Purchases and Sales Made in Q4 2022 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 31, 2023
Q4 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
319+ 1.56% |
$10.8K - $12.6K
|
20.8K
$892K
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
317+ 20.62% |
$10.8K - $12.5K
|
1.85K
$79.6K
|
|
Feb 14, 2023
Q4 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
317New |
$10.8K - $12.5K
|
317
$13.6K
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
314+ 7.94% |
$10.7K - $12.4K
|
4.27K
$183K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
310+ 6.82% |
$10.5K - $12.3K
|
4.86K
$209K
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
BUY
|
- |
306+ 1.81% |
$10.4K - $12.1K
|
17.2K
$737K
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
300+ 26.79% |
$10.2K - $11.9K
|
1.42K
$61K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
299New |
$10.1K - $11.8K
|
299
$12.8K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
299New |
$10.1K - $11.8K
|
299
$12.8K
|
|
Feb 09, 2023
Q4 2022
|
Resolute Advisors LLC
|
BUY
|
- |
276+ 1.48% |
$9.36K - $10.9K
|
18.9K
$812K
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
274+ 1.06% |
$9.3K - $10.8K
|
26.1K
$1.12M
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
250+ 2.23% |
$8.48K - $9.89K
|
11.5K
$493K
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
250+ 4.31% |
$8.48K - $9.89K
|
6.05K
$260K
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
238+ 0.28% |
$8.08K - $9.41K
|
85.8K
$3.68M
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
219+ 73.74% |
$7.43K - $8.66K
|
516
$22.2K
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
217New |
$7.36K - $8.58K
|
217
$9.32K
|
|
Feb 07, 2023
Q4 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
210+ 0.97% |
$7.13K - $8.3K
|
21.8K
$935K
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
208+ 1.52% |
$7.06K - $8.22K
|
13.9K
$597K
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
200New |
$6.79K - $7.91K
|
200
$8.59K
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
172+ 95.56% |
$5.84K - $6.8K
|
352
$15.1K
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
169+ 1.63% |
$5.73K - $6.68K
|
10.5K
$452K
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
165New |
$5.6K - $6.52K
|
165
$7.08K
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
159New |
$5.39K - $6.29K
|
159
$6.83K
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
152New |
$5.16K - $6.01K
|
152
$6.53K
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
150New |
$5.09K - $5.93K
|
150
$6.44K
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
147+ 0.55% |
$4.99K - $5.81K
|
26.7K
$1.15M
|
|
Jan 17, 2023
Q4 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
140+ 1.01% |
$4.75K - $5.54K
|
14K
$599K
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
136+ 1.1% |
$4.61K - $5.38K
|
12.5K
$537K
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
115+ 96.64% |
$3.9K - $4.55K
|
234
$10K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
115New |
$3.9K - $4.55K
|
115
$4.94K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
113+ 1.29% |
$3.83K - $4.47K
|
8.87K
$381K
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
100+ 133.33% |
$3.39K - $3.95K
|
175
$7.51K
|
|
Feb 09, 2023
Q4 2022
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
100+ 0.15% |
$3.39K - $3.95K
|
68.9K
$2.96M
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
99+ 0.75% |
$3.36K - $3.91K
|
13.3K
$570K
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
97+ 1.79% |
$3.29K - $3.84K
|
5.51K
$236K
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
85+ 0.54% |
$2.88K - $3.36K
|
15.9K
$682K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
82+ 0.25% |
$2.78K - $3.24K
|
33.1K
$1.42M
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
82+ 1.29% |
$2.78K - $3.24K
|
6.44K
$277K
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
82+ 12.11% |
$2.78K - $3.24K
|
759
$32.6K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
74New |
$2.51K - $2.93K
|
74
$3.18K
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
70+ 0.54% |
$2.38K - $2.77K
|
13.1K
$563K
|
|
Feb 28, 2023
Q4 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
69+ 0.19% |
$2.34K - $2.73K
|
36.8K
$1.58M
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
68+ 0.72% |
$2.31K - $2.69K
|
9.47K
$406K
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
64New |
$2.17K - $2.53K
|
64
$2.75K
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
62New |
$2.1K - $2.45K
|
62
$2.66K
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
60New |
$2.04K - $2.37K
|
60
$2.58K
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
45+ 0.75% |
$1.53K - $1.78K
|
6.05K
$260K
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
41New |
$1.39K - $1.62K
|
41
$1.76K
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
36New |
$1.22K - $1.42K
|
36
$1.55K
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
35+ 0.32% |
$1.19K - $1.38K
|
10.9K
$466K
|