Liberty Wealth Management LLC Ishares Msci Germany ETF Transaction History

Liberty Wealth Management LLC

$578 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 15, 2022	SELL	$31.77 - $34.68 $14,931 - $16,299	-470 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$33.95 - $36.48 $536,647 - $576,639	-15,807 Reduced 97.11%	470 $16,000
Q2 2021 Aug 13, 2021	BUY	$33.95 - $36.48 $536,579 - $576,566	15,805 Added 3348.52%	16,277 $470,000
Q4 2020 Feb 09, 2021	SELL	$26.28 - $32.2 $4,888 - $5,989	-186 Reduced 28.27%	472 $14,000
Q3 2020 Nov 05, 2020	SELL	$27.09 - $30.72 $12,596 - $14,284	-465 Reduced 41.41%	658 $19,000
Q1 2020 Apr 27, 2020	SELL	$18.03 - $29.88 $16,695 - $27,668	-926 Reduced 45.19%	1,123 $24,000
Q3 2019 Oct 30, 2019	SELL	$25.25 - $28.37 $80,572 - $90,528	-3,191 Reduced 60.9%	2,049 $55,000
Q2 2019 Jul 30, 2019	BUY	$26.92 - $28.95 $80,786 - $86,878	3,001 Added 134.03%	5,240 $147,000
Q4 2018 Mar 26, 2019	BUY	$24.44 - $29.9 $54,721 - $66,946	2,239 New	2,239 $56,000

Others Institutions Holding EWG

# of Institutions

209

Shares Held

15.2M

Call Options Held

481K

Put Options Held

1.29M

Morgan Stanley New York, NY

3.29M
Shares

$130 Million
0.01% of portfolio
Life Line Wealth Management LLC Beverly Hills, CA

1.21M
Shares

$47.7 Million
16.48% of portfolio
Black Rock Inc. New York, NY

1.14M
Shares

$45.1 Million
0.0% of portfolio
Envestnet Asset Management Inc

1.04M
Shares

$41.2 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

733K
Shares

$28.9 Million
0.01% of portfolio

About ISHARES MSCI GERMANY ETF

Ticker EWG
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