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
|
Kestra Advisory Services, LLC
|
BUY
|
- |
31.3K+ 12.86% |
$1.43M - $1.59M
|
275K
$14.8M
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
31.2K+ 23.8% |
$1.43M - $1.58M
|
162K
$8.69M
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
31KNew |
$1.42M - $1.57M
|
31K
$1.66M
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
30.2KNew |
$1.38M - $1.53M
|
30.2K
$1.62M
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
30K+ 12.04% |
$1.37M - $1.52M
|
279K
$15M
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
29.9K+ 88.2% |
$1.37M - $1.52M
|
63.9K
$3.43M
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
29.2K+ 3.72% |
$1.34M - $1.48M
|
815K
$43.7M
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
28.5K+ 74.78% |
$1.3M - $1.44M
|
66.5K
$3.57M
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
28.2K+ 30.56% |
$1.29M - $1.43M
|
121K
$6.47M
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
28.2K+ 188.09% |
$1.29M - $1.43M
|
43.1K
$2.31M
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
28.1KNew |
$1.29M - $1.42M
|
28.1K
$1.51M
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
27.9K+ 3.0% |
$1.28M - $1.41M
|
959K
$51.5M
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
27.7KNew |
$1.27M - $1.4M
|
27.7K
$1.49M
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
26.8K+ 30.5% |
$1.22M - $1.36M
|
115K
$6.15M
|
|
May 30, 2024
Q4 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
26.3KNew |
$1.2M - $1.33M
|
26.3K
$1.41M
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
26K+ 14.14% |
$1.19M - $1.32M
|
210K
$11.2M
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
25.9K+ 3.91% |
$1.18M - $1.31M
|
688K
$36.9M
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
25.8KNew |
$1.18M - $1.31M
|
25.8K
$1.38M
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
25.5K+ 11.84% |
$1.17M - $1.29M
|
241K
$12.9M
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
25.5KNew |
$1.17M - $1.29M
|
25.5K
$1.37M
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
25.3K+ 5.59% |
$1.16M - $1.28M
|
478K
$25.6M
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
25K+ 47.28% |
$1.14M - $1.26M
|
77.7K
$4.17M
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
24.9K+ 424.97% |
$1.14M - $1.26M
|
30.7K
$1.65M
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
24.7K+ 4.16% |
$1.13M - $1.25M
|
619K
$33.2M
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
24.6K+ 4.74% |
$1.12M - $1.24M
|
543K
$29.1M
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
24.4KNew |
$1.12M - $1.24M
|
24.4K
$1.31M
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
23.8KNew |
$1.09M - $1.21M
|
23.8K
$1.28M
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
23.2K+ 12.28% |
$1.06M - $1.18M
|
212K
$11.4M
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
23K+ 60.84% |
$1.05M - $1.16M
|
60.8K
$3.26M
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
22.4K+ 1.4% |
$1.03M - $1.14M
|
1.62M
$86.8M
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
22.4K+ 170.43% |
$1.02M - $1.13M
|
35.5K
$1.91M
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
22K+ 77.96% |
$1.01M - $1.12M
|
50.3K
$2.7M
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
21.9KNew |
$1M - $1.11M
|
21.9K
$1.18M
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
21.9K+ 0.92% |
$1M - $1.11M
|
2.41M
$129M
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
21.9K+ 18.39% |
$1M - $1.11M
|
141K
$7.56M
|
|
Feb 05, 2024
Q4 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
21.8K+ 16.04% |
$999K - $1.11M
|
158K
$8.47M
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
21.8K+ 32.33% |
$996K - $1.1M
|
89.2K
$4.78M
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
21.7KNew |
$992K - $1.1M
|
21.7K
$1.16M
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
21.4K+ 11.17% |
$978K - $1.08M
|
213K
$11.4M
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
21.4K+ 19.87% |
$977K - $1.08M
|
129K
$6.91M
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21.3K+ 8.29% |
$975K - $1.08M
|
279K
$14.9M
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
20.8K+ 9.61% |
$951K - $1.05M
|
237K
$12.7M
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20.6K+ 114.21% |
$944K - $1.05M
|
38.7K
$2.08M
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
20.6K+ 90.41% |
$943K - $1.04M
|
43.4K
$2.33M
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
20.4KNew |
$932K - $1.03M
|
20.4K
$1.09M
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
20.3KNew |
$928K - $1.03M
|
20.3K
$1.09M
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
19.8K+ 301.33% |
$905K - $1M
|
26.3K
$1.41M
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
19.6K+ 5.27% |
$896K - $992K
|
392K
$21M
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
19.5KNew |
$891K - $986K
|
19.5K
$1.04M
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
19.3K+ 4.51% |
$884K - $978K
|
448K
$24M
|