Purchases and Sales Made in Q1 2024 in Ishares Inc (IEMG)
This table provides information about the institutional ownership of Ishares Inc (IEMG) during Q1 2024. 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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-9.21K- 3.69% |
$438K - $479K
|
241K
$12.9M
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-9.24K- 6.52% |
$440K - $480K
|
132K
$7.11M
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-9.29K- 36.27% |
$442K - $483K
|
16.3K
$876K
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-9.36K- 47.63% |
$446K - $487K
|
10.3K
$552K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-9.48K- 0.77% |
$451K - $493K
|
1.22M
$65.3M
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-9.51K- 47.56% |
$453K - $494K
|
10.5K
$563K
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-9.6K- 27.36% |
$457K - $499K
|
25.5K
$1.37M
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-9.68K- 45.93% |
$461K - $503K
|
11.4K
$611K
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-9.71K- 23.12% |
$462K - $505K
|
32.3K
$1.73M
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-9.75K- 6.08% |
$464K - $507K
|
151K
$8.08M
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.82K- 18.33% |
$467K - $510K
|
43.7K
$2.35M
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-9.82K- 24.13% |
$467K - $510K
|
30.9K
$1.66M
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-9.84K- 52.0% |
$468K - $511K
|
9.08K
$487K
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.85K- 2.8% |
$469K - $512K
|
342K
$18.3M
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-9.9K- 5.58% |
$471K - $514K
|
167K
$8.98M
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-9.97K- 2.55% |
$474K - $518K
|
382K
$20.5M
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-10.1K- 44.13% |
$481K - $525K
|
12.8K
$686K
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-10.2K- 4.98% |
$487K - $531K
|
195K
$10.5M
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-10.2K- 6.26% |
$487K - $532K
|
153K
$8.22M
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-10.2K- 47.87% |
$488K - $532K
|
11.2K
$599K
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-10.3K- 7.64% |
$490K - $534K
|
124K
$6.67M
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-10.4K- 7.97% |
$493K - $538K
|
120K
$6.42M
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-10.5K- 2.42% |
$498K - $543K
|
422K
$22.6M
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-10.6K- 65.42% |
$507K - $553K
|
5.63K
$302K
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-10.7K- 13.4% |
$510K - $557K
|
69.3K
$3.72M
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.7K- 14.54% |
$511K - $557K
|
63.1K
$3.38M
|
|
May 09, 2024
Q1 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-10.8K- 13.75% |
$515K - $562K
|
67.9K
$3.64M
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-11.2K- 4.03% |
$534K - $583K
|
267K
$14.3M
|
|
May 13, 2024
Q1 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-11.3K- 27.84% |
$538K - $587K
|
29.3K
$1.57M
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-11.3K- 38.92% |
$540K - $589K
|
17.8K
$955K
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-11.4K- 0.89% |
$541K - $591K
|
1.27M
$68M
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-11.5K- 38.01% |
$546K - $596K
|
18.7K
$1M
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-11.5K- 4.85% |
$548K - $598K
|
226K
$12.1M
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11.5K- 13.13% |
$549K - $599K
|
76.3K
$4.09M
|
|
May 09, 2024
Q1 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-11.7K- 2.41% |
$559K - $610K
|
475K
$25.5M
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-11.8K- 13.55% |
$562K - $613K
|
75.3K
$4.04M
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-11.9K- 4.15% |
$568K - $620K
|
276K
$14.8M
|
|
Jan 03, 2025
Q1 2024
|
Allie Family Office LLC
|
SELL
|
- |
-12.1K- 21.8% |
$574K - $627K
|
43.2K
$2.32M
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-12.1K- 29.27% |
$578K - $631K
|
29.3K
$1.57M
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-12.2K- 10.24% |
$582K - $635K
|
107K
$5.75M
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-12.3K- 30.61% |
$585K - $639K
|
27.9K
$1.49M
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-12.4K- 44.89% |
$593K - $647K
|
15.3K
$820K
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-12.5K- 12.43% |
$596K - $651K
|
88.2K
$4.73M
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-12.6K- 7.36% |
$599K - $654K
|
158K
$8.49M
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-12.6K- 12.81% |
$600K - $655K
|
85.8K
$4.6M
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-12.7K- 9.86% |
$602K - $657K
|
116K
$6.2M
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-13K- 13.74% |
$620K - $677K
|
81.8K
$4.39M
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-13K- 11.48% |
$621K - $677K
|
101K
$5.39M
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-13.1K- 1.36% |
$623K - $680K
|
946K
$50.8M
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-13.1K- 28.38% |
$623K - $681K
|
33.1K
$1.77M
|