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 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-6.93K- 79.29% |
$355K - $385K
|
1.81K
$105K
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.09K- 19.33% |
$363K - $394K
|
29.6K
$1.72M
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-7.42K- 17.39% |
$380K - $412K
|
35.2K
$2.04M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.55K- 2.42% |
$387K - $420K
|
304K
$17.6M
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-7.78K- 34.34% |
$398K - $432K
|
14.9K
$863K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.77K- 7.43% |
$449K - $488K
|
109K
$6.33M
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-8.78K- 4.59% |
$450K - $488K
|
183K
$10.6M
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-10.6K- 10.86% |
$543K - $589K
|
87K
$5.04M
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-11.3K- 8.02% |
$580K - $630K
|
130K
$7.53M
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-11.5K- 73.49% |
$588K - $638K
|
4.14K
$240K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.7K- 56.92% |
$649K - $704K
|
9.58K
$556K
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-12.7K- 42.56% |
$651K - $706K
|
17.2K
$995K
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-15.3K- 55.06% |
$782K - $848K
|
12.5K
$722K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-16.4K- 14.99% |
$842K - $913K
|
93.2K
$5.4M
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-16.6K- 20.62% |
$849K - $922K
|
63.8K
$3.7M
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-17.7K- 47.36% |
$908K - $986K
|
19.7K
$1.14M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20K- 4.78% |
$1.03M - $1.11M
|
399K
$23.1M
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-22.6K- 4.26% |
$1.16M - $1.26M
|
509K
$29.5M
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-22.7K- 35.66% |
$1.16M - $1.26M
|
41K
$2.38M
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-23.1K- 8.44% |
$1.18M - $1.28M
|
251K
$14.5M
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-23.8K- 7.07% |
$1.22M - $1.32M
|
313K
$18.2M
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-24.6K- 30.88% |
$1.26M - $1.37M
|
55.1K
$3.2M
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-30.8K- 15.14% |
$1.58M - $1.71M
|
173K
$10M
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-34.3K- 72.01% |
$1.76M - $1.91M
|
13.3K
$774K
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-54.9K- 8.46% |
$2.81M - $3.05M
|
594K
$34.5M
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-57.3K- 2.48% |
$2.94M - $3.19M
|
2.26M
$131M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-67.2K- 6.17% |
$3.44M - $3.73M
|
1.02M
$59.3M
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-70.4K- 16.21% |
$3.61M - $3.91M
|
364K
$21.1M
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-84.9K- 61.03% |
$4.35M - $4.72M
|
54.2K
$3.14M
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-90.4K- 73.48% |
$4.63M - $5.03M
|
32.6K
$1.89M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-94.8K- 92.91% |
$4.86M - $5.27M
|
7.23K
$419K
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-96.6K- 43.25% |
$4.95M - $5.37M
|
127K
$7.35M
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-102K- 3.12% |
$5.23M - $5.67M
|
3.17M
$184M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-118K- 8.23% |
$6.02M - $6.53M
|
1.31M
$76M
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-138K- 14.06% |
$7.05M - $7.65M
|
841K
$48.8M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-164K- 40.43% |
$8.42M - $9.14M
|
242K
$14.1M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-172K- 46.15% |
$8.83M - $9.59M
|
201K
$11.7M
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-178K- 35.81% |
$9.14M - $9.92M
|
320K
$18.5M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-198K- 8.07% |
$10.1M - $11M
|
2.26M
$131M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-352K- 1.6% |
$18M - $19.6M
|
21.7M
$1.26B
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-395K- 98.76% |
$20.2M - $21.9M
|
4.95K
$287K
|