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 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
119+ 0.46% |
$4.49K - $4.99K
|
25.9K
$1.09M
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
117+ 2.19% |
$4.42K - $4.91K
|
5.45K
$229K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
102New |
$3.85K - $4.28K
|
102
$4.29K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
100+ 1.22% |
$3.78K - $4.2K
|
8.29K
$349K
|
|
|
Oct 23, 2023
Q3 2023
|
First Bancorp, Inc
|
BUY
|
- |
100+ 1.56% |
$3.78K - $4.2K
|
6.51K
$274K
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
100+ 1.6% |
$3.78K - $4.2K
|
6.36K
$268K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
100+ 0.49% |
$3.78K - $4.2K
|
20.5K
$861K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
97+ 0.56% |
$3.66K - $4.07K
|
17.5K
$736K
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
93+ 0.29% |
$3.51K - $3.9K
|
31.9K
$1.34M
|
|
|
Oct 17, 2023
Q3 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
88+ 0.44% |
$3.32K - $3.69K
|
20.1K
$846K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
85New |
$3.21K - $3.57K
|
85
$3.58K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
73+ 0.38% |
$2.76K - $3.06K
|
19.5K
$822K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
70New |
$2.64K - $2.94K
|
70
$2.95K
|
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
65+ 0.61% |
$2.45K - $2.73K
|
10.6K
$448K
|
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
62+ 0.13% |
$2.34K - $2.6K
|
48.3K
$2.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
61+ 0.16% |
$2.3K - $2.56K
|
38K
$1.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
61+ 5.48% |
$2.3K - $2.56K
|
1.18K
$49.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
60+ 0.96% |
$2.27K - $2.52K
|
6.3K
$265K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
59+ 0.16% |
$2.23K - $2.48K
|
36.5K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
58+ 0.53% |
$2.19K - $2.43K
|
11K
$464K
|
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
54+ 0.4% |
$2.04K - $2.27K
|
13.7K
$577K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
49+ 2.61% |
$1.85K - $2.06K
|
1.93K
$81.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
48+ 0.19% |
$1.81K - $2.01K
|
25.3K
$1.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
46+ 0.33% |
$1.74K - $1.93K
|
13.8K
$583K
|
|
|
Nov 13, 2023
Q3 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
45+ 0.27% |
$1.7K - $1.89K
|
16.7K
$703K
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
40+ 1.79% |
$1.51K - $1.68K
|
2.28K
$95.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
39+ 6.54% |
$1.47K - $1.64K
|
635
$26.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
38+ 0.42% |
$1.43K - $1.59K
|
9.19K
$387K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
34New |
$1.28K - $1.43K
|
34
$1.43K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
33New |
$1.25K - $1.38K
|
33
$1.39K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
32+ 0.49% |
$1.21K - $1.34K
|
6.5K
$274K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
31New |
$1.17K - $1.3K
|
31
$1.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
30+ 1.83% |
$1.13K - $1.26K
|
1.67K
$70.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
29+ 0.22% |
$1.1K - $1.22K
|
13.4K
$563K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
28+ 0.26% |
$1.06K - $1.17K
|
11K
$462K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
25+ 0.54% |
$944 - $1.05K
|
4.62K
$195K
|
|
|
Oct 11, 2023
Q3 2023
|
Spence Asset Management
|
BUY
|
- |
22+ 1.15% |
$831 - $923
|
1.93K
$81.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
20+ 5.99% |
$755 - $839
|
354
$14.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
14+ 7.78% |
$529 - $587
|
194
$8.17K
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
12+ 0.03% |
$453 - $503
|
46.1K
$1.94M
|
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
BUY
|
- |
10+ 0.03% |
$378 - $420
|
30.3K
$1.27M
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
10+ 0.09% |
$378 - $420
|
10.6K
$445K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 0.73% |
$378 - $420
|
1.38K
$57.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
7+ 0.01% |
$264 - $294
|
75.1K
$3.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6+ 0.57% |
$227 - $252
|
1.05K
$44.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
6+ 0.79% |
$227 - $252
|
763
$32.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
6+ 0.05% |
$227 - $252
|
11.4K
$478K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
3+ 0.06% |
$113 - $126
|
5.35K
$225K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1- 0.04% |
$37.8 - $42
|
2.58K
$109K
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-1- -0.0% |
$37.8 - $42
|
125K
$5.26M
|