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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 1.98% |
$438 - $484
|
617
$26.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
11+ 0.76% |
$402 - $443
|
1.46K
$62.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
10+ 1.85% |
$365 - $403
|
552
$23.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
9+ 1.99% |
$329 - $363
|
462
$19.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
9+ 0.09% |
$329 - $363
|
9.76K
$419K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
9+ 29.03% |
$329 - $363
|
40
$1.72K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 2.01% |
$292 - $322
|
407
$17.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8New |
$292 - $322
|
8
$343
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
7+ 0.94% |
$256 - $282
|
751
$32.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
5+ 0.02% |
$183 - $202
|
24.1K
$1.03M
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
5+ 0.04% |
$183 - $202
|
12.2K
$524K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
4+ 0.03% |
$146 - $161
|
12K
$514K
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
4+ 0.02% |
$146 - $161
|
25.9K
$1.11M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
4New |
$146 - $161
|
4
$172
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3+ 2.04% |
$110 - $121
|
150
$6.44K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 2.07% |
$110 - $121
|
148
$6.35K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2+ 1.96% |
$73.1 - $80.6
|
104
$4.46K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2+ 2.44% |
$73.1 - $80.6
|
84
$3.61K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 3.23% |
$73.1 - $80.6
|
64
$2.75K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.04% |
$73.1 - $80.6
|
4.64K
$199K
|
|
|
Feb 14, 2024
Q4 2023
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
2New |
$73.1 - $80.6
|
2
$85.9
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 3.85% |
$36.5 - $40.3
|
27
$1.16K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$36.5 - $40.3
|
8.72K
$374K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-2- 6.06% |
$73.1 - $80.6
|
31
$1.33K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-4- 3.03% |
$146 - $161
|
128
$5.5K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5- 0.04% |
$183 - $202
|
13.4K
$575K
|
|
|
Jan 29, 2024
Q4 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-6- 3.49% |
$219 - $242
|
166
$7.13K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-9- 0.11% |
$329 - $363
|
8.1K
$348K
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.16% |
$365 - $403
|
6.38K
$274K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-13- 0.18% |
$475 - $524
|
7.24K
$311K
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-19- 0.29% |
$694 - $766
|
6.55K
$281K
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-19- 0.32% |
$694 - $766
|
5.9K
$253K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-20- 10.31% |
$731 - $806
|
174
$7.47K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-23- 1.32% |
$840 - $927
|
1.72K
$73.8K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-23- 33.33% |
$840 - $927
|
46
$1.97K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-28- 0.17% |
$1.02K - $1.13K
|
16.9K
$724K
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-30- 34.88% |
$1.1K - $1.21K
|
56
$2.4K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-35- 0.54% |
$1.28K - $1.41K
|
6.46K
$277K
|
|
|
Jan 29, 2024
Q4 2023
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-37- 0.21% |
$1.35K - $1.49K
|
17.9K
$770K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-38- 0.27% |
$1.39K - $1.53K
|
14.2K
$608K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-43- 0.2% |
$1.57K - $1.73K
|
21.6K
$926K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-45- 0.79% |
$1.64K - $1.81K
|
5.65K
$243K
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-50- 0.24% |
$1.83K - $2.01K
|
20.5K
$880K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-52- 0.57% |
$1.9K - $2.1K
|
9.02K
$387K
|
|
|
Jan 03, 2024
Q4 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-53- 0.16% |
$1.94K - $2.14K
|
32.8K
$1.41M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-56- 2.77% |
$2.05K - $2.26K
|
1.96K
$84.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-61- 1.08% |
$2.23K - $2.46K
|
5.59K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-62- 5.34% |
$2.26K - $2.5K
|
1.1K
$47.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-72- 0.66% |
$2.63K - $2.9K
|
10.8K
$465K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-75- 42.86% |
$2.74K - $3.02K
|
100
$4.29K
|