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 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.95K- 19.23% |
$134K - $156K
|
16.6K
$701K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3.99K- 6.25% |
$135K - $158K
|
59.9K
$2.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.99K- 14.42% |
$135K - $158K
|
23.7K
$1M
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-3.99K- 27.06% |
$135K - $158K
|
10.8K
$455K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.03K- 49.72% |
$137K - $159K
|
4.07K
$172K
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-4.07K- 27.01% |
$138K - $161K
|
11K
$465K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.08K- 25.68% |
$138K - $161K
|
11.8K
$499K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.1K- 21.38% |
$139K - $162K
|
15.1K
$637K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-4.11K- 27.89% |
$139K - $162K
|
10.6K
$449K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4.15KClosed |
$141K - $164K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-4.25K- 11.36% |
$144K - $168K
|
33.2K
$1.4M
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-4.31K- 11.74% |
$146K - $170K
|
32.4K
$1.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-4.35K- 32.25% |
$147K - $172K
|
9.13K
$386K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.35K- 9.21% |
$148K - $172K
|
42.9K
$1.81M
|
|
|
Jan 31, 2023
Q4 2022
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-4.36K- 8.36% |
$148K - $172K
|
47.8K
$2.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-4.4K- 22.8% |
$149K - $174K
|
14.9K
$630K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-4.43K- 29.43% |
$150K - $175K
|
10.6K
$449K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-4.44K- 21.06% |
$150K - $175K
|
16.6K
$703K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-4.44K- 20.22% |
$151K - $176K
|
17.5K
$741K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.45K- 94.88% |
$151K - $176K
|
240
$10.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-4.47K- 19.18% |
$152K - $177K
|
18.8K
$797K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.51K- 18.07% |
$153K - $178K
|
20.4K
$864K
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-4.52K- 18.92% |
$153K - $179K
|
19.4K
$818K
|
|
|
Jan 12, 2023
Q4 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-4.52K- 29.47% |
$153K - $179K
|
10.8K
$457K
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-4.58K- 3.6% |
$155K - $181K
|
122K
$5.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-4.6K- 14.15% |
$156K - $182K
|
27.9K
$1.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.73K- 10.47% |
$160K - $187K
|
40.4K
$1.71M
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-4.79K- 30.48% |
$163K - $189K
|
10.9K
$462K
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-4.85K- 8.2% |
$165K - $192K
|
54.3K
$2.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Thornburg Investment Management Inc
|
SELL
|
- |
-4.94K- 32.4% |
$167K - $195K
|
10.3K
$435K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-5.01K- 50.58% |
$170K - $198K
|
4.9K
$207K
|
|
|
Feb 01, 2023
Q4 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-5.13K- 2.18% |
$174K - $203K
|
231K
$9.75M
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5.18K- 23.64% |
$176K - $205K
|
16.7K
$707K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-5.21K- 67.66% |
$177K - $206K
|
2.49K
$105K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5.24K- 9.92% |
$178K - $207K
|
47.6K
$2.01M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-5.4K- 14.68% |
$183K - $213K
|
31.4K
$1.33M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5.42K- 72.38% |
$184K - $214K
|
2.07K
$87.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-5.47K- 29.66% |
$185K - $216K
|
13K
$548K
|
|
|
Feb 13, 2023
Q4 2022
|
Gould Capital, LLC
|
SELL
|
- |
-5.5K- 7.22% |
$187K - $217K
|
70.7K
$2.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-5.56K- 3.83% |
$189K - $220K
|
140K
$5.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.56K- 3.17% |
$189K - $220K
|
170K
$7.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-5.68K- 7.32% |
$193K - $225K
|
72K
$3.04M
|
|
|
Feb 09, 2023
Q4 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-5.94K- 23.73% |
$201K - $235K
|
19.1K
$807K
|
|
|
Mar 22, 2023
Q4 2022
|
Pictet North America Advisors Sa
|
SELL
|
- |
-5.98K- 3.47% |
$203K - $236K
|
166K
$7.04M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-6K- 49.66% |
$204K - $237K
|
6.08K
$257K
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-6.01K- 13.47% |
$204K - $238K
|
38.6K
$1.63M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-6.04KClosed |
$205K - $239K
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Bank Of Stockton
|
SELL
|
- |
-6.05K- 26.83% |
$205K - $239K
|
16.5K
$697K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-6.18K- 26.62% |
$210K - $244K
|
17K
$720K
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-6.18K- 11.11% |
$210K - $244K
|
49.5K
$2.09M
|