Ever Source Wealth Advisors, LLC Ishares Msci Emerging Markets Transaction History

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Msci Emerging Markets stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 7,241 shares of EEM stock, worth $317,083. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,241
Previous 9,099 20.42%
Holding current value
$317,083
Previous $417,000 27.58%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Feb 07, 2025
SELL
$41.82 - $47.36 $77,701 - $87,994
-1,858 Reduced 20.42%
7,241 $302,000
Q3 2024

Nov 08, 2024
SELL
$40.42 - $46.7 $28,900 - $33,390
-715 Reduced 7.29%
9,099 $417,000
Q2 2024

Aug 13, 2024
BUY
$39.71 - $43.79 $223,289 - $246,231
5,623 Added 134.17%
9,814 $417,000
Q1 2024

Jun 11, 2024
BUY
$37.68 - $41.36 $6,405 - $7,031
170 Added 4.23%
4,191 $172,000
Q4 2023

Feb 09, 2024
SELL
$36.53 - $40.3 $73,461 - $81,043
-2,011 Reduced 33.34%
4,021 $161,000
Q3 2023

Nov 03, 2023
BUY
$37.76 - $41.95 $46,444 - $51,598
1,230 Added 25.61%
6,032 $228,000
Q2 2023

Aug 04, 2023
SELL
$38.19 - $41.02 $9,356 - $10,049
-245 Reduced 4.85%
4,802 $189,000
Q1 2023

May 11, 2023
SELL
$37.27 - $42.5 $199,394 - $227,375
-5,350 Reduced 51.46%
5,047 $199,000
Q4 2022

Feb 09, 2023
BUY
$33.93 - $39.54 $96,666 - $112,649
2,849 Added 37.75%
10,397 $394,000
Q3 2022

Nov 07, 2022
BUY
$34.88 - $41.05 $246,531 - $290,141
7,068 Added 1472.5%
7,548 $263,000
Q2 2022

Aug 01, 2022
BUY
$39.4 - $46.71 $2,167 - $2,569
55 Added 12.94%
480 $19,000
Q1 2022

May 25, 2022
BUY
$41.54 - $50.85 $17,654 - $21,611
425 New
425 $19,000

Others Institutions Holding EEM

# of Institutions
1,528
Shares Held
340M
Call Options Held
351M
Put Options Held
375M
View Full List

About ISHARES MSCI EMERGING MARKETS

EEM Quotes by TradingView
  • Ticker EEM
  • Sector ETFs
  • Industry Closed-End Fund - Foreign
More about EEM
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