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 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.54K+ 620.3% |
$244K - $278K
|
7.59K
$328K
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.54K+ 45.27% |
$244K - $278K
|
21K
$906K
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
6.51K+ 20.1% |
$243K - $277K
|
38.9K
$1.68M
|
|
May 04, 2023
Q1 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
6.42K+ 4.67% |
$239K - $273K
|
144K
$6.22M
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.36K+ 5.47% |
$237K - $270K
|
123K
$5.3M
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
6.24KNew |
$233K - $265K
|
6.24K
$270K
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
6.15KNew |
$229K - $261K
|
6.15K
$266K
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
6.09KNew |
$227K - $259K
|
6.09K
$263K
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
6.08K+ 14.27% |
$227K - $258K
|
48.7K
$2.11M
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
6.07K+ 1.1% |
$226K - $258K
|
559K
$24.2M
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
6.05K+ 9.93% |
$225K - $257K
|
67K
$2.89M
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5.95K+ 13.72% |
$222K - $253K
|
49.3K
$2.13M
|
|
Apr 28, 2023
Q1 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
5.89KNew |
$220K - $250K
|
5.89K
$255K
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
5.88KNew |
$219K - $250K
|
5.88K
$254K
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.84KNew |
$218K - $248K
|
5.84K
$252K
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.83K+ 9.67% |
$217K - $248K
|
66.2K
$2.86M
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.82KNew |
$217K - $248K
|
5.82K
$252K
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.73KNew |
$213K - $243K
|
5.73K
$247K
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
5.52KNew |
$206K - $235K
|
5.52K
$239K
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
5.5KNew |
$205K - $234K
|
5.5K
$238K
|
|
May 15, 2023
Q1 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
5.45K+ 69.1% |
$203K - $232K
|
13.3K
$577K
|
|
Apr 18, 2023
Q1 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
5.41K+ 7.79% |
$202K - $230K
|
75K
$3.24M
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.41K+ 60.99% |
$202K - $230K
|
14.3K
$617K
|
|
Apr 26, 2023
Q1 2023
|
Ht Partners LLC
|
BUY
|
- |
5.3K+ 1.73% |
$197K - $225K
|
311K
$13.4M
|
|
May 12, 2023
Q1 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
5.25K+ 29.54% |
$196K - $223K
|
23K
$995K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.24K+ 5.29% |
$195K - $223K
|
104K
$4.51M
|
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
BUY
|
- |
5.24KNew |
$195K - $223K
|
5.24K
$226K
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
5.21K+ 17.35% |
$194K - $221K
|
35.2K
$1.52M
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
5.17KNew |
$193K - $220K
|
5.17K
$223K
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
5.16K+ 27.38% |
$192K - $219K
|
24K
$1.04M
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
BUY
|
- |
5.15KNew |
$192K - $219K
|
5.15K
$222K
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
5.14KNew |
$192K - $219K
|
5.14K
$222K
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
5.14KNew |
$191K - $218K
|
5.14K
$222K
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.13K+ 59.18% |
$191K - $218K
|
13.8K
$597K
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
5.1KNew |
$190K - $217K
|
5.1K
$220K
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5.09KNew |
$190K - $216K
|
5.09K
$220K
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
5.09KNew |
$190K - $216K
|
5.09K
$220K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
5.09K+ 2.71% |
$190K - $216K
|
192K
$8.32M
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
5.08KNew |
$189K - $216K
|
5.08K
$220K
|
|
May 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
5.04K+ 5.86% |
$188K - $214K
|
91K
$3.93M
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.84K+ 0.88% |
$180K - $206K
|
556K
$24M
|
|
May 12, 2023
Q1 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
4.62KNew |
$172K - $196K
|
4.62K
$199K
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
4.61K+ 9.93% |
$172K - $196K
|
51K
$2.21M
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.6K+ 15.77% |
$171K - $195K
|
33.7K
$1.46M
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
4.53K+ 3.67% |
$169K - $193K
|
128K
$5.54M
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
4.43K+ 6.44% |
$165K - $188K
|
73.2K
$3.16M
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
4.28K+ 1.9% |
$159K - $182K
|
229K
$9.91M
|
|
Jan 09, 2024
Q1 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
4.21KNew |
$157K - $179K
|
4.21K
$182K
|
|
May 03, 2023
Q1 2023
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
4.11K+ 12.36% |
$153K - $175K
|
37.3K
$1.61M
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.07K+ 3.98% |
$152K - $173K
|
106K
$4.59M
|