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 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-271- 43.99% |
$9.9K - $10.9K
|
345
$14.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-285- 24.26% |
$10.4K - $11.5K
|
890
$38.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-287- 1.72% |
$10.5K - $11.6K
|
16.4K
$704K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-288- 3.9% |
$10.5K - $11.6K
|
7.09K
$304K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-299- 38.04% |
$10.9K - $12K
|
487
$20.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-329- 5.45% |
$12K - $13.3K
|
5.71K
$245K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-332- 1.78% |
$12.1K - $13.4K
|
18.3K
$787K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-341- 3.35% |
$12.5K - $13.7K
|
9.85K
$423K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-344- 4.9% |
$12.6K - $13.9K
|
6.67K
$286K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-355- 1.23% |
$13K - $14.3K
|
28.4K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-359- 9.02% |
$13.1K - $14.5K
|
3.62K
$155K
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-368- 3.51% |
$13.4K - $14.8K
|
10.1K
$435K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-369- 2.07% |
$13.5K - $14.9K
|
17.4K
$748K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-372- 1.25% |
$13.6K - $15K
|
29.5K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-374- 35.52% |
$13.7K - $15.1K
|
679
$29.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-381- 0.72% |
$13.9K - $15.4K
|
52.4K
$2.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-394- 3.13% |
$14.4K - $15.9K
|
12.2K
$524K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-400- 16.96% |
$14.6K - $16.1K
|
1.96K
$84.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-400- 33.53% |
$14.6K - $16.1K
|
793
$34K
|
|
|
Mar 07, 2024
Q4 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-420- 57.14% |
$15.3K - $16.9K
|
315
$13.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-423- 6.51% |
$15.5K - $17K
|
6.08K
$261K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-424- 12.25% |
$15.5K - $17.1K
|
3.04K
$130K
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-425- 6.06% |
$15.5K - $17.1K
|
6.59K
$283K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-440- 1.84% |
$16.1K - $17.7K
|
23.4K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-446- 0.19% |
$16.3K - $18K
|
231K
$9.91M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-461- 3.03% |
$16.8K - $18.6K
|
14.8K
$634K
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-468- 3.52% |
$17.1K - $18.9K
|
12.8K
$551K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-479- 75.79% |
$17.5K - $19.3K
|
153
$6.57K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-483- 4.6% |
$17.6K - $19.5K
|
10K
$431K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-486- 1.69% |
$17.8K - $19.6K
|
28.2K
$1.21M
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-500- 4.75% |
$18.3K - $20.2K
|
10K
$431K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-507- 0.55% |
$18.5K - $20.4K
|
91.2K
$3.92M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-525- 0.84% |
$19.2K - $21.2K
|
62K
$2.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-527- 2.34% |
$19.3K - $21.2K
|
22K
$943K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-530- 0.82% |
$19.4K - $21.4K
|
63.9K
$2.74M
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-532- 8.63% |
$19.4K - $21.4K
|
5.63K
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
SELL
|
- |
-538- 7.3% |
$19.7K - $21.7K
|
6.83K
$293K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-540- 18.82% |
$19.7K - $21.8K
|
2.33K
$100K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-565- 1.43% |
$20.6K - $22.8K
|
38.9K
$1.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-568- 8.83% |
$20.7K - $22.9K
|
5.86K
$252K
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-578- 6.47% |
$21.1K - $23.3K
|
8.35K
$358K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-580- 1.84% |
$21.2K - $23.4K
|
30.9K
$1.33M
|
|
|
Feb 02, 2024
Q4 2023
|
Ghe, LLC
|
SELL
|
- |
-580- 2.48% |
$21.2K - $23.4K
|
22.8K
$979K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-594- 3.0% |
$21.7K - $23.9K
|
19.2K
$825K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-606- 56.9% |
$22.1K - $24.4K
|
459
$19.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-611- 4.38% |
$22.3K - $24.6K
|
13.3K
$573K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-612- 5.63% |
$22.4K - $24.7K
|
10.3K
$440K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-617- 4.5% |
$22.5K - $24.9K
|
13.1K
$562K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-620- 7.82% |
$22.6K - $25K
|
7.31K
$314K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-623- 10.17% |
$22.8K - $25.1K
|
5.5K
$236K
|