Wealthsource Partners, LLC Ishares Tr Esg Msci Em Leaders Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Ishares Tr Esg Msci Em Leaders stock. As of the latest transaction made, Wealthsource Partners, LLC holds 9,503 shares of LDEM stock, worth $446,355. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,503

Previous 33,305 71.47%

Holding current value

$446,355

Previous $1.42 Million 70.72%

% of portfolio

0.03%

Previous 0.1%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	SELL	$40.81 - $44.39 $971,359 - $1.06 Million	-23,802 Reduced 71.47%	9,503 $417,000
Q3 2023 Nov 09, 2023	BUY	$42.28 - $47.55 $248,437 - $279,403	5,876 Added 21.42%	33,305 $1.42 Million
Q2 2023 Aug 14, 2023	SELL	$43.42 - $46.37 $29,091 - $31,067	-670 Reduced 2.38%	27,429 $1.23 Million
Q1 2023 May 15, 2023	BUY	$42.55 - $48.74 $89,737 - $102,792	2,109 Added 8.11%	28,099 $1.28 Million
Q4 2022 Feb 09, 2023	SELL	$39.22 - $46.37 $429,772 - $508,122	-10,958 Reduced 29.66%	25,990 $1.11 Million
Q3 2022 Nov 14, 2022	SELL	$40.75 - $47.96 $219,805 - $258,696	-5,394 Reduced 12.74%	36,948 $1.51 Million
Q2 2022 Aug 10, 2022	SELL	$46.65 - $55.87 $715,704 - $857,157	-15,342 Reduced 26.6%	42,342 $2.01 Million
Q1 2022 May 09, 2022	BUY	$49.07 - $60.49 $1.5 Million - $1.85 Million	30,572 Added 112.76%	57,684 $3.11 Million
Q4 2021 Feb 14, 2022	BUY	$56.81 - $64.08 $1.54 Million - $1.74 Million	27,112 New	27,112 $1.56 Million
Q3 2021 Nov 18, 2021	SELL	$59.95 - $65.44 $672,459 - $734,040	-11,217 Closed	0 $0
Q2 2021 Nov 18, 2021	BUY	$61.46 - $66.08 $6,576 - $7,070	107 Added 0.96%	11,217 $738,000
Q1 2021 Jun 21, 2021	BUY	$60.34 - $67.97 $670,377 - $755,146	11,110 New	11,110 $699,000

Others Institutions Holding LDEM

# of Institutions

Shares Held

682K

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI EM LEADERS

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Wealthsource Partners, LLC Ishares Tr Esg Msci Em Leaders Transaction History