Purchases and Sales Made in Q4 2023 in Ishares Msci Emerging Markets (EEMV)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEMV) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.65K+ 60.58% |
$136K - $147K
|
7.02K
$407K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.62K+ 11.75% |
$134K - $146K
|
25K
$1.45M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
2.55K+ 1.78% |
$131K - $142K
|
146K
$8.45M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.48K+ 12.53% |
$127K - $138K
|
22.3K
$1.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.2K+ 1.18% |
$113K - $122K
|
189K
$10.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.03K+ 4.87% |
$104K - $113K
|
43.6K
$2.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.93K+ 5.42% |
$98.9K - $107K
|
37.6K
$2.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.84K+ 45.24% |
$94.4K - $102K
|
5.92K
$343K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.7K+ 15.32% |
$87.3K - $94.7K
|
12.8K
$744K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
1.62KNew |
$83K - $90.1K
|
1.62K
$93.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.57K+ 11.13% |
$80.5K - $87.4K
|
15.7K
$910K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.45KNew |
$74.1K - $80.4K
|
1.45K
$83.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.21K+ 4.02% |
$62K - $67.3K
|
31.3K
$1.82M
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
1.18K+ 0.72% |
$60.2K - $65.4K
|
164K
$9.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.15K+ 2.45% |
$58.9K - $63.9K
|
48K
$2.78M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 9.77% |
$51.9K - $56.3K
|
11.4K
$660K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
905+ 23.55% |
$46.4K - $50.3K
|
4.75K
$275K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
721+ 3.0% |
$36.9K - $40.1K
|
24.8K
$1.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
713+ 1.4% |
$36.5K - $39.6K
|
51.6K
$2.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
702+ 0.43% |
$36K - $39K
|
164K
$9.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
700+ 1.94% |
$35.9K - $38.9K
|
36.7K
$2.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
691+ 2.27% |
$35.4K - $38.4K
|
31.1K
$1.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
547+ 8.21% |
$28K - $30.4K
|
7.21K
$418K
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
520+ 6.31% |
$26.6K - $28.9K
|
8.76K
$508K
|
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
500+ 7.81% |
$25.6K - $27.8K
|
6.9K
$400K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
449+ 6.35% |
$23K - $25K
|
7.53K
$436K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
416+ 1.44% |
$21.3K - $23.1K
|
29.3K
$1.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
402+ 8.06% |
$20.6K - $22.3K
|
5.39K
$312K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
398+ 5.95% |
$20.4K - $22.1K
|
7.09K
$411K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
343+ 130.92% |
$17.6K - $19.1K
|
605
$35.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
331+ 11.3% |
$17K - $18.4K
|
3.26K
$189K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
329+ 1.27% |
$16.9K - $18.3K
|
26.2K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
328+ 6.11% |
$16.8K - $18.2K
|
5.7K
$330K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
321+ 16050.0% |
$16.4K - $17.8K
|
323
$18.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
308New |
$15.8K - $17.1K
|
308
$17.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
273+ 2.69% |
$14K - $15.2K
|
10.4K
$604K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
267+ 0.44% |
$13.7K - $14.8K
|
61.1K
$3.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
261+ 522.0% |
$13.4K - $14.5K
|
311
$18K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
219+ 43.98% |
$11.2K - $12.2K
|
717
$41.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
217+ 4.26% |
$11.1K - $12.1K
|
5.31K
$308K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
204+ 0.32% |
$10.4K - $11.3K
|
63.2K
$3.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
200+ 2.95% |
$10.2K - $11.1K
|
6.98K
$404K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
189New |
$9.68K - $10.5K
|
189
$11K
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
185+ 1.51% |
$9.48K - $10.3K
|
12.5K
$723K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
153+ 1.59% |
$7.84K - $8.51K
|
9.76K
$566K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
140New |
$7.17K - $7.78K
|
140
$8.12K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
135+ 11.29% |
$6.91K - $7.5K
|
1.33K
$77.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
132New |
$6.76K - $7.34K
|
132
$7.65K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
120+ 3.16% |
$6.15K - $6.67K
|
3.92K
$227K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
117New |
$5.99K - $6.5K
|
117
$6.78K
|