Purchases and Sales Made in Q3 2022 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.6K- 14.94% |
$90.7K - $107K
|
14.8K
$623K
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.62K- 11.3% |
$91.2K - $107K
|
20.5K
$864K
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
SELL
|
- |
-2.65K- 4.21% |
$92.4K - $109K
|
60.4K
$2.54M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.67K- 5.67% |
$93.2K - $110K
|
44.5K
$1.87M
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
SELL
|
- |
-2.68K- 4.82% |
$93.4K - $110K
|
52.9K
$2.23M
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.7K- 2.66% |
$94.3K - $111K
|
98.8K
$4.16M
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.78K- 10.44% |
$97K - $114K
|
23.9K
$1M
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-2.8K- 15.91% |
$97.7K - $115K
|
14.8K
$623K
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.83K- 5.51% |
$98.6K - $116K
|
48.4K
$2.04M
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.84K- 4.21% |
$99.2K - $117K
|
64.7K
$2.72M
|
|
Oct 13, 2022
Q3 2022
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-2.85K- 12.94% |
$99.3K - $117K
|
19.2K
$806K
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-2.86K- 3.09% |
$99.6K - $117K
|
89.7K
$3.78M
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.86K- 1.49% |
$99.8K - $117K
|
189K
$7.97M
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-2.89K- 14.26% |
$101K - $118K
|
17.3K
$730K
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-2.98K- 14.75% |
$104K - $122K
|
17.2K
$725K
|
|
Nov 14, 2022
Q3 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-2.98K- 2.39% |
$104K - $122K
|
122K
$5.13M
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.99K- 21.19% |
$104K - $123K
|
11.1K
$468K
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.99K- 21.19% |
$104K - $123K
|
11.1K
$468K
|
|
Oct 12, 2022
Q3 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-3K- 1.74% |
$105K - $123K
|
170K
$7.14M
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3K- 22.01% |
$105K - $123K
|
10.6K
$447K
|
|
Nov 14, 2022
Q3 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-3K- 27.15% |
$105K - $123K
|
8.05K
$339K
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.01K- 6.25% |
$105K - $124K
|
45.2K
$1.9M
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.01K- 3.02% |
$105K - $124K
|
96.6K
$4.06M
|
|
Nov 08, 2022
Q3 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-3.02K- 3.08% |
$105K - $124K
|
94.9K
$4M
|
|
Oct 21, 2022
Q3 2022
|
Gen Trust, LLC
|
SELL
|
- |
-3.03K- 28.84% |
$106K - $124K
|
7.47K
$314K
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-3.05KClosed |
$106K - $125K
|
0
$0
|
|
Oct 20, 2022
Q3 2022
|
Monarch Capital Management Inc
|
SELL
|
- |
-3.05K- 29.38% |
$106K - $125K
|
7.34K
$309K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.08K- 3.4% |
$107K - $126K
|
87.4K
$3.68M
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-3.15K- 23.82% |
$110K - $129K
|
10.1K
$424K
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.18K- 26.09% |
$111K - $130K
|
9K
$379K
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-3.2K- 75.26% |
$112K - $131K
|
1.05K
$44.3K
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.23K- 3.91% |
$113K - $133K
|
79.3K
$3.34M
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.26K- 9.29% |
$114K - $134K
|
31.9K
$1.34M
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-3.27K- 12.18% |
$114K - $134K
|
23.6K
$993K
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-3.35K- 7.16% |
$117K - $138K
|
43.4K
$1.83M
|
|
Jan 25, 2023
Q3 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-3.36K- 21.61% |
$117K - $138K
|
12.2K
$513K
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.39K- 4.04% |
$118K - $139K
|
80.3K
$3.38M
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.47K- 5.02% |
$121K - $142K
|
65.7K
$2.77M
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-3.53K- 20.63% |
$123K - $145K
|
13.6K
$572K
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3.56K- 18.94% |
$124K - $146K
|
15.2K
$641K
|
|
Nov 14, 2022
Q3 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-3.58K- 19.53% |
$125K - $147K
|
14.8K
$621K
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3.64K- 6.98% |
$127K - $149K
|
48.4K
$2.04M
|
|
Oct 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-3.64K- 28.41% |
$127K - $149K
|
9.17K
$386K
|
|
Oct 13, 2022
Q3 2022
|
Orin Green Financial, LLC
|
SELL
|
- |
-3.7K- 9.13% |
$129K - $152K
|
36.8K
$1.55M
|
|
Oct 27, 2022
Q3 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-3.7K- 10.44% |
$129K - $152K
|
31.7K
$1.33M
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.74K- 17.01% |
$130K - $154K
|
18.2K
$768K
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.85K- 1.43% |
$134K - $158K
|
265K
$11.1M
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.86K- 7.93% |
$135K - $159K
|
44.9K
$1.89M
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-3.9K- 7.43% |
$136K - $160K
|
48.6K
$2.05M
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.91K- 5.52% |
$136K - $161K
|
67K
$2.82M
|