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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
18.6KNew |
$824K - $906K
|
18.6K
$998K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
18.6K+ 22.75% |
$823K - $905K
|
100K
$5.38M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
18.5KNew |
$818K - $900K
|
18.5K
$991K
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
18.5K+ 10.7% |
$818K - $899K
|
191K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
18.2K+ 3.06% |
$805K - $884K
|
612K
$32.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
18.1KNew |
$801K - $880K
|
18.1K
$970K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
17.9K+ 5.79% |
$794K - $873K
|
327K
$17.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
17.6K+ 11.95% |
$777K - $855K
|
164K
$8.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
17.5K+ 18.19% |
$775K - $852K
|
114K
$6.1M
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
17.3K+ 129.73% |
$768K - $844K
|
30.7K
$1.65M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
16.5KNew |
$730K - $802K
|
16.5K
$884K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
16.5K+ 3.7% |
$730K - $802K
|
462K
$24.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
16.4K+ 31.72% |
$726K - $799K
|
68.1K
$3.65M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
16.3K+ 145.78% |
$722K - $793K
|
27.5K
$1.47M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
16.2K+ 36.08% |
$719K - $790K
|
61.2K
$3.28M
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
16.2KNew |
$716K - $787K
|
16.2K
$867K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
16.1K+ 0.87% |
$713K - $783K
|
1.87M
$101M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
16K+ 4.04% |
$708K - $779K
|
412K
$22.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
15.9K+ 122.07% |
$706K - $776K
|
29K
$1.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
15.9KNew |
$704K - $774K
|
15.9K
$853K
|
|
|
Jan 20, 2023
Q4 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
15.9K+ 21.1% |
$704K - $774K
|
91.2K
$4.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
15.8K+ 137.23% |
$700K - $769K
|
27.3K
$1.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
15.8K+ 12.2% |
$699K - $768K
|
145K
$7.79M
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
15.4KNew |
$684K - $752K
|
15.4K
$828K
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
15.4KNew |
$681K - $749K
|
15.4K
$825K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.4K+ 8.39% |
$681K - $748K
|
199K
$10.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
15.3K+ 75.29% |
$679K - $747K
|
35.7K
$1.92M
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
BUY
|
- |
15.3K+ 45.32% |
$678K - $745K
|
49.1K
$2.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
15K+ 13.69% |
$663K - $729K
|
124K
$6.67M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
14.9K+ 0.54% |
$661K - $727K
|
2.77M
$149M
|
|
|
Jan 30, 2023
Q4 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
14.9KNew |
$658K - $723K
|
14.9K
$797K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14.6K+ 11.12% |
$647K - $711K
|
146K
$7.83M
|
|
|
Jan 19, 2023
Q4 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
14.4K+ 197.65% |
$636K - $699K
|
21.6K
$1.16M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
14.3KNew |
$635K - $699K
|
14.3K
$770K
|
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
14.2K+ 12.77% |
$631K - $694K
|
126K
$6.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
14.2K+ 6.29% |
$629K - $691K
|
240K
$12.9M
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
14.1KNew |
$625K - $687K
|
14.1K
$757K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.9K+ 261.5% |
$616K - $678K
|
19.2K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
13.9K+ 6.7% |
$613K - $674K
|
221K
$11.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.4K+ 6.98% |
$594K - $653K
|
206K
$11M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
13.3K+ 35.27% |
$590K - $649K
|
51.1K
$2.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
13.2KNew |
$586K - $644K
|
13.2K
$710K
|
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
13.2K+ 23.46% |
$583K - $641K
|
69.3K
$3.72M
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
13.1K+ 57.75% |
$580K - $638K
|
35.8K
$1.92M
|
|
|
Jan 27, 2023
Q4 2022
|
Motive Wealth Advisors
|
BUY
|
- |
13.1K+ 25.86% |
$580K - $638K
|
63.7K
$3.42M
|
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
13KNew |
$576K - $634K
|
13K
$698K
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
13KNew |
$575K - $633K
|
13K
$697K
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
12.8K+ 64.69% |
$569K - $625K
|
32.7K
$1.75M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.8K+ 37.02% |
$567K - $623K
|
47.4K
$2.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
12.7KNew |
$561K - $616K
|
12.7K
$679K
|