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
|
Harbor Group, Inc.
|
SELL
|
- |
-6.2K- 44.3% |
$210K - $245K
|
7.79K
$329K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.53K- 9.74% |
$221K - $258K
|
60.5K
$2.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-6.67K- 12.54% |
$226K - $264K
|
46.5K
$1.97M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-6.71K- 4.24% |
$228K - $265K
|
151K
$6.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.75K- 38.73% |
$229K - $267K
|
10.7K
$452K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-6.84K- 80.55% |
$232K - $270K
|
1.65K
$69.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-7.02K- 4.95% |
$238K - $278K
|
135K
$5.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-7.07K- 9.72% |
$240K - $280K
|
65.7K
$2.78M
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-7.1K- 60.23% |
$241K - $281K
|
4.69K
$198K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-7.11K- 15.14% |
$241K - $281K
|
39.8K
$1.68M
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-7.22K- 8.4% |
$245K - $286K
|
78.8K
$3.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-7.23K- 9.73% |
$245K - $286K
|
67K
$2.83M
|
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-7.27K- 23.77% |
$247K - $287K
|
23.3K
$985K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-7.38K- 20.21% |
$250K - $292K
|
29.2K
$1.23M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-7.57K- 4.19% |
$257K - $299K
|
173K
$7.31M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-7.58K- 5.13% |
$257K - $300K
|
140K
$5.93M
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
SELL
|
- |
-7.65K- 17.75% |
$260K - $303K
|
35.4K
$1.5M
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-7.67K- 9.37% |
$260K - $303K
|
74.1K
$3.13M
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-7.7K- 33.03% |
$261K - $304K
|
15.6K
$660K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-7.77K- 3.77% |
$264K - $307K
|
199K
$8.39M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-8.07K- 2.79% |
$274K - $319K
|
282K
$11.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-8.1K- 13.23% |
$275K - $320K
|
53.1K
$2.25M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-8.21K- 3.61% |
$279K - $325K
|
219K
$9.28M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-8.22K- 13.17% |
$279K - $325K
|
54.2K
$2.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8.24K- 18.8% |
$280K - $326K
|
35.6K
$1.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-8.3K- 27.73% |
$281K - $328K
|
21.6K
$914K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.36K- 12.85% |
$284K - $330K
|
56.7K
$2.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-8.4K- 22.08% |
$285K - $332K
|
29.7K
$1.25M
|
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
SELL
|
- |
-8.45K- 43.37% |
$287K - $334K
|
11K
$466K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-8.46K- 49.88% |
$287K - $334K
|
8.5K
$359K
|
|
|
Feb 13, 2023
Q4 2022
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-8.5K- 45.21% |
$288K - $336K
|
10.3K
$435K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.51K- 40.13% |
$289K - $336K
|
12.7K
$537K
|
|
|
Feb 14, 2023
Q4 2022
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-8.55K- 6.97% |
$290K - $338K
|
114K
$4.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-8.7K- 54.89% |
$295K - $344K
|
7.15K
$302K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-8.83K- 22.96% |
$300K - $349K
|
29.6K
$1.25M
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-8.89K- 8.24% |
$302K - $351K
|
99K
$4.18M
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-8.89K- 8.09% |
$302K - $352K
|
101K
$4.27M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-9.21K- 60.49% |
$313K - $364K
|
6.02K
$254K
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-9.32K- 17.63% |
$316K - $369K
|
43.5K
$1.84M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.34K- 58.3% |
$317K - $369K
|
6.68K
$282K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-9.36K- 31.02% |
$318K - $370K
|
20.8K
$880K
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-9.47K- 5.97% |
$321K - $375K
|
149K
$6.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-9.5K- 18.11% |
$322K - $376K
|
43K
$1.82M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
SELL
|
- |
-9.53K- 55.3% |
$323K - $377K
|
7.7K
$326K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-9.71K- 64.89% |
$329K - $384K
|
5.25K
$222K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.85K- 22.16% |
$334K - $389K
|
34.6K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-9.87K- 4.85% |
$335K - $390K
|
194K
$8.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-9.88K- 33.0% |
$335K - $391K
|
20.1K
$848K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-10K- 7.08% |
$340K - $396K
|
131K
$5.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10K- 15.14% |
$341K - $397K
|
56.3K
$2.38M
|