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 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-12K- 65.32% |
$439K - $484K
|
6.38K
$274K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-12.2K- 17.53% |
$446K - $492K
|
57.5K
$2.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-12.2K- 5.48% |
$447K - $493K
|
211K
$9.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-12.6K- 10.2% |
$462K - $510K
|
111K
$4.78M
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-12.7K- 5.17% |
$462K - $510K
|
232K
$9.97M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-12.8K- 0.82% |
$467K - $515K
|
1.55M
$66.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-12.8K- 10.68% |
$468K - $517K
|
107K
$4.6M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-13K- 51.66% |
$475K - $524K
|
12.2K
$522K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-13.1K- 26.05% |
$480K - $530K
|
37.3K
$1.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-13.7K- 0.58% |
$500K - $552K
|
2.36M
$101M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-14K- 26.9% |
$511K - $564K
|
38K
$1.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.3K- 7.97% |
$524K - $578K
|
166K
$7.11M
|
|
|
Jan 30, 2024
Q4 2023
|
Independent Family Office, LLC
|
SELL
|
- |
-14.4K- 28.07% |
$526K - $580K
|
36.9K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-14.5K- 8.79% |
$529K - $584K
|
150K
$6.45M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-14.7K- 6.84% |
$536K - $591K
|
200K
$8.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.2K- 2.92% |
$555K - $612K
|
506K
$21.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-15.2K- 6.65% |
$555K - $612K
|
213K
$9.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-15.4K- 18.38% |
$562K - $620K
|
68.4K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-15.6K- 5.18% |
$570K - $629K
|
286K
$12.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-15.7K- 98.38% |
$573K - $632K
|
258
$11.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-15.7K- 45.86% |
$575K - $634K
|
18.6K
$797K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-15.8K- 63.94% |
$579K - $638K
|
8.93K
$383K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-15.8K- 63.94% |
$579K - $638K
|
8.93K
$383K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-15.9K- 31.32% |
$579K - $639K
|
34.8K
$1.49M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-16K- 17.13% |
$584K - $645K
|
77.4K
$3.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-16.6K- 5.14% |
$607K - $670K
|
307K
$13.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-16.8K- 16.78% |
$613K - $677K
|
83.3K
$3.58M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-17.4K- 23.69% |
$635K - $701K
|
56K
$2.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-17.8K- 77.19% |
$649K - $716K
|
5.25K
$225K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.4K- 3.07% |
$672K - $741K
|
580K
$24.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-19K- 33.68% |
$695K - $766K
|
37.5K
$1.61M
|
|
|
Jan 29, 2024
Q4 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-19.9K- 72.66% |
$727K - $802K
|
7.49K
$322K
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-20.3K- 79.98% |
$742K - $819K
|
5.09K
$218K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-20.3K- 9.14% |
$742K - $819K
|
202K
$8.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-21K- 66.21% |
$766K - $845K
|
10.7K
$459K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-21.3K- 18.83% |
$777K - $857K
|
91.6K
$3.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-21.5K- 6.93% |
$785K - $866K
|
289K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-22.3K- 62.45% |
$815K - $899K
|
13.4K
$576K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-22.8K- 21.69% |
$833K - $919K
|
82.3K
$3.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-23.6K- 8.83% |
$860K - $949K
|
243K
$10.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-23.7K- 94.1% |
$867K - $957K
|
1.49K
$63.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-23.8K- 25.1% |
$870K - $960K
|
71.1K
$3.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24.4K- 19.47% |
$892K - $984K
|
101K
$4.33M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-24.6K- 3.04% |
$900K - $993K
|
787K
$33.8M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-24.6K- 28.39% |
$900K - $993K
|
62.2K
$2.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-24.8K- 46.93% |
$904K - $998K
|
28K
$1.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-24.9K- 3.81% |
$908K - $1M
|
627K
$26.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-25.1K- 11.17% |
$919K - $1.01M
|
200K
$8.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-26.4K- 10.01% |
$965K - $1.06M
|
238K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-27.2K- 8.42% |
$992K - $1.09M
|
295K
$12.7M
|