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 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
999+ 2436.59% |
$37.2K - $42.5K
|
1.04K
$44.6K
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
BUY
|
- |
991+ 0.6% |
$36.9K - $42.1K
|
167K
$7.17M
|
|
Apr 20, 2023
Q1 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
990+ 2.78% |
$36.9K - $42.1K
|
36.5K
$1.57M
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
981+ 5.14% |
$36.6K - $41.7K
|
20.1K
$861K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
953+ 21.59% |
$35.5K - $40.5K
|
5.37K
$230K
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
920+ 2.1% |
$34.3K - $39.1K
|
44.7K
$1.92M
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
918+ 7.23% |
$34.2K - $39K
|
13.6K
$584K
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
891+ 0.24% |
$33.2K - $37.9K
|
370K
$15.9M
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
888+ 18.28% |
$33.1K - $37.7K
|
5.75K
$247K
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
877+ 2.65% |
$32.7K - $37.3K
|
34K
$1.46M
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
851+ 3.59% |
$31.7K - $36.2K
|
24.6K
$1.05M
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
850+ 5.45% |
$31.7K - $36.1K
|
16.5K
$707K
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
848+ 0.84% |
$31.6K - $36K
|
102K
$4.39M
|
|
May 02, 2023
Q1 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
845+ 3.6% |
$31.5K - $35.9K
|
24.3K
$1.04M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
840New |
$31.3K - $35.7K
|
840
$36.1K
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
837+ 1.95% |
$31.2K - $35.6K
|
43.8K
$1.88M
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
803+ 6.34% |
$29.9K - $34.1K
|
13.5K
$579K
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
800+ 14.75% |
$29.8K - $34K
|
6.22K
$267K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
797+ 2.24% |
$29.7K - $33.9K
|
36.4K
$1.56M
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
782+ 12.94% |
$29.1K - $33.2K
|
6.83K
$293K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
777New |
$29K - $33K
|
777
$33.4K
|
|
Apr 24, 2023
Q1 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
760+ 2.47% |
$28.3K - $32.3K
|
31.5K
$1.35M
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
750New |
$28K - $31.9K
|
750
$32.2K
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
747+ 7.18% |
$27.8K - $31.7K
|
11.2K
$479K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
742+ 0.92% |
$27.7K - $31.5K
|
81.7K
$3.51M
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
737+ 4.43% |
$27.5K - $31.3K
|
17.4K
$745K
|
|
May 12, 2023
Q1 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
735New |
$27.4K - $31.2K
|
735
$31.6K
|
|
Apr 18, 2023
Q1 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
729+ 12.88% |
$27.2K - $31K
|
6.39K
$274K
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
BUY
|
- |
729+ 5.19% |
$27.2K - $31K
|
14.8K
$635K
|
|
May 15, 2023
Q1 2023
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
726+ 0.72% |
$27.1K - $30.9K
|
102K
$4.39M
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
717+ 1.57% |
$26.7K - $30.5K
|
46.4K
$1.99M
|
|
Apr 20, 2023
Q1 2023
|
Schwab Charitable Fund
|
BUY
|
- |
711+ 13.34% |
$26.5K - $30.2K
|
6.04K
$259K
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
689+ 2.28% |
$25.7K - $29.3K
|
30.9K
$1.33M
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
687+ 6.12% |
$25.6K - $29.2K
|
11.9K
$511K
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
651+ 1.52% |
$24.3K - $27.7K
|
43.5K
$1.87M
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
635+ 6.4% |
$23.7K - $27K
|
10.6K
$453K
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
BUY
|
- |
625+ 3.46% |
$23.3K - $26.6K
|
18.7K
$803K
|
|
Apr 28, 2023
Q1 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
619+ 1.69% |
$23.1K - $26.3K
|
37.2K
$1.6M
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
613+ 0.71% |
$22.8K - $26.1K
|
86.4K
$3.71M
|
|
Apr 24, 2023
Q1 2023
|
Strid Group, LLC
|
BUY
|
- |
608+ 4.29% |
$22.7K - $25.8K
|
14.8K
$634K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
601New |
$22.4K - $25.5K
|
601
$25.8K
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
571+ 0.76% |
$21.3K - $24.3K
|
75.3K
$3.23M
|
|
May 02, 2023
Q1 2023
|
Kabouter Management, LLC
Chicago, IL |
BUY
|
- |
564+ 3.8% |
$21K - $24K
|
15.4K
$661K
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
543+ 2.59% |
$20.2K - $23.1K
|
21.5K
$922K
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
527+ 4.47% |
$19.6K - $22.4K
|
12.3K
$529K
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
525+ 1.66% |
$19.6K - $22.3K
|
32.1K
$1.38M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
524New |
$19.5K - $22.3K
|
524
$22.5K
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
524New |
$19.5K - $22.3K
|
524
$22.5K
|
|
Apr 13, 2023
Q1 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
515+ 7.38% |
$19.2K - $21.9K
|
7.5K
$322K
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
513+ 2.07% |
$19.1K - $21.8K
|
25.3K
$1.08M
|