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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-52- 94.55% |
$2.49K - $2.89K
|
3
$167
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-73- 0.99% |
$3.49K - $4.05K
|
7.32K
$407K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-86- 0.53% |
$4.12K - $4.77K
|
16.1K
$897K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-114- 0.21% |
$5.46K - $6.33K
|
54.3K
$3.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-132- 0.93% |
$6.32K - $7.33K
|
14.1K
$782K
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-149- 1.84% |
$7.13K - $8.27K
|
7.97K
$443K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-150- 15.18% |
$7.18K - $8.33K
|
838
$46.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-153- 2.71% |
$7.32K - $8.49K
|
5.49K
$305K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-160- 64.78% |
$7.66K - $8.88K
|
87
$4.84K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-163- 1.34% |
$7.8K - $9.05K
|
12K
$666K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-185- 0.86% |
$8.85K - $10.3K
|
21.3K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-190- 73.64% |
$9.09K - $10.5K
|
68
$3.78K
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-190- 0.22% |
$9.09K - $10.5K
|
87.1K
$4.84M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-202- 42.89% |
$9.67K - $11.2K
|
269
$15K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-204- 2.64% |
$9.76K - $11.3K
|
7.53K
$418K
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-235- 0.25% |
$11.2K - $13K
|
94.8K
$5.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-260- 2.6% |
$12.4K - $14.4K
|
9.75K
$542K
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-263- 0.94% |
$12.6K - $14.6K
|
27.7K
$1.54M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-269- 4.22% |
$12.9K - $14.9K
|
6.11K
$340K
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-270- 1.37% |
$12.9K - $15K
|
19.5K
$1.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-271- 0.33% |
$13K - $15K
|
81.2K
$4.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-300- 42.86% |
$14.4K - $16.7K
|
400
$22.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-313- 0.77% |
$15K - $17.4K
|
40.6K
$2.26M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-318- 1.07% |
$15.2K - $17.6K
|
29.4K
$1.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-325- 2.85% |
$15.6K - $18K
|
11.1K
$616K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-334- 3.89% |
$16K - $18.5K
|
8.25K
$458K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-375- 1.27% |
$17.9K - $20.8K
|
29.1K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-381- 7.18% |
$18.2K - $21.1K
|
4.92K
$274K
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-452- 0.31% |
$21.6K - $25.1K
|
146K
$8.13M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-472- 0.24% |
$22.6K - $26.2K
|
199K
$11M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-497- 80.29% |
$23.8K - $27.6K
|
122
$6.78K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-500- 10.0% |
$23.9K - $27.8K
|
4.5K
$250K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-509- 3.53% |
$24.4K - $28.2K
|
13.9K
$773K
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-511- 10.39% |
$24.5K - $28.4K
|
4.41K
$245K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-528- 8.7% |
$25.3K - $29.3K
|
5.54K
$308K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-544- 4.1% |
$26K - $30.2K
|
12.7K
$707K
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-553- 7.43% |
$26.5K - $30.7K
|
6.89K
$383K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-627- 13.48% |
$30K - $34.8K
|
4.02K
$224K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-753- 6.45% |
$36K - $41.8K
|
10.9K
$607K
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-819- 0.69% |
$39.2K - $45.5K
|
117K
$6.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-872- 6.52% |
$41.7K - $48.4K
|
12.5K
$695K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-897- 4.18% |
$42.9K - $49.8K
|
20.6K
$1.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-909- 23.98% |
$43.5K - $50.4K
|
2.88K
$160K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-932- 71.25% |
$44.6K - $51.7K
|
376
$20.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-941- 5.77% |
$45K - $52.2K
|
15.4K
$855K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-995- 5.6% |
$47.6K - $55.2K
|
16.8K
$933K
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1K- 66.67% |
$47.9K - $55.5K
|
500
$27.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.02K- 13.48% |
$48.6K - $56.3K
|
6.52K
$362K
|
|
|
Feb 12, 2024
Q4 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.03K- 3.19% |
$49.4K - $57.3K
|
31.3K
$1.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.07K- 0.99% |
$51.4K - $59.6K
|
108K
$5.98M
|