Strategic Financial Planning, Inc. Ishares Inc Jp Morgan Em Local Transaction History

Strategic Financial Planning, Inc.

$147 Million
Q4 2024

A detailed history of Strategic Financial Planning, Inc. transactions in Ishares Inc Jp Morgan Em Local stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 23,799 shares of LEMB stock, worth $896,508. This represents 0.58% of its overall portfolio holdings.

Number of Shares

23,799

Previous 24,178 1.57%

Holding current value

$896,508

Previous $929,000 7.64%

% of portfolio

0.58%

Previous 0.62%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$36.01 - $38.42 $13,647 - $14,561	-379 Reduced 1.57%	23,799 $858,000
Q3 2024 Oct 25, 2024	BUY	$35.6 - $38.62 $8,508 - $9,230	239 Added 1.0%	24,178 $929,000
Q2 2024 Aug 09, 2024	BUY	$35.13 - $36.54 $53,819 - $55,979	1,532 Added 6.84%	23,939 $853,000
Q1 2024 Apr 22, 2024	SELL	$35.76 - $36.63 $6,544 - $6,703	-183 Reduced 0.81%	22,407 $808,000
Q4 2023 Feb 12, 2024	BUY	$34.11 - $36.8 $41,989 - $45,300	1,231 Added 5.76%	22,590 $829,000
Q3 2023 Nov 09, 2023	SELL	$34.52 - $37.94 $11,149 - $12,254	-323 Reduced 1.49%	21,359 $743,000
Q2 2023 Aug 10, 2023	SELL	$35.67 - $37.36 $50,473 - $52,864	-1,415 Reduced 6.13%	21,682 $802,000
Q1 2023 May 10, 2023	SELL	$34.65 - $36.46 $20,547 - $21,620	-593 Reduced 2.5%	23,097 $832,000
Q4 2022 Feb 14, 2023	SELL	$32.04 - $35.14 $2,306 - $2,530	-72 Reduced 0.3%	23,690 $822,000
Q3 2022 Nov 14, 2022	SELL	$32.26 - $35.03 $15,129 - $16,429	-469 Reduced 1.94%	23,762 $768,000
Q2 2022 Aug 03, 2022	BUY	$33.79 - $37.01 $11,792 - $12,916	349 Added 1.46%	24,231 $828,000
Q1 2022 May 05, 2022	SELL	$36.1 - $40.12 $25,955 - $28,846	-719 Reduced 2.92%	23,882 $882,000
Q4 2021 Feb 07, 2022	BUY	$38.56 - $42.62 $38,482 - $42,534	998 Added 4.23%	24,601 $965,000
Q3 2021 Nov 09, 2021	BUY	$42.29 - $43.75 $21,187 - $21,918	501 Added 2.17%	23,603 $1 Million
Q2 2021 Aug 06, 2021	BUY	$42.67 - $44.57 $9,430 - $9,849	221 Added 0.97%	23,102 $1.01 Million
Q1 2021 May 07, 2021	BUY	$42.26 - $45.44 $102,480 - $110,192	2,425 Added 11.85%	22,881 $974,000
Q4 2020 Feb 11, 2021	BUY	$41.66 - $45.29 $47,617 - $51,766	1,143 Added 5.92%	20,456 $926,000
Q3 2020 Nov 09, 2020	BUY	$41.03 - $42.78 $19,202 - $20,021	468 Added 2.48%	19,313 $808,000
Q2 2020 Aug 07, 2020	BUY	$36.01 - $41.78 $34,677 - $40,234	963 Added 5.39%	18,845 $769,000
Q1 2020 Apr 21, 2020	SELL	$35.25 - $44.01 $85,622 - $106,900	-2,429 Reduced 11.96%	17,882 $670,000
Q4 2019 Feb 13, 2020	BUY	$43.44 - $45.84 $882,309 - $931,056	20,311 New	20,311 $891,000

Others Institutions Holding LEMB

# of Institutions

Shares Held

5.2M

Call Options Held

Put Options Held

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Strategic Financial Planning, Inc. Ishares Inc Jp Morgan Em Local Transaction History