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 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.5K+ 33.82% |
$781K - $839K
|
80.9K
$3.47M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
20.4KNew |
$780K - $837K
|
20.4K
$876K
|
|
|
Jul 18, 2023
Q2 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
20.4K+ 15.86% |
$779K - $837K
|
149K
$6.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
20.3K+ 1035.13% |
$776K - $834K
|
22.3K
$957K
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
19.5KNew |
$745K - $800K
|
19.5K
$837K
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
18.9K+ 36.56% |
$721K - $774K
|
70.5K
$3.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
18.4K+ 25.14% |
$703K - $755K
|
91.6K
$3.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18.3K+ 3.17% |
$697K - $749K
|
594K
$25.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.1K+ 35.46% |
$692K - $743K
|
69.2K
$2.97M
|
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
17.8K+ 22.58% |
$678K - $729K
|
96.5K
$4.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
17.2K+ 33.15% |
$655K - $703K
|
68.9K
$2.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
17.1K+ 7.98% |
$652K - $700K
|
231K
$9.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
17K+ 60.71% |
$650K - $699K
|
45.1K
$1.94M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
17K+ 2.37% |
$650K - $698K
|
734K
$31.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
17K+ 9.33% |
$648K - $696K
|
199K
$8.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
16.4KNew |
$626K - $673K
|
16.4K
$704K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.1K+ 3.73% |
$617K - $662K
|
449K
$19.3M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
15.7K+ 231.6% |
$599K - $643K
|
22.4K
$964K
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
15.2KNew |
$580K - $623K
|
15.2K
$652K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
15.1K+ 5.25% |
$578K - $621K
|
303K
$13M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
15.1K+ 73.19% |
$575K - $617K
|
35.6K
$1.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
13.7K+ 0.77% |
$525K - $564K
|
1.81M
$77.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
13.6KNew |
$519K - $558K
|
13.6K
$583K
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
13.3KNew |
$508K - $546K
|
13.3K
$571K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
13.3K+ 27.22% |
$506K - $544K
|
62K
$2.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
13.1KNew |
$501K - $538K
|
13.1K
$564K
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
12.8K+ 72.86% |
$490K - $526K
|
30.4K
$1.31M
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
12.7K+ 2.74% |
$485K - $521K
|
476K
$20.4M
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
12.3K+ 11.98% |
$471K - $505K
|
115K
$4.94M
|
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
12K+ 38.75% |
$460K - $494K
|
43.1K
$1.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.9K+ 48.21% |
$455K - $489K
|
36.6K
$1.57M
|
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
11.6K+ 4.53% |
$443K - $476K
|
268K
$11.5M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.5KNew |
$439K - $472K
|
11.5K
$494K
|
|
|
Jul 13, 2023
Q2 2023
|
Innova Wealth Partners
|
BUY
|
- |
11.4KNew |
$435K - $468K
|
11.4K
$489K
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
11.1K+ 4.97% |
$424K - $456K
|
235K
$10.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Verger Capital Management LLC
|
BUY
|
- |
11.1K+ 5.82% |
$424K - $456K
|
202K
$8.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
BUY
|
- |
11.1K+ 0.94% |
$423K - $454K
|
1.18M
$50.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
10.9K+ 18.54% |
$418K - $449K
|
69.9K
$3M
|
|
|
Aug 11, 2023
Q2 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
10.6KNew |
$404K - $434K
|
10.6K
$454K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.5K+ 42.38% |
$400K - $429K
|
35.2K
$1.51M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
10.4K+ 4.25% |
$397K - $427K
|
255K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
10.4K+ 14.7% |
$396K - $426K
|
81K
$3.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
10.4KNew |
$396K - $425K
|
10.4K
$445K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
10.4K+ 10.27% |
$395K - $425K
|
111K
$4.77M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
10.4K+ 10.27% |
$395K - $425K
|
111K
$4.77M
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
10.1K+ 15.41% |
$387K - $416K
|
76K
$3.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
10.1KNew |
$387K - $415K
|
10.1K
$434K
|
|
|
Jul 25, 2023
Q2 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
10K+ 285.96% |
$382K - $410K
|
13.5K
$579K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
9.98K+ 180.77% |
$381K - $410K
|
15.5K
$666K
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
9.98K+ 13.82% |
$381K - $409K
|
82.2K
$3.53M
|