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 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-2.61K- 5.74% |
$88.7K - $103K
|
42.9K
$1.81M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.62K- 13.16% |
$88.9K - $104K
|
17.3K
$731K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-2.63K- 23.84% |
$89.3K - $104K
|
8.4K
$355K
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-2.63K- 26.98% |
$89.3K - $104K
|
7.12K
$301K
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-2.65K- 12.06% |
$90K - $105K
|
19.3K
$817K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.77K- 5.07% |
$94K - $110K
|
51.9K
$2.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.78K- 24.68% |
$94.3K - $110K
|
8.48K
$358K
|
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.8K- 2.95% |
$95K - $111K
|
92.1K
$3.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-2.8K- 8.89% |
$95K - $111K
|
28.7K
$1.21M
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-2.81K- 20.66% |
$95.3K - $111K
|
10.8K
$456K
|
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-2.82K- 27.92% |
$95.5K - $111K
|
7.27K
$307K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.83K- 5.62% |
$96.1K - $112K
|
47.6K
$2.01M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-2.88K- 2.63% |
$97.8K - $114K
|
107K
$4.51M
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.88K- 23.35% |
$97.8K - $114K
|
9.47K
$400K
|
|
|
Feb 13, 2023
Q4 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-2.89K- 8.72% |
$97.9K - $114K
|
30.2K
$1.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-2.97K- 9.07% |
$101K - $118K
|
29.8K
$1.26M
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2.99K- 86.77% |
$101K - $118K
|
455
$19.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-3K- 28.84% |
$102K - $119K
|
7.4K
$313K
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.01K- 26.2% |
$102K - $119K
|
8.48K
$358K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.03K- 6.53% |
$103K - $120K
|
43.3K
$1.83M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-3.04K- 15.07% |
$103K - $120K
|
17.1K
$723K
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-3.04K- 37.31% |
$103K - $120K
|
5.11K
$216K
|
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-3.08K- 4.35% |
$104K - $122K
|
67.6K
$2.86M
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-3.11K- 5.96% |
$106K - $123K
|
49.1K
$2.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-3.11K- 13.17% |
$106K - $123K
|
20.5K
$868K
|
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-3.12K- 2.4% |
$106K - $123K
|
127K
$5.37M
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
SELL
|
- |
-3.2K- 5.29% |
$108K - $126K
|
57.2K
$2.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-3.2K- 4.17% |
$109K - $126K
|
73.6K
$3.11M
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-3.23K- 14.46% |
$109K - $128K
|
19.1K
$807K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.24K- 91.52% |
$110K - $128K
|
300
$12.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.25K- 11.69% |
$110K - $128K
|
24.5K
$1.04M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3.3K- 27.66% |
$112K - $131K
|
8.64K
$365K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.32K- 2.48% |
$113K - $131K
|
130K
$5.51M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.34K- 10.66% |
$113K - $132K
|
28K
$1.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-3.37K- 37.04% |
$114K - $133K
|
5.73K
$242K
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-3.39K- 2.0% |
$115K - $134K
|
166K
$7.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.41K- 26.85% |
$116K - $135K
|
9.3K
$393K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-3.42K- 2.73% |
$116K - $135K
|
122K
$5.16M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-3.43K- 19.92% |
$116K - $136K
|
13.8K
$583K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-3.55K- 6.52% |
$121K - $140K
|
50.9K
$2.15M
|
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
SELL
|
- |
-3.57K- 8.28% |
$121K - $141K
|
39.5K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.59K- 8.78% |
$122K - $142K
|
37.3K
$1.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-3.66K- 30.15% |
$124K - $145K
|
8.48K
$358K
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-3.78K- 25.19% |
$128K - $149K
|
11.2K
$474K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3.78K- 10.35% |
$128K - $150K
|
32.8K
$1.39M
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-3.79K- 13.08% |
$129K - $150K
|
25.2K
$1.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-3.84K- 8.73% |
$130K - $152K
|
40.2K
$1.7M
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.86K- 19.32% |
$131K - $153K
|
16.1K
$682K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-3.86K- 9.25% |
$131K - $153K
|
37.9K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.88K- 7.78% |
$132K - $154K
|
46K
$1.95M
|