Org Wealth Partners, LLC Ishares Tr Transaction History

Org Wealth Partners, LLC

$221 Million
Q1 2025

A detailed history of Org Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Org Wealth Partners, LLC holds 330 shares of EMB stock, worth $29,825. This represents 0.01% of its overall portfolio holdings.

Number of Shares

330

Holding current value

$29,825

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 21, 2025	BUY	$88.64 - $92.03 $29,251 - $30,369	330 New	330 $29,000

Others Institutions Holding EMB

# of Institutions

976

Shares Held

143M

Call Options Held

4.61M

Put Options Held

10.6M

Wells Fargo & Company San Francisco, CA

17M
Shares

$1.53 Billion
0.35% of portfolio
Betterment LLC New York, NY

9.03M
Shares

$816 Million
1.93% of portfolio
Jones Financial Companies Lllp

7.78M
Shares

$703 Million
0.66% of portfolio
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL

5.5M
Shares

$497 Million
15.69% of portfolio
Envestnet Asset Management Inc

5.23M
Shares

$473 Million
0.16% of portfolio

View Full List

About ISHARES TR

Ticker EMB
Sector ETFs
Industry ETFs

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Org Wealth Partners, LLC Ishares Tr Transaction History