Purchases and Sales Made in Q2 2023 in Ishares Inc (IEMG)
This table provides information about the institutional ownership of Ishares Inc (IEMG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
165+ 16.7% |
$7.81K - $8.4K
|
1.15K
$61.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
164+ 0.22% |
$7.77K - $8.34K
|
76K
$4.08M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
162New |
$7.67K - $8.24K
|
162
$8.69K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
160+ 177.78% |
$7.58K - $8.14K
|
250
$13.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
158+ 0.35% |
$7.48K - $8.04K
|
45.2K
$2.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
BUY
|
- |
140+ 0.06% |
$6.63K - $7.12K
|
224K
$12M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
138+ 0.17% |
$6.53K - $7.02K
|
83.4K
$4.47M
|
|
|
Jul 21, 2023
Q2 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
131+ 0.52% |
$6.2K - $6.67K
|
25.3K
$1.36M
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
130+ 0.54% |
$6.16K - $6.61K
|
24K
$1.29M
|
|
|
Aug 01, 2023
Q2 2023
|
Motive Wealth Advisors
|
BUY
|
- |
127+ 0.29% |
$6.01K - $6.46K
|
44.7K
$2.4M
|
|
|
Jul 18, 2023
Q2 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
125+ 2.13% |
$5.92K - $6.36K
|
6K
$322K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
124+ 24.31% |
$5.87K - $6.31K
|
634
$34K
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
121+ 0.4% |
$5.73K - $6.16K
|
30.2K
$1.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
120+ 0.37% |
$5.68K - $6.11K
|
32.3K
$1.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
115+ 0.7% |
$5.45K - $5.85K
|
16.5K
$884K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
113New |
$5.35K - $5.75K
|
113
$6.06K
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
110+ 1.71% |
$5.21K - $5.6K
|
6.53K
$350K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
106+ 2.08% |
$5.02K - $5.39K
|
5.21K
$279K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
106New |
$5.02K - $5.39K
|
106
$5.69K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
105+ 2.12% |
$4.97K - $5.34K
|
5.06K
$271K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
101+ 0.55% |
$4.78K - $5.14K
|
18.5K
$990K
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
100+ 0.65% |
$4.74K - $5.09K
|
15.5K
$832K
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
100+ 0.77% |
$4.74K - $5.09K
|
13K
$699K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
96+ 7.41% |
$4.55K - $4.88K
|
1.39K
$74.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
96+ 0.47% |
$4.55K - $4.88K
|
20.5K
$1.1M
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
90+ 1.06% |
$4.26K - $4.58K
|
8.57K
$460K
|
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
84+ 0.96% |
$3.98K - $4.27K
|
8.8K
$472K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
84+ 1.07% |
$3.98K - $4.27K
|
7.94K
$426K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
83+ 1.05% |
$3.93K - $4.22K
|
8.02K
$430K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
82New |
$3.88K - $4.17K
|
82
$4.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
80+ 0.14% |
$3.79K - $4.07K
|
58.7K
$3.15M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
80New |
$3.79K - $4.07K
|
80
$4.29K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
78New |
$3.69K - $3.97K
|
78
$4.18K
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
77+ 0.54% |
$3.65K - $3.92K
|
14.3K
$769K
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
76+ 1.49% |
$3.6K - $3.87K
|
5.18K
$278K
|
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
70+ 0.75% |
$3.31K - $3.56K
|
9.36K
$502K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
67+ 5.14% |
$3.17K - $3.41K
|
1.37K
$73.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
65+ 40.88% |
$3.08K - $3.31K
|
224
$12K
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
64+ 0.44% |
$3.03K - $3.26K
|
14.5K
$780K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
63+ 5.45% |
$2.98K - $3.21K
|
1.22K
$65.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
60+ 1.09% |
$2.84K - $3.05K
|
5.55K
$297K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
59+ 0.59% |
$2.79K - $3K
|
9.99K
$536K
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
56+ 0.38% |
$2.65K - $2.85K
|
14.9K
$798K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
56+ 0.31% |
$2.65K - $2.85K
|
18K
$964K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
54+ 1.04% |
$2.56K - $2.75K
|
5.22K
$280K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
50+ 1.0% |
$2.37K - $2.54K
|
5.07K
$272K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
48+ 14.72% |
$2.27K - $2.44K
|
374
$20.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
46+ 0.47% |
$2.18K - $2.34K
|
9.77K
$524K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
46+ 0.92% |
$2.18K - $2.34K
|
5.04K
$270K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
45+ 5.45% |
$2.13K - $2.29K
|
870
$46.7K
|