Purchases and Sales Made in Q4 2023 in Ishares Inc Msci Emerging Mkts (EMXC)
This table provides information about the institutional ownership of Ishares Inc Msci Emerging Mkts (EMXC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
348+ 5.99% |
$16.7K - $19.3K
|
6.15K
$342K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
323+ 0.7% |
$15.5K - $17.9K
|
46.4K
$2.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
322+ 6.14% |
$15.4K - $17.9K
|
5.57K
$309K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
296+ 1.13% |
$14.2K - $16.4K
|
26.6K
$1.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
246+ 0.37% |
$11.8K - $13.7K
|
65.9K
$3.66M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
206+ 3.69% |
$9.86K - $11.4K
|
5.8K
$322K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
184+ 0.3% |
$8.81K - $10.2K
|
60.8K
$3.38M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
184+ 0.3% |
$8.81K - $10.2K
|
60.8K
$3.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
182+ 1.68% |
$8.71K - $10.1K
|
11K
$612K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
175+ 32.35% |
$8.38K - $9.71K
|
716
$39.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
174+ 0.94% |
$8.33K - $9.66K
|
18.8K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
170New |
$8.14K - $9.44K
|
170
$9.45K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
152New |
$7.27K - $8.44K
|
152
$8.45K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
135+ 3.3% |
$6.46K - $7.49K
|
4.23K
$235K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
126+ 0.86% |
$6.03K - $6.99K
|
14.8K
$820K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
107+ 26.82% |
$5.12K - $5.94K
|
506
$28.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
104+ 1.1% |
$4.98K - $5.77K
|
9.54K
$530K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
82+ 4.37% |
$3.92K - $4.55K
|
1.96K
$109K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
82New |
$3.92K - $4.55K
|
82
$4.56K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
72New |
$3.45K - $4K
|
72
$4K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
61New |
$2.92K - $3.39K
|
61
$3.39K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
60New |
$2.87K - $3.33K
|
60
$3.33K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
55New |
$2.63K - $3.05K
|
55
$3.06K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
54+ 4.88% |
$2.58K - $3K
|
1.16K
$64.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
47New |
$2.25K - $2.61K
|
47
$2.61K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
45New |
$2.15K - $2.5K
|
45
$2.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
40New |
$1.91K - $2.22K
|
40
$2.22K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
38+ 0.88% |
$1.82K - $2.11K
|
4.35K
$242K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
36New |
$1.72K - $2K
|
36
$2K
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
35+ 0.15% |
$1.68K - $1.94K
|
23.5K
$1.31M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
34New |
$1.63K - $1.89K
|
34
$1.89K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
34+ 0.65% |
$1.63K - $1.89K
|
5.27K
$293K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
33New |
$1.58K - $1.83K
|
33
$1.83K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
24+ 0.06% |
$1.15K - $1.33K
|
42.8K
$2.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
19New |
$909 - $1.05K
|
19
$1.06K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
17New |
$814 - $944
|
17
$945
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
15New |
$718 - $833
|
15
$834
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
14New |
$670 - $777
|
14
$778
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
14New |
$670 - $777
|
14
$778
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13+ 0.11% |
$622 - $722
|
12.1K
$673K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 1.02% |
$574 - $666
|
1.19K
$65.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
10+ 0.12% |
$479 - $555
|
8.02K
$446K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
9+ 1.56% |
$431 - $500
|
585
$32.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
8New |
$383 - $444
|
8
$445
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
7New |
$335 - $389
|
7
$389
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 1.0% |
$47.9 - $55.5
|
101
$5.61K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1New |
$47.9 - $55.5
|
1
$55.6
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-11- 9.65% |
$526 - $611
|
103
$5.72K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-27- 1.69% |
$1.29K - $1.5K
|
1.57K
$87.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-30- 0.08% |
$1.44K - $1.67K
|
38.2K
$2.12M
|