Purchases and Sales Made in Q3 2022 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.8K+ 45.1% |
$202K - $238K
|
18.7K
$802K
|
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
BUY
|
- |
5.8K+ 313.51% |
$202K - $238K
|
7.65K
$328K
|
|
|
Nov 10, 2022
Q3 2022
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
5.78KNew |
$202K - $237K
|
5.78K
$248K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.76K+ 16.96% |
$201K - $236K
|
39.7K
$1.71M
|
|
|
Oct 14, 2022
Q3 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
5.73K+ 9.52% |
$200K - $235K
|
65.8K
$2.83M
|
|
|
Nov 09, 2022
Q3 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
5.68K+ 3.46% |
$198K - $233K
|
170K
$7.29M
|
|
|
Oct 13, 2022
Q3 2022
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
5.68K+ 2.04% |
$198K - $233K
|
284K
$12.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
5.58K+ 2.19% |
$195K - $229K
|
260K
$11.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
5.56K+ 19.67% |
$194K - $228K
|
33.9K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
5.44K+ 0.27% |
$190K - $223K
|
2.02M
$86.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
5.38KNew |
$188K - $221K
|
5.38K
$231K
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
5.26K+ 83.74% |
$184K - $216K
|
11.5K
$496K
|
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5.26K+ 5.59% |
$183K - $216K
|
99.3K
$4.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
5.23K+ 26.43% |
$182K - $215K
|
25K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.02K+ 12.23% |
$175K - $206K
|
46.1K
$1.98M
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
5.01K+ 1.19% |
$175K - $206K
|
428K
$18.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4.67K+ 35.08% |
$163K - $192K
|
18K
$772K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
4.59KNew |
$160K - $188K
|
4.59K
$197K
|
|
|
Nov 14, 2022
Q3 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
4.41K+ 6.61% |
$154K - $181K
|
71.1K
$3.05M
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
4.4K+ 24.98% |
$154K - $181K
|
22K
$945K
|
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
BUY
|
- |
4.36K+ 12.71% |
$152K - $179K
|
38.7K
$1.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.23K+ 6.8% |
$147K - $174K
|
66.4K
$2.85M
|
|
|
Feb 27, 2023
Q3 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
4.21KNew |
$147K - $173K
|
4.21K
$181K
|
|
|
Oct 27, 2023
Q3 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
4.21KNew |
$147K - $173K
|
4.21K
$181K
|
|
|
Nov 09, 2022
Q3 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4.15KNew |
$145K - $170K
|
4.15K
$178K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3.98K+ 9.4% |
$139K - $163K
|
46.3K
$1.99M
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.85KNew |
$134K - $158K
|
3.85K
$165K
|
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
BUY
|
- |
3.5K+ 9.02% |
$122K - $144K
|
42.3K
$1.82M
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
3.47K+ 10.26% |
$121K - $142K
|
37.3K
$1.6M
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
3.46K+ 21.03% |
$121K - $142K
|
19.9K
$855K
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
3.45K+ 26515.38% |
$120K - $141K
|
3.46K
$149K
|
|
|
Nov 07, 2022
Q3 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
3.41K+ 42.87% |
$119K - $140K
|
11.4K
$488K
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.33K+ 7.64% |
$116K - $137K
|
46.9K
$2.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.25K+ 14.41% |
$113K - $134K
|
25.8K
$1.11M
|
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
3.23K+ 8.76% |
$113K - $133K
|
40.1K
$1.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
3.2K+ 8.96% |
$112K - $131K
|
38.9K
$1.67M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3.16K+ 15.34% |
$110K - $130K
|
23.7K
$1.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Agricole S A
|
BUY
|
- |
2.82K+ 41.05% |
$98.4K - $116K
|
9.69K
$416K
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
2.8K+ 9.75% |
$97.7K - $115K
|
31.5K
$1.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.74K+ 244.73% |
$95.6K - $113K
|
3.86K
$166K
|
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.74K+ 82.35% |
$95.4K - $112K
|
6.06K
$260K
|
|
|
Oct 11, 2022
Q3 2022
|
Steph & CO
|
BUY
|
- |
2.73K+ 6.77% |
$95.3K - $112K
|
43.1K
$1.85M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.72K+ 54.32% |
$94.9K - $112K
|
7.73K
$332K
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
2.61K+ 4.8% |
$91K - $107K
|
56.9K
$2.44M
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.59K+ 5.8% |
$90.3K - $106K
|
47.2K
$2.03M
|
|
|
Oct 26, 2022
Q3 2022
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
2.58K+ 16.65% |
$90K - $106K
|
18.1K
$775K
|
|
|
Nov 10, 2022
Q3 2022
|
Kabouter Management, LLC
Chicago, IL |
BUY
|
- |
2.57K+ 9.74% |
$89.7K - $106K
|
29K
$1.24M
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.57K+ 40.82% |
$89.6K - $105K
|
8.86K
$380K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.56KNew |
$89.3K - $105K
|
2.56K
$110K
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
2.56K+ 2.07% |
$89.3K - $105K
|
126K
$5.43M
|