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 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-700- 4.73% |
$23.8K - $27.7K
|
14.1K
$605K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-700- 30.46% |
$23.8K - $27.7K
|
1.6K
$68.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-700- 1.32% |
$23.8K - $27.7K
|
52.2K
$2.24M
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-710- 40.57% |
$24.1K - $28.1K
|
1.04K
$44.6K
|
|
|
Mar 11, 2024
Q4 2022
|
Nepc LLC
Boston, MA |
SELL
|
- |
-718- 1.48% |
$24.4K - $28.4K
|
47.8K
$2.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-728- 5.36% |
$24.7K - $28.8K
|
12.9K
$552K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-734- 6.65% |
$24.9K - $29K
|
10.3K
$442K
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-758- 4.46% |
$25.7K - $30K
|
16.2K
$697K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-762- 5.04% |
$25.9K - $30.1K
|
14.4K
$616K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-762- 3.17% |
$25.9K - $30.1K
|
23.3K
$999K
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
SELL
|
- |
-779- 6.35% |
$26.4K - $30.8K
|
11.5K
$494K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-784- 2.96% |
$26.6K - $31K
|
25.7K
$1.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Members Trust CO
|
SELL
|
- |
-793- 3.27% |
$26.9K - $31.4K
|
23.4K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-797- 12.42% |
$27K - $31.5K
|
5.62K
$241K
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-803- 65.55% |
$27.2K - $31.8K
|
422
$18.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-834- 11.71% |
$28.3K - $33K
|
6.29K
$270K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-838- 11.73% |
$28.4K - $33.1K
|
6.3K
$271K
|
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-863- 5.85% |
$29.3K - $34.1K
|
13.9K
$597K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-888- 2.54% |
$30.1K - $35.1K
|
34.1K
$1.46M
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-905- 13.52% |
$30.7K - $35.8K
|
5.79K
$248K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-905- 98.8% |
$30.7K - $35.8K
|
11
$472
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-924- 3.19% |
$31.4K - $36.5K
|
28.1K
$1.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-935- 9.28% |
$31.7K - $37K
|
9.14K
$392K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-938- 14.75% |
$31.8K - $37.1K
|
5.42K
$233K
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-966- 77.03% |
$32.8K - $38.2K
|
288
$12.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
SELL
|
- |
-979- 0.99% |
$33.2K - $38.7K
|
97.8K
$4.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-990- 3.74% |
$33.6K - $39.1K
|
25.5K
$1.1M
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
SELL
|
- |
-1K- 16.62% |
$33.9K - $39.5K
|
5.02K
$215K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-1K- 14.02% |
$33.9K - $39.5K
|
6.14K
$263K
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1K- 11.39% |
$33.9K - $39.5K
|
7.78K
$334K
|
|
|
Feb 14, 2023
Q4 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-1.02K- 0.48% |
$34.5K - $40.2K
|
210K
$9.03M
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.03K- 11.68% |
$34.8K - $40.5K
|
7.75K
$333K
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.03K- 5.73% |
$34.9K - $40.7K
|
16.9K
$728K
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.03K- 2.37% |
$35.1K - $40.9K
|
42.5K
$1.82M
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-1.06K- 4.34% |
$35.8K - $41.7K
|
23.3K
$998K
|
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
SELL
|
- |
-1.06K- 2.0% |
$35.9K - $41.9K
|
51.8K
$2.23M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.06K- 58.87% |
$36K - $42K
|
742
$31.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-1.09K- 16.8% |
$36.8K - $42.9K
|
5.37K
$231K
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.1K- 15.57% |
$37.3K - $43.5K
|
5.96K
$256K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.12K- 12.44% |
$37.9K - $44.2K
|
7.87K
$338K
|
|
|
Jan 24, 2023
Q4 2022
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-1.12K- 4.93% |
$38K - $44.2K
|
21.6K
$927K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.14K- 5.15% |
$38.5K - $44.9K
|
20.9K
$899K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.19K- 6.17% |
$40.5K - $47.2K
|
18.2K
$780K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.22K- 8.82% |
$41.3K - $48.2K
|
12.6K
$540K
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.24K- 0.61% |
$42.2K - $49.2K
|
202K
$8.67M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.25K- 7.96% |
$42.5K - $49.5K
|
14.5K
$622K
|
|
|
Feb 14, 2023
Q4 2022
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-1.26K- 5.62% |
$42.6K - $49.7K
|
21.1K
$905K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.29K- 2.58% |
$43.9K - $51.2K
|
48.9K
$2.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.34K- 2.35% |
$45.5K - $53K
|
55.6K
$2.39M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.4K- 9.17% |
$47.5K - $55.4K
|
13.9K
$596K
|