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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.5K- 8.1% |
$56.6K - $62.9K
|
17K
$730K
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.52K- 5.02% |
$57.4K - $63.8K
|
28.8K
$1.23M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.56K- 5.64% |
$58.9K - $65.4K
|
26.1K
$1.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.59K- 7.11% |
$60K - $66.7K
|
20.8K
$892K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.6K- 2.47% |
$60.3K - $67K
|
63.2K
$2.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.63K- 8.41% |
$61.4K - $68.2K
|
17.7K
$760K
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.64K- 21.37% |
$61.9K - $68.8K
|
6.04K
$259K
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.65K- 18.61% |
$62.2K - $69.1K
|
7.21K
$309K
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.66K- 1.49% |
$62.5K - $69.5K
|
109K
$4.69M
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.66K- 12.46% |
$62.8K - $69.8K
|
11.7K
$502K
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.66K- 13.8% |
$62.8K - $69.8K
|
10.4K
$446K
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.67K- 1.45% |
$63K - $70K
|
113K
$4.87M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.7K- 7.01% |
$64K - $71.1K
|
22.5K
$965K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-1.71K- 17.11% |
$64.7K - $71.9K
|
8.3K
$356K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.72K- 14.45% |
$64.9K - $72.2K
|
10.2K
$437K
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.73K- 11.77% |
$65.4K - $72.7K
|
13K
$558K
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.74K- 6.59% |
$65.7K - $73K
|
24.7K
$1.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.74K- 4.87% |
$65.8K - $73.1K
|
34.1K
$1.46M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.75K- 0.93% |
$66.1K - $73.5K
|
187K
$8.02M
|
|
|
Nov 29, 2023
Q3 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-1.76K- 1.53% |
$66.5K - $73.8K
|
113K
$4.85M
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.76K- 2.68% |
$66.6K - $74K
|
64.1K
$2.75M
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-1.78K- 24.13% |
$67.1K - $74.6K
|
5.59K
$240K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-1.8K- 3.65% |
$68K - $75.6K
|
47.5K
$2.04M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-1.82K- 18.65% |
$68.5K - $76.1K
|
7.92K
$340K
|
|
|
Nov 13, 2023
Q3 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-1.84K- 5.92% |
$69.6K - $77.3K
|
29.3K
$1.26M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.85K- 19.3% |
$69.9K - $77.6K
|
7.74K
$332K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1.89K- 3.69% |
$71.2K - $79.1K
|
49.3K
$2.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.89K- 24.89% |
$71.3K - $79.2K
|
5.7K
$245K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-1.89K- 3.56% |
$71.5K - $79.5K
|
51.4K
$2.21M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-1.92K- 10.12% |
$72.6K - $80.7K
|
17.1K
$733K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.96K- 1.6% |
$74K - $82.2K
|
120K
$5.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.03K- 11.16% |
$76.5K - $84.9K
|
16.1K
$692K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.03K- 8.92% |
$76.5K - $84.9K
|
20.7K
$887K
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.03K- 1.95% |
$76.7K - $85.2K
|
102K
$4.38M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.06K- 2.17% |
$77.7K - $86.4K
|
92.7K
$3.98M
|
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-2.1K- 16.94% |
$79.3K - $88.1K
|
10.3K
$442K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-2.11K- 13.34% |
$79.5K - $88.3K
|
13.7K
$588K
|
|
|
Nov 08, 2023
Q3 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-2.13K- 1.17% |
$80.5K - $89.4K
|
179K
$7.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-2.15K- 13.26% |
$81K - $90K
|
14K
$603K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-2.16K- 10.63% |
$81.6K - $90.7K
|
18.2K
$780K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.19K- 7.1% |
$82.7K - $91.9K
|
28.7K
$1.23M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-2.21K- 6.91% |
$83.5K - $92.8K
|
29.8K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-2.22K- 1.15% |
$83.8K - $93.1K
|
191K
$8.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-2.22K- 14.11% |
$83.9K - $93.3K
|
13.5K
$581K
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-2.3K- 10.93% |
$86.8K - $96.4K
|
18.7K
$805K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.3K- 5.13% |
$86.8K - $96.5K
|
42.6K
$1.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.31K- 5.25% |
$87.3K - $97K
|
41.7K
$1.79M
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-2.32K- 3.35% |
$87.7K - $97.4K
|
67.1K
$2.88M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-2.36K- 1.97% |
$89K - $98.9K
|
118K
$5.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2.37K- 20.01% |
$89.5K - $99.5K
|
9.48K
$407K
|