $242,650 - $270,060	3,888 New	3,888 $250,000
Q1 2020 Apr 29, 2020	SELL	$36.22 - $55.44 $11,228 - $17,186	-310 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$48.38 - $53.99 $14,997 - $16,736	310 New	310 $17,000
Q1 2018 May 15, 2018	SELL	$55.19 - $62.69 $246,423 - $279,910	-4,465 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	$54.04 - $57.63 $241,288 - $257,317	4,465 New	4,465 $273,000
Q3 2017 Nov 14, 2017	SELL	$53.38 - $55.25 $253,394 - $262,271	-4,747 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	4,747	4,747 $236,000

Others Institutions Holding IEMG

# of Institutions

1,920

Shares Held

1.23B

Call Options Held

137K

Put Options Held

15.2K

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About ISHARES INC

Ticker IEMG
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Institute For Wealth Management, Llc. Ishares Inc Transaction History