Aletheian Wealth Advisors LLC Ishares Tr Transaction History

Aletheian Wealth Advisors LLC

$163 Million
Q3 2024

A detailed history of Aletheian Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 11,932 shares of EMB stock, worth $1.07 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

11,932

Previous 11,278 5.8%

Holding current value

$1.07 Million

Previous $997,000 11.94%

% of portfolio

0.68%

Previous 0.55%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$87.75 - $93.74 $57,388 - $61,305	654 Added 5.8%	11,932 $1.12 Million
Q2 2024 Jul 26, 2024	BUY	$86.66 - $89.88 $26,517 - $27,503	306 Added 2.79%	11,278 $997,000
Q1 2024 Apr 15, 2024	BUY	$86.49 - $90.08 $81,300 - $84,675	940 Added 9.37%	10,972 $983,000
Q4 2023 Jan 05, 2024	BUY	$79.71 - $89.68 $50,854 - $57,215	638 Added 6.79%	10,032 $893,000
Q3 2023 Oct 04, 2023	SELL	$82.42 - $87.68 $50,358 - $53,572	-611 Reduced 6.11%	9,394 $775,000
Q2 2023 Jul 13, 2023	BUY	$83.9 - $86.54 $88,682 - $91,472	1,057 Added 11.81%	10,005 $865,000
Q1 2023 May 11, 2023	SELL	$83.99 - $89.55 $681,242 - $726,340	-8,111 Reduced 47.55%	8,948 $772,000
Q4 2022 Jan 17, 2023	BUY	$77.09 - $87.8 $154,180 - $175,600	2,000 Added 13.28%	17,059 $0
Q3 2022 Oct 14, 2022	SELL	$78.71 - $90.17 $39,118 - $44,814	-497 Reduced 3.19%	15,059 $1.2 Million
Q2 2022 Jul 11, 2022	BUY	$84.66 - $98.11 $181,849 - $210,740	2,148 Added 16.02%	15,556 $1.33 Million
Q1 2022 Apr 18, 2022	BUY	$93.87 - $107.98 $83,638 - $96,210	891 Added 7.12%	13,408 $1.31 Million
Q4 2021 Apr 12, 2022	BUY	$106.57 - $110.92 $1.33 Million - $1.39 Million	12,517 New	12,517 $1.37 Million

Others Institutions Holding EMB

# of Institutions

925

Shares Held

146M

Call Options Held

4.01M

Put Options Held

10.6M

View Full List

About ISHARES TR

Ticker EMB
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Aletheian Wealth Advisors LLC Ishares Tr Transaction History