Marks Group Wealth Management, Inc Ishares Tr Msci New Zealand Et Transaction History

Marks Group Wealth Management, Inc

$967 Million
Q4 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	$43.08 - $55.77 $352,437 - $456,254	-8,181 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$51.5 - $59.26 $232,265 - $267,262	-4,510 Reduced 35.54%	8,181 $450,000
Q4 2021 Feb 14, 2022	SELL	$56.63 - $64.49 $1.3 Million - $1.48 Million	-22,958 Reduced 64.4%	12,691 $97,000
Q3 2021 Nov 15, 2021	SELL	$59.99 - $64.77 $993,014 - $1.07 Million	-16,553 Reduced 31.71%	35,649 $2.21 Million
Q2 2021 Aug 10, 2021	BUY	$59.91 - $65.69 $386,119 - $423,372	6,445 Added 14.09%	52,202 $3.16 Million
Q1 2021 May 17, 2021	BUY	$61.36 - $71.69 $216,416 - $252,850	3,527 Added 8.35%	45,757 $2.86 Million
Q4 2020 Feb 08, 2021	SELL	$58.3 - $68.96 $57,483 - $67,994	-986 Reduced 2.28%	42,230 $2.88 Million
Q3 2020 Nov 10, 2020	SELL	$56.12 - $61.07 $35,467 - $38,596	-632 Reduced 1.44%	43,216 $2.49 Million
Q2 2020 Aug 10, 2020	SELL	$44.38 - $57.95 $216,352 - $282,506	-4,875 Reduced 10.01%	43,848 $2.48 Million
Q1 2020 Apr 23, 2020	SELL	$37.19 - $58.89 $21,830 - $34,568	-587 Reduced 1.19%	48,723 $2.17 Million
Q4 2019 Feb 12, 2020	BUY	$51.66 - $58.07 $2.55 Million - $2.86 Million	49,310 New	49,310 $2.85 Million

Others Institutions Holding ENZL

# of Institutions

39

Shares Held

758K

Call Options Held

0

Put Options Held

0

Marotta Asset Management

167K
Shares

$7.38 Million
1.58% of portfolio
Jasper Ridge Partners, L.P. Menlo Park, CA

163K
Shares

$7.22 Million
0.23% of portfolio
Castlekeep Investment Advisors LLC Westport, CT

120K
Shares

$5.32 Million
0.53% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

71.2K
Shares

$3.15 Million
0.0% of portfolio
Td Waterhouse Canada Inc. Toronto, A6

50K
Shares

$2.21 Million
0.02% of portfolio

About ISHARES TR MSCI NEW ZEALAND ET

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