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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
432+ 0.93% |
$21.1K - $23K
|
46.9K
$2.74M
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
426+ 6.34% |
$20.8K - $22.7K
|
7.14K
$416K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
424+ 6.06% |
$20.7K - $22.6K
|
7.42K
$432K
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
405+ 2.37% |
$19.8K - $21.6K
|
17.5K
$1.02M
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
358+ 0.8% |
$17.5K - $19.1K
|
45.3K
$2.64M
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
352New |
$17.2K - $18.7K
|
352
$20.5K
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
341+ 0.91% |
$16.7K - $18.2K
|
37.8K
$2.2M
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
300New |
$14.6K - $16K
|
300
$17.5K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
282+ 0.16% |
$13.8K - $15K
|
180K
$10.5M
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
276+ 20.91% |
$13.5K - $14.7K
|
1.6K
$93.1K
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
264+ 229.57% |
$12.9K - $14.1K
|
379
$22.1K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
240+ 0.83% |
$11.7K - $12.8K
|
29.1K
$1.7M
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
231+ 4.85% |
$11.3K - $12.3K
|
4.99K
$291K
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
230+ 338.24% |
$11.2K - $12.2K
|
298
$17.4K
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
202+ 3.94% |
$9.86K - $10.8K
|
5.33K
$311K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
190New |
$9.28K - $10.1K
|
190
$11.1K
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
185+ 4.22% |
$9.03K - $9.85K
|
4.57K
$267K
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
181New |
$8.84K - $9.64K
|
181
$10.6K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
170+ 2.02% |
$8.3K - $9.05K
|
8.58K
$500K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
162New |
$7.91K - $8.62K
|
162
$9.45K
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
158+ 2.84% |
$7.72K - $8.41K
|
5.72K
$333K
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
152+ 0.88% |
$7.42K - $8.09K
|
17.5K
$1.02M
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
133+ 11.41% |
$6.49K - $7.08K
|
1.3K
$75.7K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
124New |
$6.05K - $6.6K
|
124
$7.23K
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
91+ 0.54% |
$4.44K - $4.84K
|
17.1K
$996K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
80+ 63.49% |
$3.91K - $4.26K
|
206
$12K
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
74+ 0.68% |
$3.61K - $3.94K
|
10.9K
$636K
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
68+ 8.59% |
$3.32K - $3.62K
|
860
$50.1K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
67+ 0.51% |
$3.27K - $3.57K
|
13.2K
$769K
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
63+ 9.17% |
$3.08K - $3.35K
|
750
$43.7K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
56New |
$2.73K - $2.98K
|
56
$3.27K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
55New |
$2.69K - $2.93K
|
55
$3.21K
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
51+ 0.19% |
$2.49K - $2.72K
|
26.4K
$1.54M
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
46New |
$2.25K - $2.45K
|
46
$2.68K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
43+ 0.13% |
$2.1K - $2.29K
|
33.5K
$1.96M
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
43+ 165.38% |
$2.1K - $2.29K
|
69
$4.02K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
34+ 4.0% |
$1.66K - $1.81K
|
884
$51.5K
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
24+ 0.56% |
$1.17K - $1.28K
|
4.31K
$251K
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
22+ 0.45% |
$1.07K - $1.17K
|
4.91K
$286K
|
|
Jul 03, 2024
Q2 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
12+ 0.22% |
$586 - $639
|
5.47K
$319K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
11+ 0.05% |
$537 - $586
|
21.9K
$1.27M
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9+ 0.07% |
$439 - $479
|
12.1K
$706K
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
5New |
$244 - $266
|
5
$292
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
5+ 0.05% |
$244 - $266
|
10.5K
$613K
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
3+ 0.9% |
$146 - $160
|
335
$19.5K
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 1.42% |
$97.7 - $106
|
143
$8.34K
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-4- 0.07% |
$195 - $213
|
5.81K
$338K
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5- 0.3% |
$244 - $266
|
1.65K
$95.9K
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-5- 0.01% |
$244 - $266
|
38.3K
$2.23M
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-6- 0.09% |
$293 - $319
|
6.79K
$396K
|