Polaris Wealth Advisory Group, LLC Ishares Tr Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 07, 2023	BUY	$83.9 - $86.54 $9.51 Million - $9.81 Million	113,398 New	113,398 $9.81 Million
Q4 2022 Jan 19, 2023	BUY	$77.09 - $87.8 $8.08 Million - $9.2 Million	104,798 New	104,798 $0
Q3 2021 Oct 18, 2021	SELL	$109.98 - $113.55 $9.59 Million - $9.9 Million	-87,155 Closed	0 $0
Q2 2021 Jul 23, 2021	BUY	$109.25 - $112.9 $9.52 Million - $9.84 Million	87,155 New	87,155 $9.76 Million
Q1 2021 Apr 19, 2021	SELL	$106.72 - $115.35 $7.65 Million - $8.27 Million	-71,702 Closed	0 $0
Q4 2020 Jan 25, 2021	BUY	$109.8 - $115.91 $7.87 Million - $8.31 Million	71,702 New	71,702 $8.21 Million
Q3 2020 Oct 15, 2020	SELL	$109.14 - $114.48 $5.28 Million - $5.54 Million	-48,403 Closed	0 $0
Q2 2020 Jul 13, 2020	BUY	$93.85 - $109.23 $4.54 Million - $5.29 Million	48,403 New	48,403 $5.28 Million
Q1 2020 Apr 09, 2020	SELL	$85.8 - $117.01 $14.9 Million - $20.3 Million	-173,432 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$111.26 - $114.74 $3.92 Million - $4.04 Million	35,240 Added 25.5%	173,432 $20 Million
Q3 2019 Oct 09, 2019	BUY	$112.56 - $115.59 $14.2 Million - $14.6 Million	126,115 Added 1044.26%	138,192 $15.5 Million
Q2 2019 Jul 25, 2019	BUY	$108.45 - $113.94 $1.31 Million - $1.38 Million	12,077 New	12,077 $1.37 Million
Q3 2018 Oct 19, 2018	SELL	$105.2 - $109.57 $38.2 Million - $39.8 Million	-363,442 Closed	0 $0
Q2 2018 Jul 09, 2018	SELL	$106.18 - $112.57 $34,720 - $36,810	-327 Reduced 0.09%	363,442 $41 Million
Q1 2018 Apr 09, 2018	BUY	$111.09 - $116.72 $1.35 Million - $1.42 Million	12,140 Added 3.45%	363,769 $41 Million
Q4 2017 Feb 13, 2018	BUY	$114.36 - $116.42 $40.2 Million - $40.9 Million	351,629	351,629 $40.8 Million

Others Institutions Holding EMB

# of Institutions

926

Shares Held

146M

Call Options Held

4.01M

Put Options Held

10.6M

View Full List

About ISHARES TR

Ticker EMB
Sector ETFs
Industry ETFs

More about EMB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Polaris Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Polaris Wealth Advisory Group, LLC with notifications on news.

Account