Leicht Financial Planning & Wealth Management, Inc. Ishares Inc Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 13, 2020	SELL	$36.22 - $55.44 $137,780 - $210,893	-3,804 Closed	0 $0
Q4 2019 Jan 17, 2020	BUY	$48.38 - $53.99 $184,037 - $205,377	3,804 New	3,804 $205,000
Q3 2019 Oct 17, 2019	SELL	$46.63 - $52.12 $390,619 - $436,609	-8,377 Closed	0 $0
Q2 2019 Aug 02, 2019	SELL	$48.09 - $53.71 $118,012 - $131,804	-2,454 Reduced 22.66%	8,377 $431,000
Q1 2019 May 02, 2019	SELL	$46.41 - $52.64 $291,176 - $330,263	-6,274 Reduced 36.68%	10,831 $560,000
Q4 2018 Jan 28, 2019	SELL	$45.85 - $51.77 $328,469 - $370,880	-7,164 Reduced 29.52%	17,105 $807,000
Q3 2018 Oct 19, 2018	BUY	$49.8 - $54.37 $417,025 - $455,294	8,374 Added 52.68%	24,269 $1.26 Million
Q2 2018 Jul 16, 2018	BUY	$51.25 - $58.27 $814,618 - $926,201	15,895 New	15,895 $825,000

Others Institutions Holding IEMG

# of Institutions

1,872

Shares Held

1.24B

Call Options Held

137K

Put Options Held

19.1K

Bank Of America Corp Charlotte, NC

163M
Shares

$8.76 Billion
0.74% of portfolio
Morgan Stanley New York, NY

77.2M
Shares

$4.14 Billion
0.31% of portfolio
Creative Planning Overland Park, KS

70.3M
Shares

$3.77 Billion
3.75% of portfolio
Wells Fargo & Company San Francisco, CA

46.3M
Shares

$2.48 Billion
0.57% of portfolio
Tiaa Trust, National Association Charlotte, NC

42.8M
Shares

$2.3 Billion
6.89% of portfolio

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About ISHARES INC

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