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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
BUY
|
- |
1.74K+ 0.33% |
$63.4K - $69.9K
|
520K
$22.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.72K+ 4.6% |
$62.7K - $69.2K
|
39.1K
$1.68M
|
|
|
Jan 09, 2024
Q4 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1.72K+ 5.29% |
$62.6K - $69.1K
|
34.2K
$1.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.71K+ 18.04% |
$62.5K - $68.9K
|
11.2K
$480K
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.71K+ 9.13% |
$62.4K - $68.8K
|
20.4K
$876K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.65K+ 8.89% |
$60.1K - $66.3K
|
20.1K
$865K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.63K+ 28.65% |
$59.6K - $65.7K
|
7.32K
$314K
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1.58K+ 18.4% |
$57.8K - $63.8K
|
10.2K
$437K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.58K+ 14.84% |
$57.8K - $63.7K
|
12.2K
$525K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.57K+ 2.16% |
$57.5K - $63.4K
|
74.4K
$3.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.57K+ 1.22% |
$57.4K - $63.3K
|
131K
$5.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.55KNew |
$56.5K - $62.4K
|
1.55K
$66.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.54K+ 18.63% |
$56.4K - $62.2K
|
9.83K
$422K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
1.54KNew |
$56.4K - $62.2K
|
1.54K
$66.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
1.5K+ 19.05% |
$54.8K - $60.4K
|
9.38K
$403K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.5K+ 7.24% |
$54.6K - $60.3K
|
22.2K
$951K
|
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
1.49K+ 0.4% |
$54.6K - $60.2K
|
375K
$16.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.48K+ 12.7% |
$54.2K - $59.8K
|
13.2K
$565K
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.47K+ 6.76% |
$53.7K - $59.2K
|
23.2K
$997K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.47K+ 4.28% |
$53.6K - $59.2K
|
35.8K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.44K+ 13.67% |
$52.5K - $57.9K
|
11.9K
$513K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.43KNew |
$52.3K - $57.7K
|
1.43K
$61.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.43KNew |
$52.2K - $57.6K
|
1.43K
$61.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.42K+ 1.49% |
$52K - $57.4K
|
97K
$4.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.42K+ 6.36% |
$52K - $57.4K
|
23.8K
$1.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.38K+ 3.05% |
$50.4K - $55.7K
|
46.7K
$2M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.33K+ 5.08% |
$48.6K - $53.6K
|
27.5K
$1.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1.32K+ 5.97% |
$48.4K - $53.4K
|
23.5K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.3KNew |
$47.6K - $52.5K
|
1.3K
$55.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.29K+ 9.79% |
$47.2K - $52.1K
|
14.5K
$622K
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
1.28K+ 4.29% |
$46.8K - $51.6K
|
31.2K
$1.34M
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
1.28K+ 7.96% |
$46.6K - $51.4K
|
17.3K
$743K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.26K+ 14.02% |
$46.1K - $50.8K
|
10.3K
$440K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.26KNew |
$46K - $50.7K
|
1.26K
$54K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.25KNew |
$45.7K - $50.4K
|
1.25K
$53.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.25K+ 1.45% |
$45.5K - $50.2K
|
87.2K
$3.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.23K+ 7.36% |
$44.9K - $49.6K
|
18K
$771K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.22K+ 1.17% |
$44.4K - $49K
|
105K
$4.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.21K+ 7.35% |
$44.1K - $48.6K
|
17.6K
$757K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.21KNew |
$44.1K - $48.6K
|
1.21K
$51.8K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.19KNew |
$43.6K - $48.1K
|
1.19K
$51.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1.19K+ 5.82% |
$43.3K - $47.8K
|
21.6K
$926K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.18K+ 0.23% |
$42.9K - $47.4K
|
511K
$21.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
1.15K+ 1.01% |
$41.8K - $46.1K
|
114K
$4.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.14K+ 386.44% |
$41.6K - $45.9K
|
1.44K
$61.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.13K+ 24.44% |
$41.3K - $45.5K
|
5.75K
$247K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
1.12K+ 9.29% |
$41.1K - $45.3K
|
13.2K
$567K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.1K+ 1.64% |
$40.1K - $44.2K
|
67.9K
$2.91M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.09K+ 7.77% |
$39.9K - $44K
|
15.1K
$649K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.08K+ 10.16% |
$39.5K - $43.6K
|
11.7K
$503K
|