Purchases and Sales Made in Q4 2022 in Ishares Msci Emerging Mkts Sma (EEMS)
This table provides information about the institutional ownership of Ishares Msci Emerging Mkts Sma (EEMS) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
321K+ 6400.14% |
$14.3M - $16.2M
|
326K
$19.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
224KNew |
$9.99M - $11.3M
|
224K
$13.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
183K+ 1059.08% |
$8.19M - $9.25M
|
201K
$11.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
92.9K+ 71.75% |
$4.15M - $4.68M
|
222K
$13.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
59.8K+ 11.67% |
$2.67M - $3.01M
|
572K
$33.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
59.4KNew |
$2.65M - $3M
|
59.4K
$3.52M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
53.3K+ 215.93% |
$2.38M - $2.69M
|
78K
$4.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
45.7K+ 993.72% |
$2.04M - $2.3M
|
50.3K
$2.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
43.2KNew |
$1.93M - $2.18M
|
43.2K
$2.56M
|
|
|
Feb 01, 2023
Q4 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
43.1K+ 141.87% |
$1.93M - $2.18M
|
73.6K
$4.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.2K+ 99.07% |
$1.57M - $1.77M
|
70.7K
$4.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.7K+ 363.36% |
$1.28M - $1.45M
|
36.6K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
22.9KNew |
$1.02M - $1.15M
|
22.9K
$1.35M
|
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
19.8KNew |
$884K - $998K
|
19.8K
$1.17M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.9KNew |
$845K - $954K
|
18.9K
$1.12M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
18.7KNew |
$836K - $943K
|
18.7K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.9KNew |
$798K - $901K
|
17.9K
$1.06M
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
BUY
|
- |
17.1K+ 210.14% |
$764K - $863K
|
25.3K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
16.9KNew |
$754K - $851K
|
16.9K
$999K
|
|
|
Feb 01, 2023
Q4 2022
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
16.8K+ 79.36% |
$749K - $846K
|
37.9K
$2.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
15K+ 1.38% |
$670K - $756K
|
1.1M
$65.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
13KNew |
$582K - $657K
|
13K
$771K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.5KNew |
$557K - $629K
|
12.5K
$738K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.8K+ 19.82% |
$528K - $597K
|
71.5K
$4.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.3K+ 149.33% |
$506K - $571K
|
18.9K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
11.2K+ 11.41% |
$499K - $564K
|
109K
$6.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.95KNew |
$444K - $502K
|
9.95K
$589K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
7.95K+ 24.93% |
$355K - $401K
|
39.8K
$2.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
7.76KNew |
$346K - $391K
|
7.76K
$459K
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
7.51KNew |
$335K - $379K
|
7.51K
$445K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.13KNew |
$318K - $359K
|
7.13K
$422K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.98K+ 97.99% |
$311K - $352K
|
14.1K
$834K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
6.8K+ 12.39% |
$304K - $343K
|
61.7K
$3.65M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.44KNew |
$287K - $324K
|
6.44K
$381K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.23K+ 111.78% |
$278K - $314K
|
11.8K
$698K
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
5.82K+ 55.13% |
$260K - $293K
|
16.4K
$969K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.27KNew |
$235K - $266K
|
5.27K
$312K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.37KNew |
$195K - $220K
|
4.37K
$259K
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
4.37KNew |
$195K - $220K
|
4.37K
$258K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.32K+ 1.91% |
$148K - $168K
|
177K
$10.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.18K+ 5.64% |
$97.2K - $110K
|
40.8K
$2.41M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.16K+ 7.56% |
$96.4K - $109K
|
30.7K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.11K+ 408.53% |
$94.1K - $106K
|
2.62K
$155K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.5KNew |
$67K - $75.7K
|
1.5K
$88.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.18K+ 149.56% |
$52.7K - $59.5K
|
1.97K
$117K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1.02KNew |
$45.7K - $51.6K
|
1.02K
$60.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
856+ 2.89% |
$38.2K - $43.2K
|
30.4K
$1.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
644New |
$28.8K - $32.5K
|
644
$38.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
554New |
$24.7K - $27.9K
|
554
$32.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
68+ 0.81% |
$3.04K - $3.43K
|
8.46K
$501K
|