Summit Financial Strategies, Inc. Ishares Msci Emerging Markets Transaction History

Summit Financial Strategies, Inc.

  • $836 Million
  • Q4 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Ishares Msci Emerging Markets stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 8,516 shares of EEM stock, worth $367,039. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,516
Previous 8,516 -0.0%
Holding current value
$367,039
Previous $390,000 8.72%
% of portfolio
0.04%
Previous 0.05%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024
SELL
$36.53 - $40.3 $61,224 - $67,542
-1,676 Reduced 16.44%
8,516 $342,000
Q2 2023

Jul 21, 2023
SELL
$38.19 - $41.02 $87,646 - $94,140
-2,295 Reduced 18.38%
10,192 $403,000
Q1 2023

Apr 21, 2023
BUY
$37.27 - $42.5 $8,124 - $9,265
218 Added 1.78%
12,487 $492,000
Q4 2022

Jan 20, 2023
BUY
$33.93 - $39.54 $105,115 - $122,494
3,098 Added 33.78%
12,269 $0
Q3 2022

Oct 21, 2022
SELL
$34.88 - $41.05 $126,928 - $149,380
-3,639 Reduced 28.41%
9,171 $320,000
Q2 2022

Jul 25, 2022
SELL
$39.4 - $46.71 $116,269 - $137,841
-2,951 Reduced 18.72%
12,810 $514,000
Q1 2022

May 04, 2022
BUY
$41.54 - $50.85 $6,604 - $8,085
159 Added 1.02%
15,761 $712,000
Q4 2021

Feb 03, 2022
SELL
$47.44 - $52.5 $178,659 - $197,715
-3,766 Reduced 19.44%
15,602 $762,000
Q3 2021

Nov 10, 2021
BUY
$49.5 - $54.84 $891 - $987
18 Added 0.09%
19,368 $976,000
Q2 2021

Aug 11, 2021
BUY
$52.01 - $56.09 $159,098 - $171,579
3,059 Added 18.78%
19,350 $1.07 Million
Q4 2020

Feb 05, 2021
BUY
$43.99 - $51.7 $1,715 - $2,016
39 Added 0.24%
16,291 $842,000
Q2 2020

Jul 31, 2020
BUY
$32.67 - $41.19 $78,669 - $99,185
2,408 Added 17.39%
16,252 $650,000
Q1 2020

May 11, 2020
BUY
$30.61 - $46.3 $423,764 - $640,977
13,844 New
13,844 $472,000

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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