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 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.93K+ 1.03% |
$226K - $243K
|
581K
$25.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
5.92KNew |
$226K - $243K
|
5.92K
$256K
|
|
|
Jul 07, 2023
Q2 2023
|
Parkside Investments, LLC
|
BUY
|
- |
5.75KNew |
$220K - $236K
|
5.75K
$249K
|
|
|
Jul 24, 2023
Q2 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
5.67KNew |
$216K - $232K
|
5.67K
$245K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
5.57K+ 2785.0% |
$213K - $228K
|
5.77K
$249K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5.48K+ 86.02% |
$209K - $225K
|
11.9K
$512K
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
5.41K+ 17.25% |
$207K - $222K
|
36.8K
$1.59M
|
|
|
May 17, 2024
Q2 2023
|
Cim, LLC
|
BUY
|
- |
5.19KNew |
$198K - $213K
|
5.19K
$224K
|
|
|
Aug 14, 2023
Q2 2023
|
Schusterman Interests, LLC
Tulsa, OK |
BUY
|
- |
5.17KNew |
$197K - $212K
|
5.17K
$223K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
5.13K+ 44.37% |
$196K - $210K
|
16.7K
$721K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
5.02K+ 15.47% |
$192K - $206K
|
37.4K
$1.62M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5K+ 84.68% |
$191K - $205K
|
10.9K
$471K
|
|
|
Aug 11, 2023
Q2 2023
|
Searle & Co.
|
BUY
|
- |
5KNew |
$191K - $205K
|
5K
$216K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.86K+ 3.76% |
$186K - $199K
|
134K
$5.81M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.78K+ 2.83% |
$182K - $196K
|
173K
$7.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
4.59K+ 5.36% |
$175K - $188K
|
90.2K
$3.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
4.59K+ 3.58% |
$175K - $188K
|
133K
$5.74M
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
4.55K+ 104.84% |
$174K - $186K
|
8.88K
$384K
|
|
|
Jul 13, 2023
Q2 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
4.5K+ 2.96% |
$172K - $185K
|
157K
$6.77M
|
|
|
Aug 23, 2023
Q2 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4.42KNew |
$169K - $181K
|
4.42K
$191K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
4.4KNew |
$168K - $181K
|
4.4K
$190K
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.4K+ 45.4% |
$168K - $180K
|
14.1K
$609K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
4.34K+ 9.65% |
$166K - $178K
|
49.3K
$2.13M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
BUY
|
- |
4.24K+ 2.33% |
$162K - $174K
|
187K
$8.07M
|
|
|
Feb 05, 2024
Q2 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
4.21KNew |
$161K - $173K
|
4.21K
$182K
|
|
|
Feb 07, 2024
Q2 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
4.21KNew |
$161K - $173K
|
4.21K
$182K
|
|
|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4.19K+ 6.25% |
$160K - $172K
|
71.3K
$3.08M
|
|
|
Jul 19, 2023
Q2 2023
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
4.12K+ 7.39% |
$157K - $169K
|
59.9K
$2.59M
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
4.1KNew |
$156K - $168K
|
4.1K
$177K
|
|
|
Aug 07, 2023
Q2 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
4.08K+ 5.05% |
$156K - $167K
|
84.9K
$3.67M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
4.04K+ 252.63% |
$154K - $166K
|
5.64K
$244K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.87K+ 1.69% |
$148K - $159K
|
233K
$10.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
3.75K+ 3.4% |
$143K - $154K
|
114K
$4.93M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.75K+ 65.51% |
$143K - $154K
|
9.48K
$410K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.7K+ 2.75% |
$141K - $152K
|
138K
$5.96M
|
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
BUY
|
- |
3.67K+ 1.2% |
$140K - $151K
|
310K
$13.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.64K+ 3.49% |
$139K - $149K
|
108K
$4.66M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
BUY
|
- |
3.64K+ 20.91% |
$139K - $149K
|
21K
$909K
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
3.55K+ 1.54% |
$136K - $146K
|
234K
$10.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.48K+ 7.6% |
$133K - $143K
|
49.3K
$2.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.39K+ 26.86% |
$129K - $139K
|
16K
$692K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.37K+ 22.65% |
$129K - $138K
|
18.3K
$789K
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
3.34K+ 3.67% |
$128K - $137K
|
94.4K
$4.08M
|
|
|
Jul 12, 2023
Q2 2023
|
Marshall & Sullivan Inc
|
BUY
|
- |
3.32K+ 3.87% |
$127K - $136K
|
89.3K
$3.86M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
3.32K+ 4.52% |
$127K - $136K
|
76.8K
$3.32M
|
|
|
Aug 03, 2023
Q2 2023
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
3.3K+ 2.79% |
$126K - $135K
|
121K
$5.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.17K+ 13.99% |
$121K - $130K
|
25.8K
$1.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.9K+ 2.01% |
$111K - $119K
|
148K
$6.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.9K+ 14.06% |
$111K - $119K
|
23.5K
$1.02M
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.9K+ 2.17% |
$111K - $119K
|
136K
$5.88M
|