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
|
Sawtooth Solutions, LLC
|
BUY
|
- |
98.4K+ 115.8% |
$4.55M - $5.13M
|
183K
$9.84M
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
97.7KNew |
$4.51M - $5.09M
|
97.7K
$5.24M
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
95.5K+ 188.1% |
$4.41M - $4.98M
|
146K
$7.84M
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
94.8K+ 68.17% |
$4.38M - $4.94M
|
234K
$12.5M
|
|
May 12, 2023
Q1 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
94.3KNew |
$4.36M - $4.91M
|
94.3K
$5.06M
|
|
Apr 04, 2023
Q1 2023
|
Stairway Partners, LLC
|
BUY
|
- |
91.9K+ 4.79% |
$4.25M - $4.79M
|
2.01M
$108M
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
89.7K+ 36.6% |
$4.14M - $4.67M
|
335K
$18M
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
89.6KNew |
$4.14M - $4.67M
|
89.6K
$4.81M
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
89.5K+ 77.79% |
$4.13M - $4.66M
|
205K
$11M
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
88.9K+ 145.27% |
$4.11M - $4.64M
|
150K
$8.05M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
88.8K+ 173.38% |
$4.1M - $4.63M
|
140K
$7.51M
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
87.4K+ 622.79% |
$4.04M - $4.55M
|
101K
$5.44M
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
85.5KNew |
$3.95M - $4.46M
|
85.5K
$4.59M
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
84.1KNew |
$3.89M - $4.38M
|
84.1K
$4.51M
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
83.5KNew |
$3.86M - $4.35M
|
83.5K
$4.48M
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
83.3K+ 26.89% |
$3.85M - $4.34M
|
393K
$21.1M
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
83.2KNew |
$3.85M - $4.34M
|
83.2K
$4.46M
|
|
May 02, 2023
Q1 2023
|
Matson Money. Inc.
|
BUY
|
- |
83.1K+ 2.89% |
$3.84M - $4.33M
|
2.95M
$159M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
82.6K+ 154.65% |
$3.82M - $4.31M
|
136K
$7.3M
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
82.6K+ 2028.85% |
$3.81M - $4.3M
|
86.6K
$4.65M
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
81.5K+ 6.19% |
$3.76M - $4.25M
|
1.4M
$74.9M
|
|
May 01, 2023
Q1 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
79.5KNew |
$3.67M - $4.14M
|
79.5K
$4.26M
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
79.5K+ 9.0% |
$3.67M - $4.14M
|
962K
$51.6M
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
78.3K+ 23.64% |
$3.62M - $4.08M
|
409K
$22M
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
77.9KNew |
$3.6M - $4.06M
|
77.9K
$4.18M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
75.6K+ 20.98% |
$3.49M - $3.94M
|
436K
$23.4M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
75K+ 154.34% |
$3.47M - $3.91M
|
124K
$6.63M
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
72.6K+ 6.66% |
$3.35M - $3.78M
|
1.16M
$62.4M
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
72.2K+ 0.58% |
$3.34M - $3.76M
|
12.6M
$676M
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
70.3K+ 28.1% |
$3.25M - $3.66M
|
321K
$17.2M
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
69.2K+ 29.68% |
$3.19M - $3.6M
|
302K
$16.2M
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
69.1KNew |
$3.19M - $3.6M
|
69.1K
$3.71M
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
68.7K+ 115.91% |
$3.18M - $3.58M
|
128K
$6.87M
|
|
May 09, 2023
Q1 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
67.6K+ 5.73% |
$3.12M - $3.52M
|
1.25M
$66.9M
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
67.6K+ 30.64% |
$3.12M - $3.52M
|
288K
$15.5M
|
|
Apr 24, 2023
Q1 2023
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
66.4K+ 8.06% |
$3.07M - $3.46M
|
891K
$47.8M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
65.8K+ 53.19% |
$3.04M - $3.43M
|
189K
$10.2M
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
65.5K+ 15.91% |
$3.03M - $3.41M
|
477K
$25.6M
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
65.5K+ 48.92% |
$3.03M - $3.41M
|
199K
$10.7M
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
65.4KNew |
$3.02M - $3.41M
|
65.4K
$3.51M
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
65.3K+ 1610.24% |
$3.02M - $3.4M
|
69.3K
$3.72M
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
63.3KNew |
$2.93M - $3.3M
|
63.3K
$3.4M
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
62.5K+ 60.01% |
$2.89M - $3.26M
|
167K
$8.94M
|
|
Apr 18, 2023
Q1 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
62.2KNew |
$2.87M - $3.24M
|
62.2K
$3.34M
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
61.7KNew |
$2.85M - $3.22M
|
61.7K
$3.31M
|
|
Apr 11, 2023
Q1 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
60KNew |
$2.77M - $3.13M
|
60K
$3.22M
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
59.2K+ 9.5% |
$2.74M - $3.09M
|
683K
$36.6M
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
58.8K+ 435.38% |
$2.72M - $3.07M
|
72.4K
$3.88M
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
58.4K+ 1220.31% |
$2.7M - $3.04M
|
63.1K
$3.39M
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
57.8KNew |
$2.67M - $3.01M
|
57.8K
$3.1M
|