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 27, 2023
Q4 2022
|
Strid Group, LLC
|
BUY
|
- |
14.2KNew |
$480K - $560K
|
14.2K
$598K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
14.1K+ 68.74% |
$480K - $559K
|
34.7K
$1.47M
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.1KNew |
$479K - $559K
|
14.1K
$597K
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
BUY
|
- |
14.1KNew |
$477K - $556K
|
14.1K
$594K
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
13.9KNew |
$471K - $549K
|
13.9K
$587K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.8K+ 140.31% |
$467K - $544K
|
23.6K
$996K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
13.6KNew |
$461K - $537K
|
13.6K
$574K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
13.6K+ 26.38% |
$460K - $536K
|
65K
$2.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
13.4K+ 27.59% |
$455K - $531K
|
62K
$2.62M
|
|
|
Feb 03, 2023
Q4 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
13.3KNew |
$452K - $527K
|
13.3K
$564K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.3K+ 28.84% |
$452K - $527K
|
59.5K
$2.52M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
13.3KNew |
$450K - $524K
|
13.3K
$560K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
13.2K+ 51.04% |
$447K - $521K
|
39K
$1.65M
|
|
|
Mar 30, 2023
Q4 2022
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
13.2KNew |
$446K - $520K
|
13.2K
$556K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.1K+ 51.09% |
$445K - $518K
|
38.8K
$1.64M
|
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
13.1KNew |
$444K - $517K
|
13.1K
$553K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
12.9K+ 71.05% |
$438K - $510K
|
31.1K
$1.31M
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
12.8KNew |
$433K - $505K
|
12.8K
$539K
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
12.8KNew |
$433K - $504K
|
12.8K
$539K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
12.7K+ 101.95% |
$432K - $503K
|
25.2K
$1.06M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12.7KNew |
$430K - $501K
|
12.7K
$536K
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
12.7KNew |
$430K - $501K
|
12.7K
$535K
|
|
|
Jan 19, 2023
Q4 2022
|
Farmers Trust CO
|
BUY
|
- |
12K+ 67.13% |
$407K - $475K
|
29.9K
$1.26M
|
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
11.9KNew |
$405K - $472K
|
11.9K
$505K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
11.7K+ 24.37% |
$397K - $462K
|
59.7K
$2.52M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
11.5KNew |
$392K - $456K
|
11.5K
$488K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
11.4K+ 18.87% |
$387K - $451K
|
71.9K
$3.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
11.3KNew |
$384K - $448K
|
11.3K
$479K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
11.1KNew |
$376K - $438K
|
11.1K
$468K
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
10.9K+ 57.26% |
$371K - $432K
|
30K
$1.27M
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
BUY
|
- |
10.9K+ 78.5% |
$370K - $431K
|
24.8K
$1.05M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
10.8KNew |
$367K - $428K
|
10.8K
$457K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
10.4K+ 131.81% |
$354K - $412K
|
18.3K
$775K
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
10.2K+ 39.98% |
$348K - $405K
|
35.9K
$1.52M
|
|
|
Jan 17, 2023
Q4 2022
|
Innova Wealth Partners
|
BUY
|
- |
10.2K+ 46.71% |
$347K - $405K
|
32.1K
$1.36M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.2K+ 23.63% |
$345K - $402K
|
53.2K
$2.25M
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
10.2KNew |
$345K - $402K
|
10.2K
$430K
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
10.2KNew |
$345K - $402K
|
10.2K
$429K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
10K+ 1.49% |
$340K - $397K
|
684K
$28.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Mint Tower Capital Management B.V.
|
BUY
|
- |
10KNew |
$339K - $395K
|
10K
$423K
|
|
|
Feb 07, 2023
Q4 2022
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
9.91KNew |
$336K - $392K
|
9.91K
$419K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.68K+ 25.93% |
$328K - $383K
|
47K
$1.99M
|
|
|
Jan 31, 2023
Q4 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
9.63K+ 69.57% |
$327K - $381K
|
23.5K
$992K
|
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
9.55KNew |
$324K - $377K
|
9.55K
$404K
|
|
|
Feb 14, 2023
Q4 2022
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
9.5KNew |
$322K - $376K
|
9.5K
$402K
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
9.34KNew |
$317K - $369K
|
9.34K
$395K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
9.22K+ 11.82% |
$313K - $364K
|
87.2K
$3.68M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9.19K+ 33.59% |
$312K - $364K
|
36.6K
$1.55M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.18K+ 82.6% |
$311K - $363K
|
20.3K
$858K
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
9.11KNew |
$309K - $360K
|
9.11K
$385K
|