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 |
|---|---|---|---|---|---|---|---|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
4.06K+ 6.83% |
$151K - $173K
|
63.6K
$2.65M
|
|
|
May 04, 2023
Q1 2023
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
4.04K+ 3.54% |
$151K - $172K
|
118K
$4.93M
|
|
|
Apr 10, 2023
Q1 2023
|
Marshall & Sullivan Inc
|
BUY
|
- |
3.9K+ 4.75% |
$145K - $166K
|
85.9K
$3.59M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.81K+ 29.58% |
$142K - $162K
|
16.7K
$696K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.76K+ 10.29% |
$140K - $160K
|
40.3K
$1.68M
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
3.75K+ 44.38% |
$140K - $159K
|
12.2K
$509K
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
3.67K+ 5.15% |
$137K - $156K
|
74.9K
$3.13M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.58K+ 59.28% |
$134K - $152K
|
9.63K
$402K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.52K+ 51.43% |
$131K - $149K
|
10.4K
$432K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.45K+ 18.55% |
$129K - $147K
|
22K
$921K
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
3.37K+ 3.59% |
$126K - $143K
|
97.2K
$4.06M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.35K+ 5.61% |
$125K - $142K
|
63K
$2.63M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.26K+ 289.36% |
$122K - $139K
|
4.39K
$183K
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
3.25KNew |
$121K - $138K
|
3.25K
$136K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
3.23K+ 11.49% |
$120K - $137K
|
31.3K
$1.31M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
3.16K+ 37.59% |
$118K - $134K
|
11.6K
$483K
|
|
|
Apr 06, 2023
Q1 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
3.14K+ 3.2% |
$117K - $133K
|
101K
$4.22M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.09K+ 8.93% |
$115K - $131K
|
37.7K
$1.57M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
3.08KNew |
$115K - $131K
|
3.08K
$129K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
3.06K+ 8.92% |
$114K - $130K
|
37.3K
$1.56M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.01K+ 0.31% |
$112K - $128K
|
969K
$40.5M
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3K+ 16.67% |
$112K - $128K
|
21K
$877K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
2.99K+ 34.49% |
$111K - $127K
|
11.7K
$487K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2.82KNew |
$105K - $120K
|
2.82K
$118K
|
|
|
May 01, 2023
Q1 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.8K+ 4.35% |
$104K - $119K
|
67.1K
$2.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
2.77K+ 8.37% |
$103K - $118K
|
35.9K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.76K+ 25.8% |
$103K - $117K
|
13.4K
$561K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.68K+ 6.61% |
$100K - $114K
|
43.3K
$1.81M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.63K+ 5.21% |
$98K - $112K
|
53.1K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
2.63K+ 25.46% |
$98K - $112K
|
13K
$541K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.61K+ 1.56% |
$97.1K - $111K
|
169K
$7.06M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.58KNew |
$96K - $109K
|
2.58K
$108K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.52K+ 8.08% |
$94K - $107K
|
33.7K
$1.41M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.45K+ 4.51% |
$91.3K - $104K
|
56.7K
$2.37M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.44KNew |
$90.8K - $103K
|
2.44K
$102K
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2.42K+ 15.71% |
$90K - $103K
|
17.8K
$743K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
2.39K+ 27.98% |
$89K - $102K
|
10.9K
$456K
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.33K+ 2.74% |
$86.7K - $98.9K
|
87.4K
$3.65M
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.28K+ 7.58% |
$85.1K - $97.1K
|
32.4K
$1.35M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.24KNew |
$83.4K - $95.1K
|
2.24K
$93.4K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
2.24K+ 9.31% |
$83.3K - $95K
|
26.2K
$1.1M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2.22K+ 1023.04% |
$82.7K - $94.4K
|
2.44K
$102K
|
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
2.21K+ 0.11% |
$82.5K - $94.1K
|
1.97M
$82.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.2K+ 6.97% |
$82.1K - $93.6K
|
33.8K
$1.41M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.2K+ 2.04% |
$82K - $93.5K
|
110K
$4.59M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2.2K+ 4.17% |
$82K - $93.5K
|
55K
$2.3M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.11K+ 24.93% |
$78.8K - $89.8K
|
10.6K
$442K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.11K+ 1.6% |
$78.7K - $89.8K
|
134K
$5.61M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
2.11K+ 105550.0% |
$78.7K - $89.7K
|
2.11K
$88.2K
|
|
|
May 09, 2023
Q1 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
2.04K+ 2.74% |
$76.1K - $86.8K
|
76.5K
$3.19M
|