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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.19K- 18.47% |
$79.8K - $88.1K
|
9.65K
$414K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-2.21K- 42.02% |
$80.7K - $89.1K
|
3.05K
$131K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.35K- 72.83% |
$86K - $94.9K
|
878
$37.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.38K- 7.49% |
$86.9K - $95.9K
|
29.4K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.4K- 14.11% |
$87.7K - $96.7K
|
14.6K
$627K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-2.41K- 2.98% |
$88.1K - $97.2K
|
78.7K
$3.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.44K- 24.37% |
$89K - $98.2K
|
7.56K
$325K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-2.46K- 21.27% |
$89.8K - $99K
|
9.1K
$391K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-2.5K- 29.27% |
$91.3K - $101K
|
6.04K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.51K- 5.59% |
$91.7K - $101K
|
42.4K
$1.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.53K- 24.79% |
$92.5K - $102K
|
7.68K
$330K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.55K- 12.46% |
$93.1K - $103K
|
17.9K
$769K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.68K- 1.41% |
$97.8K - $108K
|
188K
$8.06M
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-2.73K- 21.69% |
$99.5K - $110K
|
9.84K
$422K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.73K- 17.19% |
$99.9K - $110K
|
13.2K
$566K
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-2.75K- 4.0% |
$101K - $111K
|
66.1K
$2.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.8K- 5.36% |
$102K - $113K
|
49.4K
$2.12M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.84K- 32.89% |
$104K - $114K
|
5.8K
$249K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-2.9K- 16.93% |
$106K - $117K
|
14.2K
$610K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-2.91K- 6.03% |
$106K - $117K
|
45.4K
$1.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-2.92K- 7.0% |
$107K - $118K
|
38.8K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.97K- 4.7% |
$109K - $120K
|
60.2K
$2.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Allie Family Office LLC
|
SELL
|
- |
-3K- 1.89% |
$110K - $121K
|
156K
$6.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-3.02K- 1.58% |
$110K - $122K
|
188K
$8.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-3.03K- 29.73% |
$111K - $122K
|
7.17K
$308K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.06K- 23.86% |
$112K - $123K
|
9.76K
$419K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-3.08K- 13.49% |
$112K - $124K
|
19.7K
$847K
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-3.1K- 1.67% |
$113K - $125K
|
182K
$7.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.12K- 5.08% |
$114K - $126K
|
58.3K
$2.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-3.14K- 4.54% |
$115K - $126K
|
66K
$2.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.15K- 2.34% |
$115K - $127K
|
131K
$5.65M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-3.16K- 37.82% |
$115K - $127K
|
5.19K
$223K
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-3.19K- 7.46% |
$116K - $128K
|
39.5K
$1.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.26K- 14.01% |
$119K - $131K
|
20K
$860K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.35K- 14.01% |
$122K - $135K
|
20.5K
$882K
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-3.35K- 21.22% |
$122K - $135K
|
12.4K
$534K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.4K- 21.2% |
$124K - $137K
|
12.6K
$542K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.43K- 9.0% |
$125K - $138K
|
34.7K
$1.49M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-3.44K- 12.63% |
$126K - $138K
|
23.8K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-3.45K- 4.01% |
$126K - $139K
|
82.7K
$3.55M
|
|
|
Jan 24, 2024
Q4 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-3.52K- 4.69% |
$129K - $142K
|
71.6K
$3.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.54K- 2.75% |
$129K - $143K
|
125K
$5.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.54K- 7.92% |
$129K - $143K
|
41.2K
$1.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-3.58K- 10.29% |
$131K - $144K
|
31.2K
$1.34M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.72K- 8.75% |
$136K - $150K
|
38.8K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.79K- 9.4% |
$139K - $153K
|
36.5K
$1.57M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.84K- 2.78% |
$140K - $155K
|
134K
$5.77M
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-3.92K- 4.77% |
$143K - $158K
|
78.1K
$3.35M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3.93K- 24.11% |
$144K - $158K
|
12.4K
$532K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-3.94K- 7.0% |
$144K - $159K
|
52.4K
$2.25M
|