Purchases and Sales Made in Q3 2022 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-725- 8.38% |
$25.3K - $29.8K
|
7.93K
$339K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-726- 8.99% |
$25.3K - $29.8K
|
7.35K
$314K
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-741- 93.8% |
$25.8K - $30.4K
|
49
$2.09K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-765- 39.41% |
$26.7K - $31.4K
|
1.18K
$50.2K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-770- 5.1% |
$26.9K - $31.6K
|
14.3K
$612K
|
|
|
Nov 07, 2022
Q3 2022
|
Members Trust CO
|
SELL
|
- |
-779- 3.12% |
$27.2K - $32K
|
24.2K
$1.03M
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-785- 4.75% |
$27.4K - $32.2K
|
15.7K
$673K
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-788- 7.8% |
$27.5K - $32.3K
|
9.32K
$398K
|
|
|
Nov 02, 2022
Q3 2022
|
Westshore Wealth, LLC
|
SELL
|
- |
-804- 4.29% |
$28K - $33K
|
18K
$767K
|
|
|
Oct 28, 2022
Q3 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-805- 2.12% |
$28.1K - $33K
|
37.2K
$1.59M
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-817- 9.66% |
$28.5K - $33.5K
|
7.64K
$327K
|
|
|
Nov 09, 2022
Q3 2022
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-819- 10.32% |
$28.6K - $33.6K
|
7.12K
$304K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-828- 71.44% |
$28.9K - $34K
|
331
$14.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-830- 7.27% |
$29K - $34.1K
|
10.6K
$452K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-853- 5.88% |
$29.8K - $35K
|
13.7K
$584K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-872- 0.72% |
$30.4K - $35.8K
|
120K
$5.13M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-878Closed |
$30.6K - $36K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-880- 1.12% |
$30.7K - $36.1K
|
77.6K
$3.32M
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-898- 11.58% |
$31.3K - $36.9K
|
6.85K
$293K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-899- 57.04% |
$31.4K - $36.9K
|
677
$28.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-899- 57.04% |
$31.4K - $36.9K
|
677
$28.9K
|
|
|
Oct 20, 2022
Q3 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-900- 9.3% |
$31.4K - $36.9K
|
8.78K
$375K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-907- 3.96% |
$31.6K - $37.2K
|
22K
$939K
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-909- 0.48% |
$31.7K - $37.3K
|
190K
$8.12M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-915- 3.79% |
$31.9K - $37.6K
|
23.2K
$992K
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-949- 8.47% |
$33.1K - $39K
|
10.3K
$438K
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-962- 2.25% |
$33.6K - $39.5K
|
41.8K
$1.78M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-976- 9.29% |
$34K - $40.1K
|
9.53K
$407K
|
|
|
Oct 17, 2022
Q3 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-1K- 2.82% |
$34.9K - $41.1K
|
34.5K
$1.47M
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1K- 11.15% |
$34.9K - $41.1K
|
7.97K
$340K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1K- 9.25% |
$34.9K - $41.1K
|
9.81K
$419K
|
|
|
Nov 02, 2022
Q3 2022
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1K- 0.14% |
$34.9K - $41.1K
|
690K
$29.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
SELL
|
- |
-1.04K- 5.68% |
$36.2K - $42.6K
|
17.2K
$736K
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.07K- 86.62% |
$37.3K - $43.8K
|
165
$7.05K
|
|
|
Nov 14, 2022
Q3 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.07K- 9.97% |
$37.4K - $44K
|
9.68K
$413K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.12K- 17.63% |
$39K - $45.9K
|
5.22K
$223K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.12K- 13.62% |
$39.1K - $46K
|
7.11K
$304K
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.12K- 3.11% |
$39.2K - $46.1K
|
35K
$1.49M
|
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.13K- 6.33% |
$39.5K - $46.5K
|
16.8K
$716K
|
|
|
Nov 14, 2022
Q3 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.14K- 5.59% |
$39.8K - $46.8K
|
19.2K
$822K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.15K- 4.97% |
$39.9K - $47K
|
21.9K
$936K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.15K- 11.58% |
$40.1K - $47.2K
|
8.77K
$375K
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-1.15K- 5.59% |
$40.1K - $47.2K
|
19.4K
$830K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.17K- 1.58% |
$40.7K - $47.9K
|
72.7K
$3.11M
|
|
|
Nov 03, 2022
Q3 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.21K- 2.83% |
$42.3K - $49.8K
|
41.6K
$1.78M
|
|
|
Oct 18, 2022
Q3 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-1.22K- 10.47% |
$42.4K - $49.9K
|
10.4K
$444K
|
|
|
Nov 09, 2022
Q3 2022
|
Weil Company, Inc.
|
SELL
|
- |
-1.25K- 6.52% |
$43.6K - $51.4K
|
17.9K
$766K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.26K- 1.14% |
$44K - $51.8K
|
110K
$4.69M
|
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.27K- 2.35% |
$44.1K - $51.9K
|
52.5K
$2.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.3K- 16.45% |
$45.3K - $53.4K
|
6.6K
$282K
|