Purchases and Sales Made in Q2 2023 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.41K+ 5.91% |
$53.8K - $57.8K
|
25.2K
$1.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
1.4K+ 3.76% |
$53.5K - $57.4K
|
38.6K
$1.61M
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.39K+ 9.05% |
$53K - $56.9K
|
16.7K
$698K
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.36K+ 22.35% |
$51.9K - $55.8K
|
7.45K
$311K
|
|
|
Jul 24, 2023
Q2 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
1.33K+ 20.85% |
$50.9K - $54.6K
|
7.72K
$322K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.27K+ 21.04% |
$48.4K - $52K
|
7.29K
$304K
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.27K+ 0.85% |
$48.4K - $52K
|
151K
$6.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.15K+ 27.78% |
$43.9K - $47.2K
|
5.29K
$221K
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.12K+ 1.0% |
$42.9K - $46.1K
|
113K
$4.71M
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
BUY
|
- |
1.11K+ 2.28% |
$42.4K - $45.5K
|
49.8K
$2.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1.1K+ 0.61% |
$42K - $45.2K
|
181K
$7.58M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
1.08K+ 23.47% |
$41.4K - $44.4K
|
5.7K
$238K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
1.06K+ 0.84% |
$40.6K - $43.6K
|
127K
$5.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.06K+ 0.59% |
$40.4K - $43.4K
|
179K
$7.47M
|
|
|
Jul 14, 2023
Q2 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
1.06K+ 5.51% |
$40.3K - $43.3K
|
20.2K
$844K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
1.04K+ 17.45% |
$39.7K - $42.7K
|
7K
$292K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1K+ 9.7% |
$38.3K - $41.2K
|
11.4K
$474K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
985+ 13.61% |
$37.6K - $40.4K
|
8.22K
$343K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
965+ 0.27% |
$36.9K - $39.6K
|
353K
$14.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
964+ 17.51% |
$36.8K - $39.5K
|
6.47K
$270K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
951+ 1.86% |
$36.3K - $39K
|
52K
$2.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
- |
950+ 14.81% |
$36.3K - $39K
|
7.37K
$308K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
938+ 8.6% |
$35.8K - $38.5K
|
11.9K
$495K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
884+ 73.97% |
$33.8K - $36.3K
|
2.08K
$86.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
877+ 148.9% |
$33.5K - $36K
|
1.47K
$61.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
870+ 16.56% |
$33.2K - $35.7K
|
6.12K
$256K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
859+ 5.17% |
$32.8K - $35.2K
|
17.5K
$730K
|
|
|
Jul 17, 2023
Q2 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
831+ 6.34% |
$31.7K - $34.1K
|
13.9K
$582K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
800+ 6.7% |
$30.6K - $32.8K
|
12.7K
$532K
|
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
799+ 1.04% |
$30.5K - $32.8K
|
77.3K
$3.23M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
794+ 1.22% |
$30.3K - $32.6K
|
66K
$2.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
794+ 1.84% |
$30.3K - $32.6K
|
44K
$1.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
785+ 1.79% |
$30K - $32.2K
|
44.5K
$1.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
785+ 106.8% |
$30K - $32.2K
|
1.52K
$63.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
784+ 5.12% |
$29.9K - $32.2K
|
16.1K
$673K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
784+ 1.81% |
$29.9K - $32.2K
|
44.1K
$1.84M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
777+ 2.25% |
$29.7K - $31.9K
|
35.2K
$1.47M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
761+ 1.91% |
$29.1K - $31.2K
|
40.7K
$1.7M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
BUY
|
- |
754+ 8.4% |
$28.8K - $30.9K
|
9.73K
$406K
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
744+ 4.7% |
$28.4K - $30.5K
|
16.6K
$692K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
740+ 2.2% |
$28.3K - $30.4K
|
34.3K
$1.43M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
739+ 5.85% |
$28.2K - $30.3K
|
13.4K
$559K
|
|
|
Aug 03, 2023
Q2 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
738+ 0.27% |
$28.2K - $30.3K
|
274K
$11.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
737+ 14.48% |
$28.1K - $30.2K
|
5.83K
$243K
|
|
|
Aug 14, 2023
Q2 2023
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
707+ 0.69% |
$27K - $29K
|
103K
$4.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
700New |
$26.7K - $28.7K
|
700
$29.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
691+ 1.07% |
$26.4K - $28.3K
|
65.5K
$2.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
670+ 2.73% |
$25.6K - $27.5K
|
25.2K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
664+ 6.13% |
$25.4K - $27.2K
|
11.5K
$480K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
648+ 0.75% |
$24.7K - $26.6K
|
87.1K
$3.64M
|