Personal Cfo Solutions, LLC Ishares Tr Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Ishares Tr stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 3,607 shares of EMB stock, worth $323,042. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,607

Previous 4,121 12.47%

Holding current value

$323,042

Previous $364,000 7.42%

% of portfolio

0.05%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$87.75 - $93.74 $45,103 - $48,182	-514 Reduced 12.47%	3,607 $337,000
Q2 2024 Aug 09, 2024	SELL	$86.66 - $89.88 $48,269 - $50,063	-557 Reduced 11.91%	4,121 $364,000
Q1 2024 May 13, 2024	SELL	$86.49 - $90.08 $27,071 - $28,195	-313 Reduced 6.27%	4,678 $419,000
Q4 2023 Feb 13, 2024	BUY	$79.71 - $89.68 $397,832 - $447,592	4,991 New	4,991 $444,000
Q2 2023 Aug 10, 2023	BUY	$83.9 - $86.54 $831,952 - $858,130	9,916 New	9,916 $858,000
Q4 2022 Feb 14, 2023	BUY	$77.09 - $87.8 $727,960 - $829,095	9,443 New	9,443 $798,000
Q4 2021 Feb 11, 2022	SELL	$106.57 - $110.92 $571,428 - $594,753	-5,362 Closed	0 $0
Q3 2021 Nov 18, 2021	BUY	$109.98 - $113.55 $125,817 - $129,901	1,144 Added 27.12%	5,362 $590,000
Q2 2021 Jul 22, 2021	BUY	$109.25 - $112.9 $460,816 - $476,212	4,218 New	4,218 $474,000

Others Institutions Holding EMB

# of Institutions

925

Shares Held

146M

Call Options Held

4.01M

Put Options Held

10.6M

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About ISHARES TR

Ticker EMB
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Personal Cfo Solutions, LLC Ishares Tr Transaction History