Smallwood Wealth Investment Management, LLC Ishares Inc Transaction History

Smallwood Wealth Investment Management, LLC

$126 Million
Q2 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$44.37 - $50.42 $1.01 Million - $1.14 Million	-22,668 Reduced 63.78%	12,871 $553,000
Q2 2022 Aug 08, 2022	BUY	$48.46 - $57.45 $195,487 - $231,753	4,034 Added 12.8%	35,539 $1.74 Million
Q1 2022 Apr 21, 2022	BUY	$51.27 - $62.07 $286,496 - $346,847	5,588 Added 21.56%	31,505 $1.75 Million
Q4 2021 Apr 05, 2022	BUY	$57.97 - $64.38 $1.5 Million - $1.67 Million	25,917 New	25,917 $1.55 Million

Others Institutions Holding IEMG

# of Institutions

1,831

Shares Held

1.23B

Call Options Held

143K

Put Options Held

17.4K

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

70.2M
Shares

$3.77 Billion
4.02% 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

View Full List

About ISHARES INC

Ticker IEMG
Sector ETFs
Industry ETFs

More about IEMG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Smallwood Wealth Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smallwood Wealth Investment Management, LLC with notifications on news.

Account