Purchases and Sales Made in Q1 2023 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
511+ 1.7% |
$19K - $21.7K
|
30.6K
$1.32M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
498+ 5.64% |
$18.6K - $21.2K
|
9.32K
$402K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
475+ 7.03% |
$17.7K - $20.2K
|
7.23K
$312K
|
|
|
Apr 05, 2023
Q1 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
470+ 1.36% |
$17.5K - $20K
|
35K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
469+ 2.9% |
$17.5K - $19.9K
|
16.6K
$718K
|
|
|
Apr 13, 2023
Q1 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
464+ 2.56% |
$17.3K - $19.7K
|
18.6K
$800K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
458New |
$17.1K - $19.5K
|
458
$19.8K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
458+ 4.94% |
$17.1K - $19.5K
|
9.73K
$420K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
458+ 7.76% |
$17.1K - $19.5K
|
6.36K
$274K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
450+ 1.5% |
$16.8K - $19.1K
|
30.5K
$1.32M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
442+ 1.3% |
$16.5K - $18.8K
|
34.5K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
439+ 0.29% |
$16.4K - $18.7K
|
150K
$6.45M
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
415+ 6.55% |
$15.5K - $17.6K
|
6.75K
$291K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
399+ 10.14% |
$14.9K - $17K
|
4.34K
$187K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
391+ 3.03% |
$14.6K - $16.6K
|
13.3K
$574K
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
387+ 6.86% |
$14.4K - $16.4K
|
6.03K
$260K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
371+ 1.63% |
$13.8K - $15.8K
|
23.2K
$999K
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
369+ 3.42% |
$13.8K - $15.7K
|
11.1K
$481K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
368+ 1.24% |
$13.7K - $15.6K
|
30K
$1.29M
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
367+ 0.93% |
$13.7K - $15.6K
|
39.8K
$1.72M
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
366+ 19.74% |
$13.6K - $15.6K
|
2.22K
$95.7K
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
365+ 3.34% |
$13.6K - $15.5K
|
11.3K
$487K
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
350+ 6.15% |
$13K - $14.9K
|
6.04K
$261K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
348+ 0.75% |
$13K - $14.8K
|
46.9K
$2.02M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
320+ 1.01% |
$11.9K - $13.6K
|
32.1K
$1.38M
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
283+ 14.48% |
$10.5K - $12K
|
2.24K
$96.5K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
276+ 4.22% |
$10.3K - $11.7K
|
6.82K
$294K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
264+ 7.85% |
$9.84K - $11.2K
|
3.63K
$156K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
259+ 1.55% |
$9.65K - $11K
|
17K
$732K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
251New |
$9.35K - $10.7K
|
251
$10.8K
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
250+ 0.36% |
$9.32K - $10.6K
|
69.1K
$2.98M
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
248+ 0.51% |
$9.24K - $10.5K
|
49.3K
$2.13M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
239+ 0.39% |
$8.91K - $10.2K
|
62.3K
$2.69M
|
|
|
May 04, 2023
Q1 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
237+ 2.0% |
$8.83K - $10.1K
|
12.1K
$523K
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
218+ 1.78% |
$8.12K - $9.27K
|
12.5K
$539K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
200New |
$7.45K - $8.5K
|
200
$8.63K
|
|
|
Sep 26, 2024
Q1 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
193+ 2.83% |
$7.19K - $8.2K
|
7.01K
$302K
|
|
|
Mar 11, 2024
Q1 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
185+ 0.39% |
$6.89K - $7.86K
|
48K
$2.07M
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
178+ 0.1% |
$6.63K - $7.57K
|
182K
$7.87M
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
175+ 2.95% |
$6.52K - $7.44K
|
6.1K
$263K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
175New |
$6.52K - $7.44K
|
175
$7.55K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
165+ 1.44% |
$6.15K - $7.01K
|
11.7K
$503K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
164+ 1.24% |
$6.11K - $6.97K
|
13.4K
$579K
|
|
|
May 09, 2023
Q1 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
155+ 1.87% |
$5.78K - $6.59K
|
8.43K
$363K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
155New |
$5.78K - $6.59K
|
155
$6.69K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
153+ 0.38% |
$5.7K - $6.5K
|
40K
$1.72M
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
150+ 2.79% |
$5.59K - $6.38K
|
5.52K
$238K
|
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
126+ 1.2% |
$4.7K - $5.36K
|
10.6K
$457K
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
125+ 0.47% |
$4.66K - $5.31K
|
26.8K
$1.16M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
124+ 0.99% |
$4.62K - $5.27K
|
12.6K
$545K
|