Purchases and Sales Made in Q3 2023 in Ishares Msci Emerging Markets (EEMV)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEMV) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.71KNew |
$251K - $269K
|
4.71K
$273K
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
BUY
|
- |
4.41K+ 3.18% |
$235K - $252K
|
143K
$8.3M
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
4.27K+ 2.14% |
$228K - $244K
|
204K
$11.8M
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.19K+ 7.4% |
$223K - $239K
|
60.8K
$3.53M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.08K+ 15.07% |
$217K - $233K
|
31.2K
$1.81M
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.99KNew |
$213K - $228K
|
3.99K
$232K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.84KNew |
$205K - $220K
|
3.84K
$223K
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.2K+ 14.14% |
$171K - $183K
|
25.9K
$1.5M
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.43K+ 12.19% |
$129K - $139K
|
22.3K
$1.3M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2.3KNew |
$123K - $132K
|
2.3K
$134K
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.12K+ 6.25% |
$113K - $121K
|
36.1K
$2.1M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
1.87K+ 14.88% |
$99.5K - $107K
|
14.4K
$837K
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.46K+ 12.38% |
$77.7K - $83.4K
|
13.3K
$769K
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.4K+ 3.08% |
$74.4K - $79.8K
|
46.8K
$2.72M
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.34K+ 14.56% |
$71.1K - $76.3K
|
10.5K
$610K
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.04K+ 1.23% |
$55.4K - $59.4K
|
85.6K
$4.97M
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
875+ 1.75% |
$46.6K - $50K
|
50.9K
$2.95M
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
787+ 13.4% |
$41.9K - $45K
|
6.66K
$386K
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
674+ 3.52% |
$35.9K - $38.5K
|
19.8K
$1.15M
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
553+ 614.44% |
$29.4K - $31.6K
|
643
$37.3K
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
511+ 2.52% |
$27.2K - $29.2K
|
20.8K
$1.21M
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
495+ 7.52% |
$26.4K - $28.3K
|
7.08K
$410K
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
400+ 5.1% |
$21.3K - $22.9K
|
8.24K
$478K
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
393New |
$20.9K - $22.5K
|
393
$22.8K
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
390+ 6.35% |
$20.8K - $22.3K
|
6.53K
$379K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
385+ 353.21% |
$20.5K - $22K
|
494
$28.7K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
362+ 49.66% |
$19.3K - $20.7K
|
1.09K
$63.3K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
353+ 53.32% |
$18.8K - $20.2K
|
1.02K
$58.9K
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
309New |
$16.5K - $17.7K
|
309
$17.9K
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
292+ 5.73% |
$15.5K - $16.7K
|
5.39K
$313K
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
265+ 0.27% |
$14.1K - $15.1K
|
97.1K
$5.63M
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
258+ 5.29% |
$13.7K - $14.7K
|
5.14K
$298K
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
250+ 2.9% |
$13.3K - $14.3K
|
8.88K
$515K
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
241+ 0.58% |
$12.8K - $13.8K
|
41.6K
$2.41M
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
226New |
$12K - $12.9K
|
226
$13.1K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
224+ 2.39% |
$11.9K - $12.8K
|
9.6K
$557K
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
223+ 13.94% |
$11.9K - $12.7K
|
1.82K
$106K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
208+ 0.59% |
$11.1K - $11.9K
|
35.6K
$2.07M
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
202+ 2.03% |
$10.8K - $11.5K
|
10.2K
$589K
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
181+ 4.84% |
$9.64K - $10.3K
|
3.92K
$227K
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
176New |
$9.37K - $10.1K
|
176
$10.2K
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
160+ 2.18% |
$8.52K - $9.14K
|
7.49K
$434K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
148+ 46.11% |
$7.88K - $8.46K
|
469
$27.2K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
121New |
$6.44K - $6.91K
|
121
$7.02K
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
114+ 0.4% |
$6.07K - $6.51K
|
28.5K
$1.65M
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
102New |
$5.43K - $5.83K
|
102
$5.92K
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
101+ 1.06% |
$5.38K - $5.77K
|
9.59K
$556K
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
99+ 0.28% |
$5.27K - $5.66K
|
35.2K
$2.04M
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
92+ 4.41% |
$4.9K - $5.26K
|
2.18K
$126K
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
82+ 0.64% |
$4.37K - $4.68K
|
12.8K
$745K
|