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 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
244+ 8.1% |
$8.51K - $10K
|
3.26K
$136K
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
234+ 0.89% |
$8.16K - $9.61K
|
26.6K
$1.11M
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
222New |
$7.74K - $9.11K
|
222
$9.27K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
202New |
$7.05K - $8.29K
|
202
$8.44K
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
202+ 0.56% |
$7.05K - $8.29K
|
36.6K
$1.53M
|
|
Nov 14, 2022
Q3 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
195+ 0.18% |
$6.8K - $8K
|
111K
$4.65M
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
194New |
$6.77K - $7.96K
|
194
$8.1K
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
193+ 2.26% |
$6.73K - $7.92K
|
8.75K
$365K
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
189+ 60.19% |
$6.59K - $7.76K
|
503
$21K
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
183+ 0.23% |
$6.38K - $7.51K
|
78.1K
$3.26M
|
|
Oct 11, 2022
Q3 2022
|
Norwood Financial Corp
|
BUY
|
- |
169+ 75.11% |
$5.89K - $6.94K
|
394
$16.5K
|
|
Nov 02, 2022
Q3 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
157+ 0.83% |
$5.48K - $6.44K
|
19.1K
$797K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
140+ 4.23% |
$4.88K - $5.75K
|
3.45K
$144K
|
|
Oct 28, 2022
Q3 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
135+ 0.51% |
$4.71K - $5.54K
|
26.5K
$1.11M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
131+ 0.76% |
$4.57K - $5.38K
|
17.4K
$725K
|
|
Dec 09, 2022
Q3 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
131+ 0.51% |
$4.57K - $5.38K
|
25.8K
$1.08M
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
125+ 0.4% |
$4.36K - $5.13K
|
31.3K
$1.31M
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
123+ 1.0% |
$4.29K - $5.05K
|
12.4K
$517K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
110+ 1.49% |
$3.84K - $4.52K
|
7.48K
$313K
|
|
Nov 15, 2022
Q3 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
106+ 0.24% |
$3.7K - $4.35K
|
43.5K
$1.82M
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
100+ 0.92% |
$3.49K - $4.11K
|
11K
$457K
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
100+ 1.63% |
$3.49K - $4.11K
|
6.22K
$260K
|
|
Nov 09, 2022
Q3 2022
|
Hyman Charles D
|
BUY
|
- |
98+ 1.1% |
$3.42K - $4.02K
|
9.01K
$376K
|
|
Oct 12, 2022
Q3 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
94+ 1.69% |
$3.28K - $3.86K
|
5.67K
$237K
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
89+ 5.95% |
$3.1K - $3.65K
|
1.59K
$66.2K
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
79+ 45.4% |
$2.76K - $3.24K
|
253
$10.6K
|
|
Nov 07, 2022
Q3 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
75+ 0.9% |
$2.62K - $3.08K
|
8.39K
$350K
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
75+ 42.13% |
$2.62K - $3.08K
|
253
$10.6K
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
71+ 0.58% |
$2.48K - $2.91K
|
12.3K
$516K
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
66+ 3.35% |
$2.3K - $2.71K
|
2.04K
$85.1K
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
BUY
|
- |
56New |
$1.95K - $2.3K
|
56
$2.34K
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
54+ 0.34% |
$1.88K - $2.22K
|
15.8K
$660K
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.58% |
$1.74K - $2.05K
|
8.73K
$365K
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
45+ 0.05% |
$1.57K - $1.85K
|
89.1K
$3.72M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
44+ 0.69% |
$1.53K - $1.81K
|
6.38K
$267K
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
40+ 1.02% |
$1.4K - $1.64K
|
3.96K
$165K
|
|
Oct 24, 2022
Q3 2022
|
First Bancorp, Inc
|
BUY
|
- |
31+ 0.49% |
$1.08K - $1.27K
|
6.41K
$268K
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
30+ 0.39% |
$1.05K - $1.23K
|
7.76K
$324K
|
|
Nov 08, 2022
Q3 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
28New |
$977 - $1.15K
|
28
$1.17K
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
27+ 4.76% |
$942 - $1.11K
|
594
$24.8K
|
|
Nov 14, 2022
Q3 2022
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
25+ 0.02% |
$872 - $1.03K
|
125K
$5.24M
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
16+ 0.03% |
$558 - $657
|
48K
$2M
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
10New |
$349 - $411
|
10
$418
|
|
Oct 17, 2022
Q3 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
7+ 0.1% |
$244 - $287
|
7.33K
$306K
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
6+ 0.06% |
$209 - $246
|
10.2K
$427K
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 0.05% |
$69.8 - $82.1
|
4.15K
$173K
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 2.78% |
$34.9 - $41.1
|
37
$1.55K
|
|
Nov 09, 2022
Q3 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1+ 0.28% |
$34.9 - $41.1
|
361
$15.1K
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1- 0.2% |
$34.9 - $41.1
|
504
$21K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2- 0.2% |
$69.8 - $82.1
|
980
$40.9K
|