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 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
2.89KNew |
$110K - $119K
|
2.89K
$124K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.89KNew |
$110K - $119K
|
2.89K
$124K
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
2.88K+ 2.66% |
$110K - $118K
|
111K
$4.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.84K+ 6.1% |
$109K - $117K
|
49.4K
$2.12M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2.84KNew |
$108K - $116K
|
2.84K
$122K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.83K+ 8.37% |
$108K - $116K
|
36.6K
$1.57M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.81K+ 4.41% |
$107K - $115K
|
66.4K
$2.85M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.8K+ 5.71% |
$107K - $115K
|
51.8K
$2.22M
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.73K+ 9.44% |
$104K - $112K
|
31.6K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.71K+ 7.22% |
$103K - $111K
|
40.2K
$1.73M
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
2.7K+ 1.6% |
$103K - $111K
|
171K
$7.36M
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
2.69K+ 10.64% |
$103K - $110K
|
27.9K
$1.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.65K+ 5.37% |
$101K - $109K
|
52K
$2.23M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.58KNew |
$98.7K - $106K
|
2.58K
$111K
|
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
2.56KNew |
$97.9K - $105K
|
2.56K
$110K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
2.44KNew |
$93.2K - $100K
|
2.44K
$105K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.44K+ 14.38% |
$93K - $99.9K
|
19.4K
$832K
|
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
2.42K+ 2.4% |
$92.6K - $99.4K
|
103K
$4.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.41K+ 2.37% |
$92K - $98.8K
|
104K
$4.47M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.38K+ 0.77% |
$91K - $97.8K
|
313K
$13.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.35K+ 8.24% |
$89.7K - $96.4K
|
30.9K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.33K+ 0.75% |
$89.1K - $95.7K
|
313K
$13.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.31K+ 23.17% |
$88.2K - $94.8K
|
12.3K
$527K
|
|
|
Aug 03, 2023
Q2 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
2.28K+ 2.26% |
$87.1K - $93.5K
|
103K
$4.44M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
2.26K+ 4.79% |
$86.1K - $92.5K
|
49.3K
$2.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.23K+ 15.43% |
$85.1K - $91.4K
|
16.7K
$716K
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2.13K+ 25.51% |
$81.4K - $87.4K
|
10.5K
$450K
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.09K+ 27.78% |
$80K - $85.9K
|
9.63K
$413K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
2.09K+ 1.2% |
$79.9K - $85.8K
|
176K
$7.58M
|
|
|
Jul 31, 2023
Q2 2023
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
2.06K+ 5.52% |
$78.7K - $84.5K
|
39.4K
$1.69M
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2.05K+ 24.27% |
$78.2K - $84K
|
10.5K
$450K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
2.04K+ 5.81% |
$77.9K - $83.6K
|
37.1K
$1.59M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.01K+ 1.91% |
$76.8K - $82.5K
|
107K
$4.61M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.91K+ 14.14% |
$72.8K - $78.2K
|
15.4K
$660K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.86K+ 28.21% |
$70.9K - $76.1K
|
8.44K
$362K
|
|
|
Aug 16, 2023
Q2 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
1.84K+ 1.41% |
$70.2K - $75.4K
|
133K
$5.69M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.84K+ 8.93% |
$70.1K - $75.3K
|
22.4K
$961K
|
|
|
Aug 09, 2023
Q2 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
1.82K+ 7.82% |
$69.6K - $74.7K
|
25.1K
$1.08M
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
1.8K+ 4.63% |
$68.9K - $74K
|
40.7K
$1.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.78K+ 13.92% |
$67.9K - $72.9K
|
14.5K
$624K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.73K+ 4.82% |
$66K - $70.9K
|
37.6K
$1.61M
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
1.71K+ 7.1% |
$65.3K - $70.1K
|
25.8K
$1.11M
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.69K+ 1.65% |
$64.4K - $69.1K
|
104K
$4.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.63K+ 14.44% |
$62.4K - $67K
|
13K
$556K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1.55K+ 8.7% |
$59.1K - $63.5K
|
19.3K
$830K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.51K+ 6.85% |
$57.7K - $61.9K
|
23.6K
$1.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.48K+ 2.6% |
$56.4K - $60.6K
|
58.2K
$2.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1.48K+ 6.21% |
$56.4K - $60.6K
|
25.3K
$1.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.48K+ 1.96% |
$56.3K - $60.5K
|
76.7K
$3.29M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.44K+ 23.41% |
$55K - $59K
|
7.59K
$326K
|