Summit Wealth & Retirement Planning, Inc. Ishares Msci Emerging Markets Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $312 Million
  • Q1 2025

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Ishares Msci Emerging Markets stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 114,302 shares of EEM stock, worth $5.25 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
114,302
Previous 118,432 3.49%
Holding current value
$5.25 Million
Previous $4.95 Million 0.85%
% of portfolio
1.6%
Previous 1.6%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$40.81 - $45.34 $168,545 - $187,254
-4,130 Reduced 3.49%
114,302 $4.99 Million
Q4 2024

Jan 28, 2025
SELL
$41.82 - $47.36 $77,241 - $87,473
-1,847 Reduced 1.54%
118,432 $4.95 Million
Q3 2024

Nov 01, 2024
SELL
$40.42 - $46.7 $11,802 - $13,636
-292 Reduced 0.24%
120,279 $5.52 Million
Q2 2024

Aug 06, 2024
SELL
$39.71 - $43.79 $11,595 - $12,786
-292 Reduced 0.24%
120,571 $5.14 Million
Q1 2024

May 09, 2024
BUY
$37.68 - $41.36 $262,629 - $288,279
6,970 Added 6.12%
120,863 $4.97 Million
Q4 2023

Feb 01, 2024
BUY
$36.53 - $40.3 $18,045 - $19,908
494 Added 0.44%
113,893 $4.58 Million
Q3 2023

Oct 25, 2023
BUY
$37.76 - $41.95 $17,029 - $18,919
451 Added 0.4%
113,399 $4.3 Million
Q2 2023

Jul 26, 2023
SELL
$38.19 - $41.02 $164,140 - $176,303
-4,298 Reduced 3.67%
112,948 $4.47 Million
Q1 2023

May 11, 2023
BUY
$37.27 - $42.5 $625,017 - $712,725
16,770 Added 16.69%
117,246 $4.63 Million
Q4 2022

Feb 09, 2023
BUY
$33.93 - $39.54 $40,139 - $46,775
1,183 Added 1.19%
100,476 $3.81 Million
Q3 2022

Nov 10, 2022
SELL
$34.88 - $41.05 $355,566 - $418,463
-10,194 Reduced 9.31%
99,293 $3.46 Million
Q2 2022

Aug 02, 2022
BUY
$39.4 - $46.71 $485,486 - $575,560
12,322 Added 12.68%
109,487 $4.39 Million
Q1 2022

May 12, 2022
BUY
$41.54 - $50.85 $14,331 - $17,543
345 Added 0.36%
97,165 $4.39 Million
Q4 2021

Feb 03, 2022
BUY
$47.44 - $52.5 $166,324 - $184,065
3,506 Added 3.76%
96,820 $4.73 Million
Q3 2021

Nov 12, 2021
BUY
$49.5 - $54.84 $425,848 - $471,788
8,603 Added 10.16%
93,314 $4.7 Million
Q2 2021

Aug 13, 2021
BUY
$52.01 - $56.09 $254,744 - $274,728
4,898 Added 6.14%
84,711 $4.67 Million
Q1 2021

May 10, 2021
BUY
$51.68 - $57.96 $85,840 - $96,271
1,661 Added 2.13%
79,813 $4.26 Million
Q4 2020

Feb 09, 2021
SELL
$43.99 - $51.7 $179,479 - $210,936
-4,080 Reduced 4.96%
78,152 $4.04 Million
Q3 2020

Nov 10, 2020
SELL
$40.44 - $45.55 $38,539 - $43,409
-953 Reduced 1.15%
82,232 $3.63 Million
Q2 2020

Aug 13, 2020
BUY
$32.67 - $41.19 $286,385 - $361,071
8,766 Added 11.78%
83,185 $3.33 Million
Q1 2020

May 11, 2020
BUY
$30.61 - $46.3 $2.28 Million - $3.45 Million
74,419 New
74,419 $2.54 Million

Others Institutions Holding EEM

# of Institutions
1,557
Shares Held
306M
Call Options Held
228M
Put Options Held
233M
View Full List

About ISHARES MSCI EMERGING MARKETS

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