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 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.81K+ 59.71% |
$375K - $403K
|
26.2K
$1.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
9.68KNew |
$370K - $397K
|
9.68K
$418K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.53K+ 12.6% |
$364K - $391K
|
85.2K
$3.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
BUY
|
- |
9.42K+ 1.25% |
$360K - $387K
|
766K
$33.1M
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
9.34K+ 11256.63% |
$357K - $383K
|
9.43K
$407K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
9.13K+ 155.29% |
$349K - $375K
|
15K
$649K
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
8.94KNew |
$341K - $367K
|
8.94K
$386K
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
8.88KNew |
$339K - $364K
|
8.88K
$384K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
8.82KNew |
$337K - $362K
|
8.82K
$381K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8.72K+ 4.6% |
$333K - $358K
|
198K
$8.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
8.65KNew |
$330K - $355K
|
8.65K
$374K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
8.62K+ 35.83% |
$329K - $353K
|
32.7K
$1.41M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
8.59K+ 3.68% |
$328K - $352K
|
242K
$10.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.56K+ 2.8% |
$327K - $351K
|
314K
$13.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.35K+ 1.2% |
$319K - $343K
|
705K
$30.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
8.18K+ 6.23% |
$312K - $336K
|
139K
$6.03M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
8.08K+ 1.66% |
$309K - $331K
|
494K
$21.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
8.08K+ 12.24% |
$309K - $331K
|
74.1K
$3.2M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
8.08K+ 1.66% |
$309K - $331K
|
494K
$21.3M
|
|
|
Aug 29, 2023
Q2 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
8.04K+ 5.59% |
$307K - $330K
|
152K
$6.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
8.03K+ 27.51% |
$307K - $329K
|
37.2K
$1.61M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7.84KNew |
$299K - $321K
|
7.84K
$339K
|
|
|
Jul 11, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
7.81K+ 49.97% |
$298K - $320K
|
23.4K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.79K+ 1.72% |
$297K - $319K
|
461K
$19.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.62KNew |
$291K - $313K
|
7.62K
$329K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.51K+ 6.43% |
$287K - $308K
|
124K
$5.37M
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
7.48KNew |
$286K - $307K
|
7.48K
$323K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.45K+ 311.9% |
$284K - $305K
|
9.83K
$425K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7.37KNew |
$282K - $302K
|
7.37K
$319K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
7.34K+ 0.5% |
$280K - $301K
|
1.47M
$63.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
7.3K+ 20.73% |
$279K - $299K
|
42.5K
$1.84M
|
|
|
Aug 07, 2023
Q2 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
7.22KNew |
$276K - $296K
|
7.22K
$312K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
7.21KNew |
$275K - $296K
|
7.21K
$311K
|
|
|
Aug 09, 2023
Q2 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
7.16K+ 22.39% |
$273K - $293K
|
39.1K
$1.69M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
7.14K+ 44.27% |
$273K - $293K
|
23.3K
$1.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
7.05KNew |
$269K - $289K
|
7.05K
$305K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
6.86K+ 394.65% |
$262K - $282K
|
8.6K
$372K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6.66K+ 7.66% |
$254K - $273K
|
93.6K
$4.04M
|
|
|
Aug 22, 2023
Q2 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
6.64KNew |
$254K - $272K
|
6.64K
$287K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
6.58KNew |
$251K - $270K
|
6.58K
$284K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.41K+ 8.09% |
$245K - $263K
|
85.6K
$3.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
6.38K+ 18.64% |
$244K - $262K
|
40.6K
$1.76M
|
|
|
Jul 12, 2023
Q2 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
6.25K+ 29.69% |
$238K - $256K
|
27.3K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
6.17KNew |
$236K - $253K
|
6.17K
$267K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.09KNew |
$233K - $250K
|
6.09K
$263K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.09KNew |
$233K - $250K
|
6.09K
$263K
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.09K+ 4.09% |
$232K - $250K
|
155K
$6.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.04K+ 36.26% |
$231K - $248K
|
22.7K
$982K
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
5.99KNew |
$229K - $246K
|
5.99K
$259K
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
5.95K+ 2.66% |
$227K - $244K
|
230K
$9.92M
|