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 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-10.3K- 17.21% |
$349K - $406K
|
49.4K
$2.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-10.5K- 95.43% |
$355K - $413K
|
500
$21.5K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-10.6K- 18.65% |
$359K - $418K
|
46.1K
$1.98M
|
|
|
Jan 17, 2023
Q4 2022
|
Forte Asset Management LLC
|
SELL
|
- |
-10.6K- 30.05% |
$359K - $419K
|
24.7K
$1.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-10.7K- 3.48% |
$363K - $423K
|
297K
$12.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-10.7K- 36.13% |
$365K - $425K
|
19K
$815K
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-10.8K- 15.23% |
$366K - $426K
|
60K
$2.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11K- 5.75% |
$372K - $433K
|
180K
$7.72M
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-11K- 71.82% |
$373K - $434K
|
4.31K
$185K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-11.4K- 9.22% |
$386K - $450K
|
112K
$4.81M
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-11.4K- 11.45% |
$388K - $452K
|
88.5K
$3.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-11.6K- 8.08% |
$394K - $459K
|
132K
$5.67M
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-12.1K- 58.81% |
$409K - $477K
|
8.45K
$363K
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-12.1K- 52.92% |
$411K - $479K
|
10.8K
$463K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-12.3K- 26.52% |
$417K - $485K
|
34K
$1.46M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.4K- 15.68% |
$422K - $492K
|
66.9K
$2.87M
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-13.1K- 22.04% |
$443K - $517K
|
46.2K
$1.99M
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-13.1K- 13.24% |
$444K - $517K
|
85.7K
$3.68M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-13.2K- 55.43% |
$447K - $520K
|
10.6K
$454K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-13.4K- 5.16% |
$456K - $531K
|
247K
$10.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-13.4K- 13.52% |
$456K - $532K
|
86K
$3.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-13.5K- 26.24% |
$457K - $532K
|
37.8K
$1.62M
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-13.6K- 31.27% |
$461K - $537K
|
29.8K
$1.28M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.7K- 12.17% |
$466K - $543K
|
99K
$4.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-14K- 15.74% |
$475K - $553K
|
74.9K
$3.22M
|
|
|
Feb 03, 2023
Q4 2022
|
Kabouter Management, LLC
Chicago, IL |
SELL
|
- |
-14.1K- 48.81% |
$480K - $559K
|
14.8K
$637K
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-14.5K- 34.32% |
$491K - $573K
|
27.7K
$1.19M
|
|
|
Nov 13, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
SELL
|
- |
-14.6K- 50.0% |
$495K - $576K
|
14.6K
$626K
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-15K- 16.69% |
$508K - $592K
|
74.7K
$3.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-15.1K- 28.28% |
$511K - $596K
|
38.2K
$1.64M
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-15.3K- 21.12% |
$519K - $605K
|
57.1K
$2.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-15.5K- 48.73% |
$525K - $611K
|
16.3K
$698K
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
SELL
|
- |
-15.8K- 10.74% |
$537K - $625K
|
131K
$5.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-15.8K- 15.71% |
$538K - $627K
|
85K
$3.65M
|
|
|
Feb 06, 2023
Q4 2022
|
Colony Family Offices, LLC
|
SELL
|
- |
-15.9K- 31.81% |
$541K - $630K
|
34.2K
$1.47M
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-16.1K- 22.24% |
$547K - $637K
|
56.3K
$2.42M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
SELL
|
- |
-16.2K- 58.95% |
$548K - $639K
|
11.3K
$483K
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-16.4K- 20.97% |
$556K - $648K
|
61.7K
$2.65M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-16.7K- 53.59% |
$566K - $659K
|
14.4K
$620K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-17.6K- 16.01% |
$596K - $695K
|
92.2K
$3.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-17.7K- 25.59% |
$602K - $701K
|
51.6K
$2.21M
|
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-17.9K- 56.51% |
$608K - $708K
|
13.8K
$592K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.9K- 1.93% |
$609K - $710K
|
911K
$39.1M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-18.2K- 12.9% |
$616K - $718K
|
123K
$5.27M
|
|
|
Feb 03, 2023
Q4 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-18.3K- 45.0% |
$620K - $723K
|
22.3K
$959K
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-19K- 10.46% |
$643K - $749K
|
162K
$6.97M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-19K- 21.06% |
$644K - $751K
|
71.2K
$3.06M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-19.2K- 6.71% |
$650K - $757K
|
266K
$11.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
SELL
|
- |
-19.3K- 29.35% |
$654K - $762K
|
46.4K
$1.99M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-19.4K- 28.22% |
$660K - $769K
|
49.5K
$2.12M
|