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 08, 2023
Q1 2023
|
Zeit Capital LLC
|
SELL
|
- |
-8.01K- 92.12% |
$298K - $340K
|
685
$29.5K
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-8.68K- 17.55% |
$323K - $369K
|
40.8K
$1.76M
|
|
|
Apr 18, 2023
Q1 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-8.7K- 3.37% |
$324K - $370K
|
250K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.89K- 7.25% |
$331K - $378K
|
114K
$4.91M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9K- 2.15% |
$335K - $382K
|
410K
$17.7M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-9.11K- 3.82% |
$340K - $387K
|
229K
$9.89M
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
SELL
|
- |
-9.43K- 35.94% |
$351K - $401K
|
16.8K
$725K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-9.49K- 34.3% |
$354K - $403K
|
18.2K
$784K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-9.52K- 50.0% |
$355K - $405K
|
9.52K
$411K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-9.56K- 37.2% |
$356K - $406K
|
16.1K
$696K
|
|
|
May 10, 2023
Q1 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-10K- 16.36% |
$374K - $426K
|
51.3K
$2.21M
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
SELL
|
- |
-10K- 9.27% |
$374K - $426K
|
98.2K
$4.24M
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-10.1K- 50.25% |
$376K - $429K
|
10K
$431K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-10.6K- 3.21% |
$395K - $451K
|
320K
$13.8M
|
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-10.6K- 36.84% |
$396K - $452K
|
18.2K
$786K
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-10.9K- 99.24% |
$406K - $463K
|
83
$3.58K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-10.9K- 37.56% |
$406K - $463K
|
18.1K
$780K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-11.2K- 18.6% |
$417K - $476K
|
49K
$2.11M
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-11.3K- 10.92% |
$422K - $481K
|
92.4K
$3.98M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-11.4K- 5.91% |
$426K - $485K
|
182K
$7.84M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-11.5K- 41.53% |
$429K - $489K
|
16.2K
$699K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12.1K- 95.31% |
$450K - $513K
|
594
$25.6K
|
|
|
May 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-12.1K- 10.01% |
$451K - $514K
|
109K
$4.69M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-12.5K- 5.79% |
$467K - $532K
|
204K
$8.78M
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-12.9K- 52.15% |
$479K - $547K
|
11.8K
$509K
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-13.5K- 10.76% |
$503K - $573K
|
112K
$4.82M
|
|
|
May 05, 2023
Q1 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-13.6K- 4.23% |
$507K - $578K
|
308K
$13.3M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-13.7K- 5.09% |
$510K - $582K
|
256K
$11M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-14.3K- 13.7% |
$535K - $610K
|
90.3K
$3.9M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-14.6K- 14.38% |
$544K - $620K
|
86.9K
$3.75M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.8K- 0.04% |
$553K - $631K
|
39.2M
$1.69B
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-15.4K- 74.66% |
$574K - $654K
|
5.22K
$225K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-15.4K- 23.67% |
$574K - $655K
|
49.7K
$2.14M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.8K- 23.59% |
$588K - $670K
|
51.1K
$2.2M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-15.9K- 5.39% |
$591K - $674K
|
278K
$12M
|
|
|
May 12, 2023
Q1 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-16K- 45.76% |
$595K - $679K
|
18.9K
$817K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.1K- 2.59% |
$599K - $683K
|
605K
$26.1M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-16.8K- 44.9% |
$625K - $712K
|
20.6K
$887K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-17.5K- 16.05% |
$653K - $745K
|
91.7K
$3.96M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-18.1K- 17.44% |
$674K - $768K
|
85.6K
$3.69M
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-18.3K- 13.91% |
$682K - $777K
|
113K
$4.88M
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-18.6K- 19.08% |
$692K - $789K
|
78.7K
$3.39M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-18.7K- 8.4% |
$697K - $795K
|
204K
$8.79M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-18.9K- 73.73% |
$703K - $802K
|
6.72K
$290K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-19.2K- 48.55% |
$715K - $815K
|
20.3K
$877K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-19.2K- 28.93% |
$715K - $816K
|
47.2K
$2.03M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-19.9K- 87.6% |
$743K - $847K
|
2.82K
$122K
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-20.1K- 16.99% |
$750K - $855K
|
98.4K
$4.24M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-20.5K- 55.84% |
$763K - $870K
|
16.2K
$698K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-20.8K- 1.26% |
$773K - $882K
|
1.62M
$69.9M
|