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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
32.3K+ 157.03% |
$1.13M - $1.33M
|
52.9K
$2.21M
|
|
Nov 14, 2022
Q3 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
31.7K+ 47.98% |
$1.11M - $1.3M
|
97.7K
$4.08M
|
|
Nov 14, 2022
Q3 2022
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
31.7K+ 21.5% |
$1.1M - $1.3M
|
179K
$7.47M
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
31.2K+ 1.63% |
$1.09M - $1.28M
|
1.95M
$81.4M
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
31.2K+ 126.42% |
$1.09M - $1.28M
|
55.9K
$2.34M
|
|
Nov 14, 2022
Q3 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
29.2KNew |
$1.02M - $1.2M
|
29.2K
$1.22M
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
28.8K+ 341.54% |
$1M - $1.18M
|
37.2K
$1.55M
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
28.2K+ 43.5% |
$984K - $1.16M
|
93.1K
$3.89M
|
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
27.6K+ 10.12% |
$962K - $1.13M
|
300K
$12.5M
|
|
Nov 09, 2022
Q3 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
27.5KNew |
$959K - $1.13M
|
27.5K
$1.15M
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
26.7K+ 17.81% |
$932K - $1.1M
|
177K
$7.38M
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
26.1K+ 60.34% |
$909K - $1.07M
|
69.3K
$2.89M
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
25.6KNew |
$894K - $1.05M
|
25.6K
$1.07M
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
25.5K+ 14.22% |
$889K - $1.05M
|
205K
$8.55M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
24.8K+ 62.33% |
$864K - $1.02M
|
64.5K
$2.69M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24.7K+ 53.36% |
$861K - $1.01M
|
70.9K
$2.96M
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
24.3K+ 5.28% |
$848K - $998K
|
485K
$20.2M
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
24.3K+ 5.28% |
$848K - $998K
|
485K
$20.2M
|
|
Nov 14, 2022
Q3 2022
|
Ghe, LLC
|
BUY
|
- |
23.6KNew |
$824K - $970K
|
23.6K
$986K
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
23.5KNew |
$820K - $965K
|
23.5K
$982K
|
|
Nov 07, 2022
Q3 2022
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
22.3K+ 19.88% |
$777K - $914K
|
134K
$5.61M
|
|
Oct 28, 2022
Q3 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
22.2K+ 120.38% |
$774K - $911K
|
40.6K
$1.7M
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21.5KNew |
$749K - $882K
|
21.5K
$897K
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
21.4K+ 9.95% |
$747K - $879K
|
237K
$9.89M
|
|
May 11, 2023
Q3 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
20.7KNew |
$723K - $851K
|
20.7K
$865K
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
20.3KNew |
$708K - $833K
|
20.3K
$847K
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
BUY
|
- |
20.1K+ 89.01% |
$700K - $824K
|
42.6K
$1.78M
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
18.9K+ 26.99% |
$658K - $775K
|
88.8K
$3.71M
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
BUY
|
- |
18.7K+ 9.08% |
$652K - $767K
|
224K
$9.37M
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
18.5K+ 140.33% |
$646K - $760K
|
31.7K
$1.32M
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
18.4KNew |
$641K - $755K
|
18.4K
$768K
|
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
18.3K+ 2767.98% |
$639K - $752K
|
19K
$793K
|
|
Oct 12, 2022
Q3 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
17.8K+ 40.33% |
$621K - $731K
|
62K
$2.59M
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
17.7K+ 183.97% |
$619K - $728K
|
27.4K
$1.14M
|
|
Oct 17, 2022
Q3 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
17KNew |
$592K - $697K
|
17K
$709K
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
16.9K+ 8.03% |
$590K - $694K
|
228K
$9.51M
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
16.7K+ 10.06% |
$582K - $685K
|
183K
$7.62M
|
|
Nov 14, 2022
Q3 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
16.7KNew |
$581K - $684K
|
16.7K
$696K
|
|
Nov 14, 2022
Q3 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
16.6KNew |
$581K - $683K
|
16.6K
$695K
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
16.4KNew |
$572K - $673K
|
16.4K
$685K
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
16.4K+ 919.53% |
$572K - $673K
|
18.2K
$759K
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
15.7K+ 6.3% |
$547K - $644K
|
265K
$11.1M
|
|
Nov 14, 2022
Q3 2022
|
Ing Groep Nv
|
BUY
|
- |
15K+ 8.17% |
$523K - $616K
|
199K
$8.29M
|
|
Nov 14, 2022
Q3 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
14.9KNew |
$518K - $610K
|
14.9K
$620K
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
14.8K+ 144.95% |
$515K - $606K
|
24.9K
$1.04M
|
|
Nov 07, 2022
Q3 2022
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
14.7K+ 4.98% |
$514K - $605K
|
311K
$13M
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
14.7K+ 13.6% |
$512K - $602K
|
123K
$5.12M
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
BUY
|
- |
14.4K+ 110.76% |
$503K - $591K
|
27.4K
$1.14M
|
|
Nov 14, 2022
Q3 2022
|
United Bank
Vienna, VA |
BUY
|
- |
14.4K+ 240.37% |
$501K - $590K
|
20.3K
$849K
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
14.3K+ 10.3% |
$500K - $589K
|
154K
$6.42M
|