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 05, 2023
Q1 2023
|
Spence Asset Management
|
BUY
|
- |
117+ 6.52% |
$4.36K - $4.97K
|
1.91K
$82.5K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
116New |
$4.32K - $4.93K
|
116
$5K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
104+ 1.79% |
$3.88K - $4.42K
|
5.92K
$255K
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
100+ 0.15% |
$3.73K - $4.25K
|
65K
$2.8M
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
97New |
$3.62K - $4.12K
|
97
$4.18K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
96New |
$3.58K - $4.08K
|
96
$4.14K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
95New |
$3.54K - $4.04K
|
95
$4.1K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
95+ 0.38% |
$3.54K - $4.04K
|
25.3K
$1.09M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
93+ 1.13% |
$3.47K - $3.95K
|
8.36K
$360K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
89+ 45.64% |
$3.32K - $3.78K
|
284
$12.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
88+ 0.36% |
$3.28K - $3.74K
|
24.8K
$1.07M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
81+ 0.12% |
$3.02K - $3.44K
|
67.1K
$2.89M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
74+ 0.81% |
$2.76K - $3.15K
|
9.21K
$397K
|
|
|
Apr 14, 2023
Q1 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
66+ 0.84% |
$2.46K - $2.81K
|
7.89K
$340K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
60+ 1.69% |
$2.24K - $2.55K
|
3.6K
$155K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
53+ 4.58% |
$1.98K - $2.25K
|
1.21K
$52.2K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.58% |
$1.86K - $2.13K
|
8.74K
$377K
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
49+ 0.66% |
$1.83K - $2.08K
|
7.45K
$321K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
45+ 5.84% |
$1.68K - $1.91K
|
816
$35.2K
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
44New |
$1.64K - $1.87K
|
44
$1.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
43+ 0.23% |
$1.6K - $1.83K
|
19K
$821K
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
41+ 0.13% |
$1.53K - $1.74K
|
32.6K
$1.41M
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
35+ 0.29% |
$1.3K - $1.49K
|
12.2K
$527K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
32+ 0.1% |
$1.19K - $1.36K
|
31.5K
$1.36M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
29+ 0.38% |
$1.08K - $1.23K
|
7.73K
$333K
|
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
28+ 0.09% |
$1.04K - $1.19K
|
31.2K
$1.35M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
27+ 0.16% |
$1.01K - $1.15K
|
17.3K
$747K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
27New |
$1.01K - $1.15K
|
27
$1.16K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
25+ 1.34% |
$932 - $1.06K
|
1.9K
$81.8K
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
BUY
|
- |
25+ 0.37% |
$932 - $1.06K
|
6.82K
$294K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
24+ 6.0% |
$894 - $1.02K
|
424
$18.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
22+ 0.25% |
$820 - $935
|
8.66K
$374K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
20+ 0.12% |
$745 - $850
|
17.2K
$742K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
15+ 0.07% |
$559 - $638
|
20.5K
$882K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
15New |
$559 - $638
|
15
$647
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
10+ 1.12% |
$373 - $425
|
903
$38.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
8+ 1.58% |
$298 - $340
|
513
$22.1K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4+ 0.05% |
$149 - $170
|
8.11K
$350K
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
1+ 0.02% |
$37.3 - $42.5
|
5.65K
$244K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 2.94% |
$37.3 - $42.5
|
35
$1.51K
|
|
|
Apr 26, 2023
Q1 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$37.3 - $42.5
|
5.53K
$238K
|
|
|
May 15, 2023
Q1 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1New |
$37.3 - $42.5
|
1
$43.1
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-1- 2.56% |
$37.3 - $42.5
|
38
$1.64K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$37.3 - $42.5
|
81.2K
$3.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1- 0.06% |
$37.3 - $42.5
|
1.63K
$70.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3- 0.07% |
$112 - $128
|
4.27K
$184K
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-3- -0.0% |
$112 - $128
|
66K
$2.85M
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-5- 2.17% |
$186 - $213
|
225
$9.7K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-5- 1.21% |
$186 - $213
|
407
$17.6K
|