Jeppson Wealth Management, LLC Ishares Msci Emerging Markets Transaction History

Jeppson Wealth Management, LLC

  • $279 Million
  • Q3 2024

A detailed history of Jeppson Wealth Management, LLC transactions in Ishares Msci Emerging Markets stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 6,945 shares of EEM stock, worth $314,955. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,945
Previous 6,945 -0.0%
Holding current value
$314,955
Previous $295,000 7.8%
% of portfolio
0.11%
Previous 0.11%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
SELL
$39.71 - $43.79 $833 - $919
-21 Reduced 0.3%
6,945 $295,000
Q1 2024

Apr 17, 2024
BUY
$37.68 - $41.36 $2,826 - $3,102
75 Added 1.09%
6,966 $286,000
Q4 2023

Jan 11, 2024
BUY
$36.53 - $40.3 $19,360 - $21,359
530 Added 8.33%
6,891 $277,000
Q3 2023

Oct 25, 2023
BUY
$37.76 - $41.95 $3,776 - $4,195
100 Added 1.6%
6,361 $241,000
Q2 2023

Jul 31, 2023
SELL
$38.19 - $41.02 $5,155 - $5,537
-135 Reduced 2.11%
6,261 $247,000
Q1 2023

Apr 27, 2023
SELL
$37.27 - $42.5 $186 - $212
-5 Reduced 0.08%
6,396 $252,000
Q4 2022

Jan 27, 2023
BUY
$33.93 - $39.54 $217,185 - $253,095
6,401 New
6,401 $0
Q1 2022

Apr 27, 2022
SELL
$41.54 - $50.85 $175,464 - $214,790
-4,224 Closed
0 $0
Q4 2021

Jan 19, 2022
SELL
$47.44 - $52.5 $63,949 - $70,770
-1,348 Reduced 24.19%
4,224 $206,000
Q3 2021

Nov 17, 2021
BUY
$49.5 - $54.84 $275,814 - $305,568
5,572 New
5,572 $280,000

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

EEM Quotes by TradingView
  • Ticker EEM
  • Sector ETFs
  • Industry Closed-End Fund - Foreign
More about EEM
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