Purchases and Sales Made in Q1 2023 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES MSCI EMERGING MARKETS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-21.2K- 25.95% |
$790K - $901K
|
60.5K
$2.55M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-21.3K- 48.04% |
$795K - $907K
|
23.1K
$971K
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-22.1K- 42.17% |
$822K - $937K
|
30.2K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-22.3K- 31.02% |
$831K - $948K
|
49.6K
$2.09M
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-22.4K- 60.76% |
$833K - $950K
|
14.4K
$608K
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-22.4K- 10.33% |
$835K - $952K
|
194K
$8.18M
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-22.5K- 41.74% |
$837K - $954K
|
31.3K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-22.7K- 49.95% |
$845K - $964K
|
22.7K
$956K
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-23.3K- 37.86% |
$868K - $989K
|
38.2K
$1.61M
|
|
|
May 08, 2023
Q1 2023
|
Weil Company, Inc.
|
SELL
|
- |
-23.3K- 21.65% |
$870K - $992K
|
84.5K
$3.55M
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-23.7K- 64.09% |
$885K - $1.01M
|
13.3K
$560K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24.4K- 12.05% |
$909K - $1.04M
|
178K
$7.49M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-25.9K- 4.24% |
$966K - $1.1M
|
586K
$24.6M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-26K- 8.28% |
$970K - $1.11M
|
288K
$12.1M
|
|
|
May 12, 2023
Q1 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-26.2K- 2.11% |
$978K - $1.12M
|
1.22M
$51.3M
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-27.6K- 1.16% |
$1.03M - $1.17M
|
2.34M
$98.7M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-28.9K- 12.25% |
$1.08M - $1.23M
|
207K
$8.7M
|
|
|
May 11, 2023
Q1 2023
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-30.1K- 70.92% |
$1.12M - $1.28M
|
12.4K
$520K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-30.6K- 0.49% |
$1.14M - $1.3M
|
6.17M
$260M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-31.4K- 3.45% |
$1.17M - $1.33M
|
879K
$37M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-31.9K- 68.61% |
$1.19M - $1.35M
|
14.6K
$613K
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-33.2K- 19.13% |
$1.24M - $1.41M
|
140K
$5.91M
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-33.3K- 61.23% |
$1.24M - $1.41M
|
21.1K
$887K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-34.2K- 12.86% |
$1.28M - $1.46M
|
232K
$9.76M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-35.5K- 83.97% |
$1.32M - $1.51M
|
6.77K
$285K
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-37.1K- 9.82% |
$1.38M - $1.58M
|
341K
$14.4M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-37.3K- 7.13% |
$1.39M - $1.59M
|
486K
$20.4M
|
|
|
May 09, 2023
Q1 2023
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-37.4K- 52.66% |
$1.39M - $1.59M
|
33.6K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-37.4K- 15.51% |
$1.39M - $1.59M
|
204K
$8.57M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-38.4K- 4.17% |
$1.43M - $1.63M
|
882K
$37.1M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-38.7K- 80.93% |
$1.44M - $1.64M
|
9.11K
$383K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-39.8K- 72.21% |
$1.48M - $1.69M
|
15.3K
$645K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-40K- 34.9% |
$1.49M - $1.7M
|
74.7K
$3.14M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-40.9K- 2.23% |
$1.53M - $1.74M
|
1.8M
$75.6M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-41.2K- 63.92% |
$1.53M - $1.75M
|
23.3K
$979K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-41.5K- 29.14% |
$1.55M - $1.76M
|
101K
$4.24M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-41.8K- 16.84% |
$1.56M - $1.78M
|
206K
$8.69M
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-42K- 53.29% |
$1.57M - $1.79M
|
36.8K
$1.55M
|
|
|
May 04, 2023
Q1 2023
|
Surience Private Wealth LLC
|
SELL
|
- |
-42.3K- 35.71% |
$1.58M - $1.8M
|
76.1K
$3.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-42.7K- 27.87% |
$1.59M - $1.81M
|
110K
$4.65M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-44K- 24.45% |
$1.64M - $1.87M
|
136K
$5.72M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-45.3K- 82.92% |
$1.69M - $1.92M
|
9.32K
$392K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-45.6K- 19.39% |
$1.7M - $1.94M
|
190K
$7.98M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-45.7K- 89.62% |
$1.7M - $1.94M
|
5.3K
$223K
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-46.5K- 49.79% |
$1.73M - $1.98M
|
46.9K
$1.97M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-57.1K- 4.04% |
$2.13M - $2.43M
|
1.36M
$57.1M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-59.3K- 70.18% |
$2.21M - $2.52M
|
25.2K
$1.06M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-59.6K- 10.17% |
$2.22M - $2.53M
|
527K
$22.2M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-60.9K- 14.74% |
$2.27M - $2.59M
|
352K
$14.8M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-63.7K- 11.59% |
$2.37M - $2.71M
|
486K
$20.4M
|