Purchases and Sales Made in Q2 2023 in Ishares Msci Emerging Mkts Sma (EEMS)

EEMS Quotes by TradingView

This table provides information about the institutional ownership of Ishares Msci Emerging Mkts Sma (EEMS) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES MSCI EMERGING MKTS SMA.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
350K
+ 153.87%
$17.4M - $19.1M
578K $34.2M
Aug 09, 2023 Q2 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
73.1K
+ 42.6%
$3.64M - $3.99M
245K $14.5M
Aug 02, 2023 Q2 2023
Valmark Advisers, Inc.

BUY
 -
59.7K
+ 606.53%
$2.97M - $3.26M
69.6K $4.12M
Aug 03, 2023 Q2 2023
Harbor Advisory Corp

BUY
 -
30.3K
+ 73.29%
$1.51M - $1.65M
71.7K $4.24M
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
21.6K
New
$1.07M - $1.18M
21.6K $1.28M
Aug 07, 2023 Q2 2023
Sound Financial Strategies Group, LLC

BUY
 -
21.3K
New
$1.06M - $1.16M
21.3K $1.26M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
8.84K
+ 6.98%
$440K - $482K
136K $8.02M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
6.9K
+ 7.47%
$343K - $376K
99.3K $5.87M
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
6.58K
+ 44.6%
$327K - $359K
21.3K $1.26M
Aug 14, 2023 Q2 2023
Legal & General Group PLC

London, X0
BUY
 -
6.5K
+ 0.59%
$323K - $355K
1.11M $65.7M
Aug 14, 2023 Q2 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
5.52K
+ 4.25%
$275K - $301K
135K $8.01M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
5.38K
+ 16.99%
$267K - $293K
37K $2.19M
Jul 24, 2023 Q2 2023
Meitav Dash Investments LTD

BUY
 -
5.3K
New
$264K - $289K
5.3K $314K
Aug 11, 2023 Q2 2023
Sei Investments CO

Oaks, PA
BUY
 -
4.6K
New
$229K - $251K
4.6K $272K
Aug 07, 2023 Q2 2023
Acadian Asset Management LLC

Boston, MA
BUY
 -
4.55K
New
$226K - $248K
4.55K $269K
Jul 18, 2023 Q2 2023
Tfb Advisors LLC

Overland Park, KS
BUY
 -
4.46K
New
$222K - $243K
4.46K $264K
Aug 02, 2023 Q2 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
3.74K
New
$186K - $204K
3.74K $221K
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
3.11K
+ 7.1%
$155K - $170K
46.9K $2.78M
Jul 18, 2023 Q2 2023
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
2.67K
+ 22.23%
$133K - $146K
14.7K $869K
Jul 21, 2023 Q2 2023
Clear Harbor Asset Management, LLC

BUY
 -
2.57K
+ 44.0%
$128K - $140K
8.41K $498K
Aug 01, 2023 Q2 2023
Simon Quick Advisors, LLC

BUY
 -
1.81K
+ 23.73%
$89.9K - $98.6K
9.42K $558K
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
1.63K
+ 31.26%
$81.1K - $89K
6.85K $405K
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
1.46K
+ 32.57%
$72.8K - $79.8K
5.96K $353K
Aug 08, 2023 Q2 2023
Legacy Financial Advisors, Inc.

BUY
 -
1.37K
+ 28.3%
$68.1K - $74.7K
6.21K $367K
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
573
+ 10.45%
$28.5K - $31.3K
6.05K $358K
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
571
+ 6.91%
$28.4K - $31.1K
8.83K $523K
Aug 14, 2023 Q2 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
379
+ 0.93%
$18.9K - $20.7K
41.3K $2.45M
Aug 10, 2023 Q2 2023
Legacy Capital Group California, Inc.

Los Gatos, CA
BUY
 -
257
+ 5.12%
$12.8K - $14K
5.28K $312K
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
231
+ 2.07%
$11.5K - $12.6K
11.4K $674K
Jul 28, 2023 Q2 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
203
+ 3.15%
$10.1K - $11.1K
6.64K $393K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
176
New
$8.76K - $9.6K
176 $10.4K
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
174
+ 2.29%
$8.66K - $9.49K
7.79K $461K
Aug 03, 2023 Q2 2023
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
172
+ 0.34%
$8.56K - $9.38K
51.5K $3.05M
Aug 10, 2023 Q2 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
140
New
$6.97K - $7.64K
140 $8.29K
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
126
+ 4.73%
$6.27K - $6.87K
2.79K $165K
Aug 03, 2023 Q2 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
80
+ 1.48%
$3.98K - $4.36K
5.5K $326K
Aug 14, 2023 Q2 2023
Basso Capital Management, L.P.

Stamford, CT
BUY
 -
76
New
$3.78K - $4.15K
76 $4.5K
Aug 03, 2023 Q2 2023
Coldstream Capital Management Inc

BUY
 -
68
+ 0.89%
$3.38K - $3.71K
7.73K $457K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
59
+ 1.75%
$2.94K - $3.22K
3.44K $203K
Jul 21, 2023 Q2 2023
Millburn Ridgefield Corp

BUY
 -
52
+ 0.61%
$2.59K - $2.84K
8.51K $504K
Aug 01, 2023 Q2 2023
First Interstate Bank

Billings, MT
BUY
 -
46
+ 0.94%
$2.29K - $2.51K
4.92K $291K
Jul 20, 2023 Q2 2023
Cypress Point Wealth Management, LLC

Dallas, TX
BUY
 -
26
+ 0.07%
$1.29K - $1.42K
39.8K $2.36M
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
7
+ 0.68%
$348 - $382
1.03K $61K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
5
+ 0.31%
$249 - $273
1.62K $95.8K
Jul 25, 2023 Q2 2023
Maryland Capital Advisors Inc.

BUY
 -
3
+ 0.16%
$149 - $164
1.86K $110K
Aug 10, 2023 Q2 2023
Index Fund Advisors, Inc.

BUY
 -
3
+ 0.04%
$149 - $164
6.67K $395K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 14, 2023 Q2 2023
Merriman Wealth Management, LLC

SELL
 -
-1
- 0.01%
$49.8 - $54.5
9.68K $573K
Jul 20, 2023 Q2 2023
Kathleen S. Wright Associates Inc.

SELL
 -
-2
- 3.45%
$99.5 - $109
56 $3.31K

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