Purchases and Sales Made in Q3 2023 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.4K- 14.16% |
$90.6K - $101K
|
14.5K
$624K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-2.42K- 2.36% |
$91.3K - $101K
|
100K
$4.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.43K- 14.58% |
$91.6K - $102K
|
14.2K
$610K
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-2.44K- 1.78% |
$92K - $102K
|
135K
$5.78M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2.44K- 85.24% |
$92.2K - $102K
|
423
$18.2K
|
|
|
Nov 14, 2023
Q3 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-2.5K- 9.41% |
$94.4K - $105K
|
24.1K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.54K- 6.24% |
$95.8K - $106K
|
38.1K
$1.64M
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-2.54K- 2.25% |
$95.9K - $107K
|
110K
$4.74M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.57K- 2.25% |
$97.1K - $108K
|
112K
$4.79M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.59K- 4.86% |
$97.6K - $108K
|
50.6K
$2.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-2.59K- 6.59% |
$97.8K - $109K
|
36.7K
$1.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.66K- 19.45% |
$100K - $111K
|
11K
$472K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.67K- 13.75% |
$101K - $112K
|
16.7K
$718K
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-2.75K- 6.18% |
$104K - $115K
|
41.8K
$1.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-2.77K- 1.84% |
$105K - $116K
|
148K
$6.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.77K- 3.43% |
$105K - $116K
|
78.2K
$3.36M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.86K- 23.77% |
$108K - $120K
|
9.16K
$393K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.86K- 7.18% |
$108K - $120K
|
37K
$1.59M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.9K- 3.05% |
$109K - $121K
|
92.1K
$3.95M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.98K- 8.84% |
$112K - $125K
|
30.7K
$1.32M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.99K- 36.65% |
$113K - $126K
|
5.18K
$222K
|
|
|
Oct 17, 2023
Q3 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-3K- 1.21% |
$113K - $126K
|
245K
$10.5M
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-3K- 8.69% |
$113K - $126K
|
31.5K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-3.11K- 4.2% |
$118K - $131K
|
71K
$3.05M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-3.15K- 18.84% |
$119K - $132K
|
13.5K
$582K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.22K- 19.95% |
$122K - $135K
|
12.9K
$555K
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-3.37K- 20.37% |
$127K - $141K
|
13.2K
$566K
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-3.38K- 1.44% |
$128K - $142K
|
231K
$9.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-3.38K- 5.68% |
$128K - $142K
|
56.1K
$2.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.4K- 1.76% |
$129K - $143K
|
190K
$8.18M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-3.43K- 29.45% |
$130K - $144K
|
8.22K
$353K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.48K- 8.65% |
$131K - $146K
|
36.7K
$1.58M
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-3.51K- 4.36% |
$132K - $147K
|
77K
$3.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Weil Company, Inc.
|
SELL
|
- |
-3.68K- 5.13% |
$139K - $154K
|
68.1K
$2.92M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.77K- 2.16% |
$142K - $158K
|
171K
$7.32M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3.88K- 14.75% |
$146K - $163K
|
22.4K
$962K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.97K- 9.8% |
$150K - $167K
|
36.6K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.99K- 16.95% |
$151K - $167K
|
19.5K
$839K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.01K- 42.33% |
$151K - $168K
|
5.47K
$235K
|
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
SELL
|
- |
-4.02K- 36.43% |
$152K - $169K
|
7.02K
$301K
|
|
|
Nov 01, 2023
Q3 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-4.06K- 29.09% |
$153K - $170K
|
9.89K
$424K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-4.08K- 16.67% |
$154K - $171K
|
20.4K
$874K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-4.09K- 26.24% |
$154K - $171K
|
11.5K
$493K
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-4.1K- 5.06% |
$155K - $172K
|
76.9K
$3.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-4.12K- 73.06% |
$156K - $173K
|
1.52K
$65.3K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-4.15K- 23.75% |
$157K - $174K
|
13.3K
$571K
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-4.19K- 5.93% |
$158K - $176K
|
66.5K
$2.85M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4.43K- 22.39% |
$167K - $186K
|
15.4K
$659K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.45K- 9.87% |
$168K - $187K
|
40.6K
$1.74M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-4.62K- 3.64% |
$175K - $194K
|
122K
$5.26M
|