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 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.63K- 8.16% |
$177K - $190K
|
52.1K
$2.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-4.65K- 2.56% |
$178K - $191K
|
177K
$7.64M
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-4.68K- 2.76% |
$179K - $192K
|
165K
$7.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-4.7K- 1.92% |
$179K - $193K
|
240K
$10.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-4.79K- 12.6% |
$183K - $196K
|
33.2K
$1.43M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-5.01K- 1.46% |
$191K - $205K
|
338K
$14.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.01K- 4.91% |
$191K - $205K
|
97K
$4.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5.1K- 11.62% |
$195K - $209K
|
38.8K
$1.67M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.22K- 8.58% |
$199K - $214K
|
55.7K
$2.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-5.27K- 16.73% |
$201K - $216K
|
26.2K
$1.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-5.27K- 36.57% |
$201K - $216K
|
9.15K
$395K
|
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-5.34K- 0.33% |
$204K - $219K
|
1.62M
$69.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-5.4K- 4.96% |
$206K - $222K
|
103K
$4.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-5.64K- 11.24% |
$215K - $231K
|
44.5K
$1.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5.67K- 6.48% |
$216K - $232K
|
81.7K
$3.52M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-5.69K- 11.04% |
$217K - $233K
|
45.9K
$1.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-5.78K- 74.73% |
$221K - $237K
|
1.95K
$84.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.83K- 4.29% |
$223K - $239K
|
130K
$5.61M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-5.85K- 3.86% |
$224K - $240K
|
146K
$6.29M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-5.9K- 55.86% |
$225K - $242K
|
4.66K
$201K
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-6.04K- 2.62% |
$231K - $248K
|
225K
$9.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-6.05K- 6.97% |
$231K - $248K
|
80.7K
$3.48M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.08K- 13.85% |
$232K - $249K
|
37.8K
$1.63M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.09K- 5.35% |
$233K - $250K
|
108K
$4.64M
|
|
|
Aug 08, 2023
Q2 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-6.19K- 23.78% |
$236K - $254K
|
19.8K
$855K
|
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-6.19K- 20.04% |
$237K - $254K
|
24.7K
$1.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-6.33K- 7.29% |
$242K - $260K
|
80.5K
$3.47M
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-6.49K- 3.36% |
$248K - $266K
|
187K
$8.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-6.59K- 1.73% |
$252K - $270K
|
374K
$16.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-6.61K- 11.36% |
$253K - $271K
|
51.6K
$2.23M
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-6.75K- 4.04% |
$258K - $277K
|
160K
$6.91M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-7K- 33.36% |
$267K - $287K
|
14K
$603K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-7.11K- 29.62% |
$272K - $292K
|
16.9K
$729K
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-7.27K- 40.79% |
$278K - $298K
|
10.6K
$455K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-7.28K- 2.61% |
$278K - $298K
|
271K
$11.7M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7.31K- 23.95% |
$279K - $300K
|
23.2K
$1M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-7.35K- 4.06% |
$281K - $301K
|
174K
$7.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-7.4K- 2.31% |
$282K - $303K
|
312K
$13.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-7.49K- 2.19% |
$286K - $307K
|
334K
$14.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-7.49K- 3.77% |
$286K - $307K
|
191K
$8.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-7.5K- 29.93% |
$286K - $308K
|
17.6K
$757K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.52K- 29.57% |
$287K - $308K
|
17.9K
$772K
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-7.58K- 1.46% |
$290K - $311K
|
513K
$22.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
SELL
|
- |
-7.63K- 40.79% |
$291K - $313K
|
11.1K
$477K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.81K- 11.13% |
$298K - $320K
|
62.4K
$2.69M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-7.92K- 18.62% |
$302K - $325K
|
34.6K
$1.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-8.14K- 6.24% |
$311K - $334K
|
122K
$5.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-8.69K- 17.89% |
$332K - $356K
|
39.9K
$1.72M
|
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
SELL
|
- |
-8.85K- 57.89% |
$338K - $363K
|
6.43K
$277K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.95K- 8.47% |
$342K - $367K
|
96.7K
$4.17M
|