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 |
---|---|---|---|---|---|---|---|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
12.7K+ 24.9% |
$472K - $539K
|
63.6K
$2.73M
|
|
May 15, 2023
Q1 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
12.6KNew |
$469K - $535K
|
12.6K
$540K
|
|
May 15, 2023
Q1 2023
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
- |
12.5KNew |
$466K - $531K
|
12.5K
$537K
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
12.4K+ 71.5% |
$462K - $527K
|
29.7K
$1.28M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.2K+ 13.54% |
$453K - $517K
|
102K
$4.38M
|
|
May 04, 2023
Q1 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
11.9K+ 9.97% |
$444K - $506K
|
131K
$5.64M
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
11.8K+ 79.96% |
$441K - $503K
|
26.6K
$1.14M
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
11.6K+ 68.22% |
$433K - $494K
|
28.7K
$1.23M
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
11.3K+ 3.81% |
$422K - $481K
|
309K
$13.2M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
11.1K+ 25.54% |
$413K - $471K
|
54.5K
$2.34M
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
10.5K+ 36.73% |
$393K - $448K
|
39.3K
$1.69M
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
10.4K+ 64.43% |
$389K - $443K
|
26.6K
$1.14M
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.3KNew |
$385K - $439K
|
10.3K
$443K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.2K+ 40.06% |
$381K - $434K
|
35.7K
$1.53M
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
10K+ 96.42% |
$374K - $427K
|
20.4K
$878K
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
BUY
|
- |
10K+ 3.73% |
$374K - $426K
|
279K
$12M
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
10KNew |
$374K - $426K
|
10K
$431K
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10K+ 42.5% |
$373K - $426K
|
33.6K
$1.44M
|
|
May 02, 2023
Q1 2023
|
Nkcfo LLC
|
BUY
|
- |
10KNew |
$373K - $425K
|
10K
$429K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.97K+ 6.03% |
$372K - $424K
|
175K
$7.52M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9.82K+ 28.81% |
$366K - $417K
|
43.9K
$1.89M
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
9.81KNew |
$365K - $417K
|
9.81K
$421K
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
9.8KNew |
$365K - $416K
|
9.8K
$421K
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
9.67K+ 7.9% |
$360K - $411K
|
132K
$5.67M
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.57K+ 151.33% |
$357K - $407K
|
15.9K
$682K
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
9.44K+ 4.41% |
$352K - $401K
|
224K
$9.6M
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
9.39KNew |
$350K - $399K
|
9.39K
$403K
|
|
May 05, 2023
Q1 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
9.23K+ 21.71% |
$344K - $392K
|
51.7K
$2.22M
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
9.23K+ 23.34% |
$344K - $392K
|
48.8K
$2.09M
|
|
Apr 27, 2023
Q1 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
9.16K+ 1.15% |
$341K - $389K
|
809K
$34.7M
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
9.09K+ 9.0% |
$339K - $386K
|
110K
$4.73M
|
|
May 15, 2023
Q1 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
9K+ 18.0% |
$335K - $383K
|
59K
$2.53M
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
8.93KNew |
$333K - $380K
|
8.93K
$383K
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
8.84K+ 9.4% |
$329K - $376K
|
103K
$4.41M
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
8.5K+ 6.82% |
$317K - $361K
|
133K
$5.72M
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
8.13KNew |
$303K - $345K
|
8.13K
$349K
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
8.08K+ 24.32% |
$301K - $344K
|
41.3K
$1.77M
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
7.99KNew |
$298K - $340K
|
7.99K
$343K
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
7.89KNew |
$294K - $335K
|
7.89K
$339K
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
7.78K+ 20.91% |
$290K - $331K
|
45K
$1.93M
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
7.58K+ 5.41% |
$283K - $322K
|
148K
$6.34M
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
7.55K+ 31.72% |
$281K - $321K
|
31.3K
$1.34M
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7.32KNew |
$273K - $311K
|
7.32K
$314K
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7.17K+ 11.38% |
$267K - $305K
|
70.2K
$3.01M
|
|
May 04, 2023
Q1 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
7.04K+ 5.55% |
$262K - $299K
|
134K
$5.75M
|
|
May 01, 2023
Q1 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
6.86K+ 3.92% |
$256K - $292K
|
182K
$7.8M
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
6.82K+ 49.46% |
$254K - $290K
|
20.6K
$885K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.76K+ 2.22% |
$252K - $287K
|
311K
$13.4M
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
6.7KNew |
$250K - $285K
|
6.7K
$288K
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
6.67KNew |
$249K - $283K
|
6.67K
$286K
|