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 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.47K+ 7.87% |
$86.2K - $101K
|
33.9K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
2.43K+ 13.01% |
$84.7K - $99.7K
|
21.1K
$888K
|
|
|
Nov 21, 2022
Q3 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.35K+ 29.15% |
$81.9K - $96.4K
|
10.4K
$438K
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.3K+ 63.54% |
$80.2K - $94.4K
|
5.92K
$249K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.26K+ 35.17% |
$78.9K - $92.9K
|
8.69K
$366K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.2K+ 3.21% |
$76.7K - $90.2K
|
70.6K
$2.97M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2.2K+ 6.06% |
$76.6K - $90.2K
|
38.4K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
2.19KNew |
$76.5K - $90K
|
2.19K
$92.3K
|
|
|
Oct 28, 2022
Q3 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
2.14K+ 2.78% |
$74.6K - $87.8K
|
79.2K
$3.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.12K+ 13.02% |
$74.1K - $87.1K
|
18.4K
$776K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
1.97K+ 77.98% |
$68.7K - $80.8K
|
4.49K
$189K
|
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.95K+ 33.57% |
$67.9K - $80K
|
7.75K
$326K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.93K+ 4.59% |
$67.1K - $79K
|
43.8K
$1.85M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.92K+ 19.53% |
$67.1K - $78.9K
|
11.8K
$495K
|
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.9K+ 14.75% |
$66.1K - $77.8K
|
14.8K
$621K
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.87K+ 33.27% |
$65.3K - $76.8K
|
7.5K
$316K
|
|
|
Nov 09, 2022
Q3 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.84KNew |
$64.2K - $75.6K
|
1.84K
$77.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.76K+ 1.87% |
$61.4K - $72.2K
|
95.8K
$4.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.75K+ 6.07% |
$61K - $71.8K
|
30.6K
$1.29M
|
|
|
Nov 01, 2022
Q3 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.73K+ 1.77% |
$60.2K - $70.9K
|
99.4K
$4.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.72K+ 1.13% |
$60K - $70.6K
|
154K
$6.48M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.65K+ 254.63% |
$57.6K - $67.7K
|
2.3K
$96.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Connable Office Inc
|
BUY
|
- |
1.63K+ 0.12% |
$56.7K - $66.8K
|
1.32M
$55.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
1.6KNew |
$55.8K - $65.7K
|
1.6K
$67.3K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.58K+ 16.28% |
$55K - $64.8K
|
11.3K
$474K
|
|
|
Oct 25, 2022
Q3 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.56K+ 24.4% |
$54.2K - $63.8K
|
7.93K
$334K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
1.53K+ 50.58% |
$53.2K - $62.6K
|
4.54K
$191K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1.51K+ 7.5% |
$52.5K - $61.8K
|
21.6K
$908K
|
|
|
Oct 18, 2022
Q3 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.5K+ 4.42% |
$52.3K - $61.6K
|
35.5K
$1.49M
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
BUY
|
- |
1.48K+ 3.56% |
$51.7K - $60.8K
|
43.1K
$1.81M
|
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
1.45K+ 1.33% |
$50.4K - $59.4K
|
110K
$4.63M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.43K+ 2.69% |
$49.9K - $58.8K
|
54.7K
$2.3M
|
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
1.43K+ 2.07% |
$49.9K - $58.7K
|
70.4K
$2.96M
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1.4K+ 14.49% |
$48.7K - $57.3K
|
11K
$464K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
1.39K+ 4.27% |
$48.6K - $57.1K
|
34K
$1.43M
|
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.35K+ 1.59% |
$47K - $55.3K
|
86K
$3.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.32K+ 20.61% |
$45.9K - $54.1K
|
7.71K
$324K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.3K+ 5.36% |
$45.5K - $53.5K
|
25.6K
$1.08M
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.27K+ 3.61% |
$44.4K - $52.3K
|
36.5K
$1.54M
|
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.26K+ 8.97% |
$43.9K - $51.6K
|
15.3K
$643K
|
|
|
Nov 14, 2022
Q3 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.25K+ 40.88% |
$43.7K - $51.4K
|
4.32K
$182K
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.24K+ 236.59% |
$43.1K - $50.7K
|
1.76K
$74K
|
|
|
Nov 07, 2022
Q3 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
1.23K+ 14.82% |
$42.8K - $50.3K
|
9.5K
$400K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.22K+ 2.25% |
$42.4K - $49.9K
|
55.2K
$2.32M
|
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.15K+ 2.58% |
$40K - $47K
|
45.5K
$1.92M
|
|
|
Nov 10, 2022
Q3 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
1.13K+ 0.67% |
$39.4K - $46.4K
|
169K
$7.12M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.12KNew |
$39.1K - $46K
|
1.12K
$47.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Thornburg Investment Management Inc
|
BUY
|
- |
1.11K+ 7.83% |
$38.6K - $45.4K
|
15.2K
$641K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
1.1K+ 3.51% |
$38.4K - $45.2K
|
32.5K
$1.37M
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
BUY
|
- |
1.05K+ 10.08% |
$36.5K - $42.9K
|
11.4K
$481K
|