Purchases and Sales Made in Q1 2023 in Ishares Msci Emerging Markets (EEMV)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEMV) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.68K- 30.36% |
$193K - $206K
|
8.43K
$489K
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-3.77K- 47.62% |
$197K - $211K
|
4.15K
$241K
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.19K- 6.31% |
$219K - $234K
|
62.2K
$3.61M
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.5K- 89.84% |
$236K - $252K
|
509
$29.5K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-4.84K- 2.94% |
$254K - $271K
|
160K
$9.27M
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-5.05K- 24.81% |
$264K - $282K
|
15.3K
$887K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.16K- 87.04% |
$270K - $288K
|
768
$44.6K
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-5.39K- 10.9% |
$282K - $301K
|
44K
$2.55M
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-5.41K- 98.45% |
$283K - $302K
|
85
$4.93K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5.49K- 96.31% |
$287K - $307K
|
210
$12.2K
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-5.51K- 11.16% |
$289K - $308K
|
43.8K
$2.54M
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-5.68KClosed |
$297K - $317K
|
0
$0
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-6.46K- 52.28% |
$339K - $361K
|
5.9K
$342K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-6.5K- 92.54% |
$340K - $363K
|
524
$30.4K
|
|
May 11, 2023
Q1 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-6.52K- 10.85% |
$342K - $365K
|
53.6K
$3.11M
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-6.61K- 42.44% |
$346K - $370K
|
8.97K
$520K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.07K- 5.06% |
$370K - $395K
|
133K
$7.7M
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-7.38K- 13.75% |
$386K - $412K
|
46.3K
$2.68M
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-7.4K- 44.48% |
$387K - $414K
|
9.24K
$536K
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-7.6K- 22.95% |
$398K - $425K
|
25.5K
$1.48M
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-7.93K- 22.58% |
$415K - $443K
|
27.2K
$1.58M
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-7.95K- 57.39% |
$416K - $445K
|
5.91K
$343K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-7.96K- 67.19% |
$417K - $445K
|
3.89K
$225K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.82K- 2.16% |
$462K - $493K
|
399K
$23.1M
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-9.4K- 52.95% |
$492K - $525K
|
8.35K
$484K
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.87K- 17.67% |
$517K - $552K
|
46K
$2.67M
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-10.3K- 98.27% |
$538K - $574K
|
181
$10.5K
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-10.3K- 98.27% |
$538K - $574K
|
181
$10.5K
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-10.3K- 17.76% |
$541K - $577K
|
47.8K
$2.78M
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.6K- 73.72% |
$556K - $594K
|
3.79K
$220K
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-11.9K- 74.55% |
$623K - $665K
|
4.06K
$236K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.1K- 45.28% |
$634K - $676K
|
14.6K
$848K
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-12.2K- 6.35% |
$637K - $679K
|
179K
$10.4M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12.4K- 53.33% |
$648K - $692K
|
10.8K
$628K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-13.3K- 66.88% |
$698K - $745K
|
6.6K
$383K
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-13.8K- 75.38% |
$725K - $773K
|
4.52K
$262K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.1K- 74.89% |
$737K - $787K
|
4.72K
$274K
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-14.2K- 86.74% |
$743K - $793K
|
2.17K
$126K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-14.4K- 38.93% |
$754K - $805K
|
22.6K
$1.31M
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-15.1K- 30.21% |
$791K - $844K
|
34.9K
$2.02M
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-15.9K- 14.33% |
$831K - $887K
|
94.9K
$5.5M
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-16.1K- 13.43% |
$842K - $898K
|
104K
$6.01M
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-16.8K- 3.99% |
$878K - $937K
|
403K
$23.4M
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-16.9K- 78.54% |
$886K - $946K
|
4.62K
$268K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-16.9K- 97.05% |
$886K - $946K
|
514
$29.8K
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-19.1K- 78.89% |
$1M - $1.07M
|
5.12K
$297K
|
|
May 15, 2023
Q1 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-20.1K- 70.56% |
$1.06M - $1.13M
|
8.4K
$488K
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-20.2K- 98.36% |
$1.06M - $1.13M
|
336
$19.5K
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-20.7K- 30.56% |
$1.09M - $1.16M
|
47.1K
$2.73M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-21.3K- 85.32% |
$1.12M - $1.19M
|
3.67K
$213K
|