V Wealth Advisors LLC Ishares Inc Transaction History

V Wealth Advisors LLC

$123 Million
Q3 2023

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 17, 2022	SELL	$57.97 - $64.38 $2.93 Million - $3.25 Million	-50,495 Closed	0 $0
Q3 2021 Oct 21, 2021	BUY	$60.55 - $66.68 $160,033 - $176,235	2,643 Added 5.52%	50,495 $3.12 Million
Q2 2021 Jul 27, 2021	BUY	$63.17 - $68.14 $672,823 - $725,759	10,651 Added 28.63%	47,852 $3.21 Million
Q1 2021 Apr 20, 2021	BUY	$62.41 - $69.46 $2.32 Million - $2.58 Million	37,201 New	37,201 $2.39 Million
Q2 2020 Jul 29, 2020	SELL	$38.83 - $49.26 $215,001 - $272,752	-5,537 Closed	0 $0
Q1 2020 May 12, 2020	SELL	$36.22 - $55.44 $365,785 - $559,888	-10,099 Reduced 64.59%	5,537 $224,000
Q3 2019 Nov 14, 2019	BUY	$46.63 - $52.12 $31,848 - $35,597	683 Added 4.57%	15,636 $766,000
Q2 2019 Jul 29, 2019	BUY	$48.09 - $53.71 $20,053 - $22,397	417 Added 2.87%	14,953 $770,000
Q1 2019 May 16, 2019	SELL	$46.41 - $52.64 $58,894 - $66,800	-1,269 Reduced 8.03%	14,536 $764,000
Q4 2018 Jan 24, 2019	SELL	$45.85 - $51.77 $28,197 - $31,838	-615 Reduced 3.75%	15,805 $758,000
Q3 2018 Oct 31, 2018	BUY	$49.8 - $54.37 $302,186 - $329,917	6,068 Added 58.62%	16,420 $852,000
Q2 2018 Jul 16, 2018	BUY	$51.25 - $58.27 $28,238 - $32,106	551 Added 5.62%	10,352 $551,000
Q1 2018 Apr 11, 2018	BUY	$55.19 - $62.69 $165,294 - $187,756	2,995 Added 44.01%	9,801 $565,000
Q4 2017 Jan 19, 2018	SELL	$54.04 - $57.63 $65,010 - $69,328	-1,203 Reduced 15.02%	6,806 $406,000
Q3 2017 Oct 12, 2017	BUY	$53.38 - $55.25 $427,520 - $442,497	8,009	8,009 $431,000

Others Institutions Holding IEMG

# of Institutions

1,875

Shares Held

1.24B

Call Options Held

137K

Put Options Held

19.1K

Bank Of America Corp Charlotte, NC

163M
Shares

$8.76 Billion
0.74% of portfolio
Morgan Stanley New York, NY

77.2M
Shares

$4.14 Billion
0.31% of portfolio
Creative Planning Overland Park, KS

70.3M
Shares

$3.77 Billion
3.75% of portfolio
Wells Fargo & Company San Francisco, CA

46.3M
Shares

$2.48 Billion
0.57% of portfolio
Tiaa Trust, National Association Charlotte, NC

42.8M
Shares

$2.3 Billion
6.89% of portfolio

About ISHARES INC

Ticker IEMG
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