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 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-372- 2.17% |
$13.9K - $15.8K
|
16.8K
$723K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-380- 1.63% |
$14.2K - $16.2K
|
22.9K
$987K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-384- 4.53% |
$14.3K - $16.3K
|
8.1K
$349K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-387- 9.51% |
$14.4K - $16.4K
|
3.68K
$159K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-390- 2.71% |
$14.5K - $16.6K
|
14K
$603K
|
|
|
May 12, 2023
Q1 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-390- 1.21% |
$14.5K - $16.6K
|
32K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-400- 3.97% |
$14.9K - $17K
|
9.68K
$417K
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-400- 12.43% |
$14.9K - $17K
|
2.82K
$122K
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-410- 0.96% |
$15.3K - $17.4K
|
42.2K
$1.82M
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-415- 3.25% |
$15.5K - $17.6K
|
12.3K
$532K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-420- 3.71% |
$15.7K - $17.9K
|
10.9K
$471K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-432- 1.72% |
$16.1K - $18.4K
|
24.7K
$1.07M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-444- 1.28% |
$16.5K - $18.9K
|
34.3K
$1.48M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-445- 0.37% |
$16.6K - $18.9K
|
121K
$5.21M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-452- 0.73% |
$16.8K - $19.2K
|
61.3K
$2.64M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-456- 0.43% |
$17K - $19.4K
|
106K
$4.58M
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-462- 4.95% |
$17.2K - $19.6K
|
8.88K
$383K
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-465- 2.5% |
$17.3K - $19.8K
|
18.2K
$784K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-467- 22.59% |
$17.4K - $19.8K
|
1.6K
$69K
|
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-474- 1.29% |
$17.7K - $20.1K
|
36.4K
$1.57M
|
|
|
May 09, 2023
Q1 2023
|
Resolute Advisors LLC
|
SELL
|
- |
-491- 2.6% |
$18.3K - $20.9K
|
18.4K
$794K
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-494- 2.41% |
$18.4K - $21K
|
20K
$864K
|
|
|
May 08, 2023
Q1 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-500- 7.91% |
$18.6K - $21.3K
|
5.83K
$251K
|
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-503- 8.11% |
$18.7K - $21.4K
|
5.7K
$246K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-510- 2.51% |
$19K - $21.7K
|
19.8K
$853K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-511- 7.42% |
$19K - $21.7K
|
6.37K
$275K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-513- 2.82% |
$19.1K - $21.8K
|
17.7K
$761K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-536- 5.34% |
$20K - $22.8K
|
9.5K
$410K
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-544- 7.49% |
$20.3K - $23.1K
|
6.72K
$290K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-548- 3.18% |
$20.4K - $23.3K
|
16.7K
$720K
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-574- 4.04% |
$21.4K - $24.4K
|
13.6K
$588K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-578- 5.69% |
$21.5K - $24.6K
|
9.59K
$413K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-587- 99.66% |
$21.9K - $24.9K
|
2
$86.3
|
|
|
May 04, 2023
Q1 2023
|
Independent Family Office, LLC
|
SELL
|
- |
-595- 1.16% |
$22.2K - $25.3K
|
50.7K
$2.19M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-596- 2.37% |
$22.2K - $25.3K
|
24.6K
$1.06M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-602- 3.63% |
$22.4K - $25.6K
|
16K
$689K
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-610- 4.42% |
$22.7K - $25.9K
|
13.2K
$568K
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-620- 2.62% |
$23.1K - $26.4K
|
23.1K
$995K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-625- 2.55% |
$23.3K - $26.6K
|
23.9K
$1.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-630- 7.91% |
$23.5K - $26.8K
|
7.34K
$316K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-639- 0.95% |
$23.8K - $27.2K
|
66.8K
$2.88M
|
|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-642- 9.43% |
$23.9K - $27.3K
|
6.16K
$266K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-651- 6.32% |
$24.3K - $27.7K
|
9.65K
$416K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-655- 2.64% |
$24.4K - $27.8K
|
24.2K
$1.04M
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-662- 8.41% |
$24.7K - $28.1K
|
7.21K
$311K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-665- 2.85% |
$24.8K - $28.3K
|
22.7K
$977K
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
SELL
|
- |
-669- 6.2% |
$24.9K - $28.4K
|
10.1K
$436K
|
|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-670- 3.22% |
$25K - $28.5K
|
20.1K
$867K
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-672- 0.29% |
$25K - $28.6K
|
231K
$9.95M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-688- 1.81% |
$25.6K - $29.2K
|
37.2K
$1.61M
|