Purchases and Sales Made in Q2 2023 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-50- 0.42% |
$1.91K - $2.05K
|
11.9K
$513K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-50- 0.1% |
$1.91K - $2.05K
|
48.7K
$2.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-50- 0.14% |
$1.91K - $2.05K
|
35.5K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-56- 0.25% |
$2.14K - $2.3K
|
22.7K
$979K
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-59- 0.92% |
$2.25K - $2.42K
|
6.38K
$276K
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-64- 1.06% |
$2.44K - $2.63K
|
5.97K
$258K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-65- 0.84% |
$2.48K - $2.67K
|
7.68K
$332K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-65- 1.76% |
$2.48K - $2.67K
|
3.64K
$157K
|
|
|
Jul 13, 2023
Q2 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-66- 0.62% |
$2.52K - $2.71K
|
10.7K
$461K
|
|
|
Jul 17, 2023
Q2 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-66- 0.84% |
$2.52K - $2.71K
|
7.82K
$338K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-66- 0.59% |
$2.52K - $2.71K
|
11.2K
$483K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-66- 0.52% |
$2.52K - $2.71K
|
12.6K
$544K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-71- 0.17% |
$2.71K - $2.91K
|
40.6K
$1.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-73- 0.43% |
$2.79K - $2.99K
|
16.8K
$724K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-76- 0.93% |
$2.9K - $3.12K
|
8.07K
$349K
|
|
|
Aug 09, 2023
Q2 2023
|
Ti Trust, Inc
|
SELL
|
- |
-77- 0.51% |
$2.94K - $3.16K
|
15.1K
$653K
|
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-78- 1.4% |
$2.98K - $3.2K
|
5.5K
$238K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
SELL
|
- |
-79- 0.81% |
$3.02K - $3.24K
|
9.65K
$417K
|
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-80- 0.63% |
$3.06K - $3.28K
|
12.6K
$546K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-84- 11.48% |
$3.21K - $3.45K
|
648
$28K
|
|
|
Aug 01, 2023
Q2 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-85- 1.16% |
$3.25K - $3.49K
|
7.26K
$314K
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-86- 0.89% |
$3.28K - $3.53K
|
9.54K
$412K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-86- 1.08% |
$3.28K - $3.53K
|
7.91K
$342K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-87- 16.6% |
$3.32K - $3.57K
|
437
$18.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-87- 17.9% |
$3.32K - $3.57K
|
399
$17.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-88- 0.65% |
$3.36K - $3.61K
|
13.4K
$577K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-91- 1.32% |
$3.48K - $3.73K
|
6.8K
$294K
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-99- 0.93% |
$3.78K - $4.06K
|
10.6K
$457K
|
|
|
Aug 01, 2023
Q2 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-100- 0.5% |
$3.82K - $4.1K
|
20K
$865K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-101- 0.72% |
$3.86K - $4.14K
|
14K
$603K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-113- 1.23% |
$4.32K - $4.64K
|
9.09K
$393K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-119- 0.35% |
$4.54K - $4.88K
|
33.6K
$1.45M
|
|
|
Jul 31, 2023
Q2 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-120- 0.33% |
$4.58K - $4.92K
|
36.2K
$1.57M
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-120- 0.3% |
$4.58K - $4.92K
|
39.9K
$1.72M
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-120- 2.27% |
$4.58K - $4.92K
|
5.16K
$223K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-124- 1.73% |
$4.74K - $5.09K
|
7.03K
$304K
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-125- 2.14% |
$4.77K - $5.13K
|
5.72K
$247K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-128- 3.47% |
$4.89K - $5.25K
|
3.56K
$154K
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-130- 0.15% |
$4.96K - $5.33K
|
87.1K
$3.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-130- 1.4% |
$4.96K - $5.33K
|
9.12K
$394K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-132- 0.09% |
$5.04K - $5.41K
|
148K
$6.39M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-134- 1.39% |
$5.12K - $5.5K
|
9.5K
$410K
|
|
|
Aug 07, 2023
Q2 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-134- 0.97% |
$5.12K - $5.5K
|
13.7K
$590K
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-135- 2.11% |
$5.16K - $5.54K
|
6.26K
$271K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-135- 0.26% |
$5.16K - $5.54K
|
51.1K
$2.21M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-139- 0.28% |
$5.31K - $5.7K
|
48.7K
$2.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-142- 2.47% |
$5.42K - $5.82K
|
5.6K
$242K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-143- 11.14% |
$5.46K - $5.87K
|
1.14K
$49.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-145- 1.17% |
$5.54K - $5.95K
|
12.3K
$530K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-148- 0.69% |
$5.65K - $6.07K
|
21.2K
$915K
|