Number of Shares
216,188.00
Current Holdings Value*
$12.41 Mil
% of Portfolio
4.43%
Total Estimate Gain
$3.22 Mil
% of Total Estimate Gain
29.67%

BBJS FINANCIAL ADVISORS, LLC's iShares Core MSCI Emerging Markets ETF Holding Summary

As of 2024-09-30, BBJS FINANCIAL ADVISORS, LLC held 216,188.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $12.41 Mil. This investment constitutes 4.43% of their stock portfolio, and BBJS FINANCIAL ADVISORS, LLC now holds 0.01% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.

The initial trade took place in 2022Q4. And since then BBJS FINANCIAL ADVISORS, LLC has made 4 purchases of IEMG, at an average price of $45.71, for a total of 237,249.00 shares. In addition, there have been 3 sales at an average price of $51.31 for 21,061.00 shares. Based on historical transaction data and IEMG's current price of $60.04, BBJS FINANCIAL ADVISORS, LLC's estimated gain on his IEMG holdings is $3.22 Mil, reflecting a 29.67% gain to date.

BBJS FINANCIAL ADVISORS, LLC IEMG ($60.04) Holding Chart

BBJS FINANCIAL ADVISORS, LLC IEMG ($60.04) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1