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 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
6+ 0.79% |
$227 - $252
|
763
$34K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6+ 0.57% |
$227 - $252
|
1.05K
$46.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
3+ 0.06% |
$113 - $126
|
5.35K
$239K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1- 0.04% |
$37.8 - $42
|
2.58K
$115K
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-1- -0.0% |
$37.8 - $42
|
125K
$5.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1- 1.89% |
$37.8 - $42
|
52
$2.32K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1- 3.7% |
$37.8 - $42
|
26
$1.16K
|
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
SELL
|
- |
-2- 0.02% |
$75.5 - $83.9
|
12.3K
$549K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-3- 8.33% |
$113 - $126
|
33
$1.47K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3- 0.01% |
$113 - $126
|
37.8K
$1.69M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-6- 8.0% |
$227 - $252
|
69
$3.08K
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-6- 0.09% |
$227 - $252
|
6.5K
$290K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-7- 0.02% |
$264 - $294
|
43.5K
$1.94M
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-7- 0.02% |
$264 - $294
|
40.1K
$1.79M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10- 0.03% |
$378 - $420
|
36.6K
$1.63M
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-13- 26.53% |
$491 - $545
|
36
$1.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-14- 0.1% |
$529 - $587
|
14.2K
$634K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-15- 10.2% |
$566 - $629
|
132
$5.88K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-15- 0.09% |
$566 - $629
|
16.9K
$753K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-17- 0.28% |
$642 - $713
|
5.95K
$265K
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-18- 0.32% |
$680 - $755
|
5.61K
$250K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-19- 1.09% |
$717 - $797
|
1.73K
$77.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-23- 0.07% |
$868 - $965
|
34.3K
$1.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-25- 0.11% |
$944 - $1.05K
|
23K
$1.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-28- 0.49% |
$1.06K - $1.17K
|
5.71K
$254K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-35- 67.31% |
$1.32K - $1.47K
|
17
$758
|
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-35- 0.04% |
$1.32K - $1.47K
|
90.5K
$4.04M
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-35- 0.75% |
$1.32K - $1.47K
|
4.66K
$208K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-35- 47.3% |
$1.32K - $1.47K
|
39
$1.74K
|
|
|
Oct 20, 2023
Q3 2023
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-37- 0.18% |
$1.4K - $1.55K
|
20.2K
$899K
|
|
|
Oct 26, 2023
Q3 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-37- 17.7% |
$1.4K - $1.55K
|
172
$7.67K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-39- 0.28% |
$1.47K - $1.64K
|
13.6K
$608K
|
|
|
Nov 09, 2023
Q3 2023
|
Gould Capital, LLC
|
SELL
|
- |
-40- 7.43% |
$1.51K - $1.68K
|
498
$22.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-50- 30.86% |
$1.89K - $2.1K
|
112
$4.99K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-52- 6.69% |
$1.96K - $2.18K
|
725
$32.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-53- 0.15% |
$2K - $2.22K
|
35.2K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-55- 0.84% |
$2.08K - $2.31K
|
6.49K
$289K
|
|
|
Nov 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-58- 5.63% |
$2.19K - $2.43K
|
973
$43.4K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-60- 0.15% |
$2.27K - $2.52K
|
39K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-60- 5.59% |
$2.27K - $2.52K
|
1.01K
$45.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-61- 0.46% |
$2.3K - $2.56K
|
13.3K
$593K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-62- 0.09% |
$2.34K - $2.6K
|
65.4K
$2.92M
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-64- 0.2% |
$2.42K - $2.68K
|
32.5K
$1.45M
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-65- 1.09% |
$2.45K - $2.73K
|
5.92K
$264K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-67- 0.32% |
$2.53K - $2.81K
|
21.1K
$940K
|
|
|
Oct 23, 2023
Q3 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-70- 0.91% |
$2.64K - $2.94K
|
7.59K
$338K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
SELL
|
- |
-76- 0.55% |
$2.87K - $3.19K
|
13.7K
$609K
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-78- 1.17% |
$2.95K - $3.27K
|
6.56K
$293K
|
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-80- 0.63% |
$3.02K - $3.36K
|
12.6K
$560K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-82- 15.13% |
$3.1K - $3.44K
|
460
$20.5K
|