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 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
751+ 0.5% |
$34.4K - $38K
|
152K
$8.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
734+ 3.45% |
$33.6K - $37.2K
|
22K
$1.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
731+ 2.18% |
$33.4K - $37K
|
34.2K
$1.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
723+ 8.33% |
$33.1K - $36.6K
|
9.41K
$505K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
722+ 14.43% |
$33K - $36.6K
|
5.72K
$307K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
697+ 6.14% |
$31.9K - $35.3K
|
12K
$646K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
686+ 15.01% |
$31.4K - $34.7K
|
5.26K
$282K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
681+ 7.9% |
$31.1K - $34.5K
|
9.3K
$499K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
670+ 6.09% |
$30.6K - $33.9K
|
11.7K
$626K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
668+ 35.16% |
$30.6K - $33.8K
|
2.57K
$138K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
658+ 0.06% |
$30.1K - $33.3K
|
1.07M
$57.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
648+ 8.24% |
$29.6K - $32.8K
|
8.52K
$457K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
635New |
$29K - $32.2K
|
635
$34.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
634+ 9.6% |
$29K - $32.1K
|
7.24K
$388K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
627+ 2.23% |
$28.7K - $31.8K
|
28.8K
$1.54M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
624+ 19.61% |
$28.5K - $31.6K
|
3.81K
$204K
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
600+ 14.08% |
$27.4K - $30.4K
|
4.86K
$261K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
595+ 3.17% |
$27.2K - $30.1K
|
19.4K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
594+ 24.11% |
$27.2K - $30.1K
|
3.06K
$164K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
578+ 10.71% |
$26.4K - $29.3K
|
5.98K
$321K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
550+ 49.46% |
$25.2K - $27.9K
|
1.66K
$89.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
549+ 1614.71% |
$25.1K - $27.8K
|
583
$31.3K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
549New |
$25.1K - $27.8K
|
549
$29.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
531+ 7.51% |
$24.3K - $26.9K
|
7.6K
$408K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
525+ 2.13% |
$24K - $26.6K
|
25.2K
$1.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
525+ 9.42% |
$24K - $26.6K
|
6.1K
$327K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
516+ 1.74% |
$23.6K - $26.1K
|
30.2K
$1.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
507New |
$23.2K - $25.7K
|
507
$27.2K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
500+ 8.45% |
$22.9K - $25.3K
|
6.42K
$344K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
500New |
$22.9K - $25.3K
|
500
$26.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
493+ 421.37% |
$22.5K - $25K
|
610
$32.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
491+ 18.9% |
$22.5K - $24.9K
|
3.09K
$166K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
487+ 2.93% |
$22.3K - $24.7K
|
17.1K
$917K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
476+ 0.84% |
$21.8K - $24.1K
|
57K
$3.06M
|
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
466+ 8.42% |
$21.3K - $23.6K
|
6K
$322K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
464+ 9.1% |
$21.2K - $23.5K
|
5.56K
$298K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
462+ 6.92% |
$21.1K - $23.4K
|
7.14K
$383K
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
462+ 5.96% |
$21.1K - $23.4K
|
8.21K
$440K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
454+ 0.16% |
$20.8K - $23K
|
283K
$15.2M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
446New |
$20.4K - $22.6K
|
446
$23.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
445+ 8.99% |
$20.4K - $22.5K
|
5.4K
$289K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
444+ 22.37% |
$20.3K - $22.5K
|
2.43K
$130K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
439+ 0.92% |
$20.1K - $22.2K
|
48K
$2.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
438+ 1.56% |
$20K - $22.2K
|
28.5K
$1.53M
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
437+ 0.76% |
$20K - $22.1K
|
57.6K
$3.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
437New |
$20K - $22.1K
|
437
$23.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
430+ 0.36% |
$19.7K - $21.8K
|
119K
$6.36M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
429New |
$19.6K - $21.7K
|
429
$23K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
424New |
$19.4K - $21.5K
|
424
$22.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
422+ 3.76% |
$19.3K - $21.4K
|
11.6K
$624K
|