Personal Cfo Solutions, LLC Ishares Inc Transaction History

Personal Cfo Solutions, LLC

$636 Million
Q2 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	BUY	$45.74 - $50.64 $49,033 - $54,286	1,072 Added 13.83%	8,825 $446,000
Q3 2023 Nov 13, 2023	SELL	$47.36 - $52.23 $63,083 - $69,570	-1,332 Reduced 14.66%	7,753 $368,000
Q2 2023 Aug 10, 2023	BUY	$47.35 - $50.88 $175,952 - $189,070	3,716 Added 69.21%	9,085 $447,000
Q1 2023 May 09, 2023	BUY	$46.2 - $52.12 $248,047 - $279,832	5,369 New	5,369 $261,000
Q3 2022 Nov 01, 2022	BUY	$44.37 - $50.42 $24,004 - $27,277	541 Added 11.48%	5,253 $226,000
Q2 2022 Aug 05, 2022	SELL	$48.46 - $57.45 $3,779 - $4,481	-78 Reduced 1.63%	4,712 $231,000
Q1 2022 May 02, 2022	SELL	$51.27 - $62.07 $37,632 - $45,559	-734 Reduced 13.29%	4,790 $266,000
Q4 2021 Feb 11, 2022	SELL	$57.97 - $64.38 $67,477 - $74,938	-1,164 Reduced 17.4%	5,524 $331,000
Q3 2021 Nov 18, 2021	SELL	$60.55 - $66.68 $14,168 - $15,603	-234 Reduced 3.38%	6,688 $413,000
Q2 2021 Jul 22, 2021	BUY	$63.17 - $68.14 $13,581 - $14,650	215 Added 3.21%	6,922 $464,000
Q1 2021 Apr 21, 2021	BUY	$62.41 - $69.46 $17,100 - $19,032	274 Added 4.26%	6,707 $432,000
Q4 2020 Feb 09, 2021	SELL	$52.65 - $62.1 $842 - $993	-16 Reduced 0.25%	6,433 $399,000
Q3 2020 Nov 02, 2020	SELL	$48.22 - $54.44 $16,394 - $18,509	-340 Reduced 5.01%	6,449 $0
Q2 2020 Aug 03, 2020	SELL	$38.83 - $49.26 $78,980 - $100,194	-2,034 Reduced 23.05%	6,789 $323,000
Q1 2020 Apr 30, 2020	BUY	$36.22 - $55.44 $3,875 - $5,932	107 Added 1.23%	8,823 $357,000
Q4 2019 Feb 13, 2020	BUY	$48.38 - $53.99 $15,771 - $17,600	326 Added 3.89%	8,716 $469,000
Q3 2019 Nov 13, 2019	BUY	$46.63 - $52.12 $391,225 - $437,286	8,390 New	8,390 $410,000

Others Institutions Holding IEMG

# of Institutions

1,862

Shares Held

1.22B

Call Options Held

143K

Put Options Held

21.3K

Bank Of America Corp Charlotte, NC

146M
Shares

$7.85 Billion
0.7% of portfolio
Morgan Stanley New York, NY

76.5M
Shares

$4.1 Billion
0.32% of portfolio
Creative Planning Overland Park, KS

70.3M
Shares

$3.77 Billion
3.75% of portfolio
Wells Fargo & Company San Francisco, CA

46.5M
Shares

$2.5 Billion
0.61% of portfolio
Tiaa Trust, National Association Charlotte, NC

41M
Shares

$2.2 Billion
6.79% of portfolio

About ISHARES INC

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