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 |
---|---|---|---|---|---|---|---|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.26K- 30.58% |
$46.9K - $53.5K
|
2.86K
$123K
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.27K- 0.9% |
$47.3K - $54K
|
140K
$6.02M
|
|
May 15, 2023
Q1 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-1.28K- 0.7% |
$47.6K - $54.2K
|
180K
$7.78M
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.29K- 1.9% |
$48K - $54.7K
|
66.3K
$2.86M
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.29K- 1.46% |
$48.2K - $55K
|
87.2K
$3.76M
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.3K- 13.34% |
$48.4K - $55.2K
|
8.44K
$364K
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.3K- 2.73% |
$48.5K - $55.3K
|
46.3K
$2M
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.32K- 4.32% |
$49.3K - $56.2K
|
29.3K
$1.26M
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.34K- 13.33% |
$49.8K - $56.7K
|
8.68K
$374K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.34K- 10.63% |
$49.9K - $56.9K
|
11.2K
$485K
|
|
May 02, 2023
Q1 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.34K- 10.26% |
$50K - $57K
|
11.7K
$506K
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.38K- 5.22% |
$51.4K - $58.7K
|
25.1K
$1.08M
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.39K- 42.25% |
$51.7K - $58.9K
|
1.9K
$81.8K
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
SELL
|
- |
-1.39K- 7.7% |
$51.7K - $58.9K
|
16.6K
$717K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.4K- 8.59% |
$52.1K - $59.5K
|
14.9K
$642K
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.4K- 15.32% |
$52.2K - $59.5K
|
7.74K
$334K
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-1.42K- 23.47% |
$52.7K - $60.1K
|
4.62K
$199K
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.45K- 1.26% |
$54K - $61.5K
|
113K
$4.88M
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.45K- 0.92% |
$54K - $61.6K
|
157K
$6.77M
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.47K- 14.71% |
$54.6K - $62.3K
|
8.5K
$366K
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-1.51K- 7.83% |
$56.4K - $64.3K
|
17.8K
$769K
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.53K- 22.22% |
$56.9K - $64.9K
|
5.35K
$231K
|
|
May 08, 2023
Q1 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-1.53K- 3.62% |
$57.1K - $65.2K
|
40.8K
$1.76M
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.54K- 15.56% |
$57.2K - $65.2K
|
8.33K
$359K
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.58K- 2.97% |
$58.7K - $67K
|
51.5K
$2.22M
|
|
Apr 18, 2023
Q1 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-1.59K- 4.82% |
$59.2K - $67.5K
|
31.3K
$1.35M
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-1.62K- 3.68% |
$60.5K - $69K
|
42.5K
$1.83M
|
|
May 04, 2023
Q1 2023
|
Verger Capital Management LLC
|
SELL
|
- |
-1.64K- 0.85% |
$61.1K - $69.7K
|
191K
$8.23M
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.66K- 4.11% |
$62K - $70.7K
|
38.8K
$1.67M
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.71K- 9.31% |
$63.6K - $72.5K
|
16.6K
$717K
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.72K- 5.88% |
$64K - $73K
|
27.5K
$1.19M
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-1.72K- 11.86% |
$64.1K - $73.1K
|
12.8K
$551K
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.73K- 28.69% |
$64.3K - $73.4K
|
4.29K
$185K
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-1.76K- 3.07% |
$65.4K - $74.6K
|
55.4K
$2.39M
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.77K- 9.26% |
$65.9K - $75.2K
|
17.3K
$748K
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-1.8K- 17.65% |
$67.2K - $76.6K
|
8.41K
$363K
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.82K- 2.2% |
$67.9K - $77.5K
|
81.2K
$3.5M
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.83K- 40.27% |
$68.1K - $77.6K
|
2.71K
$117K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.88K- 8.34% |
$69.9K - $79.7K
|
20.6K
$890K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.9K- 33.9% |
$70.7K - $80.7K
|
3.7K
$160K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.9K- 74.86% |
$70.8K - $80.8K
|
638
$27.5K
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.9K- 5.85% |
$70.8K - $80.8K
|
30.6K
$1.32M
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
SELL
|
- |
-2.01K- 5.08% |
$74.9K - $85.4K
|
37.5K
$1.62M
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.04K- 5.4% |
$76.1K - $86.8K
|
35.8K
$1.54M
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-2.06K- 10.2% |
$76.6K - $87.3K
|
18.1K
$780K
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-2.06K- 12.07% |
$76.9K - $87.7K
|
15K
$649K
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.07K- 4.23% |
$77.1K - $88K
|
46.8K
$2.02M
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-2.12K- 7.09% |
$78.8K - $89.9K
|
27.7K
$1.2M
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2.14K- 23.18% |
$79.9K - $91.1K
|
7.11K
$306K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.16K- 14.71% |
$80.4K - $91.7K
|
12.5K
$539K
|