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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
56.8K+ 41.4% |
$2.17M - $2.33M
|
194K
$8.32M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
56.3K+ 52.93% |
$2.15M - $2.31M
|
163K
$6.98M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
54.8K+ 141.23% |
$2.09M - $2.25M
|
93.5K
$4.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
53.9KNew |
$2.06M - $2.21M
|
53.9K
$2.31M
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
53.7KNew |
$2.05M - $2.2M
|
53.7K
$2.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
53.1K+ 44.88% |
$2.03M - $2.18M
|
171K
$7.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
52.3K+ 77.38% |
$2M - $2.15M
|
120K
$5.15M
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
51.7KNew |
$1.97M - $2.12M
|
51.7K
$2.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.4K+ 2.39% |
$1.96M - $2.11M
|
2.2M
$94.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
51.3K+ 37.44% |
$1.96M - $2.1M
|
188K
$8.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
50.6K+ 5.77% |
$1.93M - $2.07M
|
927K
$39.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Amarillo National Bank
|
BUY
|
- |
47.9K+ 10.94% |
$1.83M - $1.96M
|
485K
$20.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
47.7K+ 23.12% |
$1.82M - $1.96M
|
254K
$10.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
47.6K+ 449.5% |
$1.82M - $1.95M
|
58.2K
$2.5M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
46.9K+ 2.0% |
$1.79M - $1.92M
|
2.39M
$103M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
44.8KNew |
$1.71M - $1.84M
|
44.8K
$1.92M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
44.3K+ 41.87% |
$1.69M - $1.82M
|
150K
$6.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
42.8KNew |
$1.63M - $1.76M
|
42.8K
$1.84M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
42.5K+ 3.77% |
$1.62M - $1.74M
|
1.17M
$50.3M
|
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
41.6K+ 24.9% |
$1.59M - $1.71M
|
209K
$8.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
41.6K+ 4.05% |
$1.59M - $1.71M
|
1.07M
$45.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
40.6K+ 93.7% |
$1.55M - $1.67M
|
84K
$3.6M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
39.9KNew |
$1.52M - $1.64M
|
39.9K
$1.71M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
39.7K+ 50.45% |
$1.52M - $1.63M
|
118K
$5.09M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
39.6K+ 15.38% |
$1.51M - $1.63M
|
297K
$12.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
35.3K+ 44.95% |
$1.35M - $1.45M
|
114K
$4.88M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
34.3K+ 56.44% |
$1.31M - $1.41M
|
95K
$4.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
33.4K+ 20.93% |
$1.28M - $1.37M
|
193K
$8.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
31.8KNew |
$1.22M - $1.31M
|
31.8K
$1.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
31.5KNew |
$1.2M - $1.29M
|
31.5K
$1.35M
|
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
30.3KNew |
$1.16M - $1.24M
|
30.3K
$1.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
29.3K+ 864.79% |
$1.12M - $1.2M
|
32.7K
$1.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
29.2K+ 3.31% |
$1.12M - $1.2M
|
911K
$39.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
29.2K+ 127.12% |
$1.11M - $1.2M
|
52.2K
$2.24M
|
|
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
28.8KNew |
$1.1M - $1.18M
|
28.8K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
27.4K+ 200.66% |
$1.04M - $1.12M
|
41K
$1.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
26.4K+ 18.75% |
$1.01M - $1.08M
|
167K
$7.19M
|
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
BUY
|
- |
26KNew |
$991K - $1.06M
|
26K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
25.2KNew |
$964K - $1.04M
|
25.2K
$1.08M
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
24.7K+ 80.68% |
$941K - $1.01M
|
55.2K
$2.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
24.4K+ 10.53% |
$933K - $1M
|
256K
$11M
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
23.9KNew |
$914K - $982K
|
23.9K
$1.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
23.6K+ 35.22% |
$901K - $968K
|
90.6K
$3.89M
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
23.4KNew |
$893K - $959K
|
23.4K
$1M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
23.1K+ 158.46% |
$882K - $947K
|
37.7K
$1.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22.8K+ 300.84% |
$872K - $937K
|
30.4K
$1.31M
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
22.6K+ 171.17% |
$863K - $927K
|
35.8K
$1.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
21.9K+ 70.05% |
$838K - $900K
|
53.3K
$2.29M
|
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
21.8KNew |
$833K - $895K
|
21.8K
$936K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
20.6K+ 15.39% |
$787K - $846K
|
155K
$6.64M
|