Bergan Kdv Wealth Management, LLC Ishares Tr Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 5,414 shares of EMB stock, worth $519,581. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,414
Previous 6,110 11.39%
Holding current value
$519,581
Previous $527,000 11.2%
% of portfolio
0.05%
Previous 0.05%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
SELL
$83.9 - $86.54 $58,394 - $60,231
-696 Reduced 11.39%
5,414 $468,000
Q1 2023

Apr 27, 2023
SELL
$83.99 - $89.55 $237,103 - $252,799
-2,823 Reduced 31.6%
6,110 $527,000
Q4 2022

Jan 31, 2023
BUY
$77.09 - $87.8 $21,739 - $24,759
282 Added 3.26%
8,933 $755,000
Q3 2022

Oct 24, 2022
BUY
$78.71 - $90.17 $122,551 - $140,394
1,557 Added 21.95%
8,651 $687,000
Q2 2022

Jul 13, 2022
BUY
$84.66 - $98.11 $2,285 - $2,648
27 Added 0.38%
7,094 $605,000
Q1 2022

May 09, 2022
BUY
$93.87 - $107.98 $63,643 - $73,210
678 Added 10.61%
7,067 $691,000
Q4 2021

Jan 28, 2022
BUY
$106.57 - $110.92 $7,140 - $7,431
67 Added 1.06%
6,389 $697,000
Q3 2021

Nov 12, 2021
BUY
$109.98 - $113.55 $109 - $113
1 Added 0.02%
6,322 $696,000
Q2 2021

Aug 10, 2021
SELL
$109.25 - $112.9 $3,386 - $3,499
-31 Reduced 0.49%
6,321 $711,000
Q1 2021

May 11, 2021
BUY
$106.72 - $115.35 $54,213 - $58,597
508 Added 8.69%
6,352 $692,000
Q4 2020

Feb 04, 2021
BUY
$109.8 - $115.91 $78,836 - $83,223
718 Added 14.01%
5,844 $677,000
Q3 2020

Nov 05, 2020
SELL
$109.14 - $114.48 $51,514 - $54,034
-472 Reduced 8.43%
5,126 $568,000
Q2 2020

Aug 13, 2020
SELL
$93.85 - $109.23 $10,886 - $12,670
-116 Reduced 2.03%
5,598 $611,000
Q1 2020

Apr 24, 2020
BUY
$85.8 - $117.01 $114,457 - $156,091
1,334 Added 30.46%
5,714 $552,000
Q4 2019

Feb 10, 2020
BUY
$111.26 - $114.74 $27,481 - $28,340
247 Added 5.98%
4,380 $502,000
Q3 2019

Nov 08, 2019
SELL
$112.56 - $115.59 $40,183 - $41,265
-357 Reduced 7.95%
4,133 $468,000
Q2 2019

Aug 12, 2019
BUY
$108.45 - $113.94 $142,069 - $149,261
1,310 Added 41.19%
4,490 $509,000
Q1 2019

May 09, 2019
BUY
$103.91 - $110.19 $329,810 - $349,743
3,174 Added 52900.0%
3,180 $350,000
Q4 2018

Feb 01, 2019
BUY
$102.36 - $107.47 $614 - $644
6 New
6 $1,000

Others Institutions Holding EMB

# of Institutions
1,030
Shares Held
139M
Call Options Held
4.25M
Put Options Held
9.47M
View Full List

About ISHARES TR

EMB Quotes by TradingView
  • Ticker EMB
  • Sector ETFs
  • Industry ETFs
More about EMB
Track This Portfolio

Track Bergan Kdv Wealth Management, LLC Portfolio

Follow Bergan Kdv Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email