Advocacy Wealth Management Services, LLC Ishares Tr Transaction History

Advocacy Wealth Management Services, LLC

$1.22 Billion
Q4 2024

A detailed history of Advocacy Wealth Management Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 76,144 shares of EMB stock, worth $6.95 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

76,144

Previous 72,552 4.95%

Holding current value

$6.95 Million

Previous $6.79 Million 0.15%

% of portfolio

0.55%

Previous 0.58%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$88.94 - $93.46 $319,472 - $335,708	3,592 Added 4.95%	76,144 $6.78 Million
Q3 2024 Oct 31, 2024	BUY	$87.75 - $93.74 $506,142 - $540,692	5,768 Added 8.64%	72,552 $6.79 Million
Q2 2024 Jul 10, 2024	BUY	$86.66 - $89.88 $321,075 - $333,005	3,705 Added 5.87%	66,784 $5.91 Million
Q1 2024 Apr 15, 2024	BUY	$86.49 - $90.08 $1.31 Million - $1.36 Million	15,105 Added 31.49%	63,079 $5.66 Million
Q4 2023 Jan 23, 2024	BUY	$79.71 - $89.68 $3.82 Million - $4.3 Million	47,974 New	47,974 $4.27 Million
Q1 2022 Apr 04, 2022	SELL	$93.87 - $107.98 $844 - $971	-9 Closed	0 $0
Q4 2021 Jan 05, 2022	BUY	$106.57 - $110.92 $959 - $998	9 New	9 $1,000

Others Institutions Holding EMB

# of Institutions

966

Shares Held

135M

Call Options Held

4.61M

Put Options Held

10.6M

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About ISHARES TR

Ticker EMB
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Advocacy Wealth Management Services, LLC Ishares Tr Transaction History