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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
940+ 686.13% |
$31.9K - $37.2K
|
1.08K
$45.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
909+ 3.75% |
$30.8K - $35.9K
|
25.2K
$1.07M
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
BUY
|
- |
901+ 11.02% |
$30.6K - $35.6K
|
9.08K
$387K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
876+ 1.09% |
$29.7K - $34.6K
|
81.2K
$3.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
837+ 7.11% |
$28.4K - $33.1K
|
12.6K
$537K
|
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
828+ 8.72% |
$28.1K - $32.7K
|
10.3K
$440K
|
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
805+ 1.57% |
$27.3K - $31.8K
|
51.9K
$2.21M
|
|
|
Jan 09, 2023
Q4 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
800+ 4.49% |
$27.1K - $31.6K
|
18.6K
$795K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
772New |
$26.2K - $30.5K
|
772
$32.9K
|
|
|
Feb 13, 2023
Q4 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
760+ 6.35% |
$25.8K - $30.1K
|
12.7K
$542K
|
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
BUY
|
- |
750+ 8.35% |
$25.4K - $29.7K
|
9.74K
$415K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
744New |
$25.2K - $29.4K
|
744
$31.7K
|
|
|
Sep 25, 2024
Q4 2022
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
743+ 12.24% |
$25.2K - $29.4K
|
6.81K
$291K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
718+ 0.91% |
$24.4K - $28.4K
|
80.1K
$3.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
700+ 16.53% |
$23.8K - $27.7K
|
4.93K
$210K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
694+ 15.77% |
$23.5K - $27.4K
|
5.1K
$217K
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
693+ 5.16% |
$23.5K - $27.4K
|
14.1K
$602K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
681New |
$23.1K - $26.9K
|
681
$29K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
673+ 86.17% |
$22.8K - $26.6K
|
1.45K
$62K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
670New |
$22.7K - $26.5K
|
670
$28.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
656+ 0.53% |
$22.3K - $25.9K
|
124K
$5.27M
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
650+ 7.35% |
$22.1K - $25.7K
|
9.5K
$405K
|
|
|
Jan 11, 2023
Q4 2022
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
550+ 6.06% |
$18.7K - $21.7K
|
9.62K
$410K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
550New |
$18.7K - $21.7K
|
550
$23.5K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
531New |
$18K - $21K
|
531
$22.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
525New |
$17.8K - $20.8K
|
525
$22.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
522New |
$17.7K - $20.6K
|
522
$22.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
506+ 6.52% |
$17.2K - $20K
|
8.26K
$352K
|
|
|
Feb 08, 2023
Q4 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
500+ 8.58% |
$17K - $19.8K
|
6.33K
$270K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
486New |
$16.5K - $19.2K
|
486
$20.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
481+ 5.19% |
$16.3K - $19K
|
9.75K
$416K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
475New |
$16.1K - $18.8K
|
475
$20.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
439+ 6.71% |
$14.9K - $17.4K
|
6.98K
$298K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
414+ 0.03% |
$14K - $16.4K
|
1.5M
$64.1M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
412+ 4.2% |
$14K - $16.3K
|
10.2K
$435K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
410+ 1.51% |
$13.9K - $16.2K
|
27.6K
$1.18M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
406+ 3.24% |
$13.8K - $16.1K
|
13K
$552K
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
400+ 4.97% |
$13.6K - $15.8K
|
8.45K
$360K
|
|
|
Feb 14, 2023
Q4 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
400+ 4.13% |
$13.6K - $15.8K
|
10.1K
$430K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
400New |
$13.6K - $15.8K
|
400
$17.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
394+ 5.96% |
$13.4K - $15.6K
|
7K
$299K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
384New |
$13K - $15.2K
|
384
$16.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
380+ 1.19% |
$12.9K - $15K
|
32.3K
$1.38M
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
370+ 1.16% |
$12.6K - $14.6K
|
32.3K
$1.38M
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
369+ 1.13% |
$12.5K - $14.6K
|
32.9K
$1.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
340+ 0.89% |
$11.5K - $13.4K
|
38.4K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
339New |
$11.5K - $13.4K
|
339
$14.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
329+ 8.67% |
$11.2K - $13K
|
4.12K
$176K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
326+ 0.71% |
$11.1K - $12.9K
|
46.4K
$1.98M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
321+ 30.84% |
$10.9K - $12.7K
|
1.36K
$58.1K
|