Purchases and Sales Made in Q4 2023 in Ishares Inc (IEMG)
This table provides information about the institutional ownership of Ishares Inc (IEMG) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.46K+ 9.14% |
$250K - $276K
|
65.2K
$3.5M
|
|
Jan 26, 2024
Q4 2023
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
5.42K+ 2.79% |
$248K - $275K
|
200K
$10.7M
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5.4K+ 73.28% |
$247K - $273K
|
12.8K
$684K
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
5.39K+ 8.82% |
$246K - $273K
|
66.4K
$3.56M
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
5.36K+ 10.69% |
$245K - $272K
|
55.5K
$2.98M
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
5.35KNew |
$245K - $271K
|
5.35K
$287K
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5.33K+ 5.23% |
$244K - $270K
|
107K
$5.75M
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.28KNew |
$241K - $267K
|
5.28K
$283K
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
5.27K+ 12.23% |
$241K - $267K
|
48.3K
$2.59M
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5.24K+ 19.19% |
$240K - $266K
|
32.6K
$1.75M
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
5.16KNew |
$236K - $261K
|
5.16K
$277K
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
5.16K+ 34.74% |
$236K - $261K
|
20K
$1.07M
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.14K+ 6.82% |
$235K - $260K
|
80.6K
$4.32M
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.13KNew |
$235K - $260K
|
5.13K
$275K
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
5.1KNew |
$233K - $258K
|
5.1K
$274K
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
5.07K+ 5.68% |
$232K - $256K
|
94.2K
$5.05M
|
|
Feb 13, 2024
Q4 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
5.06KNew |
$231K - $256K
|
5.06K
$271K
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
5.05KNew |
$231K - $256K
|
5.05K
$271K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.05K+ 0.25% |
$231K - $256K
|
2.02M
$108M
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4.93KNew |
$225K - $250K
|
4.93K
$264K
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.86K+ 66.14% |
$222K - $246K
|
12.2K
$655K
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
4.86K+ 32.88% |
$222K - $246K
|
19.6K
$1.05M
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
4.84K+ 24.07% |
$221K - $245K
|
25K
$1.34M
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.8K+ 1.34% |
$220K - $243K
|
364K
$19.5M
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.78K+ 18.8% |
$219K - $242K
|
30.2K
$1.62M
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.78K+ 5.61% |
$219K - $242K
|
90K
$4.83M
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.72KNew |
$216K - $239K
|
4.72K
$253K
|
|
Jan 31, 2024
Q4 2023
|
Forte Asset Management LLC
|
BUY
|
- |
4.7KNew |
$215K - $238K
|
4.7K
$252K
|
|
Feb 13, 2024
Q4 2023
|
Pembroke Management, LTD
|
BUY
|
- |
4.7K+ 3.32% |
$215K - $238K
|
146K
$7.84M
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
4.69KNew |
$215K - $238K
|
4.69K
$252K
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.69K+ 3.01% |
$215K - $238K
|
160K
$8.6M
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.66K+ 11.15% |
$213K - $236K
|
46.4K
$2.49M
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4.63K+ 2.67% |
$212K - $235K
|
178K
$9.55M
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
4.63KNew |
$212K - $234K
|
4.63K
$248K
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.61K+ 3.35% |
$211K - $233K
|
142K
$7.62M
|
|
Feb 13, 2024
Q4 2023
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
4.57KNew |
$209K - $231K
|
4.57K
$245K
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
4.57K+ 10.85% |
$209K - $231K
|
46.7K
$2.5M
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
4.53KNew |
$207K - $230K
|
4.53K
$243K
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.46KNew |
$204K - $226K
|
4.46K
$239K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.41K+ 7.98% |
$202K - $223K
|
59.7K
$3.2M
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
4.4K+ 33.12% |
$201K - $223K
|
17.7K
$948K
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
4.39K+ 9.38% |
$201K - $222K
|
51.2K
$2.74M
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
4.38KNew |
$200K - $222K
|
4.38K
$235K
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.33K+ 6.17% |
$198K - $219K
|
74.5K
$4M
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
4.3KNew |
$197K - $218K
|
4.3K
$231K
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
4.26K+ 8.7% |
$195K - $216K
|
53.2K
$2.85M
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
4.25K+ 6.13% |
$195K - $215K
|
73.7K
$3.95M
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.23K+ 2.54% |
$194K - $214K
|
171K
$9.15M
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.23K+ 22.94% |
$194K - $214K
|
22.7K
$1.22M
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
4.22K+ 2.04% |
$193K - $214K
|
211K
$11.3M
|