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 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
7.88KNew |
$297K - $330K
|
7.88K
$340K
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
7.7K+ 74.28% |
$291K - $323K
|
18.1K
$781K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
7.65K+ 10.42% |
$289K - $321K
|
81.1K
$3.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
6.88KNew |
$260K - $289K
|
6.88K
$297K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
6.75K+ 84.37% |
$255K - $283K
|
14.7K
$637K
|
|
|
Nov 02, 2023
Q3 2023
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
6.69K+ 16.97% |
$252K - $280K
|
46.1K
$1.99M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.6K+ 29.06% |
$249K - $277K
|
29.3K
$1.27M
|
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
6.51KNew |
$246K - $273K
|
6.51K
$281K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.48K+ 0.56% |
$245K - $272K
|
1.16M
$50.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.39KNew |
$241K - $268K
|
6.39K
$276K
|
|
|
Oct 24, 2023
Q3 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
6.21K+ 3.13% |
$235K - $261K
|
205K
$8.85M
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
BUY
|
- |
6.17KNew |
$233K - $259K
|
6.17K
$267K
|
|
|
Nov 13, 2023
Q3 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
6KNew |
$227K - $252K
|
6K
$259K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
5.96KNew |
$225K - $250K
|
5.96K
$257K
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
5.94KNew |
$224K - $249K
|
5.94K
$257K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
5.7KNew |
$215K - $239K
|
5.7K
$246K
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
5.65KNew |
$213K - $237K
|
5.65K
$244K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.64K+ 22.98% |
$213K - $237K
|
30.2K
$1.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.42K+ 3.29% |
$205K - $227K
|
170K
$7.36M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
5.33KNew |
$201K - $224K
|
5.33K
$230K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.3K+ 3.03% |
$200K - $222K
|
180K
$7.79M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.27KNew |
$199K - $221K
|
5.27K
$228K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.24K+ 4.22% |
$198K - $220K
|
130K
$5.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
5.17K+ 0.97% |
$195K - $217K
|
539K
$23.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
5.16K+ 9.61% |
$195K - $216K
|
58.8K
$2.54M
|
|
|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
5.02K+ 5.32% |
$190K - $211K
|
99.4K
$4.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
5.02K+ 26.82% |
$189K - $210K
|
23.7K
$1.02M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.94K+ 8.39% |
$186K - $207K
|
63.7K
$2.75M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.84K+ 3.32% |
$183K - $203K
|
151K
$6.51M
|
|
|
Oct 31, 2023
Q3 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
4.7K+ 21.45% |
$178K - $197K
|
26.6K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
4.66KNew |
$176K - $195K
|
4.66K
$201K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
4.63K+ 1.97% |
$175K - $194K
|
239K
$10.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
4.47K+ 36.46% |
$169K - $187K
|
16.7K
$722K
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
4.47K+ 41.75% |
$169K - $187K
|
15.2K
$655K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.23K+ 68.21% |
$160K - $178K
|
10.4K
$451K
|
|
|
Nov 13, 2023
Q3 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
4.21K+ 1.75% |
$159K - $177K
|
245K
$10.6M
|
|
|
Mar 05, 2024
Q3 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
4.21KNew |
$159K - $177K
|
4.21K
$182K
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
4.01K+ 2.56% |
$151K - $168K
|
161K
$6.94M
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3.99K+ 45.29% |
$151K - $168K
|
12.8K
$553K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.97K+ 4.01% |
$150K - $167K
|
103K
$4.45M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.76K+ 1.61% |
$142K - $158K
|
237K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3.75K+ 500.0% |
$142K - $157K
|
4.5K
$194K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
3.64K+ 27.38% |
$137K - $153K
|
16.9K
$731K
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
3.56K+ 28.3% |
$134K - $149K
|
16.1K
$696K
|
|
|
Oct 27, 2023
Q3 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
3.49K+ 2.63% |
$132K - $146K
|
136K
$5.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.44K+ 34.99% |
$130K - $144K
|
13.3K
$573K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.42K+ 2.05% |
$129K - $143K
|
170K
$7.34M
|
|
|
Oct 13, 2023
Q3 2023
|
Fulcrum Capital LLC
|
BUY
|
- |
3.4K+ 6.63% |
$128K - $143K
|
54.7K
$2.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.38K+ 3.67% |
$128K - $142K
|
95.5K
$4.13M
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
3.35K+ 9.03% |
$127K - $141K
|
40.5K
$1.75M
|