Purchases and Sales Made in Q4 2023 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
507+ 5.91% |
$18.5K - $20.4K
|
9.09K
$390K
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
494+ 0.44% |
$18K - $19.9K
|
114K
$4.89M
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
492+ 1.11% |
$18K - $19.8K
|
44.7K
$1.92M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
481+ 1.04% |
$17.6K - $19.4K
|
46.9K
$2.01M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
475New |
$17.4K - $19.1K
|
475
$20.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
439+ 1.69% |
$16K - $17.7K
|
26.4K
$1.13M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
432+ 5.2% |
$15.8K - $17.4K
|
8.74K
$375K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
420+ 5.33% |
$15.3K - $16.9K
|
8.3K
$356K
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
415+ 1.49% |
$15.2K - $16.7K
|
28.3K
$1.21M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
400+ 1.27% |
$14.6K - $16.1K
|
32K
$1.37M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
400New |
$14.6K - $16.1K
|
400
$17.2K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
400+ 1.27% |
$14.6K - $16.1K
|
31.9K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Resolute Advisors LLC
|
BUY
|
- |
395+ 2.08% |
$14.4K - $15.9K
|
19.4K
$832K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
368+ 2.28% |
$13.4K - $14.8K
|
16.5K
$708K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
361+ 0.44% |
$13.2K - $14.5K
|
81.6K
$3.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
358New |
$13.1K - $14.4K
|
358
$15.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
352New |
$12.9K - $14.2K
|
352
$15.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
329+ 0.37% |
$12K - $13.3K
|
88.1K
$3.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
320+ 1.51% |
$11.7K - $12.9K
|
21.5K
$922K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
296+ 1.52% |
$10.8K - $11.9K
|
19.8K
$851K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
293+ 1.72% |
$10.7K - $11.8K
|
17.4K
$746K
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
291+ 1.43% |
$10.6K - $11.7K
|
20.7K
$887K
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
287+ 1.47% |
$10.5K - $11.6K
|
19.8K
$848K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
280+ 2.69% |
$10.2K - $11.3K
|
10.7K
$458K
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
263+ 12.23% |
$9.61K - $10.6K
|
2.41K
$104K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
256+ 0.86% |
$9.35K - $10.3K
|
30K
$1.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
250+ 3.04% |
$9.13K - $10.1K
|
8.47K
$364K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
250+ 9.81% |
$9.13K - $10.1K
|
2.8K
$120K
|
|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
246+ 0.09% |
$8.99K - $9.91K
|
266K
$11.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
239+ 0.26% |
$8.73K - $9.63K
|
92.2K
$3.96M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
237New |
$8.66K - $9.55K
|
237
$10.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
228+ 1.67% |
$8.33K - $9.19K
|
13.9K
$597K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
225+ 0.67% |
$8.22K - $9.07K
|
33.6K
$1.44M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
223+ 3.72% |
$8.15K - $8.99K
|
6.22K
$267K
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
216+ 2.68% |
$7.89K - $8.7K
|
8.29K
$356K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
213+ 3.24% |
$7.78K - $8.58K
|
6.79K
$291K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
201+ 3.18% |
$7.34K - $8.1K
|
6.52K
$280K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
200+ 2.39% |
$7.31K - $8.06K
|
8.58K
$368K
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
200+ 0.38% |
$7.31K - $8.06K
|
52.9K
$2.27M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
198New |
$7.23K - $7.98K
|
198
$8.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
196+ 0.88% |
$7.16K - $7.9K
|
22.4K
$963K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
190+ 2.88% |
$6.94K - $7.66K
|
6.78K
$291K
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
175+ 2.31% |
$6.39K - $7.05K
|
7.76K
$333K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
174+ 155.36% |
$6.36K - $7.01K
|
286
$12.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
170+ 0.14% |
$6.21K - $6.85K
|
125K
$5.38M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
169+ 9.88% |
$6.17K - $6.81K
|
1.88K
$80.7K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
169+ 0.99% |
$6.17K - $6.81K
|
17.3K
$741K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
165+ 1.0% |
$6.03K - $6.65K
|
16.6K
$714K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
164+ 1.9% |
$5.99K - $6.61K
|
8.82K
$378K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
157+ 1.46% |
$5.74K - $6.33K
|
10.9K
$470K
|