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 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.93KNew |
$217K - $239K
|
5.93K
$255K
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
5.9K+ 73.75% |
$216K - $238K
|
13.9K
$597K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
5.79KNew |
$212K - $233K
|
5.79K
$249K
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
BUY
|
- |
5.79K+ 5.75% |
$212K - $233K
|
106K
$4.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
5.72KNew |
$209K - $231K
|
5.72K
$246K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
5.69KNew |
$208K - $229K
|
5.69K
$244K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
5.62K+ 64.54% |
$205K - $227K
|
14.3K
$615K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
5.53K+ 376.88% |
$202K - $223K
|
6.99K
$300K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5.51KNew |
$201K - $222K
|
5.51K
$236K
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
5.5K+ 12500.0% |
$201K - $222K
|
5.54K
$238K
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
5.5K+ 128.5% |
$201K - $222K
|
9.78K
$420K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
5.46KNew |
$199K - $220K
|
5.46K
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
5.39K+ 13465.0% |
$197K - $217K
|
5.43K
$233K
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
5.38KNew |
$196K - $217K
|
5.38K
$231K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
5.38KNew |
$196K - $217K
|
5.38K
$231K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.34KNew |
$195K - $215K
|
5.34K
$229K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
5.28KNew |
$193K - $213K
|
5.28K
$227K
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
5.22K+ 7.06% |
$191K - $210K
|
79.1K
$3.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
5.21KNew |
$190K - $210K
|
5.21K
$224K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
5.2K+ 65.69% |
$190K - $210K
|
13.1K
$563K
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
5.18KNew |
$189K - $209K
|
5.18K
$222K
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
5.1KNew |
$186K - $206K
|
5.1K
$219K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
BUY
|
- |
5.1KNew |
$186K - $205K
|
5.1K
$219K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
5.08KNew |
$186K - $205K
|
5.08K
$218K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
5.07KNew |
$185K - $204K
|
5.07K
$218K
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
5.05KNew |
$185K - $204K
|
5.05K
$217K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
5.04KNew |
$184K - $203K
|
5.04K
$216K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
5.02K+ 13.28% |
$183K - $202K
|
42.8K
$1.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
5KNew |
$183K - $202K
|
5K
$215K
|
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
5KNew |
$183K - $202K
|
5K
$215K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.96K+ 2.91% |
$181K - $200K
|
175K
$7.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
4.95K+ 43.54% |
$181K - $199K
|
16.3K
$700K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.84K+ 3.29% |
$177K - $195K
|
152K
$6.52M
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
BUY
|
- |
4.78KNew |
$175K - $193K
|
4.78K
$205K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.69K+ 118.48% |
$171K - $189K
|
8.66K
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.69K+ 12.66% |
$171K - $189K
|
41.7K
$1.79M
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.49K+ 60.36% |
$164K - $181K
|
11.9K
$513K
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
4.45K+ 3.92% |
$163K - $179K
|
118K
$5.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4.42K+ 69.47% |
$162K - $178K
|
10.8K
$463K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.35K+ 30.92% |
$159K - $175K
|
18.4K
$791K
|
|
|
Feb 05, 2024
Q4 2023
|
Del Sette Capital Management, LLC
|
BUY
|
- |
4.34K+ 4.22% |
$158K - $175K
|
107K
$4.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
4.31K+ 7.25% |
$158K - $174K
|
63.7K
$2.74M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.24K+ 56.4% |
$155K - $171K
|
11.8K
$505K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.21K+ 7.73% |
$154K - $170K
|
58.7K
$2.52M
|
|
|
May 30, 2024
Q4 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
4.21KNew |
$154K - $170K
|
4.21K
$181K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
4.18K+ 10.42% |
$153K - $169K
|
44.3K
$1.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4.17KNew |
$152K - $168K
|
4.17K
$179K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
4.17K+ 9.28% |
$152K - $168K
|
49.1K
$2.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4.13KNew |
$151K - $167K
|
4.13K
$177K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.11K+ 11.24% |
$150K - $166K
|
40.7K
$1.75M
|