Purchases and Sales Made in Q4 2023 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Sep 30, 2024
Q4 2023
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
101KNew |
$3.68M - $4.06M
|
101K
$4.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
100K+ 79.82% |
$3.67M - $4.05M
|
226K
$9.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
97.1KNew |
$3.55M - $3.91M
|
97.1K
$4.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
92.7K+ 916.64% |
$3.39M - $3.74M
|
103K
$4.41M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
92.7K+ 916.64% |
$3.39M - $3.74M
|
103K
$4.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
89.2K+ 102.59% |
$3.26M - $3.6M
|
176K
$7.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
86.6K+ 48.3% |
$3.16M - $3.49M
|
266K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
82.2K+ 17.88% |
$3M - $3.31M
|
542K
$23.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
75.3K+ 15.52% |
$2.75M - $3.03M
|
560K
$24.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Ht Partners LLC
|
BUY
|
- |
73.8K+ 23.79% |
$2.69M - $2.97M
|
384K
$16.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
70.4KNew |
$2.57M - $2.84M
|
70.4K
$3.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
69.2KNew |
$2.53M - $2.79M
|
69.2K
$2.97M
|
|
|
Jan 23, 2024
Q4 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
67.9K+ 9.04% |
$2.48M - $2.74M
|
819K
$35.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
66.6K+ 51.45% |
$2.43M - $2.68M
|
196K
$8.42M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
66.3K+ 7.82% |
$2.42M - $2.67M
|
913K
$39.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
65.2K+ 48.24% |
$2.38M - $2.63M
|
201K
$8.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
64.8KNew |
$2.37M - $2.61M
|
64.8K
$2.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
63.3K+ 6.87% |
$2.31M - $2.55M
|
985K
$42.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
62.3K+ 9.34% |
$2.27M - $2.51M
|
729K
$31.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
59.8K+ 44.42% |
$2.18M - $2.41M
|
194K
$8.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
58.1K+ 196.58% |
$2.12M - $2.34M
|
87.7K
$3.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
58K+ 23.72% |
$2.12M - $2.34M
|
303K
$13M
|
|
|
Feb 08, 2024
Q4 2023
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
58KNew |
$2.12M - $2.34M
|
58K
$2.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
55.6KNew |
$2.03M - $2.24M
|
55.6K
$2.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
54.3K+ 2757.72% |
$1.98M - $2.19M
|
56.2K
$2.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
53.1K+ 52.99% |
$1.94M - $2.14M
|
153K
$6.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
51.3K+ 216.28% |
$1.87M - $2.07M
|
75K
$3.22M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
51.1KNew |
$1.87M - $2.06M
|
51.1K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
50KNew |
$1.83M - $2.01M
|
50K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
50KNew |
$1.83M - $2.01M
|
50K
$2.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnbrook Capital Management LP
|
BUY
|
- |
49.6KNew |
$1.81M - $2M
|
49.6K
$2.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
48.5K+ 8.99% |
$1.77M - $1.95M
|
588K
$25.2M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
48.4K+ 427.85% |
$1.77M - $1.95M
|
59.7K
$2.56M
|
|
|
Feb 20, 2024
Q4 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
48KNew |
$1.75M - $1.94M
|
48K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
46.8KNew |
$1.71M - $1.89M
|
46.8K
$2.01M
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
46.3K+ 160.72% |
$1.69M - $1.87M
|
75.2K
$3.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
46.3KNew |
$1.69M - $1.87M
|
46.3K
$1.99M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
45.2K+ 26.6% |
$1.65M - $1.82M
|
215K
$9.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
43K+ 8.51% |
$1.57M - $1.73M
|
548K
$23.5M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
42.5KNew |
$1.55M - $1.71M
|
42.5K
$1.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
41.4K+ 12.92% |
$1.51M - $1.67M
|
362K
$15.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
40.8K+ 129.25% |
$1.49M - $1.64M
|
72.3K
$3.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
40.4K+ 29.81% |
$1.47M - $1.63M
|
176K
$7.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
39.8K+ 101.81% |
$1.45M - $1.6M
|
78.9K
$3.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
39.7KNew |
$1.45M - $1.6M
|
39.7K
$1.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
39.3K+ 72.2% |
$1.44M - $1.58M
|
93.8K
$4.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
39KNew |
$1.42M - $1.57M
|
39K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
38.6K+ 49.75% |
$1.41M - $1.55M
|
116K
$4.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
38.5K+ 16.2% |
$1.41M - $1.55M
|
276K
$11.9M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
37.7K+ 76.97% |
$1.38M - $1.52M
|
86.7K
$3.72M
|