Number of Shares
274,953.00
Current Holdings Value*
$14.72 Mil
% of Portfolio
2.25%
Total Estimate Gain
$892,406.87
% of Total Estimate Gain
4.98%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC's iShares Core MSCI Emerging Markets ETF Holding Summary

As of 2024-06-30, INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC held 274,953.00 shares of iShares Core MSCI Emerging Markets ETF(IEMG), totaling $14.72 Mil. This investment constitutes 2.25% of their stock portfolio, and INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC now holds -% of the outstanding iShares Core MSCI Emerging Markets ETF(IEMG) stock.

The initial trade took place in 2018Q2. And since then INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC has made 16 purchases of IEMG, at an average price of $57.81, for a total of 309,927.00 shares. In addition, there have been 9 sales at an average price of $50.15 for 34,974.00 shares. Based on historical transaction data and IEMG's current price of $62.03, INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC's estimated gain on his IEMG holdings is $892,406.87, reflecting a 4.98% gain to date.

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC IEMG ($62.03) Holding Chart

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC IEMG ($62.03) 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 %

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