Monterey Private Wealth, Inc. Ishares Inc Transaction History
Monterey Private Wealth, Inc.
- $338 Million
- Q1 2025
A detailed history of Monterey Private Wealth, Inc. transactions in Ishares Inc stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 72,668 shares of IEMG stock, worth $3.9 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
72,668
Previous 70,480
3.1%
Holding current value
$3.9 Million
Previous $3.78 Million
3.1%
% of portfolio
1.15%
Previous 1.25%
Shares
7 transactions
Others Institutions Holding IEMG
# of Institutions
2,141Shares Held
1.42BCall Options Held
93.6KPut Options Held
4K-
Bank Of America Corp Charlotte, NC175MShares$9.4 Billion0.71% of portfolio
-
Morgan Stanley New York, NY96.7MShares$5.18 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS73.2MShares$3.93 Billion3.38% of portfolio
-
Envestnet Asset Management Inc61.1MShares$3.28 Billion1.01% of portfolio
-
Wells Fargo & Company San Francisco, CA51.8MShares$2.78 Billion0.59% of portfolio