Purchases and Sales Made in Q1 2023 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES MSCI EMERGING MARKETS .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
202K+ 438.03% |
$7.54M - $8.6M
|
249K
$10.7M
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
191KNew |
$7.13M - $8.13M
|
191K
$8.21M
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
187K+ 81.49% |
$6.98M - $7.96M
|
417K
$17.9M
|
|
May 16, 2023
Q1 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
185KNew |
$6.88M - $7.85M
|
185K
$7.93M
|
|
May 12, 2023
Q1 2023
|
Sharp Capital Gestora De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
179KNew |
$6.68M - $7.61M
|
179K
$7.69M
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
176K+ 1015.57% |
$6.55M - $7.47M
|
193K
$8.29M
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
174KNew |
$6.5M - $7.41M
|
174K
$7.49M
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
172K+ 1.44% |
$6.42M - $7.33M
|
12.1M
$522M
|
|
Dec 18, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
168KNew |
$6.25M - $7.13M
|
168K
$7.2M
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
153K+ 9.64% |
$5.72M - $6.52M
|
1.74M
$74.9M
|
|
Apr 14, 2023
Q1 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
152KNew |
$5.67M - $6.46M
|
152K
$6.53M
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
150KNew |
$5.59M - $6.38M
|
150K
$6.44M
|
|
May 15, 2023
Q1 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
149K+ 12.74% |
$5.57M - $6.35M
|
1.32M
$56.8M
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
149K+ 89.6% |
$5.55M - $6.33M
|
315K
$13.5M
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
145KNew |
$5.41M - $6.17M
|
145K
$6.23M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
136K+ 24.28% |
$5.08M - $5.79M
|
697K
$29.9M
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
130KNew |
$4.83M - $5.5M
|
130K
$5.56M
|
|
Apr 26, 2023
Q1 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
129KNew |
$4.8M - $5.47M
|
129K
$5.52M
|
|
May 12, 2023
Q1 2023
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
127KNew |
$4.72M - $5.38M
|
127K
$5.44M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
126K+ 11.58% |
$4.68M - $5.34M
|
1.21M
$51.9M
|
|
Apr 26, 2023
Q1 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
125KNew |
$4.67M - $5.32M
|
125K
$5.38M
|
|
May 12, 2023
Q1 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
120K+ 630.93% |
$4.49M - $5.12M
|
139K
$5.99M
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
114K+ 7.09% |
$4.23M - $4.82M
|
1.71M
$73.6M
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
113K+ 364.45% |
$4.22M - $4.81M
|
144K
$6.2M
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
110KNew |
$4.12M - $4.69M
|
110K
$4.74M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
109K+ 17.99% |
$4.06M - $4.63M
|
714K
$30.7M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
108K+ 7.99% |
$4.03M - $4.6M
|
1.46M
$62.7M
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
108K+ 1057.62% |
$4.03M - $4.59M
|
118K
$5.08M
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
108KNew |
$4.02M - $4.59M
|
108K
$4.64M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
107K+ 15.74% |
$3.98M - $4.54M
|
785K
$33.7M
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
103K+ 370.68% |
$3.83M - $4.37M
|
130K
$5.6M
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
98K+ 192.36% |
$3.65M - $4.17M
|
149K
$6.4M
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
96.1K+ 1033.91% |
$3.58M - $4.09M
|
105K
$4.53M
|
|
May 02, 2023
Q1 2023
|
Del Sette Capital Management, LLC
|
BUY
|
- |
92.7K+ 379.14% |
$3.46M - $3.94M
|
117K
$5.03M
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
91.8K+ 24.74% |
$3.42M - $3.9M
|
463K
$19.9M
|
|
May 04, 2023
Q1 2023
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
91.2K+ 129.31% |
$3.4M - $3.88M
|
162K
$6.94M
|
|
May 04, 2023
Q1 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
89.8K+ 53.95% |
$3.35M - $3.82M
|
256K
$11M
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
89.4KNew |
$3.33M - $3.8M
|
89.4K
$3.84M
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
89.4KNew |
$3.33M - $3.8M
|
89.4K
$3.84M
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
89KNew |
$3.32M - $3.78M
|
89K
$3.82M
|
|
May 12, 2023
Q1 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
89K+ 19.26% |
$3.32M - $3.78M
|
551K
$23.7M
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
86.5K+ 171.72% |
$3.22M - $3.68M
|
137K
$5.88M
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
85.6KNew |
$3.19M - $3.64M
|
85.6K
$3.68M
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
85.2K+ 272.9% |
$3.18M - $3.62M
|
116K
$5M
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
82.2K+ 50.63% |
$3.06M - $3.49M
|
244K
$10.5M
|
|
May 15, 2023
Q1 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
78.5KNew |
$2.92M - $3.33M
|
78.5K
$3.37M
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
77.4KNew |
$2.89M - $3.29M
|
77.4K
$3.32M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
75.3K+ 31.73% |
$2.81M - $3.2M
|
313K
$13.4M
|
|
Apr 17, 2023
Q1 2023
|
Guild Investment Management, Inc.
|
BUY
|
- |
72.4KNew |
$2.7M - $3.08M
|
72.4K
$3.11M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
70.6K+ 7.39% |
$2.63M - $3M
|
1.03M
$44.1M
|