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 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
40K+ 21.93% |
$1.36M - $1.58M
|
223K
$9.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
39.8K+ 15.05% |
$1.35M - $1.57M
|
304K
$13.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
39.6KNew |
$1.34M - $1.56M
|
39.6K
$1.76M
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
39.4KNew |
$1.34M - $1.56M
|
39.4K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
39.1K+ 56.24% |
$1.33M - $1.54M
|
109K
$4.83M
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
38.7K+ 28.69% |
$1.31M - $1.53M
|
174K
$7.72M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
38.3K+ 87.08% |
$1.3M - $1.51M
|
82.3K
$3.66M
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
37.7K+ 121.41% |
$1.28M - $1.49M
|
68.8K
$3.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
36KNew |
$1.22M - $1.42M
|
36K
$1.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
35.9K+ 192.42% |
$1.22M - $1.42M
|
54.6K
$2.43M
|
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
35.6KNew |
$1.21M - $1.41M
|
35.6K
$1.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
35K+ 29.68% |
$1.19M - $1.38M
|
153K
$6.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
34.9K+ 3.79% |
$1.19M - $1.38M
|
956K
$42.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
34.9KNew |
$1.18M - $1.38M
|
34.9K
$1.55M
|
|
|
Feb 02, 2023
Q4 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
34.6KNew |
$1.17M - $1.37M
|
34.6K
$1.54M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
34.2KNew |
$1.16M - $1.35M
|
34.2K
$1.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
33.7K+ 252.58% |
$1.14M - $1.33M
|
47K
$2.09M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
33.2KNew |
$1.13M - $1.31M
|
33.2K
$1.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
32.7K+ 343.02% |
$1.11M - $1.29M
|
42.2K
$1.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
32.1KNew |
$1.09M - $1.27M
|
32.1K
$1.43M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
31.5KNew |
$1.07M - $1.24M
|
31.5K
$1.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
31.1K+ 13.07% |
$1.06M - $1.23M
|
269K
$12M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
30.9K+ 14.72% |
$1.05M - $1.22M
|
241K
$10.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
30.7KNew |
$1.04M - $1.22M
|
30.7K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
30.5K+ 62.98% |
$1.03M - $1.2M
|
78.8K
$3.51M
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
30.1KNew |
$1.02M - $1.19M
|
30.1K
$1.34M
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
30KNew |
$1.02M - $1.19M
|
30K
$1.34M
|
|
|
Jan 30, 2023
Q4 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
30K+ 49.81% |
$1.02M - $1.19M
|
90.3K
$4.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
28.9KNew |
$979K - $1.14M
|
28.9K
$1.28M
|
|
|
Feb 09, 2023
Q4 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
28.9KNew |
$979K - $1.14M
|
28.9K
$1.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
27.7KNew |
$941K - $1.1M
|
27.7K
$1.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
27.5K+ 28.16% |
$934K - $1.09M
|
125K
$5.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
27.2K+ 273.88% |
$925K - $1.08M
|
37.2K
$1.65M
|
|
|
Jan 04, 2023
Q4 2022
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
27.2K+ 462.53% |
$924K - $1.08M
|
33.1K
$1.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
27.2KNew |
$923K - $1.08M
|
27.2K
$1.21M
|
|
|
Jan 27, 2023
Q4 2022
|
First Bank & Trust
|
BUY
|
- |
26.9KNew |
$914K - $1.07M
|
26.9K
$1.2M
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
25.9K+ 32.93% |
$880K - $1.03M
|
105K
$4.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
25.7K+ 12.09% |
$872K - $1.02M
|
238K
$10.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
25.3K+ 9.56% |
$859K - $1M
|
290K
$12.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
25.2K+ 20.28% |
$856K - $997K
|
150K
$6.65M
|
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
25.1K+ 113.97% |
$852K - $992K
|
47.1K
$2.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
25K+ 56.91% |
$849K - $989K
|
69K
$3.07M
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
25K+ 342.0% |
$847K - $987K
|
32.3K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
24.8KNew |
$840K - $979K
|
24.8K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
BUY
|
- |
24.6K+ 10.95% |
$834K - $972K
|
249K
$11.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
24.6KNew |
$834K - $971K
|
24.6K
$1.09M
|
|
|
Jan 31, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
24.5KNew |
$830K - $967K
|
24.5K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
24.4K+ 281.03% |
$829K - $966K
|
33.1K
$1.47M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
24.4K+ 363.62% |
$826K - $963K
|
31.1K
$1.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
24.3KNew |
$824K - $960K
|
24.3K
$1.08M
|