Marks Group Wealth Management, Inc Ishares Inc Msci Switzerlnd Transaction History

Marks Group Wealth Management, Inc

$1 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	$39.3 - $49.92 $259,301 - $329,372	-6,598 Reduced 45.58%	7,879 $327,000
Q1 2022 May 10, 2022	SELL	$44.22 - $52.9 $293,532 - $351,150	-6,638 Reduced 31.44%	14,477 $711,000
Q4 2021 Feb 14, 2022	SELL	$46.84 - $53.02 $1.75 Million - $1.98 Million	-37,355 Reduced 63.89%	21,115 $143,000
Q3 2021 Nov 15, 2021	SELL	$46.58 - $51.16 $1.17 Million - $1.29 Million	-25,185 Reduced 30.11%	58,470 $2.72 Million
Q2 2021 Aug 10, 2021	SELL	$44.95 - $50.36 $131,433 - $147,252	-2,924 Reduced 3.38%	83,655 $4.07 Million
Q1 2021 May 17, 2021	BUY	$43.03 - $45.79 $55,250 - $58,794	1,284 Added 1.51%	86,579 $3.83 Million
Q4 2020 Feb 08, 2021	BUY	$38.93 - $45.05 $384,550 - $445,003	9,878 Added 13.1%	85,295 $3.81 Million
Q3 2020 Nov 10, 2020	SELL	$39.37 - $42.81 $28,543 - $31,037	-725 Reduced 0.95%	75,417 $3.1 Million
Q2 2020 Aug 10, 2020	SELL	$34.5 - $39.87 $316,158 - $365,368	-9,164 Reduced 10.74%	76,142 $2.97 Million
Q1 2020 Apr 23, 2020	SELL	$30.51 - $42.26 $128,843 - $178,463	-4,223 Reduced 4.72%	85,306 $3.02 Million
Q4 2019 Feb 12, 2020	BUY	$36.37 - $40.75 $3.26 Million - $3.65 Million	89,529 New	89,529 $3.64 Million

Others Institutions Holding EWL

# of Institutions

169

Shares Held

14.3M

Call Options Held

300

Put Options Held

600

Black Rock Inc. New York, NY

2.12M
Shares

$99.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

1.64M
Shares

$77.3 Million
0.01% of portfolio
Allspring Global Investments Holdings, LLC

1.13M
Shares

$53.1 Million
0.09% of portfolio
1607 Capital Partners, LLC Richmond, VA

859K
Shares

$40.6 Million
4.1% of portfolio
Morgan Stanley New York, NY

652K
Shares

$30.8 Million
0.0% of portfolio

About ISHARES INC MSCI SWITZERLND

Ticker EWL
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