Wealth Plan Partners, LLC Ishares Msci Emerging Markets Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	SELL	$38.19 - $41.02 $3,322 - $3,568	-87 Reduced 16.6%	437 $17.3 Million
Q1 2023 May 10, 2023	BUY	$37.27 - $42.5 $19,529 - $22,270	524 New	524 $20.7 Million
Q1 2020 May 15, 2020	SELL	$30.61 - $46.3 $488,260 - $738,531	-15,951 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$40.27 - $45.07 $1.01 Million - $1.13 Million	-25,038 Reduced 61.08%	15,951 $714,000
Q3 2019 Nov 15, 2019	SELL	$38.74 - $43.42 $223,258 - $250,229	-5,763 Reduced 12.33%	40,989 $1.75 Million
Q2 2019 Aug 19, 2019	SELL	$39.91 - $44.59 $1.52 Million - $1.7 Million	-38,095 Reduced 44.9%	46,752 $1.87 Million
Q1 2019 May 16, 2019	SELL	$38.45 - $43.71 $115,696 - $131,523	-3,009 Reduced 3.42%	84,847 $3.5 Million
Q4 2018 Feb 20, 2019	BUY	$38.0 - $42.93 $957,942 - $1.08 Million	25,209 Added 40.24%	87,856 $3.7 Million
Q3 2018 Nov 21, 2018	BUY	$41.14 - $45.03 $570,570 - $624,521	13,869 Added 28.43%	62,647 $2.47 Million
Q2 2018 Aug 16, 2018	BUY	$42.33 - $48.14 $89,485 - $101,767	2,114 Added 4.53%	48,778 $2.11 Million
Q1 2018 May 16, 2018	BUY	$45.69 - $52.08 $2.13 Million - $2.43 Million	46,664 New	46,664 $2.25 Million

Others Institutions Holding EEM

# of Institutions

1,556

Shares Held

323M

Call Options Held

195M

Put Options Held

351M

About ISHARES MSCI EMERGING MARKETS

Ticker EEM
Sector ETFs
Industry Closed-End Fund - Foreign

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