A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Msci Emerging Markets stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 8,804 shares of EEM stock, worth $391,689. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,804
Previous 9,254 4.86%
Holding current value
$391,689
Previous $394,000 2.28%
% of portfolio
0.04%
Previous 0.04%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$40.42 - $46.7 $18,189 - $21,015
-450 Reduced 4.86%
8,804 $403,000
Q2 2024

Jul 12, 2024

BUY
$39.71 - $43.79 $992 - $1,094
25 Added 0.27%
9,254 $394,000
Q1 2024

May 13, 2024

SELL
$37.68 - $41.36 $20,045 - $22,003
-532 Reduced 5.45%
9,229 $379,000
Q4 2023

Feb 14, 2024

SELL
$36.53 - $40.3 $111,708 - $123,237
-3,058 Reduced 23.86%
9,761 $392,000
Q3 2023

Nov 07, 2023

SELL
$37.76 - $41.95 $28,320 - $31,462
-750 Reduced 5.53%
12,819 $486,000
Q2 2023

Aug 10, 2023

SELL
$38.19 - $41.02 $15,619 - $16,777
-409 Reduced 2.93%
13,569 $536,000
Q1 2023

May 05, 2023

SELL
$37.27 - $42.5 $14,535 - $16,575
-390 Reduced 2.71%
13,978 $551,000
Q4 2022

Feb 06, 2023

SELL
$33.93 - $39.54 $15,743 - $18,346
-464 Reduced 3.13%
14,368 $544,000
Q3 2022

Nov 08, 2022

BUY
$34.88 - $41.05 $15,626 - $18,390
448 Added 3.11%
14,832 $517,000
Q2 2022

Aug 11, 2022

BUY
$39.4 - $46.71 $49,525 - $58,714
1,257 Added 9.58%
14,384 $577,000
Q1 2022

Aug 11, 2022

SELL
$41.54 - $50.85 $66,671 - $81,614
-1,605 Reduced 10.89%
13,127 $593,000
Q1 2022

Apr 20, 2022

SELL
$41.54 - $50.85 $1.34 Million - $1.64 Million
-32,233 Reduced 68.63%
14,732 $665,000
Q4 2021

Feb 07, 2022

SELL
$47.44 - $52.5 $102,375 - $113,295
-2,158 Reduced 4.39%
46,965 $2.29 Million
Q3 2021

Dec 10, 2021

SELL
$49.5 - $54.84 $35,293 - $39,100
-713 Reduced 1.43%
49,123 $2.48 Million
Q2 2021

Aug 12, 2021

SELL
$52.01 - $56.09 $26,837 - $28,942
-516 Reduced 1.02%
49,836 $2.75 Million
Q1 2021

May 14, 2021

BUY
$51.68 - $57.96 $129,303 - $145,015
2,502 Added 5.23%
50,352 $2.69 Million
Q4 2020

Feb 16, 2021

BUY
$43.99 - $51.7 $2.1 Million - $2.47 Million
47,850 New
47,850 $2.47 Million

Others Institutions Holding EEM

About ISHARES MSCI EMERGING MARKETS


  • Ticker EEM
  • Sector ETFs
  • Industry Closed-End Fund - Foreign
More about EEM
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