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
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
25K+ 9.99% |
$930K - $1.06M
|
275K
$11.8M
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
25K+ 9.99% |
$930K - $1.06M
|
275K
$11.8M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
24.9K+ 19.63% |
$927K - $1.06M
|
152K
$6.51M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
24.7KNew |
$921K - $1.05M
|
24.7K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
24.2K+ 20.72% |
$902K - $1.03M
|
141K
$6.05M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
23.7K+ 200.18% |
$882K - $1.01M
|
35.5K
$1.52M
|
|
|
May 09, 2023
Q1 2023
|
Allen Investment Management LLC
|
BUY
|
- |
23.6K+ 8.34% |
$879K - $1M
|
306K
$13.2M
|
|
|
May 01, 2023
Q1 2023
|
Grant
|
BUY
|
- |
23.2KNew |
$864K - $986K
|
23.2K
$996K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
22.5KNew |
$837K - $955K
|
22.5K
$964K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
21.7K+ 9.74% |
$809K - $923K
|
245K
$10.5M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.2K+ 35.05% |
$790K - $901K
|
81.7K
$3.51M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
21.1K+ 4.87% |
$788K - $899K
|
456K
$19.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
20.8KNew |
$776K - $885K
|
20.8K
$894K
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
20.8K+ 8.62% |
$775K - $884K
|
262K
$11.3M
|
|
|
May 12, 2023
Q1 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
20.7K+ 64.53% |
$773K - $881K
|
52.9K
$2.27M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
20.6KNew |
$766K - $873K
|
20.6K
$882K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
20K+ 6.91% |
$747K - $852K
|
310K
$13.3M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.3K+ 34.33% |
$721K - $822K
|
75.7K
$3.25M
|
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
19.2KNew |
$717K - $818K
|
19.2K
$826K
|
|
|
Apr 14, 2023
Q1 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
19.1KNew |
$714K - $814K
|
19.1K
$822K
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
18.5K+ 741.36% |
$691K - $788K
|
21K
$903K
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
18.1KNew |
$675K - $769K
|
18.1K
$777K
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
17.8K+ 172.5% |
$662K - $755K
|
28.1K
$1.2M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
17.7K+ 1.38% |
$661K - $754K
|
1.3M
$55.9M
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
17.6KNew |
$656K - $748K
|
17.6K
$756K
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.5KNew |
$653K - $745K
|
17.5K
$753K
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
17.5KNew |
$651K - $743K
|
17.5K
$750K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
17.2K+ 32.26% |
$640K - $730K
|
70.4K
$3.02M
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
16.8K+ 16.69% |
$625K - $713K
|
117K
$5.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
16.6K+ 213.53% |
$617K - $704K
|
24.3K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
National Mutual Funds Management LTD
Sydney, C3 |
BUY
|
- |
16.1KNew |
$599K - $684K
|
16.1K
$690K
|
|
|
May 02, 2023
Q1 2023
|
Armstrong Shaw Associates Inc
|
BUY
|
- |
15.5KNew |
$578K - $659K
|
15.5K
$665K
|
|
|
May 11, 2023
Q1 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
15.4KNew |
$573K - $654K
|
15.4K
$660K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15.3K+ 2.66% |
$572K - $652K
|
593K
$25.4M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
15.2K+ 5.4% |
$567K - $646K
|
297K
$12.7M
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
15.1K+ 194.28% |
$563K - $642K
|
22.9K
$982K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14.9K+ 61.94% |
$557K - $635K
|
39.1K
$1.68M
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
14.4KNew |
$538K - $614K
|
14.4K
$620K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.8K+ 29.45% |
$516K - $589K
|
60.9K
$2.61M
|
|
|
May 15, 2023
Q1 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
13.8KNew |
$514K - $587K
|
13.8K
$592K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.7K+ 33.4% |
$510K - $582K
|
54.7K
$2.35M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
13.6K+ 15.64% |
$508K - $580K
|
101K
$4.33M
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
13.6KNew |
$508K - $580K
|
13.6K
$585K
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
13.5K+ 23.57% |
$502K - $573K
|
70.6K
$3.03M
|
|
|
Nov 21, 2023
Q1 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
13.3KNew |
$497K - $567K
|
13.3K
$573K
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
13.2KNew |
$492K - $561K
|
13.2K
$567K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
13.1K+ 74.83% |
$489K - $557K
|
30.6K
$1.32M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
13.1K+ 116.45% |
$488K - $557K
|
24.4K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.8K+ 101.73% |
$478K - $545K
|
25.4K
$1.09M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
12.8K+ 115.18% |
$475K - $542K
|
23.8K
$1.02M
|