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 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
193K+ 12.77% |
$6.54M - $7.62M
|
1.7M
$71.9M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
190K+ 36.45% |
$6.45M - $7.52M
|
712K
$30.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
189K+ 13.03% |
$6.42M - $7.48M
|
1.64M
$69.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
186K+ 239.14% |
$6.3M - $7.34M
|
263K
$11.1M
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
182KNew |
$6.16M - $7.18M
|
182K
$7.68M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
182K+ 475.76% |
$6.16M - $7.18M
|
220K
$9.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
162K+ 17.75% |
$5.5M - $6.41M
|
1.08M
$45.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
152K+ 339.73% |
$5.17M - $6.03M
|
197K
$8.34M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
152K+ 231.59% |
$5.16M - $6.01M
|
218K
$9.21M
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
144K+ 371.32% |
$4.87M - $5.68M
|
182K
$7.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
140KNew |
$4.76M - $5.54M
|
140K
$5.93M
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
131KNew |
$4.44M - $5.17M
|
131K
$5.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
129KNew |
$4.38M - $5.11M
|
129K
$5.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
125KNew |
$4.25M - $4.95M
|
125K
$5.29M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
125K+ 7911.25% |
$4.25M - $4.95M
|
127K
$5.36M
|
|
|
May 16, 2023
Q4 2022
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
125KNew |
$4.24M - $4.94M
|
125K
$5.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
123K+ 22.23% |
$4.19M - $4.88M
|
679K
$28.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Crestone Asset Management LLC
|
BUY
|
- |
122K+ 87.04% |
$4.15M - $4.83M
|
263K
$11.1M
|
|
|
Feb 13, 2023
Q4 2022
|
True North Advisors, LLC
|
BUY
|
- |
122KNew |
$4.15M - $4.83M
|
122K
$5.17M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
122K+ 28.5% |
$4.13M - $4.82M
|
549K
$23.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
119KNew |
$4.05M - $4.72M
|
119K
$5.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Surience Private Wealth LLC
|
BUY
|
- |
118KNew |
$4.02M - $4.68M
|
118K
$5M
|
|
|
Feb 07, 2023
Q4 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
115K+ 1893.59% |
$3.9M - $4.54M
|
121K
$5.11M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
112K+ 90.0% |
$3.81M - $4.44M
|
237K
$10M
|
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
BUY
|
- |
108K+ 193162.5% |
$3.67M - $4.28M
|
108K
$4.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
107K+ 37.02% |
$3.63M - $4.23M
|
396K
$16.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
104KNew |
$3.52M - $4.1M
|
104K
$4.38M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
103K+ 868.65% |
$3.49M - $4.07M
|
115K
$4.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
102K+ 11444.16% |
$3.46M - $4.03M
|
103K
$4.34M
|
|
|
Feb 14, 2023
Q4 2022
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
101KNew |
$3.44M - $4.01M
|
101K
$4.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
101K+ 0.76% |
$3.42M - $3.98M
|
13.4M
$566M
|
|
|
Jan 20, 2023
Q4 2022
|
International City Management Association Retirement Corp
Washington, DC |
BUY
|
- |
99.8KNew |
$3.39M - $3.95M
|
99.8K
$4.22M
|
|
|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
99.1KNew |
$3.36M - $3.92M
|
99.1K
$4.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
98.3KNew |
$3.33M - $3.89M
|
98.3K
$4.15M
|
|
|
Feb 06, 2023
Q4 2022
|
Td Asset Management Inc
|
BUY
|
- |
97.5K+ 14.72% |
$3.31M - $3.85M
|
759K
$32.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
97.3KNew |
$3.3M - $3.85M
|
97.3K
$4.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
96.5K+ 30.03% |
$3.27M - $3.82M
|
418K
$17.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
96.4K+ 44.49% |
$3.27M - $3.81M
|
313K
$13.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
93.7K+ 35.57% |
$3.18M - $3.7M
|
357K
$15.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Weil Company, Inc.
|
BUY
|
- |
89.8K+ 500.94% |
$3.05M - $3.55M
|
108K
$4.56M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
89.5K+ 923.52% |
$3.04M - $3.54M
|
99.2K
$4.19M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
88.2K+ 59.86% |
$2.99M - $3.49M
|
236K
$9.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
88K+ 204.86% |
$2.98M - $3.48M
|
131K
$5.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
83.5K+ 226.66% |
$2.83M - $3.3M
|
120K
$5.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
82.4K+ 9.33% |
$2.8M - $3.26M
|
966K
$40.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
BUY
|
- |
81.5K+ 296.53% |
$2.76M - $3.22M
|
109K
$4.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
81.1K+ 6.88% |
$2.75M - $3.21M
|
1.26M
$53.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
79.2K+ 174.45% |
$2.69M - $3.13M
|
125K
$5.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
76.9KNew |
$2.61M - $3.04M
|
76.9K
$3.25M
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
75.2K+ 970.79% |
$2.55M - $2.98M
|
83K
$3.51M
|