Rooted Wealth Advisors, Inc. Ishares Tr Transaction History

Rooted Wealth Advisors, Inc.

  • $227 Million
  • Q2 2024

A detailed history of Rooted Wealth Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 30,115 shares of EMB stock, worth $2.79 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
30,115
Previous 37,531 19.76%
Holding current value
$2.79 Million
Previous $3.34 Million 19.29%
% of portfolio
1.19%
Previous 1.65%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
SELL
$86.66 - $89.88 $642,670 - $666,550
-7,416 Reduced 19.76%
30,115 $2.7 Million
Q1 2024

Apr 17, 2024
SELL
$86.49 - $90.08 $457,013 - $475,982
-5,284 Reduced 12.34%
37,531 $3.34 Million
Q4 2023

Feb 07, 2024
BUY
$79.71 - $89.68 $220,557 - $248,144
2,767 Added 6.91%
42,815 $3.75 Million
Q3 2023

Nov 21, 2023
BUY
$82.42 - $87.68 $628,947 - $669,086
7,631 Added 23.54%
40,048 $3.37 Million
Q2 2023

Aug 03, 2023
BUY
$83.9 - $86.54 $2.72 Million - $2.81 Million
32,417 New
32,417 $2.79 Million

Others Institutions Holding EMB

# of Institutions
908
Shares Held
147M
Call Options Held
5.3M
Put Options Held
13.7M
View Full List

About ISHARES TR

EMB Quotes by TradingView
  • Ticker EMB
  • Sector ETFs
  • Industry ETFs
More about EMB
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