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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
2.02K+ 13.14% |
$75.3K - $85.9K
|
17.4K
$727K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.01KNew |
$74.9K - $85.5K
|
2.01K
$84K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.01K+ 18.68% |
$74.9K - $85.4K
|
12.8K
$533K
|
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
2.01K+ 9.2% |
$74.7K - $85.2K
|
23.8K
$994K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.98K+ 35.25% |
$73.7K - $84K
|
7.59K
$317K
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.89K+ 35.69% |
$70.4K - $80.2K
|
7.18K
$300K
|
|
|
May 15, 2023
Q1 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
1.88K+ 8.92% |
$70.1K - $79.9K
|
23K
$959K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.83K+ 3.7% |
$68.1K - $77.7K
|
51.3K
$2.14M
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.81K+ 41.07% |
$67.4K - $76.8K
|
6.21K
$259K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.79K+ 8.02% |
$66.6K - $75.9K
|
24.1K
$1M
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.77K+ 10.66% |
$65.9K - $75.1K
|
18.3K
$766K
|
|
|
Apr 11, 2023
Q1 2023
|
Harbor Group, Inc.
|
BUY
|
- |
1.77K+ 22.66% |
$65.8K - $75K
|
9.56K
$399K
|
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.76K+ 4.24% |
$65.6K - $74.8K
|
43.3K
$1.81M
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.75K+ 0.9% |
$65.2K - $74.4K
|
195K
$8.16M
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.73K+ 1384.0% |
$64.5K - $73.5K
|
1.86K
$77.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
1.72K+ 7.96% |
$64.1K - $73.1K
|
23.3K
$973K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
1.68KNew |
$62.5K - $71.2K
|
1.68K
$70K
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.65K+ 7.08% |
$61.5K - $70.1K
|
25K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.56K+ 3.33% |
$58.3K - $66.5K
|
48.6K
$2.03M
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
1.56K+ 11.08% |
$58.2K - $66.4K
|
15.7K
$654K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.56K+ 105.55% |
$58.1K - $66.3K
|
3.04K
$127K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.54K+ 2.14% |
$57.5K - $65.5K
|
73.5K
$3.07M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.49K+ 2.34% |
$55.7K - $63.5K
|
65.2K
$2.72M
|
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
BUY
|
- |
1.48K+ 2.86% |
$55.3K - $63.1K
|
53.3K
$2.23M
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.47KNew |
$54.6K - $62.3K
|
1.47K
$61.2K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.46K+ 11.23% |
$54.3K - $61.9K
|
14.4K
$602K
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.43K+ 10.27% |
$53.2K - $60.6K
|
15.3K
$640K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.42K+ 7.75% |
$53K - $60.4K
|
19.8K
$826K
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.4K+ 1819.48% |
$52.2K - $59.5K
|
1.48K
$61.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
1.4K+ 21.6% |
$52.1K - $59.5K
|
7.88K
$329K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.38K+ 2.54% |
$51.3K - $58.5K
|
55.6K
$2.32M
|
|
|
May 12, 2023
Q1 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.34K+ 0.64% |
$50.1K - $57.1K
|
212K
$8.84M
|
|
|
May 01, 2023
Q1 2023
|
Private Wealth Group, LLC
|
BUY
|
- |
1.32K+ 3.77% |
$49.2K - $56.1K
|
36.3K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.29K+ 4.6% |
$47.9K - $54.6K
|
29.2K
$1.22M
|
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.25K+ 14.29% |
$46.4K - $53K
|
9.97K
$416K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
BUY
|
- |
1.25K+ 7.02% |
$46.4K - $53K
|
19K
$794K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.2K+ 17.68% |
$44.8K - $51.1K
|
8.01K
$334K
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.18K+ 13.91% |
$43.8K - $49.9K
|
9.62K
$402K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.17K+ 23.61% |
$43.4K - $49.5K
|
6.1K
$255K
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.16K+ 7.9% |
$43.2K - $49.2K
|
15.8K
$661K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.13K+ 0.77% |
$41.9K - $47.8K
|
148K
$6.18M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
1.12K+ 0.83% |
$41.7K - $47.6K
|
136K
$5.67M
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.1KNew |
$41K - $46.8K
|
1.1K
$45.9K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.09KNew |
$40.5K - $46.2K
|
1.09K
$45.4K
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
1.09K+ 10.0% |
$40.4K - $46.1K
|
11.9K
$498K
|
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
BUY
|
- |
1.07K+ 2.49% |
$40K - $45.6K
|
44.1K
$1.84M
|
|
|
Apr 13, 2023
Q1 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.06K+ 11.0% |
$39.4K - $45K
|
10.7K
$446K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.06K+ 1.76% |
$39.4K - $44.9K
|
60.9K
$2.54M
|
|
|
Apr 10, 2023
Q1 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1.02K+ 14.21% |
$38K - $43.4K
|
8.2K
$342K
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1K+ 15.61% |
$37.3K - $42.5K
|
7.41K
$309K
|