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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-152- 0.99% |
$5.8K - $6.24K
|
15.2K
$658K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-159- 1.15% |
$6.07K - $6.52K
|
13.7K
$592K
|
|
|
Aug 09, 2023
Q2 2023
|
Kabouter Management, LLC
Chicago, IL |
SELL
|
- |
-162- 1.05% |
$6.19K - $6.65K
|
15.2K
$658K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-164- 0.19% |
$6.26K - $6.73K
|
88.5K
$3.82M
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-167- 1.38% |
$6.38K - $6.85K
|
11.9K
$515K
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-168- 0.44% |
$6.42K - $6.89K
|
38.4K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
SELL
|
- |
-168- 23.8% |
$6.42K - $6.89K
|
538
$23.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-169- 1.75% |
$6.45K - $6.93K
|
9.48K
$410K
|
|
|
Aug 11, 2023
Q2 2023
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-172- 17.05% |
$6.57K - $7.06K
|
837
$36.2K
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-173- 0.12% |
$6.61K - $7.1K
|
140K
$6.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-176- 2.62% |
$6.72K - $7.22K
|
6.55K
$283K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-195- 0.14% |
$7.45K - $8K
|
144K
$6.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-195- 0.11% |
$7.45K - $8K
|
175K
$7.56M
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-200- 85.47% |
$7.64K - $8.2K
|
34
$1.47K
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-200- 0.4% |
$7.64K - $8.2K
|
49.5K
$2.14M
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-200- 0.95% |
$7.64K - $8.2K
|
20.8K
$899K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-208- 0.85% |
$7.94K - $8.53K
|
24.4K
$1.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-212- 1.04% |
$8.1K - $8.7K
|
20.2K
$875K
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-212- 4.09% |
$8.1K - $8.7K
|
4.97K
$215K
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-213- 1.57% |
$8.13K - $8.74K
|
13.4K
$578K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-213- 1.48% |
$8.13K - $8.74K
|
14.2K
$615K
|
|
|
Jul 17, 2023
Q2 2023
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-214- 1.15% |
$8.17K - $8.78K
|
18.3K
$793K
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-221- 2.06% |
$8.44K - $9.07K
|
10.5K
$454K
|
|
|
Aug 11, 2023
Q2 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-229- 1.21% |
$8.75K - $9.39K
|
18.7K
$808K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-231- 1.98% |
$8.82K - $9.48K
|
11.4K
$494K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-234- 0.59% |
$8.94K - $9.6K
|
39.8K
$1.72M
|
|
|
Jul 03, 2023
Q2 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-235- 0.71% |
$8.97K - $9.64K
|
32.9K
$1.42M
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-235- 2.82% |
$8.97K - $9.64K
|
8.11K
$351K
|
|
|
Jul 13, 2023
Q2 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-236- 2.47% |
$9.01K - $9.68K
|
9.32K
$403K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-237- 2.64% |
$9.05K - $9.72K
|
8.73K
$377K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-245- 4.85% |
$9.36K - $10K
|
4.8K
$208K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-246- 9.64% |
$9.39K - $10.1K
|
2.31K
$99.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-249- 0.46% |
$9.51K - $10.2K
|
54.3K
$2.35M
|
|
|
Aug 02, 2023
Q2 2023
|
Matisse Capital
|
SELL
|
- |
-250- 1.3% |
$9.55K - $10.3K
|
19K
$821K
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
SELL
|
- |
-251- 1.08% |
$9.59K - $10.3K
|
22.9K
$992K
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
SELL
|
- |
-257- 4.29% |
$9.81K - $10.5K
|
5.74K
$248K
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-259- 3.34% |
$9.89K - $10.6K
|
7.51K
$324K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-260- 40.75% |
$9.93K - $10.7K
|
378
$16.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-264- 1.17% |
$10.1K - $10.8K
|
22.3K
$964K
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-265- 0.19% |
$10.1K - $10.9K
|
139K
$6.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-265- 12.07% |
$10.1K - $10.9K
|
1.93K
$83.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-273- 2.99% |
$10.4K - $11.2K
|
8.85K
$383K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-279- 20.51% |
$10.7K - $11.4K
|
1.08K
$46.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-280- 1.7% |
$10.7K - $11.5K
|
16.2K
$699K
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-280- 0.12% |
$10.7K - $11.5K
|
240K
$10.4M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-282- 78.99% |
$10.8K - $11.6K
|
75
$3.24K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-286- 29.01% |
$10.9K - $11.7K
|
700
$30.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-290- 46.47% |
$11.1K - $11.9K
|
334
$14.4K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-291- 0.38% |
$11.1K - $11.9K
|
75.6K
$3.27M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-292- 1.05% |
$11.2K - $12K
|
27.4K
$1.19M
|