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 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
34New |
$1.15K - $1.34K
|
34
$1.54K
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
34+ 0.48% |
$1.15K - $1.34K
|
7.18K
$326K
|
|
|
Jan 26, 2023
Q4 2022
|
Ht Partners LLC
|
BUY
|
- |
32+ 0.01% |
$1.09K - $1.27K
|
306K
$13.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
32+ 0.18% |
$1.09K - $1.27K
|
18.1K
$821K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
24+ 1.52% |
$814 - $949
|
1.6K
$72.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
21+ 1.5% |
$713 - $830
|
1.42K
$64.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
21+ 0.11% |
$713 - $830
|
18.4K
$832K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
19+ 1.18% |
$645 - $751
|
1.63K
$73.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
12+ 0.06% |
$407 - $474
|
19.6K
$889K
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
BUY
|
- |
12+ 0.08% |
$407 - $474
|
14.5K
$657K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
9+ 0.63% |
$305 - $356
|
1.44K
$65.3K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
9+ 1.52% |
$305 - $356
|
601
$27.3K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
8+ 1.35% |
$271 - $316
|
602
$27.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
7+ 0.28% |
$238 - $277
|
2.55K
$116K
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
6+ 0.37% |
$204 - $237
|
1.62K
$73.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5+ 1.31% |
$170 - $198
|
387
$17.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
4+ 0.02% |
$136 - $158
|
22.3K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
4+ 0.84% |
$136 - $158
|
481
$21.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 0.99% |
$102 - $119
|
307
$13.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 1.55% |
$102 - $119
|
197
$8.93K
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
2+ 0.02% |
$67.9 - $79.1
|
9.12K
$413K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 2.63% |
$33.9 - $39.5
|
39
$1.77K
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.2% |
$33.9 - $39.5
|
505
$22.9K
|
|
|
Feb 09, 2023
Q4 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1+ 0.0% |
$33.9 - $39.5
|
26.6K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.05% |
$33.9 - $39.5
|
2.15K
$97.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1+ 0.0% |
$33.9 - $39.5
|
23.5K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1+ 100.0% |
$33.9 - $39.5
|
2
$90.7
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 1.56% |
$33.9 - $39.5
|
65
$2.95K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1- 0.02% |
$33.9 - $39.5
|
5.8K
$263K
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3- 10.71% |
$102 - $119
|
25
$1.13K
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4- 0.04% |
$136 - $158
|
9.22K
$418K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-7- 4.64% |
$238 - $277
|
144
$6.53K
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-9- 0.07% |
$305 - $356
|
12.1K
$550K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-9- 0.12% |
$305 - $356
|
7.43K
$337K
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-15- 0.05% |
$509 - $593
|
32.3K
$1.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-19- 1.57% |
$645 - $751
|
1.19K
$54K
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-21- 0.33% |
$713 - $830
|
6.4K
$290K
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-26- 0.21% |
$882 - $1.03K
|
12.2K
$553K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-26- 0.42% |
$882 - $1.03K
|
6.2K
$281K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-29- 0.27% |
$984 - $1.15K
|
10.9K
$494K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-38- 0.1% |
$1.29K - $1.5K
|
39.6K
$1.8M
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-39- 0.45% |
$1.32K - $1.54K
|
8.69K
$394K
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-41- 0.21% |
$1.39K - $1.62K
|
19.1K
$866K
|
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-42- 0.16% |
$1.43K - $1.66K
|
26.4K
$1.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-54- 0.88% |
$1.83K - $2.14K
|
6.08K
$276K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-58- 22.92% |
$1.97K - $2.29K
|
195
$8.84K
|
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-60- 0.82% |
$2.04K - $2.37K
|
7.27K
$330K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-70- 0.12% |
$2.38K - $2.77K
|
56.3K
$2.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-72- 3.97% |
$2.44K - $2.85K
|
1.74K
$79K
|
|
|
Feb 14, 2023
Q4 2022
|
Davidson Trust CO
|
SELL
|
- |
-72- 0.51% |
$2.44K - $2.85K
|
14K
$637K
|