Peak Financial Advisors LLC Ishares Tr Transaction History

Peak Financial Advisors LLC

$156 Million
Q4 2024

A detailed history of Peak Financial Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Peak Financial Advisors LLC holds 69,531 shares of EMB stock, worth $6.3 Million. This represents 3.96% of its overall portfolio holdings.

Number of Shares

69,531

Previous 69,657 0.18%

Holding current value

$6.3 Million

Previous $6.52 Million 5.02%

% of portfolio

3.96%

Previous 4.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$88.94 - $93.46 $11,206 - $11,775	-126 Reduced 0.18%	69,531 $6.19 Million
Q3 2024 Oct 09, 2024	SELL	$87.75 - $93.74 $71,604 - $76,491	-816 Reduced 1.16%	69,657 $6.52 Million
Q2 2024 Jul 12, 2024	BUY	$86.66 - $89.88 $170,200 - $176,524	1,964 Added 2.87%	70,473 $6.24 Million
Q1 2024 Apr 12, 2024	BUY	$86.49 - $90.08 $5.93 Million - $6.17 Million	68,509 New	68,509 $6.14 Million
Q2 2022 Jul 14, 2022	SELL	$84.66 - $98.11 $259,906 - $301,197	-3,070 Closed	0 $0
Q1 2022 Apr 22, 2022	BUY	$93.87 - $107.98 $288,180 - $331,498	3,070 New	3,070 $300,000
Q1 2021 May 11, 2021	SELL	$106.72 - $115.35 $6.67 Million - $7.21 Million	-62,463 Closed	0 $0
Q4 2020 Feb 02, 2021	BUY	$109.8 - $115.91 $6.86 Million - $7.24 Million	62,463 New	62,463 $7.24 Million

Others Institutions Holding EMB

# of Institutions

941

Shares Held

145M

Call Options Held

4.01M

Put Options Held

10.6M

View Full List

About ISHARES TR

Ticker EMB
Sector ETFs
Industry ETFs

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Peak Financial Advisors LLC Ishares Tr Transaction History