Purchases and Sales Made in Q4 2023 in Ishares J.P. Morgan Em High Yi (EMHY)
This table provides information about the institutional ownership of Ishares J.P. Morgan Em High Yi (EMHY) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES J.P. MORGAN EM HIGH YI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
68.9K+ 13.94% |
$2.28M - $2.51M
|
563K
$21.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.9K+ 41.09% |
$592K - $653K
|
61.4K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
14.4KNew |
$476K - $525K
|
14.4K
$556K
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
14.1K+ 5.23% |
$467K - $515K
|
284K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.9K+ 9.07% |
$426K - $469K
|
155K
$5.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12K+ 5.06% |
$398K - $438K
|
249K
$9.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
11.5K+ 22.31% |
$379K - $418K
|
62.8K
$2.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.9K+ 22.81% |
$362K - $399K
|
58.9K
$2.28M
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
10.2KNew |
$338K - $372K
|
10.2K
$395K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.56KNew |
$317K - $349K
|
9.56K
$370K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
9.11K+ 0.98% |
$302K - $332K
|
939K
$36.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.07K+ 51.74% |
$267K - $295K
|
23.7K
$916K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.71K+ 1.6% |
$222K - $245K
|
426K
$16.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.72K+ 59.48% |
$189K - $209K
|
15.3K
$593K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
5.45K+ 7.94% |
$180K - $199K
|
74.1K
$2.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.22K+ 15.89% |
$173K - $191K
|
38.1K
$1.47M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4.41KNew |
$146K - $161K
|
4.41K
$171K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.87K+ 5.65% |
$128K - $141K
|
72.3K
$2.8M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3K+ 42.86% |
$99.3K - $110K
|
10K
$387K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.83K+ 37.83% |
$93.7K - $103K
|
10.3K
$399K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.36KNew |
$78K - $86K
|
2.36K
$91.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.33K+ 16.07% |
$77.1K - $85K
|
16.8K
$651K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.72K+ 5.36% |
$57K - $62.9K
|
33.9K
$1.31M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
397+ 0.17% |
$13.1K - $14.5K
|
231K
$8.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
100New |
$3.31K - $3.65K
|
100
$3.87K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
52+ 2.36% |
$1.72K - $1.9K
|
2.25K
$87.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14New |
$464 - $511
|
14
$542
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
7+ 2.57% |
$232 - $256
|
279
$10.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5+ 0.01% |
$166 - $183
|
50.2K
$1.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3+ 150.0% |
$99.3 - $110
|
5
$193
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.02% |
$33.1 - $36.5
|
5.12K
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-21- 0.6% |
$695 - $767
|
3.48K
$135K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-67- 59.29% |
$2.22K - $2.45K
|
46
$1.78K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-81- 12.8% |
$2.68K - $2.96K
|
552
$21.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-163- 1.24% |
$5.4K - $5.95K
|
12.9K
$501K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-244- 17.63% |
$8.08K - $8.91K
|
1.14K
$44.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-246- 0.65% |
$8.15K - $8.98K
|
37.6K
$1.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-315- 3.94% |
$10.4K - $11.5K
|
7.68K
$297K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-393- 2.92% |
$13K - $14.3K
|
13.1K
$505K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-465- 1.04% |
$15.4K - $17K
|
44.5K
$1.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-815- 3.35% |
$27K - $29.7K
|
23.5K
$910K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.1K- 1.55% |
$36.3K - $40K
|
69.5K
$2.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.54K- 12.91% |
$51.1K - $56.3K
|
10.4K
$403K
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-1.54K- 13.2% |
$51.1K - $56.4K
|
10.2K
$393K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.87K- 4.91% |
$61.8K - $68.2K
|
36.2K
$1.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2.72K- 1.17% |
$90.2K - $99.4K
|
231K
$8.93M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.74K- 98.38% |
$90.8K - $100K
|
45
$1.74K
|
|
|
Feb 07, 2024
Q4 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-2.86K- 4.05% |
$94.7K - $104K
|
67.8K
$2.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.94K- 10.88% |
$97.2K - $107K
|
24.1K
$931K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.39K- 11.34% |
$112K - $124K
|
26.5K
$1.02M
|