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 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-250- 2.23% |
$8.48K - $9.89K
|
11K
$497K
|
|
|
Jan 19, 2023
Q4 2022
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-262- 1.37% |
$8.89K - $10.4K
|
18.9K
$857K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-264- 0.83% |
$8.96K - $10.4K
|
31.6K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-264- 1.44% |
$8.96K - $10.4K
|
18.1K
$822K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-270- 30.2% |
$9.16K - $10.7K
|
624
$28.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-273- 2.87% |
$9.26K - $10.8K
|
9.25K
$420K
|
|
|
Feb 07, 2023
Q4 2022
|
Ghe, LLC
|
SELL
|
- |
-280- 1.19% |
$9.5K - $11.1K
|
23.3K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-280- 0.02% |
$9.5K - $11.1K
|
1.24M
$56.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-285- 19.75% |
$9.67K - $11.3K
|
1.16K
$52.5K
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-286- 4.54% |
$9.7K - $11.3K
|
6.01K
$272K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-297- 59.05% |
$10.1K - $11.7K
|
206
$9.34K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-298- 59.84% |
$10.1K - $11.8K
|
200
$9.07K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-300- 3.42% |
$10.2K - $11.9K
|
8.47K
$384K
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-300- 4.96% |
$10.2K - $11.9K
|
5.74K
$260K
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-300- 2.92% |
$10.2K - $11.9K
|
9.96K
$452K
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-303- 2.48% |
$10.3K - $12K
|
11.9K
$539K
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
SELL
|
- |
-305- 2.13% |
$10.3K - $12.1K
|
14K
$635K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-320- 8.29% |
$10.9K - $12.7K
|
3.54K
$161K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-320- 2.31% |
$10.9K - $12.7K
|
13.5K
$614K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-337- 3.85% |
$11.4K - $13.3K
|
8.41K
$381K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-347- 1.33% |
$11.8K - $13.7K
|
25.7K
$1.16M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-348- 9.38% |
$11.8K - $13.8K
|
3.36K
$152K
|
|
|
Feb 14, 2023
Q4 2022
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-348- 9.09% |
$11.8K - $13.8K
|
3.48K
$158K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-350- 6.51% |
$11.9K - $13.8K
|
5.03K
$228K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-360- 28.24% |
$12.2K - $14.2K
|
915
$41.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-362- 0.19% |
$12.3K - $14.3K
|
186K
$8.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-368- 3.79% |
$12.5K - $14.6K
|
9.34K
$423K
|
|
|
Feb 13, 2023
Q4 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-368- 3.19% |
$12.5K - $14.6K
|
11.2K
$506K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-373- 3.65% |
$12.7K - $14.7K
|
9.84K
$446K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-379- 33.25% |
$12.9K - $15K
|
761
$34.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-387- 1.01% |
$13.1K - $15.3K
|
37.8K
$1.71M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-392- 0.77% |
$13.3K - $15.5K
|
50.5K
$2.29M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-400- 5.05% |
$13.6K - $15.8K
|
7.53K
$341K
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
SELL
|
- |
-413- 5.26% |
$14K - $16.3K
|
7.45K
$338K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-441- 5.66% |
$15K - $17.4K
|
7.36K
$334K
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-461- 4.52% |
$15.6K - $18.2K
|
9.75K
$442K
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-464- 3.13% |
$15.7K - $18.3K
|
14.4K
$652K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-465- 14.29% |
$15.8K - $18.4K
|
2.79K
$127K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-491- 5.25% |
$16.7K - $19.4K
|
8.86K
$402K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-509- 6.93% |
$17.3K - $20.1K
|
6.84K
$310K
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-515- 3.74% |
$17.5K - $20.4K
|
13.3K
$601K
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-519- 4.85% |
$17.6K - $20.5K
|
10.2K
$462K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-560- 12.33% |
$19K - $22.1K
|
3.98K
$181K
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-563- 9.62% |
$19.1K - $22.3K
|
5.29K
$240K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-563- 63.69% |
$19.1K - $22.3K
|
321
$14.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-588- 8.49% |
$20K - $23.2K
|
6.34K
$287K
|
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-600- 1.81% |
$20.4K - $23.7K
|
32.5K
$1.47M
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-617- 36.62% |
$20.9K - $24.4K
|
1.07K
$48.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-628- 5.48% |
$21.3K - $24.8K
|
10.8K
$491K
|
|
|
Feb 03, 2023
Q4 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-630- 1.69% |
$21.4K - $24.9K
|
36.6K
$1.66M
|