Purchases and Sales Made in Q4 2022 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
2.57K+ 74.28% |
$87.2K - $102K
|
6.03K
$257K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.56K+ 13.99% |
$86.7K - $101K
|
20.8K
$887K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.54K+ 375.18% |
$86.2K - $100K
|
3.22K
$137K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
2.5KNew |
$84.8K - $98.9K
|
2.5K
$107K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.46K+ 2.81% |
$83.3K - $97.1K
|
89.8K
$3.83M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
2.4K+ 16.22% |
$81.5K - $94.9K
|
17.2K
$734K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.39KNew |
$81K - $94.4K
|
2.39K
$102K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.2KNew |
$74.6K - $87K
|
2.2K
$93.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
2.16K+ 2.25% |
$73.3K - $85.4K
|
97.9K
$4.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
2.14K+ 7.42% |
$72.4K - $84.4K
|
30.9K
$1.32M
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
2.06K+ 8.52% |
$69.9K - $81.4K
|
26.2K
$1.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
2.02K+ 12.83% |
$68.5K - $79.9K
|
17.8K
$758K
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
2K+ 30.44% |
$67.9K - $79.1K
|
8.57K
$365K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2K+ 4.61% |
$67.9K - $79.1K
|
45.4K
$1.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.98K+ 77.23% |
$67.1K - $78.2K
|
4.54K
$193K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
1.95K+ 10.04% |
$66.2K - $77.1K
|
21.4K
$911K
|
|
|
Jan 17, 2023
Q4 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
1.88K+ 7.46% |
$63.9K - $74.5K
|
27.1K
$1.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.85KNew |
$62.8K - $73.1K
|
1.85K
$78.9K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.81K+ 24.11% |
$61.3K - $71.5K
|
9.31K
$397K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.8K+ 39.27% |
$61K - $71.1K
|
6.37K
$272K
|
|
|
Jan 05, 2023
Q4 2022
|
Spence Asset Management
|
BUY
|
- |
1.8KNew |
$60.9K - $71K
|
1.8K
$76.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
1.77K+ 5.46% |
$60.2K - $70.1K
|
34.3K
$1.46M
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.76K+ 12.95% |
$59.6K - $69.5K
|
15.3K
$653K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.72KNew |
$58.2K - $67.8K
|
1.72K
$73.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.7K+ 107.13% |
$57.6K - $67.1K
|
3.28K
$140K
|
|
|
Feb 14, 2023
Q4 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1.67K+ 4.4% |
$56.6K - $66K
|
39.6K
$1.69M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.64K+ 1.0% |
$55.8K - $65K
|
166K
$7.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
1.62K+ 8.89% |
$55.1K - $64.2K
|
19.9K
$847K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.62KNew |
$55K - $64.1K
|
1.62K
$69.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.56K+ 0.27% |
$52.9K - $61.6K
|
577K
$24.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.52K+ 0.24% |
$51.5K - $60K
|
621K
$26.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.51K+ 21.69% |
$51.2K - $59.7K
|
8.47K
$361K
|
|
|
Feb 13, 2023
Q4 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1.51K+ 7.14% |
$51.1K - $59.5K
|
22.6K
$963K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.48K+ 8.59% |
$50.2K - $58.5K
|
18.7K
$798K
|
|
|
May 12, 2023
Q4 2022
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.36K+ 8.86% |
$46.2K - $53.9K
|
16.7K
$714K
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.36K+ 3.38% |
$46.1K - $53.7K
|
41.5K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.34K+ 34.78% |
$45.5K - $53K
|
5.19K
$221K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.33K+ 3.38% |
$45.1K - $52.5K
|
40.6K
$1.73M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.3K+ 1.09% |
$44.2K - $51.6K
|
121K
$5.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
1.25K+ 6.98% |
$42.5K - $49.5K
|
19.2K
$819K
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.21KNew |
$41.2K - $48K
|
1.21K
$51.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Ti Trust, Inc
|
BUY
|
- |
1.21K+ 8.63% |
$40.9K - $47.7K
|
15.2K
$648K
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.18K+ 1.19% |
$40.1K - $46.8K
|
100K
$4.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
1.13K+ 1.01% |
$38.3K - $44.6K
|
112K
$4.79M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.1KNew |
$37.2K - $43.3K
|
1.1K
$46.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.07KNew |
$36.3K - $42.3K
|
1.07K
$45.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1K+ 7.34% |
$34K - $39.7K
|
14.7K
$625K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
974+ 21.06% |
$33K - $38.5K
|
5.6K
$239K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
968+ 2.49% |
$32.8K - $38.3K
|
39.9K
$1.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
953+ 4.37% |
$32.3K - $37.7K
|
22.8K
$970K
|