Wealth Plan Investment Management, LLC Ishares Tr Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q4 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 2,713 shares of EMB stock, worth $247,561. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,713
Previous 2,661 1.95%
Holding current value
$247,561
Previous $249,000 3.21%
% of portfolio
0.03%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$88.94 - $93.46 $4,624 - $4,859
52 Added 1.95%
2,713 $241,000
Q3 2024

Nov 05, 2024
BUY
$87.75 - $93.74 $1,491 - $1,593
17 Added 0.64%
2,661 $249,000
Q2 2024

Aug 09, 2024
BUY
$86.66 - $89.88 $2,773 - $2,876
32 Added 1.23%
2,644 $233,000
Q1 2024

May 16, 2024
BUY
$86.49 - $90.08 $864 - $900
10 Added 0.38%
2,612 $234,000
Q4 2023

Jan 05, 2024
SELL
$79.71 - $89.68 $47,427 - $53,359
-595 Reduced 18.61%
2,602 $231,000
Q3 2023

Nov 15, 2023
BUY
$82.42 - $87.68 $263,496 - $280,312
3,197 New
3,197 $263,000
Q2 2023

Aug 14, 2023
SELL
$83.9 - $86.54 $480,830 - $495,960
-5,731 Reduced 83.06%
1,169 $101,000
Q2 2023

Jul 25, 2023
BUY
$83.9 - $86.54 $314,541 - $324,438
3,749 Added 118.98%
6,900 $597,000
Q1 2023

May 08, 2023
SELL
$83.99 - $89.55 $420,453 - $448,287
-5,006 Reduced 61.37%
3,151 $271,000
Q4 2022

Feb 15, 2023
BUY
$77.09 - $87.8 $366,485 - $417,401
4,754 Added 139.7%
8,157 $690,000
Q3 2022

Dec 12, 2022
SELL
$78.71 - $90.17 $184,023 - $210,817
-2,338 Reduced 40.72%
3,403 $296,000
Q1 2022

Sep 07, 2022
BUY
$93.87 - $107.98 $538,907 - $619,913
5,741 New
5,741 $522,000

Others Institutions Holding EMB

# of Institutions
966
Shares Held
135M
Call Options Held
4.61M
Put Options Held
10.6M
View Full List

About ISHARES TR

EMB Quotes by TradingView
  • Ticker EMB
  • Sector ETFs
  • Industry ETFs
More about EMB
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