Purchases and Sales Made in Q3 2023 in Ishares Msci Emerging Markets (EEM)

EEM Quotes by TradingView

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
Oct 24, 2023 Q3 2023
Prosperity Planning, Inc.

BUY
 -
501
+ 1.71%
$18.9K - $21K
29.8K $1.28M
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
468
+ 1.25%
$17.7K - $19.6K
38.1K $1.63M
Nov 09, 2023 Q3 2023
Marble Harbor Investment Counsel, LLC

Boston, MA
BUY
 -
451
+ 1.68%
$17K - $18.9K
27.3K $1.17M
Oct 25, 2023 Q3 2023
Summit Wealth & Retirement Planning, Inc.

BUY
 -
451
+ 0.4%
$17K - $18.9K
113K $4.87M
Oct 10, 2023 Q3 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
436
+ 1.66%
$16.5K - $18.3K
26.7K $1.15M
Aug 01, 2024 Q3 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
431
+ 5.01%
$16.3K - $18.1K
9.03K $388K
Oct 10, 2023 Q3 2023
Dbk Financial Counsel, LLC

BUY
 -
425
+ 1.63%
$16K - $17.8K
26.5K $1.14M
Oct 17, 2023 Q3 2023
Atlas Brown,Inc.

BUY
 -
418
+ 1.03%
$15.8K - $17.5K
41.2K $1.77M
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
414
+ 2.27%
$15.6K - $17.4K
18.7K $802K
Oct 27, 2023 Q3 2023
Whittier Trust CO

BUY
 -
411
+ 0.31%
$15.5K - $17.2K
132K $5.67M
Nov 13, 2023 Q3 2023
Lcnb Corp

Lebanon, OH
BUY
 -
400
+ 6.97%
$15.1K - $16.8K
6.14K $264K
Nov 14, 2023 Q3 2023
United Community Bank

Greenville, SC
BUY
 -
389
New
$14.7K - $16.3K
389 $16.7K
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
387
+ 0.97%
$14.6K - $16.2K
40.1K $1.72M
Oct 30, 2023 Q3 2023
Octavia Wealth Advisors, LLC

BUY
 -
384
+ 1.61%
$14.5K - $16.1K
24.3K $1.04M
Oct 10, 2023 Q3 2023
Eagle Rock Investment Company, LLC

Atlanta, GA
BUY
 -
383
+ 4.66%
$14.5K - $16.1K
8.6K $369K
Nov 13, 2023 Q3 2023
Scs Capital Management LLC

Boston, MA
BUY
 -
382
+ 0.21%
$14.4K - $16K
179K $7.7M
Nov 09, 2023 Q3 2023
Ellevest, Inc.

BUY
 -
372
+ 3.93%
$14K - $15.6K
9.84K $422K
Oct 24, 2023 Q3 2023
Hfg Advisors, Inc.

BUY
 -
362
+ 0.98%
$13.7K - $15.2K
37.2K $1.6M
Oct 18, 2023 Q3 2023
Dominguez Wealth Management Solutions, Inc.

Williamsburg, VA
BUY
 -
347
+ 1.08%
$13.1K - $14.6K
32.4K $1.39M
Oct 30, 2023 Q3 2023
Del Sette Capital Management, LLC

BUY
 -
346
+ 0.34%
$13.1K - $14.5K
103K $4.41M
Feb 08, 2024 Q3 2023
Bedel Financial Consulting, Inc.

BUY
 -
333
+ 2.29%
$12.6K - $14K
14.9K $639K
Nov 09, 2023 Q3 2023
Angeles Investment Advisors, LLC

BUY
 -
317
New
$12K - $13.3K
317 $13.6K
Nov 07, 2023 Q3 2023
Resolute Advisors LLC

BUY
 -
316
+ 1.69%
$11.9K - $13.3K
19K $815K
Oct 10, 2023 Q3 2023
Evensky & Katz LLC

BUY
 -
288
New
$10.9K - $12.1K
288 $12.4K
Oct 10, 2023 Q3 2023
Omega Financial Group, LLC

BUY
 -
269
+ 4.73%
$10.2K - $11.3K
5.96K $256K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
258
New
$9.74K - $10.8K
258 $11.1K
Sep 26, 2024 Q3 2023
Paragon Capital Management Inc

Provo, UT
BUY
 -
257
+ 3.54%
$9.7K - $10.8K
7.52K $323K
Oct 12, 2023 Q3 2023
Carret Asset Management, LLC

BUY
 -
236
+ 1.99%
$8.91K - $9.9K
12.1K $519K
Nov 07, 2023 Q3 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
232
+ 0.43%
$8.76K - $9.73K
54.5K $2.34M
Oct 25, 2023 Q3 2023
Miracle Mile Advisors, LLC

BUY
 -
226
+ 0.29%
$8.53K - $9.48K
76.8K $3.3M
Nov 03, 2023 Q3 2023
Montag & Caldwell, LLC

Atlanta, GA
BUY
 -
225
+ 3.12%
$8.5K - $9.44K
7.44K $319K
Nov 13, 2023 Q3 2023
Joseph Group Capital Management

Columbus, OH
BUY
 -
220
+ 11.39%
$8.31K - $9.23K
2.15K $92.3K
Oct 23, 2023 Q3 2023
Lfa Lugano Financial Advisors Sa

BUY
 -
217
+ 1.18%
$8.19K - $9.1K
18.6K $798K
Nov 02, 2023 Q3 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
215
+ 2.25%
$8.12K - $9.02K
9.75K $419K
Nov 09, 2023 Q3 2023
Anchor Capital Advisors LLC

BUY
 -
215
+ 3.56%
$8.12K - $9.02K
6.26K $269K
Nov 03, 2023 Q3 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
200
+ 58.48%
$7.55K - $8.39K
542 $23.3K
Oct 27, 2023 Q3 2023
Archford Capital Strategies, LLC

BUY
 -
191
+ 1.91%
$7.21K - $8.01K
10.2K $437K
Nov 14, 2023 Q3 2023
Highland Capital Management, LLC

BUY
 -
179
+ 0.54%
$6.76K - $7.51K
33.4K $1.43M
Nov 06, 2023 Q3 2023
Topel & Distasi Wealth Management, LLC

BUY
 -
157
+ 1.41%
$5.93K - $6.59K
11.3K $485K
Nov 15, 2023 Q3 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
155
New
$5.85K - $6.5K
155 $6.65K
Nov 06, 2023 Q3 2023
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
152
+ 0.22%
$5.74K - $6.38K
67.9K $2.91M
Oct 10, 2023 Q3 2023
M&R Capital Management Inc

BUY
 -
151
+ 444.12%
$5.7K - $6.33K
185 $7.94K
Nov 01, 2023 Q3 2023
Pack Private Wealth, LLC

Wayzata, MN
BUY
 -
146
+ 0.46%
$5.51K - $6.12K
31.5K $1.35M
Oct 20, 2023 Q3 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
143
+ 2.55%
$5.4K - $6K
5.75K $247K
Oct 19, 2023 Q3 2023
Strateg Iq Financial Group, LLC

BUY
 -
131
+ 1.38%
$4.95K - $5.5K
9.65K $414K
Nov 13, 2023 Q3 2023
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
127
+ 0.08%
$4.8K - $5.33K
165K $7.08M
Oct 18, 2023 Q3 2023
Pinnacle Bancorp, Inc.

BUY
 -
126
+ 0.94%
$4.76K - $5.29K
13.5K $580K
Oct 12, 2023 Q3 2023
Fortress Wealth Group, LLC

Orlando, FL
BUY
 -
125
+ 1.8%
$4.72K - $5.24K
7.09K $304K
Oct 10, 2023 Q3 2023
Phocas Financial Corp.

Alameda, CA
BUY
 -
120
+ 0.44%
$4.53K - $5.03K
27.4K $1.18M

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