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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-10.2K- 19.22% |
$466K - $516K
|
42.9K
$2.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-10.5K- 5.6% |
$479K - $530K
|
176K
$9.46M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-10.5K- 17.54% |
$479K - $530K
|
49.2K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-10.5K- 29.34% |
$479K - $531K
|
25.2K
$1.35M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-10.5K- 11.45% |
$482K - $534K
|
81.5K
$4.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-10.6K- 1.74% |
$484K - $535K
|
598K
$32.1M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-10.6K- 2.92% |
$484K - $536K
|
352K
$18.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.7K- 8.71% |
$488K - $540K
|
112K
$5.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-10.7K- 57.02% |
$492K - $544K
|
8.1K
$435K
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-10.8K- 71.52% |
$494K - $547K
|
4.3K
$231K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-10.9K- 7.72% |
$497K - $551K
|
130K
$6.98M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-10.9K- 7.4% |
$498K - $552K
|
136K
$7.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-11K- 8.68% |
$504K - $558K
|
116K
$6.22M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-11.3K- 46.57% |
$515K - $570K
|
12.9K
$693K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-11.3K- 12.39% |
$518K - $573K
|
80K
$4.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-11.4K- 7.6% |
$522K - $578K
|
139K
$7.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-11.5K- 56.57% |
$524K - $580K
|
8.8K
$472K
|
|
|
Feb 07, 2024
Q4 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-11.5K- 7.89% |
$525K - $581K
|
134K
$7.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-11.9K- 15.65% |
$544K - $603K
|
64.2K
$3.44M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-12.3K- 32.81% |
$564K - $624K
|
25.2K
$1.35M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-12.3K- 32.81% |
$564K - $624K
|
25.2K
$1.35M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-12.3K- 61.65% |
$565K - $625K
|
7.68K
$412K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-12.5K- 1.94% |
$570K - $631K
|
629K
$33.7M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-12.8K- 7.79% |
$583K - $646K
|
151K
$8.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-12.8K- 8.57% |
$585K - $648K
|
136K
$7.31M
|
|
|
Aug 13, 2025
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-13.2K- 51.01% |
$602K - $666K
|
12.6K
$678K
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-13.3K- 4.78% |
$610K - $676K
|
266K
$14.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-13.9K- 5.18% |
$634K - $702K
|
254K
$13.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-14.2K- 24.62% |
$647K - $717K
|
43.4K
$2.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-14.4K- 99.7% |
$657K - $727K
|
43
$2.31K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14.4K- 4.36% |
$660K - $731K
|
317K
$17M
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-14.6K- 34.81% |
$669K - $741K
|
27.4K
$1.47M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-14.9K- 7.26% |
$683K - $756K
|
191K
$10.2M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-15K- 15.57% |
$687K - $760K
|
81.4K
$4.37M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-15.1K- 73.81% |
$689K - $763K
|
5.35K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15.2K- 16.0% |
$694K - $769K
|
79.7K
$4.27M
|
|
|
Jan 09, 2024
Q4 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-15.3K- 55.16% |
$700K - $775K
|
12.4K
$668K
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-15.5K- 1.03% |
$707K - $783K
|
1.48M
$79.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-15.5K- 14.46% |
$709K - $785K
|
91.6K
$4.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-15.5K- 1.13% |
$711K - $787K
|
1.35M
$72.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-15.6K- 14.33% |
$714K - $790K
|
93.3K
$5M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-15.7K- 1.06% |
$718K - $795K
|
1.47M
$78.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-16K- 12.45% |
$732K - $811K
|
113K
$6.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-16.4K- 8.25% |
$752K - $832K
|
183K
$9.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-16.5K- 7.39% |
$753K - $833K
|
206K
$11.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.9K- 3.4% |
$771K - $854K
|
478K
$25.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-17.2K- 29.35% |
$785K - $869K
|
41.3K
$2.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-17.3K- 55.75% |
$790K - $875K
|
13.7K
$736K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-17.3K- 3.95% |
$793K - $878K
|
422K
$22.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-17.6K- 56.2% |
$805K - $891K
|
13.7K
$736K
|