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
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-9.66K- 61.7% |
$369K - $396K
|
6K
$259K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.72K- 27.19% |
$371K - $399K
|
26K
$1.12M
|
|
Aug 03, 2023
Q2 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-9.85K- 47.29% |
$376K - $404K
|
11K
$474K
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-10.2K- 51.02% |
$391K - $420K
|
9.82K
$424K
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-10.4K- 20.15% |
$398K - $427K
|
41.3K
$1.79M
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-10.7K- 29.1% |
$407K - $437K
|
26K
$1.12M
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-11K- 3.99% |
$418K - $449K
|
264K
$11.4M
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-11.1K- 44.88% |
$423K - $455K
|
13.6K
$588K
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-11.3K- 23.16% |
$433K - $465K
|
37.6K
$1.63M
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-11.4K- 29.02% |
$435K - $467K
|
27.9K
$1.2M
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.5K- 29.35% |
$438K - $470K
|
27.6K
$1.19M
|
|
Aug 14, 2023
Q2 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-11.8K- 14.16% |
$450K - $484K
|
71.5K
$3.09M
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
SELL
|
- |
-12.4K- 52.99% |
$474K - $509K
|
11K
$476K
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-12.7K- 8.08% |
$484K - $520K
|
144K
$6.24M
|
|
Aug 08, 2023
Q2 2023
|
Weil Company, Inc.
|
SELL
|
- |
-12.7K- 15.04% |
$485K - $521K
|
71.8K
$3.1M
|
|
Jul 07, 2023
Q2 2023
|
Savior LLC
|
SELL
|
- |
-12.9K- 13.15% |
$493K - $530K
|
85.3K
$3.69M
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-13.1K- 2.0% |
$501K - $539K
|
645K
$27.9M
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-14.3K- 7.01% |
$545K - $585K
|
189K
$8.19M
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-14.5K- 10.15% |
$553K - $594K
|
128K
$5.54M
|
|
Jul 31, 2023
Q2 2023
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-14.7K- 12.54% |
$561K - $603K
|
102K
$4.43M
|
|
Aug 03, 2023
Q2 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-15.1K- 9.72% |
$576K - $619K
|
140K
$6.05M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15.8K- 9.97% |
$602K - $647K
|
142K
$6.15M
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-16.9K- 15.12% |
$644K - $692K
|
94.7K
$4.09M
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-17.4K- 2.96% |
$663K - $713K
|
570K
$24.6M
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-17.5K- 31.45% |
$667K - $717K
|
38.1K
$1.65M
|
|
Jul 17, 2023
Q2 2023
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-17.8K- 45.27% |
$680K - $730K
|
21.5K
$930K
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-18K- 32.97% |
$689K - $740K
|
36.7K
$1.58M
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-18.2K- 16.05% |
$694K - $745K
|
95K
$4.11M
|
|
Jul 20, 2023
Q2 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-20.9K- 6.77% |
$797K - $856K
|
287K
$12.4M
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-21.4K- 69.11% |
$819K - $880K
|
9.59K
$414K
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-23K- 1.0% |
$880K - $945K
|
2.27M
$98.3M
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
SELL
|
- |
-23.6K- 28.91% |
$901K - $968K
|
58K
$2.51M
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-23.7K- 66.14% |
$904K - $971K
|
12.1K
$524K
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-24K- 1.84% |
$915K - $983K
|
1.28M
$55.2M
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-24.6K- 26.55% |
$941K - $1.01M
|
68.2K
$2.95M
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-25.3K- 35.91% |
$965K - $1.04M
|
45.1K
$1.95M
|
|
Jul 25, 2023
Q2 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-26.7K- 16.48% |
$1.02M - $1.09M
|
135K
$5.84M
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-27.4K- 28.45% |
$1.05M - $1.12M
|
68.9K
$2.98M
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-27.4K- 28.45% |
$1.05M - $1.12M
|
68.9K
$2.98M
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-27.8K- 9.94% |
$1.06M - $1.14M
|
252K
$10.9M
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-28.3K- 65.63% |
$1.08M - $1.16M
|
14.8K
$641K
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-28.3K- 4.84% |
$1.08M - $1.16M
|
557K
$24.1M
|
|
Aug 11, 2023
Q2 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-29.3K- 30.2% |
$1.12M - $1.2M
|
67.8K
$2.93M
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-29.6K- 90.92% |
$1.13M - $1.21M
|
2.96K
$128K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-30.8K- 14.9% |
$1.18M - $1.26M
|
176K
$7.6M
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-33.2K- 7.98% |
$1.27M - $1.36M
|
383K
$16.5M
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-35.2K- 47.18% |
$1.34M - $1.44M
|
39.4K
$1.7M
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-35.7K- 38.28% |
$1.36M - $1.46M
|
57.6K
$2.49M
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-36.2K- 27.74% |
$1.38M - $1.48M
|
94.3K
$4.08M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-38.5K- 9.4% |
$1.47M - $1.58M
|
371K
$16.1M
|