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 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
9.05K+ 111.44% |
$307K - $358K
|
17.2K
$764K
|
|
|
Jan 25, 2023
Q4 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
9.04K+ 32.26% |
$307K - $357K
|
37K
$1.65M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
9.02KNew |
$306K - $357K
|
9.02K
$401K
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
8.95K+ 16.0% |
$304K - $354K
|
64.9K
$2.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
8.75K+ 25.58% |
$297K - $346K
|
43K
$1.91M
|
|
|
Feb 07, 2023
Q4 2022
|
Zeit Capital LLC
|
BUY
|
- |
8.69KNew |
$295K - $344K
|
8.69K
$387K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
8.63K+ 6.02% |
$293K - $341K
|
152K
$6.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
8.58KNew |
$291K - $339K
|
8.58K
$382K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
8.58K+ 3.96% |
$291K - $339K
|
225K
$10M
|
|
|
Feb 09, 2023
Q4 2022
|
Allie Family Office LLC
|
BUY
|
- |
8.44K+ 5.36% |
$286K - $334K
|
166K
$7.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8.42K+ 9.05% |
$286K - $333K
|
102K
$4.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
8.35KNew |
$283K - $330K
|
8.35K
$371K
|
|
|
Feb 14, 2023
Q4 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
8.27KNew |
$281K - $327K
|
8.27K
$368K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.24K+ 12.39% |
$279K - $326K
|
74.7K
$3.32M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.17K+ 3.65% |
$277K - $323K
|
232K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
8.05KNew |
$273K - $318K
|
8.05K
$358K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8.03K+ 75.99% |
$272K - $318K
|
18.6K
$827K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
7.9KNew |
$268K - $312K
|
7.9K
$351K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
7.89KNew |
$268K - $312K
|
7.89K
$351K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
7.85K+ 552.71% |
$266K - $311K
|
9.28K
$413K
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
7.84K+ 46.43% |
$266K - $310K
|
24.7K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
7.75KNew |
$263K - $306K
|
7.75K
$345K
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
7.5K+ 34.68% |
$254K - $297K
|
29.1K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
7.5KNew |
$254K - $297K
|
7.5K
$334K
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
7.44KNew |
$252K - $294K
|
7.44K
$331K
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
7.26KNew |
$246K - $287K
|
7.26K
$323K
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
7.1K+ 75.02% |
$241K - $281K
|
16.6K
$737K
|
|
|
Feb 13, 2023
Q4 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
7.04K+ 42.26% |
$239K - $278K
|
23.7K
$1.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
6.98K+ 41.79% |
$237K - $276K
|
23.7K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
6.96KNew |
$236K - $275K
|
6.96K
$310K
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
6.92KNew |
$235K - $273K
|
6.92K
$308K
|
|
|
Jan 25, 2023
Q4 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
6.91K+ 78.06% |
$234K - $273K
|
15.8K
$701K
|
|
|
Jan 20, 2023
Q4 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
6.88KNew |
$234K - $272K
|
6.88K
$306K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.81KNew |
$231K - $269K
|
6.81K
$303K
|
|
|
Feb 10, 2023
Q4 2022
|
Verger Capital Management LLC
|
BUY
|
- |
6.78K+ 3.65% |
$230K - $268K
|
192K
$8.56M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
6.77K+ 12.97% |
$230K - $268K
|
59K
$2.62M
|
|
|
Jan 20, 2023
Q4 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
6.74KNew |
$229K - $266K
|
6.74K
$300K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
6.73KNew |
$228K - $266K
|
6.73K
$300K
|
|
|
May 17, 2023
Q4 2022
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
6.64KNew |
$225K - $263K
|
6.64K
$295K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
6.63KNew |
$225K - $262K
|
6.63K
$295K
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
6.6KNew |
$224K - $261K
|
6.6K
$294K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.54KNew |
$222K - $259K
|
6.54K
$291K
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
6.49K+ 52.73% |
$220K - $257K
|
18.8K
$837K
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
6.48KNew |
$220K - $256K
|
6.48K
$288K
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
6.48K+ 46.11% |
$220K - $256K
|
20.5K
$913K
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
BUY
|
- |
6.44KNew |
$218K - $254K
|
6.44K
$286K
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
6.41KNew |
$217K - $253K
|
6.41K
$285K
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
6.4K+ 148.29% |
$217K - $253K
|
10.7K
$477K
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
6.4KNew |
$217K - $253K
|
6.4K
$285K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6.38K+ 19.25% |
$216K - $252K
|
39.5K
$1.76M
|