Wealth Architects, LLC Ishares Inc Transaction History

Wealth Architects, LLC

$848 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 08, 2024	BUY	$50.02 - $54.95 $192,627 - $211,612	3,851 New	3,851 $206,000
Q3 2022 Oct 24, 2022	SELL	$44.37 - $50.42 $103,515 - $117,629	-2,333 Reduced 30.73%	5,260 $226,000
Q2 2022 Jul 29, 2022	SELL	$48.46 - $57.45 $84,950 - $100,709	-1,753 Reduced 18.76%	7,593 $373,000
Q4 2021 Jan 19, 2022	BUY	$57.97 - $64.38 $7,014 - $7,789	121 Added 1.31%	9,346 $559,000
Q3 2021 Nov 09, 2021	BUY	$60.55 - $66.68 $47,107 - $51,877	778 Added 9.21%	9,225 $569,000
Q2 2021 Aug 09, 2021	BUY	$63.17 - $68.14 $162,157 - $174,915	2,567 Added 43.66%	8,447 $566,000
Q1 2021 Apr 29, 2021	BUY	$62.41 - $69.46 $138,050 - $153,645	2,212 Added 60.31%	5,880 $378,000
Q4 2020 Jan 28, 2021	BUY	$52.65 - $62.1 $193,120 - $227,782	3,668 New	3,668 $228,000

Others Institutions Holding IEMG

# of Institutions

1,871

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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