Martel Wealth Advisors Inc Ishares Tr Transaction History

Martel Wealth Advisors Inc

$512 Billion
Q4 2024

A detailed history of Martel Wealth Advisors Inc transactions in Ishares Tr stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 22,571 shares of EMB stock, worth $2.08 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

22,571

Previous 22,250 1.44%

Holding current value

$2.08 Million

Previous $2.06 Billion 2.36%

% of portfolio

0.39%

Previous 0.42%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$88.94 - $93.46 $28,549 - $30,000	321 Added 1.44%	22,571 $2.01 Billion
Q3 2024 Oct 09, 2024	BUY	$87.75 - $93.74 $27,378 - $29,246	312 Added 1.42%	22,250 $2.06 Billion
Q2 2024 Oct 09, 2024	BUY	$86.66 - $89.88 $24,784 - $25,705	286 Added 1.32%	21,938 $1.94 Billion
Q1 2024 Oct 09, 2024	BUY	$86.49 - $90.08 $3,027 - $3,152	35 Added 0.16%	21,652 $1.94 Billion
Q4 2023 Oct 09, 2024	BUY	$79.71 - $89.68 $9,485 - $10,671	119 Added 0.55%	21,617 $1.93 Billion
Q3 2023 Oct 09, 2024	SELL	$82.42 - $87.68 $22,912 - $24,375	-278 Reduced 1.28%	21,498 $1.77 Billion
Q2 2023 Oct 09, 2024	BUY	$83.9 - $86.54 $90,108 - $92,943	1,074 Added 5.19%	21,776 $1.88 Billion
Q1 2023 Oct 09, 2024	BUY	$83.99 - $89.55 $218,206 - $232,650	2,598 Added 14.35%	20,702 $1.79 Billion
Q4 2022 Oct 09, 2024	SELL	$77.09 - $87.8 $817,308 - $930,855	-10,602 Reduced 36.93%	18,104 $1.53 Billion
Q3 2022 Oct 09, 2024	BUY	$78.71 - $90.17 $8,028 - $9,197	102 Added 0.36%	28,706 $2.28 Billion
Q2 2022 Oct 09, 2024	SELL	$84.66 - $98.11 $91,940 - $106,547	-1,086 Reduced 3.66%	28,604 $2.44 Billion
Q1 2022 Oct 09, 2024	SELL	$93.87 - $107.98 $80,164 - $92,214	-854 Reduced 2.8%	29,690 $2.9 Billion
Q4 2021 Oct 09, 2024	BUY	$106.57 - $110.92 $51,579 - $53,685	484 Added 1.61%	30,544 $3.33 Billion
Q3 2021 Oct 09, 2024	BUY	$109.98 - $113.55 $42,562 - $43,943	387 Added 1.3%	30,060 $3.31 Billion
Q2 2021 Oct 09, 2024	BUY	$109.25 - $112.9 $183,540 - $189,672	1,680 Added 6.0%	29,673 $3.34 Billion
Q1 2021 Oct 09, 2024	BUY	$106.72 - $115.35 $195,404 - $211,205	1,831 Added 7.0%	27,993 $3.05 Billion
Q4 2020 Oct 09, 2024	BUY	$109.8 - $115.91 $2.87 Million - $3.03 Million	26,162 New	26,162 $3.03 Billion
Q3 2020 Oct 18, 2024	BUY	$109.14 - $114.48 $23,683 - $24,842	217 Added 0.86%	25,548 $2.83 Billion
Q2 2020 Oct 18, 2024	BUY	$93.85 - $109.23 $216,793 - $252,321	2,310 Added 10.03%	25,331 $2.77 Billion
Q1 2020 Oct 18, 2024	SELL	$85.8 - $117.01 $191,334 - $260,932	-2,230 Reduced 8.83%	23,021 $2.23 Billion
Q4 2019 Oct 18, 2024	BUY	$111.26 - $114.74 $37,049 - $38,208	333 Added 1.34%	25,251 $2.89 Billion
Q3 2019 Oct 18, 2024	SELL	$112.56 - $115.59 $36,469 - $37,451	-324 Reduced 1.28%	24,918 $2.82 Billion
Q2 2019 Oct 18, 2024	BUY	$108.45 - $113.94 $33,836 - $35,549	312 Added 1.25%	25,242 $2.86 Billion
Q1 2019 Oct 18, 2024	BUY	$103.91 - $110.19 $127,393 - $135,092	1,226 Added 5.17%	24,930 $2.74 Billion
Q4 2018 Oct 18, 2024	SELL	$102.36 - $107.47 $119,965 - $125,954	-1,172 Reduced 4.71%	23,704 $2.46 Billion
Q3 2018 Oct 18, 2024	BUY	$105.2 - $109.57 $276,255 - $287,730	2,626 Added 11.8%	24,876 $2.68 Billion

Others Institutions Holding EMB

# of Institutions

965

Shares Held

135M

Call Options Held

4.61M

Put Options Held

10.6M

View Full List

About ISHARES TR

Ticker EMB
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Martel Wealth Advisors Inc Ishares Tr Transaction History