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 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.26K+ 0.85% |
$123K - $137K
|
386K
$16.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.21K+ 5.06% |
$121K - $135K
|
66.8K
$2.81M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
3.18K+ 3.48% |
$120K - $134K
|
94.6K
$3.98M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.16K+ 54.1% |
$119K - $132K
|
8.99K
$379K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3.07K+ 34.55% |
$116K - $129K
|
11.9K
$503K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.04K+ 34.23% |
$115K - $128K
|
11.9K
$502K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
3K+ 147.73% |
$113K - $126K
|
5.02K
$211K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.97K+ 2.42% |
$112K - $125K
|
126K
$5.29M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
2.91K+ 12.51% |
$110K - $122K
|
26.2K
$1.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.86K+ 2.6% |
$108K - $120K
|
113K
$4.75M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.84K+ 11.66% |
$107K - $119K
|
27.2K
$1.14M
|
|
|
Oct 06, 2023
Q3 2023
|
Marshall & Sullivan Inc
|
BUY
|
- |
2.82K+ 3.16% |
$106K - $118K
|
92.1K
$3.88M
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
2.82K+ 18.17% |
$106K - $118K
|
18.3K
$771K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2.8K+ 73.81% |
$106K - $118K
|
6.6K
$278K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.73K+ 29.91% |
$103K - $114K
|
11.9K
$499K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
2.68K+ 47.09% |
$101K - $113K
|
8.38K
$353K
|
|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.66K+ 3.73% |
$100K - $111K
|
73.9K
$3.11M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.57KNew |
$96.9K - $108K
|
2.57K
$108K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.52K+ 4.1% |
$95.3K - $106K
|
64.1K
$2.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.49K+ 26.43% |
$93.9K - $104K
|
11.9K
$501K
|
|
|
Nov 14, 2023
Q3 2023
|
Kabouter Management, LLC
Chicago, IL |
BUY
|
- |
2.47K+ 16.21% |
$93.3K - $104K
|
17.7K
$745K
|
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.43K+ 1.74% |
$91.6K - $102K
|
142K
$5.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.4K+ 18.54% |
$90.7K - $101K
|
15.4K
$646K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.29K+ 21.0% |
$86.5K - $96.1K
|
13.2K
$556K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.25K+ 13.96% |
$84.9K - $94.3K
|
18.4K
$773K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
2.19K+ 5.13% |
$82.8K - $92K
|
45K
$1.89M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.18K+ 24.92% |
$82.1K - $91.2K
|
10.9K
$459K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.07KNew |
$78K - $86.6K
|
2.07K
$86.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
2.03KNew |
$76.5K - $85K
|
2.03K
$85.3K
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2K+ 11.95% |
$75.4K - $83.8K
|
18.7K
$787K
|
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.98K+ 0.54% |
$74.7K - $82.9K
|
371K
$15.6M
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.95K+ 2.31% |
$73.4K - $81.6K
|
86K
$3.62M
|
|
|
Nov 06, 2023
Q3 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.87K+ 2.42% |
$70.7K - $78.6K
|
79.2K
$3.33M
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
1.84KNew |
$69.4K - $77.1K
|
1.84K
$77.4K
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.8K+ 168.22% |
$68K - $75.5K
|
2.87K
$121K
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.8K+ 0.61% |
$68K - $75.5K
|
298K
$12.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.8K+ 1.97% |
$68K - $75.5K
|
93.4K
$3.93M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.76K+ 3.4% |
$66.5K - $73.9K
|
53.6K
$2.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
1.75K+ 3.3% |
$65.9K - $73.2K
|
54.6K
$2.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
BUY
|
- |
1.7K+ 1.88% |
$64.2K - $71.3K
|
91.9K
$3.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.66K+ 107.01% |
$62.8K - $69.8K
|
3.22K
$135K
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
BUY
|
- |
1.65K+ 14.93% |
$62.4K - $69.3K
|
12.7K
$535K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.62K+ 2.11% |
$61.2K - $68K
|
78.4K
$3.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.62K+ 8.12% |
$61.1K - $67.9K
|
21.6K
$907K
|
|
|
Oct 18, 2023
Q3 2023
|
Next Capital Management LLC
|
BUY
|
- |
1.6K+ 6.16% |
$60.4K - $67.1K
|
27.6K
$1.16M
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
1.6K+ 3.21% |
$60.4K - $67.1K
|
51.4K
$2.16M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.6K+ 22.68% |
$60.4K - $67.1K
|
8.65K
$364K
|
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.58K+ 3.53% |
$59.7K - $66.3K
|
46.4K
$1.95M
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
1.52K+ 23.11% |
$57.5K - $63.9K
|
8.11K
$341K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.47K+ 2.52% |
$55.4K - $61.5K
|
59.6K
$2.51M
|