Visionary Wealth Advisors Ishares Tr Transaction History

Visionary Wealth Advisors

$1.62 Billion
Q4 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	SELL	$83.99 - $89.55 $139,591 - $148,832	-1,662 Reduced 28.63%	4,143 $357,000
Q4 2022 Feb 13, 2023	SELL	$77.09 - $87.8 $250,157 - $284,911	-3,245 Reduced 35.86%	5,805 $491,000
Q3 2022 Nov 14, 2022	SELL	$78.71 - $90.17 $33,609 - $38,502	-427 Reduced 4.51%	9,050 $719,000
Q2 2022 Aug 12, 2022	SELL	$84.66 - $98.11 $516,764 - $598,863	-6,104 Reduced 39.18%	9,477 $809,000
Q1 2022 May 12, 2022	SELL	$93.87 - $107.98 $6.23 Million - $7.17 Million	-66,383 Reduced 80.99%	15,581 $1.52 Million
Q4 2021 Feb 14, 2022	BUY	$106.57 - $110.92 $499,600 - $519,992	4,688 Added 6.07%	81,964 $8.94 Million
Q3 2021 Nov 12, 2021	BUY	$109.98 - $113.55 $278,909 - $287,962	2,536 Added 3.39%	77,276 $8.51 Million
Q2 2021 Aug 13, 2021	SELL	$109.25 - $112.9 $282,411 - $291,846	-2,585 Reduced 3.34%	74,740 $8.41 Million
Q1 2021 May 18, 2021	SELL	$106.72 - $115.35 $694,960 - $751,159	-6,512 Reduced 7.77%	77,325 $8.42 Million
Q4 2020 Feb 16, 2021	BUY	$109.8 - $115.91 $589,296 - $622,088	5,367 Added 6.84%	83,837 $9.72 Million
Q3 2020 Nov 16, 2020	BUY	$109.14 - $114.48 $1.02 Million - $1.07 Million	9,308 Added 13.46%	78,470 $8.7 Million
Q2 2020 Aug 14, 2020	BUY	$93.85 - $109.23 $593,601 - $690,879	6,325 Added 10.07%	69,162 $7.55 Million
Q1 2020 May 15, 2020	BUY	$85.8 - $117.01 $270,699 - $369,166	3,155 Added 5.29%	62,837 $6.08 Million
Q4 2019 Feb 14, 2020	BUY	$111.26 - $114.74 $6.64 Million - $6.85 Million	59,682 New	59,682 $6.84 Million

Others Institutions Holding EMB

# of Institutions

966

Shares Held

135M

Call Options Held

4.61M

Put Options Held

10.6M

Wells Fargo & Company San Francisco, CA

17M
Shares

$1.55 Billion
0.35% of portfolio
Betterment LLC New York, NY

9.03M
Shares

$825 Million
1.93% of portfolio
Jones Financial Companies Lllp

7.78M
Shares

$710 Million
0.66% of portfolio
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL

5.5M
Shares

$502 Million
15.69% of portfolio
Royal Bank Of Canada Toronto, A6

4.76M
Shares

$435 Million
0.09% of portfolio

About ISHARES TR

Ticker EMB
Sector ETFs
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