Purchases and Sales Made in Q1 2023 in Ishares Inc (IEMG)
This table provides information about the institutional ownership of Ishares Inc (IEMG) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
6.97KNew |
$322K - $363K
|
6.97K
$374K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
6.96KNew |
$322K - $363K
|
6.96K
$373K
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
6.96K+ 19.63% |
$321K - $363K
|
42.4K
$2.27M
|
|
|
Apr 17, 2023
Q1 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
6.95K+ 15.74% |
$321K - $362K
|
51.1K
$2.74M
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
6.93K+ 10.0% |
$320K - $361K
|
76.3K
$4.09M
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
6.83KNew |
$315K - $356K
|
6.83K
$366K
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
6.74K+ 39.78% |
$311K - $351K
|
23.7K
$1.27M
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
6.71K+ 23.08% |
$310K - $350K
|
35.8K
$1.92M
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
BUY
|
- |
6.68K+ 16.29% |
$309K - $348K
|
47.7K
$2.56M
|
|
|
May 08, 2023
Q1 2023
|
Private Management Group Inc
|
BUY
|
- |
6.66KNew |
$308K - $347K
|
6.66K
$357K
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
6.66KNew |
$308K - $347K
|
6.66K
$357K
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
6.6K+ 4.23% |
$305K - $344K
|
163K
$8.73M
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
6.56KNew |
$303K - $342K
|
6.56K
$352K
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.54K+ 29.55% |
$302K - $341K
|
28.7K
$1.54M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
6.5K+ 15846.34% |
$300K - $339K
|
6.54K
$351K
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
6.46KNew |
$298K - $337K
|
6.46K
$347K
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
6.4K+ 34.15% |
$296K - $334K
|
25.1K
$1.35M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
6.35KNew |
$293K - $331K
|
6.35K
$340K
|
|
|
Apr 07, 2023
Q1 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
6.21K+ 6.81% |
$287K - $324K
|
97.4K
$5.23M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.2K+ 50.1% |
$286K - $323K
|
18.6K
$996K
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.2KNew |
$286K - $323K
|
6.2K
$332K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6.18K+ 18.0% |
$286K - $322K
|
40.5K
$2.17M
|
|
|
Apr 27, 2023
Q1 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
6.15K+ 1.31% |
$284K - $321K
|
476K
$25.5M
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
6.1KNew |
$282K - $318K
|
6.1K
$327K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
6.05K+ 4.65% |
$279K - $315K
|
136K
$7.29M
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
BUY
|
- |
6.03K+ 4.04% |
$278K - $314K
|
155K
$8.33M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.99K+ 8.09% |
$277K - $312K
|
80K
$4.29M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
5.95K+ 2.96% |
$275K - $310K
|
207K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
5.86K+ 38.72% |
$271K - $306K
|
21K
$1.13M
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
5.84K+ 2.65% |
$270K - $304K
|
226K
$12.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
5.78KNew |
$267K - $301K
|
5.78K
$310K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
5.78KNew |
$267K - $301K
|
5.78K
$310K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.76K+ 22.4% |
$266K - $300K
|
31.5K
$1.69M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.74KNew |
$265K - $299K
|
5.74K
$308K
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
5.65KNew |
$261K - $294K
|
5.65K
$303K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
5.63KNew |
$260K - $294K
|
5.63K
$302K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
5.61K+ 11.38% |
$259K - $292K
|
54.9K
$2.94M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
5.6K+ 6.8% |
$259K - $292K
|
88.1K
$4.72M
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
5.6KNew |
$258K - $292K
|
5.6K
$300K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
5.58K+ 81.46% |
$258K - $291K
|
12.4K
$666K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5.57K+ 9.4% |
$257K - $290K
|
64.8K
$3.48M
|
|
|
Apr 18, 2023
Q1 2023
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
5.53K+ 3.04% |
$256K - $288K
|
187K
$10M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.51K+ 1.22% |
$255K - $287K
|
457K
$24.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
5.51K+ 3.02% |
$255K - $287K
|
188K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
5.49KNew |
$254K - $286K
|
5.49K
$294K
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
5.47K+ 39.38% |
$253K - $285K
|
19.4K
$1.04M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
5.43K+ 73.8% |
$251K - $283K
|
12.8K
$686K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.42K+ 7.56% |
$250K - $282K
|
77.1K
$4.13M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
5.41K+ 46.55% |
$250K - $282K
|
17K
$913K
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
5.39K+ 5.91% |
$249K - $281K
|
96.5K
$5.18M
|