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
|
Ifp Advisors, Inc
|
SELL
|
- |
-20.1K- 31.13% |
$681K - $794K
|
44.4K
$1.88M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20.5K- 25.27% |
$694K - $809K
|
60.5K
$2.56M
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-21.1K- 39.95% |
$718K - $836K
|
31.8K
$1.34M
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-21.5K- 51.61% |
$729K - $850K
|
20.1K
$852K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-21.8K- 54.16% |
$738K - $860K
|
18.4K
$778K
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-22.3K- 6.14% |
$757K - $882K
|
341K
$14.4M
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-22.5K- 9.52% |
$765K - $891K
|
214K
$9.05M
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-23.2K- 25.6% |
$787K - $917K
|
67.4K
$2.85M
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-23.3K- 29.52% |
$791K - $922K
|
55.6K
$2.35M
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-23.4K- 56.85% |
$794K - $925K
|
17.8K
$751K
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-23.7K- 10.93% |
$804K - $937K
|
193K
$8.16M
|
|
Feb 06, 2023
Q4 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-23.9K- 5.9% |
$810K - $944K
|
381K
$16.1M
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-24K- 0.2% |
$813K - $947K
|
12M
$506M
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
SELL
|
- |
-24.3K- 57.31% |
$823K - $959K
|
18.1K
$764K
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-24.6K- 2.47% |
$836K - $974K
|
972K
$41.1M
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-24.9K- 67.05% |
$846K - $986K
|
12.3K
$518K
|
|
Feb 02, 2023
Q4 2022
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-25.2K- 8.87% |
$853K - $994K
|
258K
$10.9M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-25.4K- 2.29% |
$861K - $1M
|
1.08M
$45.8M
|
|
Jan 23, 2023
Q4 2022
|
Connable Office Inc
|
SELL
|
- |
-25.7K- 1.95% |
$871K - $1.01M
|
1.29M
$54.6M
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-26.5K- 80.96% |
$898K - $1.05M
|
6.22K
$263K
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
SELL
|
- |
-27K- 43.56% |
$916K - $1.07M
|
35K
$1.48M
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-27.3K- 30.78% |
$928K - $1.08M
|
61.5K
$2.6M
|
|
Jan 26, 2023
Q4 2022
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-27.8K- 21.5% |
$943K - $1.1M
|
101K
$4.29M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-28.2K- 49.11% |
$956K - $1.11M
|
29.2K
$1.23M
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-29.4K- 85.51% |
$997K - $1.16M
|
4.98K
$210K
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-29.6KClosed |
$1.01M - $1.17M
|
0
$0
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-29.6K- 7.77% |
$1.01M - $1.17M
|
352K
$14.9M
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-30K- 1.86% |
$1.02M - $1.19M
|
1.58M
$67M
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-31.7K- 10.54% |
$1.08M - $1.25M
|
269K
$11.4M
|
|
Feb 14, 2023
Q4 2022
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-32.5K- 28.7% |
$1.1M - $1.29M
|
80.8K
$3.41M
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-34.5K- 94.57% |
$1.17M - $1.36M
|
1.98K
$83.7K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-34.6K- 14.48% |
$1.17M - $1.37M
|
204K
$8.64M
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-37K- 36.25% |
$1.26M - $1.46M
|
65.1K
$2.75M
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-37.4K- 53.12% |
$1.27M - $1.48M
|
33K
$1.39M
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-38.3K- 14.68% |
$1.3M - $1.52M
|
223K
$9.42M
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-39.1K- 25.42% |
$1.33M - $1.54M
|
115K
$4.85M
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-39.2KClosed |
$1.33M - $1.55M
|
0
$0
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-39.5K- 77.42% |
$1.34M - $1.56M
|
11.5K
$487K
|
|
Feb 10, 2023
Q4 2022
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-41.3K- 69.27% |
$1.4M - $1.63M
|
18.3K
$774K
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-42.9K- 6.75% |
$1.45M - $1.7M
|
592K
$25M
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-44.5K- 32.26% |
$1.51M - $1.76M
|
93.4K
$3.95M
|
|
Feb 14, 2023
Q4 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-45K- 36.97% |
$1.53M - $1.78M
|
76.8K
$3.25M
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-45.8K- 23.85% |
$1.55M - $1.81M
|
146K
$6.17M
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-46.9K- 22.32% |
$1.59M - $1.86M
|
163K
$6.9M
|
|
Feb 13, 2023
Q4 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-47.4K- 31.76% |
$1.61M - $1.87M
|
102K
$4.3M
|
|
Feb 07, 2023
Q4 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-49K- 41.0% |
$1.66M - $1.94M
|
70.5K
$2.98M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-51.5K- 72.93% |
$1.75M - $2.03M
|
19.1K
$808K
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-54.1K- 2.67% |
$1.83M - $2.14M
|
1.97M
$83.3M
|
|
Feb 14, 2023
Q4 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-55.3K- 65.06% |
$1.88M - $2.19M
|
29.7K
$1.26M
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-59.2K- 28.92% |
$2.01M - $2.34M
|
146K
$6.15M
|