Seven Springs Wealth Group, LLC Ishares Inc Transaction History

Seven Springs Wealth Group, LLC

$249 Million
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 27, 2021	SELL	$63.17 - $68.14 $171,190 - $184,659	-2,710 Closed	0 $0
Q1 2021 May 07, 2021	SELL	$62.41 - $69.46 $2.4 Million - $2.67 Million	-38,401 Reduced 93.41%	2,710 $174,000
Q4 2020 Feb 01, 2021	SELL	$52.65 - $62.1 $44,120 - $52,039	-838 Reduced 2.0%	41,111 $2.55 Million
Q3 2020 Oct 19, 2020	SELL	$48.22 - $54.44 $1.08 Million - $1.22 Million	-22,324 Reduced 34.73%	41,949 $2.22 Million
Q2 2020 Aug 03, 2020	BUY	$38.83 - $49.26 $60,768 - $77,091	1,565 Added 2.5%	64,273 $3.06 Million
Q1 2020 Apr 20, 2020	SELL	$36.22 - $55.44 $2.98 Million - $4.56 Million	-82,303 Reduced 56.76%	62,708 $2.54 Million
Q4 2019 Feb 21, 2020	BUY	$48.38 - $53.99 $7.02 Million - $7.83 Million	145,011 New	145,011 $7.8 Million

Others Institutions Holding IEMG

# of Institutions

1,857

Shares Held

1.22B

Call Options Held

143K

Put Options Held

21.3K

Bank Of America Corp Charlotte, NC

146M
Shares

$7.85 Billion
0.7% of portfolio
Morgan Stanley New York, NY

76.5M
Shares

$4.1 Billion
0.32% of portfolio
Creative Planning Overland Park, KS

70.3M
Shares

$3.77 Billion
3.75% of portfolio
Wells Fargo & Company San Francisco, CA

46.5M
Shares

$2.5 Billion
0.61% of portfolio
Tiaa Trust, National Association Charlotte, NC

41M
Shares

$2.2 Billion
6.79% of portfolio

About ISHARES INC

Ticker IEMG
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