Purchases and Sales Made in Q3 2023 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
SELL
|
- |
-818- 7.43% |
$30.9K - $34.3K
|
10.2K
$436K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-850- 4.39% |
$32.1K - $35.7K
|
18.5K
$790K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-884- 42.52% |
$33.4K - $37.1K
|
1.2K
$51.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-885- 13.17% |
$33.4K - $37.1K
|
5.84K
$249K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-890- 34.44% |
$33.6K - $37.3K
|
1.69K
$72.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-892- 2.18% |
$33.7K - $37.4K
|
40.1K
$1.71M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-900- 2.0% |
$34K - $37.8K
|
44.2K
$1.89M
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-930- 21.18% |
$35.1K - $39K
|
3.46K
$148K
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-935- 2.18% |
$35.3K - $39.2K
|
42K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-941- 7.26% |
$35.5K - $39.5K
|
12K
$513K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-950- 2.14% |
$35.9K - $39.9K
|
43.4K
$1.85M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-966- 10.86% |
$36.5K - $40.5K
|
7.93K
$339K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-970- 8.67% |
$36.6K - $40.7K
|
10.2K
$436K
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-974- 1.12% |
$36.8K - $40.9K
|
86.1K
$3.68M
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-992- 11.08% |
$37.5K - $41.6K
|
7.96K
$340K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-1.01K- 3.67% |
$38.1K - $42.3K
|
26.4K
$1.13M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.01K- 15.81% |
$38.1K - $42.3K
|
5.37K
$230K
|
|
|
Oct 23, 2023
Q3 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-1.01K- 9.64% |
$38.2K - $42.4K
|
9.48K
$405K
|
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 8.77% |
$38.9K - $43.2K
|
10.7K
$458K
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.04K- 1.19% |
$39.3K - $43.6K
|
86K
$3.67M
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.06K- 0.76% |
$40K - $44.4K
|
138K
$5.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.06K- 13.18% |
$40.2K - $44.6K
|
7.01K
$299K
|
|
|
Nov 14, 2023
Q3 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-1.07K- 1.0% |
$40.2K - $44.7K
|
105K
$4.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.09K- 3.11% |
$41.3K - $45.9K
|
34.1K
$1.46M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.12K- 4.33% |
$42.3K - $47K
|
24.8K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-1.13K- 3.12% |
$42.7K - $47.5K
|
35.1K
$1.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.14K- 11.99% |
$43K - $47.8K
|
8.36K
$357K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.15K- 14.13% |
$43.6K - $48.4K
|
7.01K
$300K
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.16K- 21.93% |
$43.8K - $48.7K
|
4.13K
$176K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.17K- 15.35% |
$44K - $48.9K
|
6.43K
$275K
|
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.18K- 0.98% |
$44.7K - $49.6K
|
120K
$5.13M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.21K- 2.09% |
$45.5K - $50.5K
|
56.4K
$2.41M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.22K- 5.45% |
$45.9K - $51K
|
21.1K
$901K
|
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.22K- 17.66% |
$46K - $51.1K
|
5.68K
$242K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.22K- 6.19% |
$46K - $51.1K
|
18.5K
$789K
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.23K- 11.39% |
$46.4K - $51.6K
|
9.57K
$409K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.24K- 23.72% |
$46.7K - $51.9K
|
3.98K
$170K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.27K- 34.97% |
$47.9K - $53.2K
|
2.36K
$101K
|
|
|
Nov 14, 2023
Q3 2023
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-1.27K- 0.46% |
$48.1K - $53.4K
|
273K
$11.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.29K- 3.39% |
$48.7K - $54.2K
|
36.8K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.3K- 7.39% |
$49.2K - $54.6K
|
16.3K
$697K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.31K- 3.15% |
$49.5K - $55K
|
40.3K
$1.72M
|
|
|
Oct 16, 2023
Q3 2023
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.32K- 0.33% |
$49.8K - $55.4K
|
400K
$17.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.35K- 18.32% |
$50.8K - $56.5K
|
6K
$256K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.38K- 8.64% |
$52.3K - $58.1K
|
14.6K
$625K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.41K- 15.8% |
$53.3K - $59.2K
|
7.52K
$321K
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.43K- 49.84% |
$54K - $59.9K
|
1.44K
$61.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.44K- 12.76% |
$54.3K - $60.3K
|
9.82K
$420K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.46K- 0.86% |
$55.3K - $61.4K
|
169K
$7.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-1.48K- 20.43% |
$56K - $62.2K
|
5.77K
$247K
|