Wells Financial Advisors Inc Ishares Inc Transaction History

Wells Financial Advisors Inc

$148 Million
Q2 2024

A detailed history of Wells Financial Advisors Inc transactions in Ishares Inc stock. As of the latest transaction made, Wells Financial Advisors Inc holds 19,188 shares of IEMG stock, worth $1.03 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

19,188

Previous 23,738 19.17%

Holding current value

$1.03 Million

Previous $1.22 Million 16.09%

% of portfolio

0.69%

Previous 0.86%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$50.02 - $54.95 $227,591 - $250,022	-4,550 Reduced 19.17%	19,188 $1.03 Million
Q4 2023 Feb 12, 2024	SELL	$45.74 - $50.64 $44,413 - $49,171	-971 Reduced 3.93%	23,738 $1.2 Million
Q3 2023 Oct 10, 2023	SELL	$47.36 - $52.23 $55,411 - $61,109	-1,170 Reduced 4.52%	24,709 $1.18 Million
Q2 2023 Aug 07, 2023	BUY	$47.35 - $50.88 $1.23 Million - $1.32 Million	25,879 New	25,879 $1.28 Million
Q3 2022 Nov 09, 2022	BUY	$44.37 - $50.42 $354 - $403	8 Added 0.71%	1,141 $49,000
Q2 2022 Aug 10, 2022	SELL	$48.46 - $57.45 $223,158 - $264,557	-4,605 Reduced 80.25%	1,133 $56,000
Q1 2022 Apr 25, 2022	SELL	$51.27 - $62.07 $3,281 - $3,972	-64 Reduced 1.1%	5,738 $319,000
Q4 2021 Feb 11, 2022	SELL	$57.97 - $64.38 $148,924 - $165,392	-2,569 Reduced 30.69%	5,802 $347,000
Q3 2021 Nov 10, 2021	BUY	$60.55 - $66.68 $34,392 - $37,874	568 Added 7.28%	8,371 $517,000
Q2 2021 Aug 02, 2021	BUY	$63.17 - $68.14 $1,263 - $1,362	20 Added 0.26%	7,803 $523,000
Q1 2021 May 12, 2021	BUY	$62.41 - $69.46 $485,737 - $540,607	7,783 New	7,783 $501,000

Others Institutions Holding IEMG

# of Institutions

1,859

Shares Held

1.22B

Call Options Held

143K

Put Options Held

21.3K

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About ISHARES INC

Ticker IEMG
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Wells Financial Advisors Inc Ishares Inc Transaction History