Summit Wealth Partners, LLC Ishares Msci Emerging Markets Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Sep 11, 2024	SELL	$34.88 - $41.05 $181,166 - $213,213	-5,194 Closed	0 $0
Q2 2022 Sep 11, 2024	BUY	$39.4 - $46.71 $275 - $326	7 Added 0.13%	5,194 $208 Million
Q4 2021 Sep 10, 2024	SELL	$47.44 - $52.5 $8,634 - $9,555	-182 Reduced 3.39%	5,187 $253 Million
Q3 2021 Sep 10, 2024	SELL	$49.5 - $54.84 $45,936 - $50,891	-928 Reduced 14.74%	5,369 $270 Million
Q2 2021 Sep 10, 2024	SELL	$52.01 - $56.09 $28,033 - $30,232	-539 Reduced 7.88%	6,297 $347 Million
Q1 2021 Sep 10, 2024	BUY	$51.68 - $57.96 $24,858 - $27,878	481 Added 7.57%	6,836 $365 Million
Q4 2020 Sep 10, 2024	SELL	$43.99 - $51.7 $139,140 - $163,527	-3,163 Reduced 33.23%	6,355 $328 Million
Q3 2020 Sep 10, 2024	SELL	$40.44 - $45.55 $34,414 - $38,763	-851 Reduced 8.21%	9,518 $420 Million
Q2 2020 Sep 10, 2024	BUY	$32.67 - $41.19 $2,711 - $3,418	83 Added 0.81%	10,369 $415 Million
Q1 2020 Sep 10, 2024	BUY	$30.61 - $46.3 $22,559 - $34,123	737 Added 7.72%	10,286 $351 Million
Q4 2019 Sep 09, 2024	BUY	$40.27 - $45.07 $384,538 - $430,373	9,549 New	9,549 $428 Million

Others Institutions Holding EEM

# of Institutions

1,477

Shares Held

374M

Call Options Held

292M

Put Options Held

369M

About ISHARES MSCI EMERGING MARKETS

Ticker EEM
Sector ETFs
Industry Closed-End Fund - Foreign

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