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
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
24K+ 28.92% |
$815K - $949K
|
107K
$4.52M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
23.8KNew |
$807K - $940K
|
23.8K
$1.01M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
23.3KNew |
$791K - $922K
|
23.3K
$986K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
23.2K+ 45.82% |
$786K - $915K
|
73.7K
$3.11M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
23.1K+ 72.11% |
$784K - $914K
|
55.1K
$2.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
22.7K+ 32.45% |
$770K - $897K
|
92.6K
$3.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
22.6K+ 1414.56% |
$768K - $895K
|
24.2K
$1.02M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.7K+ 6.27% |
$737K - $859K
|
369K
$15.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21.4K+ 248.21% |
$727K - $848K
|
30.1K
$1.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
21.1KNew |
$716K - $835K
|
21.1K
$892K
|
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
21K+ 52.47% |
$711K - $829K
|
60.9K
$2.58M
|
|
|
Jan 27, 2023
Q4 2022
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
20.9K+ 174.93% |
$711K - $828K
|
32.9K
$1.39M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
20.8KNew |
$705K - $822K
|
20.8K
$878K
|
|
|
May 04, 2023
Q4 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
20.7KNew |
$703K - $819K
|
20.7K
$876K
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
20.7K+ 7.94% |
$702K - $818K
|
281K
$11.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.4K+ 14.1% |
$693K - $807K
|
165K
$6.98M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20K+ 5.02% |
$680K - $792K
|
419K
$17.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Harbor Advisory Corp
|
BUY
|
- |
19.5K+ 115.83% |
$661K - $771K
|
36.3K
$1.53M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.4K+ 2.15% |
$658K - $767K
|
920K
$38.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
19.2K+ 301.08% |
$652K - $760K
|
25.6K
$1.08M
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
19.2K+ 1337.8% |
$651K - $759K
|
20.6K
$872K
|
|
|
Feb 06, 2023
Q4 2022
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
18.8KNew |
$639K - $745K
|
18.8K
$796K
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
18.3KNew |
$620K - $722K
|
18.3K
$772K
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
18.3K+ 14.89% |
$619K - $722K
|
141K
$5.95M
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
18.1K+ 12.21% |
$613K - $714K
|
166K
$7.02M
|
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
18KNew |
$611K - $712K
|
18K
$761K
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
18K+ 6.65% |
$609K - $710K
|
288K
$12.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
17.9K+ 64.58% |
$608K - $708K
|
45.7K
$1.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
17.7K+ 157.11% |
$601K - $700K
|
29K
$1.22M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
17.3KNew |
$588K - $686K
|
17.3K
$733K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
17.3K+ 35.75% |
$588K - $685K
|
65.8K
$2.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
17KNew |
$577K - $672K
|
17K
$719K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
16.9K+ 4.03% |
$572K - $666K
|
435K
$18.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
16.8KNew |
$570K - $664K
|
16.8K
$710K
|
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
16.2KNew |
$549K - $640K
|
16.2K
$684K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
16K+ 105.26% |
$543K - $633K
|
31.2K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
16K+ 42.87% |
$542K - $631K
|
53.2K
$2.25M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
15.7K+ 62.23% |
$534K - $622K
|
41K
$1.73M
|
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
15.5K+ 26.72% |
$525K - $612K
|
73.5K
$3.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
15.3K+ 1.06% |
$520K - $606K
|
1.46M
$61.9M
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
15.3K+ 1.06% |
$520K - $606K
|
1.46M
$61.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
15.2K+ 16.21% |
$517K - $602K
|
109K
$4.62M
|
|
|
Jan 20, 2023
Q4 2022
|
Sequent Asset Management, LLC
|
BUY
|
- |
15.2KNew |
$516K - $602K
|
15.2K
$643K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.2K+ 70.69% |
$515K - $600K
|
36.7K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
14.8K+ 3.6% |
$501K - $584K
|
425K
$18M
|
|
|
Feb 09, 2023
Q4 2022
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
14.7K+ 14.8% |
$499K - $582K
|
114K
$4.82M
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
14.6K+ 3.74% |
$496K - $577K
|
405K
$17.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
14.6KNew |
$495K - $577K
|
14.6K
$617K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
14.5K+ 36.57% |
$493K - $575K
|
54.3K
$2.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
14.2KNew |
$482K - $562K
|
14.2K
$600K
|