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
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
17KNew |
$814K - $944K
|
17K
$952K
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17KNew |
$813K - $943K
|
17K
$951K
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
16.8K+ 77.38% |
$805K - $934K
|
38.6K
$2.16M
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
16.8KNew |
$802K - $930K
|
16.8K
$938K
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
16.6K+ 26.19% |
$792K - $919K
|
79.8K
$4.46M
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
16KNew |
$767K - $890K
|
16K
$897K
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
16K+ 16.83% |
$765K - $887K
|
111K
$6.21M
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
15.9KNew |
$761K - $883K
|
15.9K
$890K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
15.9KNew |
$761K - $882K
|
15.9K
$890K
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
15.8KNew |
$758K - $879K
|
15.8K
$886K
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
15.7K+ 5.16% |
$752K - $872K
|
320K
$17.9M
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.7K+ 1.91% |
$750K - $869K
|
835K
$46.7M
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
15.3KNew |
$734K - $851K
|
15.3K
$858K
|
|
Jan 12, 2024
Q4 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
15KNew |
$719K - $834K
|
15K
$841K
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
14.9K+ 16.47% |
$715K - $829K
|
106K
$5.92M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
14.9K+ 473.63% |
$714K - $828K
|
18.1K
$1.01M
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
14.4K+ 17.74% |
$691K - $801K
|
95.8K
$5.36M
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14.3KNew |
$684K - $793K
|
14.3K
$800K
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
14.2KNew |
$677K - $785K
|
14.2K
$792K
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
14K+ 16.9% |
$668K - $775K
|
96.6K
$5.41M
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
13.7K+ 13.92% |
$658K - $762K
|
112K
$6.29M
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
13.5KNew |
$644K - $747K
|
13.5K
$754K
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
13.4K+ 101.77% |
$641K - $743K
|
26.5K
$1.49M
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
13.4K+ 17.45% |
$639K - $741K
|
89.9K
$5.03M
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
13.3K+ 10.51% |
$634K - $735K
|
139K
$7.8M
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13.2K+ 19.22% |
$633K - $734K
|
82K
$4.59M
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
12.8KNew |
$614K - $712K
|
12.8K
$718K
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
12.8KNew |
$611K - $709K
|
12.8K
$715K
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
12.7KNew |
$609K - $706K
|
12.7K
$712K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
12.7K+ 5.26% |
$609K - $706K
|
255K
$14.2M
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.6KNew |
$604K - $700K
|
12.6K
$706K
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
12.5K+ 7.22% |
$600K - $696K
|
186K
$10.4M
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
12.5KNew |
$600K - $696K
|
12.5K
$702K
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
12.5KNew |
$598K - $694K
|
12.5K
$700K
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.3KNew |
$589K - $684K
|
12.3K
$689K
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
12.2KNew |
$582K - $675K
|
12.2K
$681K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
12K+ 502.18% |
$573K - $664K
|
14.4K
$803K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.9K+ 159.33% |
$572K - $663K
|
19.4K
$1.09M
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
11.8K+ 19.26% |
$566K - $656K
|
73.2K
$4.1M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.7KNew |
$562K - $652K
|
11.7K
$657K
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
11.7K+ 61.97% |
$561K - $650K
|
30.6K
$1.71M
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.2K+ 2.06% |
$536K - $621K
|
555K
$31M
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
11KNew |
$527K - $611K
|
11K
$616K
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
10.9KNew |
$523K - $607K
|
10.9K
$612K
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
10.6KNew |
$510K - $591K
|
10.6K
$596K
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10.5KNew |
$501K - $581K
|
10.5K
$586K
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.4K+ 44.6% |
$497K - $577K
|
33.7K
$1.89M
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.4K+ 2.83% |
$497K - $576K
|
377K
$21.1M
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
10KNew |
$479K - $556K
|
10K
$561K
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
10KNew |
$478K - $555K
|
10K
$560K
|