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 |
---|---|---|---|---|---|---|---|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
264+ 0.11% |
$10.1K - $10.8K
|
244K
$10.3M
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
262+ 3.91% |
$10K - $10.7K
|
6.96K
$293K
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
260+ 1.56% |
$9.93K - $10.7K
|
16.9K
$713K
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
258+ 90.85% |
$9.85K - $10.6K
|
542
$22.8K
|
|
Aug 09, 2023
Q2 2023
|
Resolute Advisors LLC
|
BUY
|
- |
258+ 1.4% |
$9.85K - $10.6K
|
18.7K
$786K
|
|
Sep 26, 2024
Q2 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
253+ 3.61% |
$9.66K - $10.4K
|
7.26K
$306K
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
251+ 0.96% |
$9.59K - $10.3K
|
26.4K
$1.11M
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
250+ 100.0% |
$9.55K - $10.3K
|
500
$21K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
242+ 0.94% |
$9.24K - $9.93K
|
26K
$1.09M
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
240+ 0.81% |
$9.17K - $9.84K
|
30K
$1.26M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
238+ 2.85% |
$9.09K - $9.76K
|
8.59K
$362K
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
233+ 4.63% |
$8.9K - $9.56K
|
5.26K
$221K
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
228+ 3.34% |
$8.71K - $9.35K
|
7.05K
$297K
|
|
Nov 13, 2023
Q2 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
226+ 1.55% |
$8.63K - $9.27K
|
14.8K
$623K
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
225+ 0.93% |
$8.59K - $9.23K
|
24.5K
$1.03M
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
219+ 1.37% |
$8.36K - $8.98K
|
16.2K
$680K
|
|
Aug 04, 2023
Q2 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
218+ 0.65% |
$8.33K - $8.94K
|
33.8K
$1.42M
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
209+ 1.14% |
$7.98K - $8.57K
|
18.5K
$781K
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
207+ 0.75% |
$7.91K - $8.49K
|
27.8K
$1.17M
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
205+ 2.75% |
$7.83K - $8.41K
|
7.66K
$322K
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
200+ 1.64% |
$7.64K - $8.2K
|
12.4K
$522K
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
200+ 0.31% |
$7.64K - $8.2K
|
63.8K
$2.68M
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
199+ 14.01% |
$7.6K - $8.16K
|
1.62K
$68.1K
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
190+ 2.65% |
$7.26K - $7.79K
|
7.37K
$310K
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
190+ 41.76% |
$7.26K - $7.79K
|
645
$27.1K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
176+ 0.75% |
$6.72K - $7.22K
|
23.7K
$998K
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
162+ 900.0% |
$6.19K - $6.65K
|
180
$7.58K
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
162New |
$6.19K - $6.65K
|
162
$6.82K
|
|
Jul 14, 2023
Q2 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
158+ 2.11% |
$6.03K - $6.48K
|
7.65K
$322K
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
155+ 17.17% |
$5.92K - $6.36K
|
1.06K
$44.5K
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
147New |
$5.61K - $6.03K
|
147
$6.19K
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
146+ 55.3% |
$5.58K - $5.99K
|
410
$17.3K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
145+ 0.12% |
$5.54K - $5.95K
|
123K
$5.17M
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
141+ 0.81% |
$5.38K - $5.78K
|
17.5K
$735K
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
136+ 0.59% |
$5.19K - $5.58K
|
23.3K
$981K
|
|
Jul 28, 2023
Q2 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
129+ 0.17% |
$4.93K - $5.29K
|
75.1K
$3.16M
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
125+ 0.51% |
$4.77K - $5.13K
|
24.4K
$1.03M
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
113+ 1.58% |
$4.32K - $4.64K
|
7.26K
$306K
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
111+ 0.52% |
$4.24K - $4.55K
|
21.6K
$909K
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
95+ 1.61% |
$3.63K - $3.9K
|
6.01K
$253K
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
91+ 0.65% |
$3.48K - $3.73K
|
14K
$591K
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
89+ 0.54% |
$3.4K - $3.65K
|
16.7K
$702K
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
87+ 1.0% |
$3.32K - $3.57K
|
8.77K
$369K
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
87+ 0.06% |
$3.32K - $3.57K
|
145K
$6.11M
|
|
Jul 12, 2023
Q2 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
85+ 1.42% |
$3.25K - $3.49K
|
6.06K
$255K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
81+ 2.6% |
$3.09K - $3.32K
|
3.2K
$135K
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
80+ 0.48% |
$3.06K - $3.28K
|
16.7K
$703K
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
80+ 0.18% |
$3.06K - $3.28K
|
45.1K
$1.9M
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
80New |
$3.06K - $3.28K
|
80
$3.37K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
75+ 2.77% |
$2.86K - $3.08K
|
2.79K
$117K
|