Purchases and Sales Made in Q4 2022 in Ishares Inc (IEMG)
This table provides information about the institutional ownership of Ishares Inc (IEMG) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
6.77K+ 80.94% |
$300K - $330K
|
15.1K
$812K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
6.68K+ 26.24% |
$296K - $325K
|
32.1K
$1.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.64K+ 14.55% |
$294K - $323K
|
52.3K
$2.81M
|
|
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
6.64KNew |
$294K - $323K
|
6.64K
$356K
|
|
|
Feb 09, 2023
Q4 2022
|
Bg Investment Services, Inc.
|
BUY
|
- |
6.39K+ 4.31% |
$283K - $311K
|
155K
$8.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
6.36KNew |
$281K - $309K
|
6.36K
$341K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
6.33K+ 2.95% |
$280K - $308K
|
221K
$11.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
6.15K+ 4.65% |
$272K - $299K
|
138K
$7.42M
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
6.14K+ 66.52% |
$272K - $299K
|
15.4K
$825K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
6.13KNew |
$272K - $299K
|
6.13K
$329K
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.11K+ 52.46% |
$271K - $297K
|
17.8K
$952K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.03KNew |
$267K - $294K
|
6.03K
$324K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
6.01K+ 3.08% |
$266K - $293K
|
201K
$10.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
6.01K+ 59.8% |
$266K - $293K
|
16.1K
$862K
|
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
6K+ 11.06% |
$266K - $292K
|
60.2K
$3.23M
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
5.98K+ 124.54% |
$265K - $291K
|
10.8K
$578K
|
|
|
Jan 17, 2023
Q4 2022
|
Veery Capital, LLC
|
BUY
|
- |
5.95K+ 12.26% |
$263K - $289K
|
54.5K
$2.92M
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
5.91K+ 74.0% |
$262K - $288K
|
13.9K
$745K
|
|
|
Feb 14, 2023
Q4 2022
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
5.89KNew |
$261K - $287K
|
5.89K
$316K
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
5.83KNew |
$258K - $284K
|
5.83K
$313K
|
|
|
Feb 13, 2023
Q4 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
5.83K+ 5.95% |
$258K - $284K
|
104K
$5.56M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.65KNew |
$250K - $275K
|
5.65K
$303K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.64K+ 68.22% |
$250K - $274K
|
13.9K
$745K
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
5.62K+ 3.28% |
$249K - $273K
|
177K
$9.49M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
BUY
|
- |
5.61K+ 33.13% |
$248K - $273K
|
22.5K
$1.21M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5.58K+ 4.28% |
$247K - $272K
|
136K
$7.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Darrow Company, Inc.
|
BUY
|
- |
5.56K+ 4.45% |
$246K - $271K
|
130K
$6.99M
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
5.52KNew |
$244K - $269K
|
5.52K
$296K
|
|
|
Feb 09, 2023
Q4 2022
|
Allie Family Office LLC
|
BUY
|
- |
5.5K+ 27.01% |
$243K - $268K
|
25.8K
$1.39M
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
5.48KNew |
$243K - $267K
|
5.48K
$294K
|
|
|
Jan 30, 2023
Q4 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
5.47KNew |
$242K - $266K
|
5.47K
$293K
|
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
5.46KNew |
$242K - $266K
|
5.46K
$293K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
5.46K+ 1.98% |
$242K - $266K
|
281K
$15.1M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5.46K+ 1.98% |
$242K - $266K
|
281K
$15.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.4K+ 16.16% |
$239K - $263K
|
38.8K
$2.08M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
5.38K+ 82.17% |
$238K - $262K
|
11.9K
$640K
|
|
|
Feb 03, 2023
Q4 2022
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
5.37KNew |
$238K - $261K
|
5.37K
$288K
|
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5.36K+ 6.24% |
$237K - $261K
|
91.3K
$4.9M
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5.33KNew |
$236K - $259K
|
5.33K
$286K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.27K+ 35.2% |
$233K - $257K
|
20.3K
$1.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
5.24K+ 17.17% |
$232K - $255K
|
35.8K
$1.92M
|
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
5.19K+ 4.22% |
$230K - $253K
|
128K
$6.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5.16KNew |
$229K - $251K
|
5.16K
$277K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.15K+ 24.15% |
$228K - $250K
|
26.5K
$1.42M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
5.11K+ 2.56% |
$226K - $249K
|
204K
$11M
|
|
|
Jan 27, 2023
Q4 2022
|
Human Investing LLC
|
BUY
|
- |
5.1KNew |
$226K - $248K
|
5.1K
$273K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.06KNew |
$224K - $246K
|
5.06K
$271K
|
|
|
Jan 18, 2023
Q4 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
5.05KNew |
$224K - $246K
|
5.05K
$271K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.04K+ 9.17% |
$223K - $245K
|
60K
$3.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.94KNew |
$219K - $241K
|
4.94K
$265K
|