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 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-290- 46.47% |
$11.1K - $11.9K
|
334
$14.8K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-291- 0.38% |
$11.1K - $11.9K
|
75.6K
$3.36M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-292- 1.05% |
$11.2K - $12K
|
27.4K
$1.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-292- 0.76% |
$11.2K - $12K
|
37.9K
$1.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-294- 0.92% |
$11.2K - $12.1K
|
31.7K
$1.41M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-298- 2.24% |
$11.4K - $12.2K
|
13K
$578K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-300- 1.59% |
$11.5K - $12.3K
|
18.5K
$822K
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-300- 3.1% |
$11.5K - $12.3K
|
9.38K
$416K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
SELL
|
- |
-300- 2.14% |
$11.5K - $12.3K
|
13.7K
$611K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-300- 18.77% |
$11.5K - $12.3K
|
1.3K
$57.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-312- 4.33% |
$11.9K - $12.8K
|
6.89K
$306K
|
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-312- 3.38% |
$11.9K - $12.8K
|
8.93K
$396K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-321- 3.96% |
$12.3K - $13.2K
|
7.78K
$345K
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-340- 2.74% |
$13K - $13.9K
|
12.1K
$537K
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-343- 2.32% |
$13.1K - $14.1K
|
14.4K
$641K
|
|
|
Jul 31, 2023
Q2 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-350- 0.94% |
$13.4K - $14.4K
|
36.9K
$1.64M
|
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-351- 23.96% |
$13.4K - $14.4K
|
1.11K
$49.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-355- 0.86% |
$13.6K - $14.6K
|
41K
$1.82M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-360- 1.99% |
$13.7K - $14.8K
|
17.7K
$787K
|
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-375- 2.06% |
$14.3K - $15.4K
|
17.8K
$790K
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-377- 0.52% |
$14.4K - $15.5K
|
72.2K
$3.21M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-377- 1.63% |
$14.4K - $15.5K
|
22.7K
$1.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-380- 1.89% |
$14.5K - $15.6K
|
19.7K
$874K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-384- 38.71% |
$14.7K - $15.8K
|
608
$27K
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-384- 2.2% |
$14.7K - $15.8K
|
17.1K
$759K
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-385- 1.78% |
$14.7K - $15.8K
|
21.2K
$941K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-387- 6.21% |
$14.8K - $15.9K
|
5.84K
$259K
|
|
|
Feb 13, 2025
Q2 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-389- 4.16% |
$14.9K - $16K
|
8.96K
$398K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-400- 2.22% |
$15.3K - $16.4K
|
17.6K
$782K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-406- 6.66% |
$15.5K - $16.7K
|
5.69K
$253K
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-408- 1.78% |
$15.6K - $16.7K
|
22.5K
$998K
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-409- 2.93% |
$15.6K - $16.8K
|
13.6K
$603K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-414- 11.5% |
$15.8K - $17K
|
3.19K
$142K
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-424- 1.16% |
$16.2K - $17.4K
|
36.2K
$1.61M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-430- 2.17% |
$16.4K - $17.6K
|
19.4K
$859K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-432- 4.63% |
$16.5K - $17.7K
|
8.89K
$395K
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-450- 4.04% |
$17.2K - $18.5K
|
10.7K
$475K
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
SELL
|
- |
-450- 5.14% |
$17.2K - $18.5K
|
8.31K
$369K
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
SELL
|
- |
-460- 3.6% |
$17.6K - $18.9K
|
12.3K
$547K
|
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-465- 1.16% |
$17.8K - $19.1K
|
39.5K
$1.75M
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-468- 0.71% |
$17.9K - $19.2K
|
65.9K
$2.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-480- 2.04% |
$18.3K - $19.7K
|
23K
$1.02M
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-481- 5.02% |
$18.4K - $19.7K
|
9.11K
$404K
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-484- 0.52% |
$18.5K - $19.9K
|
91.9K
$4.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-489- 3.97% |
$18.7K - $20.1K
|
11.8K
$526K
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-495- 4.38% |
$18.9K - $20.3K
|
10.8K
$479K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-498- 2.13% |
$19K - $20.4K
|
22.8K
$1.01M
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-500- 5.89% |
$19.1K - $20.5K
|
8K
$355K
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-501- 0.9% |
$19.1K - $20.6K
|
55.1K
$2.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-505- 0.78% |
$19.3K - $20.7K
|
64.5K
$2.86M
|