Purchases and Sales Made in Q2 2023 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
74+ 0.78% |
$2.83K - $3.04K
|
9.54K
$410K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
74New |
$2.83K - $3.04K
|
74
$3.18K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
70+ 0.21% |
$2.67K - $2.87K
|
32.7K
$1.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
68+ 0.73% |
$2.6K - $2.79K
|
9.41K
$404K
|
|
|
Jul 14, 2023
Q2 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
67+ 0.21% |
$2.56K - $2.75K
|
31.4K
$1.35M
|
|
|
Aug 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
65+ 0.61% |
$2.48K - $2.67K
|
10.8K
$463K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
65+ 0.2% |
$2.48K - $2.67K
|
32K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
60+ 0.09% |
$2.29K - $2.46K
|
69.2K
$2.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
59+ 0.73% |
$2.25K - $2.42K
|
8.17K
$351K
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
58+ 0.76% |
$2.22K - $2.38K
|
7.66K
$329K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
56+ 2.85% |
$2.14K - $2.3K
|
2.02K
$86.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
53+ 0.32% |
$2.02K - $2.17K
|
16.7K
$719K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
51+ 0.14% |
$1.95K - $2.09K
|
35.8K
$1.54M
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
50+ 0.05% |
$1.91K - $2.05K
|
110K
$4.73M
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
50+ 0.22% |
$1.91K - $2.05K
|
22.9K
$984K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
46+ 0.09% |
$1.76K - $1.89K
|
53.2K
$2.28M
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
43+ 0.76% |
$1.64K - $1.76K
|
5.69K
$244K
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
42+ 0.77% |
$1.6K - $1.72K
|
5.49K
$236K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
41+ 0.77% |
$1.57K - $1.68K
|
5.38K
$231K
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
BUY
|
- |
39+ 0.08% |
$1.49K - $1.6K
|
46.7K
$2M
|
|
|
Jul 31, 2023
Q2 2023
|
Ghe, LLC
|
BUY
|
- |
35+ 0.15% |
$1.34K - $1.44K
|
23.4K
$1M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
35New |
$1.34K - $1.44K
|
35
$1.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
34+ 0.6% |
$1.3K - $1.39K
|
5.73K
$246K
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
33+ 0.65% |
$1.26K - $1.35K
|
5.12K
$220K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
33+ 0.64% |
$1.26K - $1.35K
|
5.2K
$223K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
33+ 0.05% |
$1.26K - $1.35K
|
70.7K
$3.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
32+ 0.23% |
$1.22K - $1.31K
|
13.7K
$587K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
31+ 26.72% |
$1.18K - $1.27K
|
147
$6.31K
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
30+ 0.16% |
$1.15K - $1.23K
|
18.3K
$784K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.07% |
$993 - $1.07K
|
36.4K
$1.56M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
26+ 0.5% |
$993 - $1.07K
|
5.22K
$224K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
25+ 0.2% |
$955 - $1.03K
|
12.3K
$526K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
25+ 0.05% |
$955 - $1.03K
|
46.4K
$1.99M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
24+ 85.71% |
$917 - $984
|
52
$2.23K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
24+ 0.17% |
$917 - $984
|
14.2K
$610K
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
23+ 0.26% |
$878 - $943
|
8.8K
$378K
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
21+ 0.15% |
$802 - $861
|
14.1K
$604K
|
|
|
Jul 19, 2023
Q2 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
20+ 0.24% |
$764 - $820
|
8.22K
$353K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
20New |
$764 - $820
|
20
$859
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
18+ 0.33% |
$687 - $738
|
5.54K
$238K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
17+ 1.11% |
$649 - $697
|
1.55K
$66.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
17+ 0.08% |
$649 - $697
|
20.8K
$895K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
14+ 0.13% |
$535 - $574
|
10.9K
$470K
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
14+ 0.09% |
$535 - $574
|
16.2K
$696K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
11+ 0.68% |
$420 - $451
|
1.64K
$70.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
BUY
|
- |
11+ 0.18% |
$420 - $451
|
6.27K
$269K
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
11+ 0.39% |
$420 - $451
|
2.87K
$123K
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.16% |
$382 - $410
|
6.39K
$274K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
9+ 0.05% |
$344 - $369
|
19.8K
$849K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
9+ 0.28% |
$344 - $369
|
3.25K
$140K
|