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 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
399+ 3.16% |
$18.3K - $20.2K
|
13K
$699K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
396+ 0.24% |
$18.1K - $20.1K
|
164K
$8.77M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
385+ 1.25% |
$17.6K - $19.5K
|
31.3K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
380+ 4.07% |
$17.4K - $19.2K
|
9.72K
$521K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
377+ 5.03% |
$17.2K - $19.1K
|
7.87K
$422K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
376+ 4.99% |
$17.2K - $19K
|
7.91K
$424K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
366+ 1.96% |
$16.7K - $18.5K
|
19.1K
$1.02M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
365+ 553.03% |
$16.7K - $18.5K
|
431
$23.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
356+ 1.65% |
$16.3K - $18K
|
22K
$1.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
355+ 3.54% |
$16.2K - $18K
|
10.4K
$557K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
352+ 107.98% |
$16.1K - $17.8K
|
678
$36.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
342+ 30.43% |
$15.6K - $17.3K
|
1.47K
$78.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
335+ 2.6% |
$15.3K - $17K
|
13.2K
$708K
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
330+ 1.63% |
$15.1K - $16.7K
|
20.5K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
329+ 2.44% |
$15K - $16.7K
|
13.8K
$741K
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
328+ 2.49% |
$15K - $16.6K
|
13.5K
$723K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
314New |
$14.4K - $15.9K
|
314
$16.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
313+ 3.12% |
$14.3K - $15.9K
|
10.4K
$556K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
299New |
$13.7K - $15.1K
|
299
$16K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
293+ 52.51% |
$13.4K - $14.8K
|
851
$45.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
292+ 1.72% |
$13.4K - $14.8K
|
17.2K
$925K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
292+ 1.72% |
$13.4K - $14.8K
|
17.2K
$925K
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
291+ 2.36% |
$13.3K - $14.7K
|
12.6K
$676K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
270New |
$12.3K - $13.7K
|
270
$14.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
269+ 89.67% |
$12.3K - $13.6K
|
569
$30.5K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
259+ 291.01% |
$11.8K - $13.1K
|
348
$18.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
253+ 1.55% |
$11.6K - $12.8K
|
16.6K
$890K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
252+ 1.83% |
$11.5K - $12.8K
|
14K
$753K
|
|
|
Feb 15, 2024
Q4 2023
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
247+ 2.42% |
$11.3K - $12.5K
|
10.4K
$560K
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
233+ 4.93% |
$10.7K - $11.8K
|
4.96K
$266K
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
230+ 2.38% |
$10.5K - $11.6K
|
9.89K
$530K
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
222+ 1.14% |
$10.2K - $11.2K
|
19.7K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
219+ 0.67% |
$10K - $11.1K
|
33.1K
$1.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
218+ 1.05% |
$9.97K - $11K
|
21K
$1.13M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
216+ 0.09% |
$9.88K - $10.9K
|
248K
$13.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
215+ 3.09% |
$9.83K - $10.9K
|
7.16K
$384K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
215New |
$9.83K - $10.9K
|
215
$11.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
212+ 3.97% |
$9.7K - $10.7K
|
5.55K
$298K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
210+ 24.73% |
$9.61K - $10.6K
|
1.06K
$56.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
209+ 34.83% |
$9.56K - $10.6K
|
809
$43.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
206+ 4.09% |
$9.42K - $10.4K
|
5.25K
$282K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
204+ 4.1% |
$9.33K - $10.3K
|
5.18K
$278K
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
203+ 1.37% |
$9.29K - $10.3K
|
15.1K
$808K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
199New |
$9.1K - $10.1K
|
199
$10.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
195+ 6.07% |
$8.92K - $9.87K
|
3.41K
$183K
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
167+ 3.85% |
$7.64K - $8.46K
|
4.5K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
162+ 0.98% |
$7.41K - $8.2K
|
16.7K
$896K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
157+ 2.01% |
$7.18K - $7.95K
|
7.97K
$428K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
154New |
$7.04K - $7.8K
|
154
$8.26K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
153+ 2.06% |
$7K - $7.75K
|
7.57K
$406K
|