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 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-1.41K- 9.85% |
$47.9K - $55.8K
|
12.9K
$546K
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.45K- 1.38% |
$49.1K - $57.2K
|
104K
$4.38M
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-1.48K- 13.07% |
$50.3K - $58.6K
|
9.85K
$416K
|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.5K- 2.79% |
$50.8K - $59.2K
|
52.1K
$2.2M
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-1.5K- 50.0% |
$50.9K - $59.3K
|
1.5K
$63.4K
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.51K- 4.0% |
$51.1K - $59.5K
|
36.1K
$1.53M
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-1.52K- 72.12% |
$51.7K - $60.3K
|
589
$24.9K
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.55K- 5.54% |
$52.7K - $61.4K
|
26.5K
$1.12M
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.56K- 8.73% |
$52.9K - $61.6K
|
16.3K
$689K
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-1.56K- 2.38% |
$53.1K - $61.8K
|
64.3K
$2.72M
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.59K- 14.32% |
$54K - $62.9K
|
9.52K
$402K
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.62K- 11.18% |
$54.9K - $64K
|
12.9K
$543K
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.65K- 52.38% |
$56K - $65.2K
|
1.5K
$63.4K
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.68K- 4.36% |
$56.9K - $66.3K
|
36.8K
$1.55M
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.7K- 6.44% |
$57.7K - $67.2K
|
24.7K
$1.04M
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.71K- 24.04% |
$58K - $67.5K
|
5.4K
$228K
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.71K- 2.64% |
$58K - $67.6K
|
63K
$2.66M
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.71K- 9.12% |
$58K - $67.6K
|
17K
$720K
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.72K- 20.27% |
$58.3K - $67.9K
|
6.76K
$286K
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.74K- 14.74% |
$58.9K - $68.6K
|
10K
$424K
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.74K- 30.61% |
$58.9K - $68.6K
|
3.94K
$166K
|
|
Jan 06, 2023
Q4 2022
|
Avondale Wealth Management
|
SELL
|
- |
-1.75K- 77.78% |
$59.4K - $69.2K
|
500
$21.1K
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-1.77K- 38.54% |
$60K - $69.9K
|
2.82K
$119K
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.77K- 6.83% |
$60K - $69.9K
|
24.1K
$1.02M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.8K- 1.01% |
$61.1K - $71.3K
|
176K
$7.44M
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.88K- 1.06% |
$63.8K - $74.3K
|
175K
$7.39M
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.9K- 7.13% |
$64.3K - $74.9K
|
24.7K
$1.04M
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.92K- 5.67% |
$65.1K - $75.9K
|
32K
$1.35M
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.95K- 25.76% |
$66K - $76.9K
|
5.61K
$237K
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-1.95K- 25.49% |
$66.2K - $77.1K
|
5.7K
$241K
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.98K- 5.95% |
$67.2K - $78.3K
|
31.3K
$1.32M
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.99K- 4.35% |
$67.4K - $78.6K
|
43.7K
$1.85M
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2K- 18.33% |
$67.9K - $79.1K
|
8.91K
$377K
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-2.06K- 14.51% |
$69.8K - $81.3K
|
12.1K
$512K
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
SELL
|
- |
-2.06K- 16.78% |
$69.9K - $81.4K
|
10.2K
$432K
|
|
Feb 07, 2023
Q4 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-2.08K- 11.42% |
$70.4K - $82K
|
16.1K
$680K
|
|
Feb 07, 2023
Q4 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-2.13K- 4.41% |
$72.2K - $84.1K
|
46.1K
$1.95M
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
SELL
|
- |
-2.16K- 4.42% |
$73.2K - $85.3K
|
46.7K
$1.97M
|
|
Feb 13, 2023
Q4 2022
|
Credit Agricole S A
|
SELL
|
- |
-2.16K- 22.31% |
$73.4K - $85.5K
|
7.53K
$318K
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.23K- 29.46% |
$75.6K - $88.1K
|
5.33K
$225K
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.29K- 2.57% |
$77.6K - $90.4K
|
86.8K
$3.67M
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-2.31K- 20.76% |
$78.4K - $91.4K
|
8.83K
$373K
|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
SELL
|
- |
-2.34K- 5.15% |
$79.3K - $92.4K
|
43.1K
$1.82M
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-2.45K- 41.36% |
$83K - $96.8K
|
3.47K
$147K
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.48K- 30.55% |
$84K - $97.9K
|
5.63K
$238K
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-2.53K- 21.69% |
$85.8K - $100K
|
9.13K
$386K
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.56K- 22.2% |
$86.8K - $101K
|
8.97K
$379K
|
|
Feb 02, 2023
Q4 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-2.57K- 24.62% |
$87K - $101K
|
7.85K
$332K
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-2.59K- 4.42% |
$87.8K - $102K
|
56K
$2.37M
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.61K- 23.1% |
$88.4K - $103K
|
8.67K
$367K
|