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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-690- 3.69% |
$25.7K - $29.3K
|
18K
$777K
|
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-702- 8.29% |
$26.2K - $29.8K
|
7.76K
$335K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-735- 1.32% |
$27.4K - $31.2K
|
54.9K
$2.37M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-749- 3.57% |
$27.9K - $31.8K
|
20.2K
$872K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-750- 13.1% |
$28K - $31.9K
|
4.98K
$215K
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-751- 7.87% |
$28K - $31.9K
|
8.8K
$379K
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-751- 1.84% |
$28K - $31.9K
|
40K
$1.72M
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-761- 17.36% |
$28.4K - $32.3K
|
3.62K
$156K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-775- 11.07% |
$28.9K - $32.9K
|
6.23K
$269K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-776- 11.61% |
$28.9K - $33K
|
5.91K
$255K
|
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-785- 1.67% |
$29.3K - $33.4K
|
46.3K
$2M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-806- 7.91% |
$30K - $34.3K
|
9.38K
$405K
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-818- 7.12% |
$30.5K - $34.8K
|
10.7K
$460K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-836- 16.8% |
$31.2K - $35.5K
|
4.14K
$179K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-837- 1.05% |
$31.2K - $35.6K
|
79.2K
$3.42M
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-840- 1.4% |
$31.3K - $35.7K
|
59.1K
$2.55M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-842- 8.71% |
$31.4K - $35.8K
|
8.83K
$381K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-862- 11.13% |
$32.1K - $36.6K
|
6.88K
$297K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-875- 54.11% |
$32.6K - $37.2K
|
742
$32K
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-903- 7.39% |
$33.7K - $38.4K
|
11.3K
$488K
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-920- 9.06% |
$34.3K - $39.1K
|
9.24K
$399K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-923- 46.62% |
$34.4K - $39.2K
|
1.06K
$45.6K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-944- 1.98% |
$35.2K - $40.1K
|
46.7K
$2.01M
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-970- 0.95% |
$36.2K - $41.2K
|
101K
$4.35M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-975- 3.92% |
$36.3K - $41.4K
|
23.9K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-981- 13.34% |
$36.6K - $41.7K
|
6.37K
$275K
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-997- 2.76% |
$37.2K - $42.4K
|
35.1K
$1.52M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-999- 96.06% |
$37.2K - $42.5K
|
41
$1.77K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1K- 3.58% |
$37.3K - $42.5K
|
27K
$1.16M
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.02K- 9.59% |
$38K - $43.4K
|
9.61K
$415K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-1.1K- 15.41% |
$40.9K - $46.6K
|
6.02K
$260K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.11K- 4.29% |
$41.2K - $47K
|
24.7K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
SELL
|
- |
-1.11K- 14.76% |
$41.4K - $47.2K
|
6.42K
$277K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.12K- 6.26% |
$41.6K - $47.4K
|
16.7K
$720K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.12K- 17.98% |
$41.7K - $47.6K
|
5.11K
$220K
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.12K- 4.73% |
$41.7K - $47.6K
|
22.6K
$973K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.13K- 45.22% |
$42K - $47.9K
|
1.37K
$58.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-1.14K- 2.47% |
$42.4K - $48.4K
|
45K
$1.94M
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.14K- 18.05% |
$42.5K - $48.5K
|
5.18K
$223K
|
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.18K- 1.19% |
$43.8K - $50K
|
97.9K
$4.22M
|
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.18K- 11.2% |
$43.9K - $50.1K
|
9.35K
$403K
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-1.18K- 4.34% |
$43.9K - $50.1K
|
26K
$1.12M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.18K- 1.8% |
$44.1K - $50.3K
|
64.5K
$2.78M
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
SELL
|
- |
-1.21K- 7.34% |
$45.1K - $51.5K
|
15.3K
$659K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-1.23K- 3.7% |
$45.7K - $52.1K
|
31.9K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.24K- 1.5% |
$46.1K - $52.6K
|
81K
$3.49M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.24K- 2.38% |
$46.3K - $52.7K
|
50.9K
$2.2M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.25K- 3.23% |
$46.6K - $53.2K
|
37.5K
$1.62M
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-1.25K- 6.24% |
$46.7K - $53.2K
|
18.8K
$811K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.26K- 9.02% |
$46.8K - $53.4K
|
12.7K
$546K
|