Purchases and Sales Made in Q2 2023 in Ishares Inc Msci Emerging Mkts (EMXC)
This table provides information about the institutional ownership of Ishares Inc Msci Emerging Mkts (EMXC) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES INC MSCI EMERGING MKTS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
8.1KNew |
$395K - $431K
|
8.1K
$467K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
7.93K+ 17.08% |
$387K - $422K
|
54.4K
$3.14M
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
7.8K+ 15.19% |
$381K - $415K
|
59.2K
$3.41M
|
|
|
Aug 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
7.47K+ 8.23% |
$365K - $398K
|
98.2K
$5.67M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
7.18KNew |
$351K - $382K
|
7.18K
$414K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
7.16KNew |
$350K - $381K
|
7.16K
$413K
|
|
|
Jul 07, 2023
Q2 2023
|
Parkside Investments, LLC
|
BUY
|
- |
6.93K+ 3.16% |
$338K - $369K
|
226K
$13M
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
6.8K+ 10.82% |
$332K - $362K
|
69.6K
$4.02M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
6.79KNew |
$331K - $361K
|
6.79K
$392K
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
BUY
|
- |
6.67KNew |
$326K - $355K
|
6.67K
$385K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
6.44K+ 5.47% |
$314K - $343K
|
124K
$7.15M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.41KNew |
$313K - $341K
|
6.41K
$370K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
6.05KNew |
$295K - $322K
|
6.05K
$349K
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
6.02KNew |
$294K - $320K
|
6.02K
$347K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.9KNew |
$288K - $314K
|
5.9K
$340K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.52K+ 22.48% |
$270K - $294K
|
30.1K
$1.74M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
BUY
|
- |
5.44K+ 7.48% |
$266K - $290K
|
78.2K
$4.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.39K+ 2.78% |
$263K - $287K
|
199K
$11.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.36K+ 25.11% |
$262K - $285K
|
26.7K
$1.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.32KNew |
$260K - $283K
|
5.32K
$307K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.22K+ 8.28% |
$255K - $278K
|
68.2K
$3.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5.2KNew |
$254K - $277K
|
5.2K
$300K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
5.16K+ 65.99% |
$252K - $275K
|
13K
$749K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
4.8KNew |
$234K - $256K
|
4.8K
$277K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.78KNew |
$234K - $255K
|
4.78K
$276K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.76KNew |
$232K - $253K
|
4.76K
$274K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.76K+ 28.53% |
$232K - $253K
|
21.4K
$1.24M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.7K+ 94.0% |
$230K - $250K
|
9.7K
$560K
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.7K+ 94.0% |
$230K - $250K
|
9.7K
$560K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.63K+ 10.22% |
$226K - $247K
|
49.9K
$2.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
4.6K+ 6.38% |
$225K - $245K
|
76.7K
$4.43M
|
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
4.51K+ 5.99% |
$220K - $240K
|
79.7K
$4.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.36K+ 85.14% |
$213K - $232K
|
9.48K
$547K
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
4.32K+ 7.1% |
$211K - $230K
|
65.2K
$3.76M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
4.2KNew |
$205K - $224K
|
4.2K
$242K
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
4.19KNew |
$205K - $223K
|
4.19K
$242K
|
|
|
Aug 24, 2023
Q2 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
4.13K+ 56.39% |
$202K - $220K
|
11.5K
$661K
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
4.03KNew |
$197K - $214K
|
4.03K
$232K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.02K+ 31.6% |
$196K - $214K
|
16.7K
$965K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
3.99KNew |
$195K - $213K
|
3.99K
$230K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.98KNew |
$194K - $212K
|
3.98K
$230K
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
3.95KNew |
$193K - $210K
|
3.95K
$228K
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
3.93K+ 3.5% |
$192K - $209K
|
116K
$6.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3.9KNew |
$190K - $208K
|
3.9K
$225K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.89KNew |
$190K - $207K
|
3.89K
$224K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
3.87KNew |
$189K - $206K
|
3.87K
$223K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.59K+ 23.22% |
$175K - $191K
|
19.1K
$1.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
3.45K+ 8.2% |
$168K - $184K
|
45.5K
$2.63M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
3.38K+ 4.43% |
$165K - $180K
|
79.6K
$4.59M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.21KNew |
$157K - $171K
|
3.21K
$185K
|