Delap Wealth Advisory, LLC Ishares Msci Emerging Markets Transaction History

Delap Wealth Advisory, LLC

$167 Billion
Q4 2024

A detailed history of Delap Wealth Advisory, LLC transactions in Ishares Msci Emerging Markets stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 12,117 shares of EEM stock, worth $540,175. This represents 0.3% of its overall portfolio holdings.

Number of Shares

12,117

Previous 11,860 2.17%

Holding current value

$540,175

Previous $544 Million 6.83%

% of portfolio

0.3%

Previous 0.34%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$41.82 - $47.36 $10,747 - $12,171	257 Added 2.17%	12,117 $507 Million
Q3 2024 Nov 12, 2024	SELL	$40.42 - $46.7 $219,440 - $253,534	-5,429 Reduced 31.4%	11,860 $544 Million
Q2 2024 Aug 13, 2024	SELL	$39.71 - $43.79 $9,133 - $10,071	-230 Reduced 1.31%	17,289 $736 Million
Q1 2024 May 14, 2024	SELL	$37.68 - $41.36 $660,115 - $724,585	-17,519 Reduced 50.0%	17,519 $720 Million
Q4 2023 Feb 14, 2024	BUY	$36.53 - $40.3 $555,548 - $612,882	15,208 Added 76.69%	35,038 $1.41 Billion
Q2 2023 Aug 08, 2023	SELL	$38.19 - $41.02 $236,319 - $253,831	-6,188 Reduced 23.78%	19,830 $784 Million
Q1 2023 May 15, 2023	SELL	$37.27 - $42.5 $43,941 - $50,107	-1,179 Reduced 4.34%	26,018 $1.03 Billion
Q4 2022 Feb 13, 2023	BUY	$33.93 - $39.54 $922,794 - $1.08 Million	27,197 New	27,197 $1.03 Billion

Others Institutions Holding EEM

# of Institutions

1,563

Shares Held

323M

Call Options Held

195M

Put Options Held

351M

View Full List

About ISHARES MSCI EMERGING MARKETS

Ticker EEM
Sector ETFs
Industry Closed-End Fund - Foreign

More about EEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Delap Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Delap Wealth Advisory, LLC with notifications on news.

Account

Delap Wealth Advisory, LLC Ishares Msci Emerging Markets Transaction History