Purchases and Sales Made in Q3 2023 in Ishares Inc (IEMG)
This table provides information about the institutional ownership of Ishares Inc (IEMG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
196+ 4.12% |
$9.28K - $10.2K
|
4.95K
$266K
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
194+ 2.64% |
$9.19K - $10.1K
|
7.54K
$404K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
185+ 2.94% |
$8.76K - $9.66K
|
6.49K
$348K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
178+ 23.09% |
$8.43K - $9.3K
|
949
$50.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
176+ 0.53% |
$8.34K - $9.19K
|
33.5K
$1.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
173+ 0.74% |
$8.19K - $9.04K
|
23.7K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
162+ 5.23% |
$7.67K - $8.46K
|
3.26K
$175K
|
|
|
Oct 10, 2023
Q3 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
160+ 3.12% |
$7.58K - $8.36K
|
5.28K
$283K
|
|
|
Nov 06, 2023
Q3 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
160+ 1.08% |
$7.58K - $8.36K
|
14.9K
$802K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
152+ 1.56% |
$7.2K - $7.94K
|
9.87K
$529K
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
148+ 2.85% |
$7.01K - $7.73K
|
5.34K
$286K
|
|
|
Oct 27, 2023
Q3 2023
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
145+ 1.44% |
$6.87K - $7.57K
|
10.2K
$547K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
136+ 54.4% |
$6.44K - $7.1K
|
386
$20.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
135+ 80.36% |
$6.39K - $7.05K
|
303
$16.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
127+ 2.29% |
$6.01K - $6.63K
|
5.67K
$304K
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
123+ 0.39% |
$5.83K - $6.42K
|
31.3K
$1.68M
|
|
|
Nov 03, 2023
Q3 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
120+ 0.74% |
$5.68K - $6.27K
|
16.3K
$873K
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
120+ 0.96% |
$5.68K - $6.27K
|
12.6K
$677K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
115+ 0.7% |
$5.45K - $6.01K
|
16.6K
$890K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
111+ 1.0% |
$5.26K - $5.8K
|
11.2K
$600K
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
107+ 1.83% |
$5.07K - $5.59K
|
5.95K
$319K
|
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
102+ 0.16% |
$4.83K - $5.33K
|
64.1K
$3.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
100+ 1.51% |
$4.74K - $5.22K
|
6.72K
$360K
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
98+ 0.87% |
$4.64K - $5.12K
|
11.4K
$609K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
98+ 70.5% |
$4.64K - $5.12K
|
237
$12.7K
|
|
|
Aug 28, 2024
Q3 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
96+ 0.61% |
$4.55K - $5.01K
|
15.8K
$846K
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
95+ 0.88% |
$4.5K - $4.96K
|
10.9K
$584K
|
|
|
Nov 13, 2023
Q3 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
95+ 0.37% |
$4.5K - $4.96K
|
25.6K
$1.37M
|
|
|
Sep 04, 2024
Q3 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
95+ 0.37% |
$4.5K - $4.96K
|
25.6K
$1.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
94+ 0.62% |
$4.45K - $4.91K
|
15.3K
$819K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
93+ 1328.57% |
$4.4K - $4.86K
|
100
$5.36K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
90+ 1.4% |
$4.26K - $4.7K
|
6.5K
$349K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
90+ 0.49% |
$4.26K - $4.7K
|
18.3K
$980K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
89New |
$4.22K - $4.65K
|
89
$4.77K
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
88+ 0.91% |
$4.17K - $4.6K
|
9.72K
$522K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
85+ 0.69% |
$4.03K - $4.44K
|
12.5K
$668K
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
82+ 0.6% |
$3.88K - $4.28K
|
13.8K
$738K
|
|
|
Oct 25, 2023
Q3 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
81+ 0.32% |
$3.84K - $4.23K
|
25.5K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
80+ 1.66% |
$3.79K - $4.18K
|
4.9K
$263K
|
|
|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
79+ 1.5% |
$3.74K - $4.13K
|
5.34K
$286K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
79+ 100.0% |
$3.74K - $4.13K
|
158
$8.48K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
72+ 105.88% |
$3.41K - $3.76K
|
140
$7.51K
|
|
|
Oct 25, 2023
Q3 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
65+ 0.4% |
$3.08K - $3.39K
|
16.3K
$877K
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
65+ 0.23% |
$3.08K - $3.39K
|
28.5K
$1.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
54+ 1.0% |
$2.56K - $2.82K
|
5.48K
$294K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
51+ 4.81% |
$2.42K - $2.66K
|
1.11K
$59.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
50+ 0.05% |
$2.37K - $2.61K
|
102K
$5.47M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
40+ 0.08% |
$1.89K - $2.09K
|
51.5K
$2.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
36New |
$1.7K - $1.88K
|
36
$1.93K
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
35+ 0.83% |
$1.66K - $1.83K
|
4.26K
$229K
|