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 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-126- 0.35% |
$4.7K - $5.36K
|
36.2K
$1.56M
|
|
|
May 19, 2023
Q1 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-127- 1.91% |
$4.73K - $5.4K
|
6.51K
$281K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-128- 0.43% |
$4.77K - $5.44K
|
29.5K
$1.27M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-130- 0.67% |
$4.85K - $5.53K
|
19.2K
$829K
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-132- 1.48% |
$4.92K - $5.61K
|
8.78K
$379K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-143- 3.59% |
$5.33K - $6.08K
|
3.84K
$166K
|
|
|
Apr 27, 2023
Q1 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-143- 40.63% |
$5.33K - $6.08K
|
209
$9.01K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-143- 2.41% |
$5.33K - $6.08K
|
5.79K
$250K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-150- 28.57% |
$5.59K - $6.38K
|
375
$16.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
SELL
|
- |
-150- 0.77% |
$5.59K - $6.38K
|
19.3K
$831K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-150- 0.46% |
$5.59K - $6.38K
|
32.6K
$1.41M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-153- 1.42% |
$5.7K - $6.5K
|
10.7K
$460K
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-162- 2.18% |
$6.04K - $6.89K
|
7.27K
$313K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-167- 12.26% |
$6.22K - $7.1K
|
1.2K
$51.5K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-170- 0.4% |
$6.34K - $7.23K
|
42.8K
$1.85M
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-170- 0.62% |
$6.34K - $7.23K
|
27.1K
$1.17M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-180- 1.83% |
$6.71K - $7.65K
|
9.67K
$417K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-180- 80.72% |
$6.71K - $7.65K
|
43
$1.85K
|
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-180- 0.49% |
$6.71K - $7.65K
|
36.6K
$1.58M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-183- 20.0% |
$6.82K - $7.78K
|
732
$31.6K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-185- 0.4% |
$6.89K - $7.86K
|
45.9K
$1.98M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-189- 5.71% |
$7.04K - $8.03K
|
3.12K
$135K
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-195- 0.45% |
$7.27K - $8.29K
|
43.3K
$1.87M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-195- 2.2% |
$7.27K - $8.29K
|
8.67K
$374K
|
|
|
Apr 06, 2023
Q1 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-200- 0.74% |
$7.45K - $8.5K
|
26.9K
$1.16M
|
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-200- 1.82% |
$7.45K - $8.5K
|
10.8K
$466K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-228- 3.39% |
$8.5K - $9.69K
|
6.5K
$281K
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-232- 80.56% |
$8.65K - $9.86K
|
56
$2.42K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-233- 1.81% |
$8.68K - $9.9K
|
12.6K
$544K
|
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-244- 2.6% |
$9.09K - $10.4K
|
9.13K
$394K
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-250- 3.28% |
$9.32K - $10.6K
|
7.38K
$318K
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-255- 0.2% |
$9.5K - $10.8K
|
126K
$5.43M
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-256- 4.07% |
$9.54K - $10.9K
|
6.03K
$260K
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-257- 3.87% |
$9.58K - $10.9K
|
6.38K
$275K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-265- 1.8% |
$9.88K - $11.3K
|
14.4K
$623K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-266- 3.16% |
$9.91K - $11.3K
|
8.15K
$351K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-294- 3.92% |
$11K - $12.5K
|
7.21K
$311K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-296- 2.06% |
$11K - $12.6K
|
14.1K
$606K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-299Closed |
$11.1K - $12.7K
|
0
$0
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-306- 2.0% |
$11.4K - $13K
|
15K
$648K
|
|
|
May 08, 2023
Q1 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-307- 0.08% |
$11.4K - $13K
|
380K
$16.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-310- 2.14% |
$11.6K - $13.2K
|
14.2K
$612K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-318- 0.22% |
$11.9K - $13.5K
|
143K
$6.15M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-319- 19.9% |
$11.9K - $13.6K
|
1.28K
$55.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-319- 1.85% |
$11.9K - $13.6K
|
16.9K
$728K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-324- 2.54% |
$12.1K - $13.8K
|
12.4K
$536K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-334- 19.21% |
$12.4K - $14.2K
|
1.41K
$60.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-352- 0.31% |
$13.1K - $15K
|
112K
$4.81M
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
SELL
|
- |
-366- 1.03% |
$13.6K - $15.6K
|
35.1K
$1.51M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-370- 1.14% |
$13.8K - $15.7K
|
32K
$1.38M
|