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 |
|---|---|---|---|---|---|---|---|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
638New |
$24.4K - $26.2K
|
638
$27.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
636+ 1.7% |
$24.3K - $26.1K
|
37.9K
$1.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
633New |
$24.2K - $26K
|
633
$27.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
627+ 0.93% |
$23.9K - $25.7K
|
67.7K
$2.91M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
625+ 7.21% |
$23.9K - $25.6K
|
9.29K
$399K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
615+ 6.56% |
$23.5K - $25.2K
|
10K
$429K
|
|
|
Jul 13, 2023
Q2 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
598+ 1.9% |
$22.8K - $24.5K
|
32.1K
$1.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Independent Family Office, LLC
|
BUY
|
- |
595+ 1.17% |
$22.7K - $24.4K
|
51.3K
$2.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
592+ 3946.67% |
$22.6K - $24.3K
|
607
$26.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
582+ 1.48% |
$22.2K - $23.9K
|
40K
$1.72M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
582+ 1.48% |
$22.2K - $23.9K
|
40K
$1.72M
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
578+ 3.97% |
$22.1K - $23.7K
|
15.1K
$650K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
575New |
$22K - $23.6K
|
575
$24.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
545+ 3.82% |
$20.8K - $22.4K
|
14.8K
$636K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
541+ 1.89% |
$20.7K - $22.2K
|
29.2K
$1.25M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
503+ 2.98% |
$19.2K - $20.6K
|
17.4K
$746K
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
500+ 3.86% |
$19.1K - $20.5K
|
13.5K
$577K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
500+ 4.15% |
$19.1K - $20.5K
|
12.6K
$539K
|
|
|
Aug 08, 2023
Q2 2023
|
Thornburg Investment Management Inc
|
BUY
|
- |
496+ 9.51% |
$18.9K - $20.3K
|
5.71K
$245K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
494+ 0.4% |
$18.9K - $20.3K
|
125K
$5.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
487+ 7.98% |
$18.6K - $20K
|
6.59K
$283K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
486+ 2.45% |
$18.6K - $19.9K
|
20.4K
$874K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
472New |
$18K - $19.4K
|
472
$20.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
463+ 0.5% |
$17.7K - $19K
|
92.2K
$3.96M
|
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
453New |
$17.3K - $18.6K
|
453
$19.4K
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
429New |
$16.4K - $17.6K
|
429
$18.4K
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
412+ 6.03% |
$15.7K - $16.9K
|
7.24K
$311K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
400New |
$15.3K - $16.4K
|
400
$17.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
394+ 0.67% |
$15K - $16.2K
|
59.5K
$2.56M
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
390+ 3.85% |
$14.9K - $16K
|
10.5K
$451K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
360+ 2.27% |
$13.7K - $14.8K
|
16.2K
$698K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
353+ 49.03% |
$13.5K - $14.5K
|
1.07K
$46.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
337+ 2.42% |
$12.9K - $13.8K
|
14.2K
$612K
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
336+ 1.28% |
$12.8K - $13.8K
|
26.6K
$1.14M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
334New |
$12.8K - $13.7K
|
334
$14.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
330+ 7.73% |
$12.6K - $13.5K
|
4.6K
$197K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
327New |
$12.5K - $13.4K
|
327
$14K
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
327+ 3.86% |
$12.5K - $13.4K
|
8.81K
$378K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
323+ 0.03% |
$12.3K - $13.2K
|
983K
$42.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
323+ 1.09% |
$12.3K - $13.2K
|
29.8K
$1.28M
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
305+ 0.77% |
$11.6K - $12.5K
|
40.1K
$1.72M
|
|
|
Jul 13, 2023
Q2 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
299+ 0.82% |
$11.4K - $12.3K
|
36.8K
$1.58M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
299+ 0.93% |
$11.4K - $12.3K
|
32.4K
$1.39M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
294+ 10.43% |
$11.2K - $12.1K
|
3.11K
$134K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
293+ 3.18% |
$11.2K - $12K
|
9.52K
$409K
|
|
|
Jul 20, 2023
Q2 2023
|
Guild Investment Management, Inc.
|
BUY
|
- |
291+ 0.4% |
$11.1K - $11.9K
|
72.7K
$3.12M
|
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
270+ 2.77% |
$10.3K - $11.1K
|
10K
$430K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
269+ 3.11% |
$10.3K - $11K
|
8.93K
$383K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
267+ 2.76% |
$10.2K - $11K
|
9.94K
$427K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
266New |
$10.2K - $10.9K
|
266
$11.4K
|