Swisher Financial Concepts, Inc. Ishares Msci Emerging Mkts Sma Transaction History

Swisher Financial Concepts, Inc.

$151 Million
Q3 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 16, 2025	SELL	$50.48 - $64.85 $192,227 - $246,948	-3,808 Reduced 39.51%	5,830 $378,000
Q1 2025 Apr 09, 2025	SELL	$55.05 - $58.37 $488,238 - $517,683	-8,869 Reduced 47.92%	9,638 $539,000
Q4 2024 Feb 13, 2025	SELL	$57.96 - $64.2 $875,427 - $969,676	-15,104 Reduced 44.94%	18,507 $1.08 Million
Q3 2024 Nov 05, 2024	SELL	$57.22 - $64.18 $20,427 - $22,912	-357 Reduced 1.05%	33,611 $2.12 Million
Q2 2024 Jul 22, 2024	BUY	$57.46 - $61.71 $27,350 - $29,373	476 Added 1.42%	33,968 $2.09 Million
Q1 2024 Apr 23, 2024	BUY	$55.7 - $59.26 $157,965 - $168,061	2,836 Added 9.25%	33,492 $1.99 Million
Q4 2023 Feb 13, 2024	BUY	$51.71 - $58.53 $1.59 Million - $1.79 Million	30,656 New	30,656 $1.77 Million

Others Institutions Holding EEMS

# of Institutions

121

Shares Held

4.21M

Call Options Held

0

Put Options Held

0

Connor, Clark & Lunn Investment Management Ltd.

770K
Shares

$53 Million
0.18% of portfolio
Checchi Capital Advisers, LLC Beverly Hills, CA

219K
Shares

$15.1 Million
0.78% of portfolio
Bank Of America Corp Charlotte, NC

199K
Shares

$13.7 Million
0.0% of portfolio
Mml Investors Services, LLC Springfield, MA

189K
Shares

$13 Million
0.04% of portfolio
Northwestern Mutual Wealth Management CO

183K
Shares

$12.6 Million
0.01% of portfolio

About ISHARES MSCI EMERGING MKTS SMA

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