Purchases and Sales Made in Q3 2023 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-500- 48.08% |
$18.9K - $21K
|
540
$23.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-500- 0.93% |
$18.9K - $21K
|
53.1K
$2.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-501- 0.38% |
$18.9K - $21K
|
132K
$5.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-509- 44.61% |
$19.2K - $21.4K
|
632
$27.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-516- 46.95% |
$19.5K - $21.6K
|
583
$25K
|
|
|
Oct 27, 2023
Q3 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-516- 1.4% |
$19.5K - $21.6K
|
36.3K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-521- 85.83% |
$19.7K - $21.9K
|
86
$3.69K
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-522- 34.73% |
$19.7K - $21.9K
|
981
$42.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-525- 0.49% |
$19.8K - $22K
|
107K
$4.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-533- 1.15% |
$20.1K - $22.4K
|
45.8K
$1.97M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-534- 17.15% |
$20.2K - $22.4K
|
2.58K
$111K
|
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-537- 4.51% |
$20.3K - $22.5K
|
11.4K
$488K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-550- 17.26% |
$20.8K - $23.1K
|
2.64K
$113K
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-550- 0.29% |
$20.8K - $23.1K
|
186K
$7.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-551- 1.05% |
$20.8K - $23.1K
|
52.2K
$2.24M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-555- 0.39% |
$21K - $23.3K
|
143K
$6.14M
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-556- 5.03% |
$21K - $23.3K
|
10.5K
$450K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-566- 4.95% |
$21.4K - $23.7K
|
10.9K
$466K
|
|
|
Nov 14, 2023
Q3 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-582- 1.04% |
$22K - $24.4K
|
55.6K
$2.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-583- 2.31% |
$22K - $24.5K
|
24.7K
$1.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-609- 0.28% |
$23K - $25.5K
|
214K
$9.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
SELL
|
- |
-614- 3.51% |
$23.2K - $25.8K
|
16.9K
$724K
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-625- 10.94% |
$23.6K - $26.2K
|
5.09K
$219K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-636- 2.68% |
$24K - $26.7K
|
23.1K
$991K
|
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-655- 0.29% |
$24.7K - $27.5K
|
229K
$9.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-666- 0.45% |
$25.1K - $27.9K
|
147K
$6.32M
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-674- 0.65% |
$25.5K - $28.3K
|
103K
$4.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-681- 1.95% |
$25.7K - $28.6K
|
34.3K
$1.47M
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-681- 6.5% |
$25.7K - $28.6K
|
9.8K
$421K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-700- 8.51% |
$26.4K - $29.4K
|
7.52K
$323K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-707- 6.22% |
$26.7K - $29.7K
|
10.7K
$457K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-720- 6.08% |
$27.2K - $30.2K
|
11.1K
$477K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-749- 20.93% |
$28.3K - $31.4K
|
2.83K
$121K
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-750- 5.53% |
$28.3K - $31.5K
|
12.8K
$550K
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-761- 6.99% |
$28.7K - $31.9K
|
10.1K
$434K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-762- 9.33% |
$28.8K - $32K
|
7.41K
$318K
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-765- 4.68% |
$28.9K - $32.1K
|
15.6K
$668K
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-766- 1.27% |
$28.9K - $32.1K
|
59.4K
$2.55M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-769- 3.44% |
$29K - $32.3K
|
21.6K
$928K
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-772- 1.87% |
$29.2K - $32.4K
|
40.5K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Newport Capital Group, LLC
|
SELL
|
- |
-774- 3.55% |
$29.2K - $32.5K
|
21K
$903K
|
|
|
Nov 09, 2023
Q3 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-791- 0.89% |
$29.9K - $33.2K
|
87.8K
$3.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-792- 1.74% |
$29.9K - $33.2K
|
44.7K
$1.92M
|
|
|
Nov 03, 2023
Q3 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-793- 3.71% |
$29.9K - $33.3K
|
20.6K
$882K
|
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-796- 1.87% |
$30.1K - $33.4K
|
41.7K
$1.79M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-798- 2.6% |
$30.1K - $33.5K
|
29.9K
$1.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Providence First Trust CO
|
SELL
|
- |
-800- 1.53% |
$30.2K - $33.6K
|
51.7K
$2.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-810- 4.88% |
$30.6K - $34K
|
15.8K
$677K
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-818- 29.03% |
$30.9K - $34.3K
|
2K
$85.9K
|
|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
SELL
|
- |
-818- 7.43% |
$30.9K - $34.3K
|
10.2K
$438K
|