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 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
114+ 0.52% |
$5.84K - $6.34K
|
22.1K
$1.28M
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
101+ 2.33% |
$5.17K - $5.61K
|
4.44K
$257K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
100New |
$5.12K - $5.56K
|
100
$5.8K
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
96+ 1.01% |
$4.92K - $5.34K
|
9.61K
$557K
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
83+ 0.28% |
$4.25K - $4.61K
|
29.3K
$1.7M
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
75+ 1.37% |
$3.84K - $4.17K
|
5.53K
$321K
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
73New |
$3.74K - $4.06K
|
73
$4.23K
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
69+ 1.58% |
$3.53K - $3.84K
|
4.45K
$258K
|
|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
62New |
$3.18K - $3.45K
|
62
$3.6K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
59+ 12.58% |
$3.02K - $3.28K
|
528
$30.6K
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
55New |
$2.82K - $3.06K
|
55
$3.19K
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
51+ 0.57% |
$2.61K - $2.84K
|
8.94K
$518K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
45New |
$2.3K - $2.5K
|
45
$2.61K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
45New |
$2.3K - $2.5K
|
45
$2.61K
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
33+ 18.86% |
$1.69K - $1.83K
|
208
$12.1K
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
29+ 0.47% |
$1.49K - $1.61K
|
6.18K
$358K
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
25+ 0.16% |
$1.28K - $1.39K
|
15.5K
$896K
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
22+ 0.56% |
$1.13K - $1.22K
|
3.94K
$229K
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
18+ 0.4% |
$922 - $1K
|
4.55K
$264K
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18+ 0.06% |
$922 - $1K
|
31.2K
$1.81M
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
17+ 1.99% |
$871 - $945
|
873
$50.6K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
16+ 1.85% |
$820 - $889
|
879
$51K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 1.92% |
$307 - $334
|
318
$18.4K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
5+ 2.02% |
$256 - $278
|
252
$14.6K
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5+ 1.82% |
$256 - $278
|
279
$16.2K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4+ 1.75% |
$205 - $222
|
233
$13.5K
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
3+ 0.06% |
$154 - $167
|
4.8K
$279K
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 1.11% |
$51.2 - $55.6
|
91
$5.28K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1New |
$51.2 - $55.6
|
1
$58
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 1.19% |
$51.2 - $55.6
|
85
$4.93K
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-7- 0.14% |
$359 - $389
|
4.89K
$283K
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-8- 0.09% |
$410 - $445
|
9.38K
$544K
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-14- 2.14% |
$717 - $778
|
641
$37.2K
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-23- 0.5% |
$1.18K - $1.28K
|
4.58K
$266K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-23- 28.05% |
$1.18K - $1.28K
|
59
$3.42K
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-39- 2.27% |
$2K - $2.17K
|
1.68K
$97.4K
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-40- 0.66% |
$2.05K - $2.22K
|
6.06K
$352K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-44- 32.12% |
$2.25K - $2.45K
|
93
$5.39K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-64- 0.64% |
$3.28K - $3.56K
|
9.94K
$576K
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-64- 25.7% |
$3.28K - $3.56K
|
185
$10.7K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-66- 9.36% |
$3.38K - $3.67K
|
639
$37.1K
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-90- 14.0% |
$4.61K - $5K
|
553
$32.1K
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-91- 17.57% |
$4.66K - $5.06K
|
427
$24.8K
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-105- 14.96% |
$5.38K - $5.84K
|
597
$34.6K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-134- 5.82% |
$6.86K - $7.45K
|
2.17K
$126K
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-155- 2.5% |
$7.94K - $8.62K
|
6.03K
$350K
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-155- 3.68% |
$7.94K - $8.62K
|
4.06K
$235K
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-156- 2.8% |
$7.99K - $8.67K
|
5.42K
$314K
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-160- 1.25% |
$8.2K - $8.89K
|
12.7K
$735K
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-160- 1.52% |
$8.2K - $8.89K
|
10.3K
$600K
|