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 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.27KNew |
$213K - $248K
|
6.27K
$279K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
BUY
|
- |
6.26KNew |
$213K - $248K
|
6.26K
$279K
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
6.22K+ 37.36% |
$211K - $246K
|
22.9K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
6.11K+ 13.4% |
$207K - $242K
|
51.7K
$2.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
6KNew |
$204K - $237K
|
6K
$267K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
5.94KNew |
$201K - $235K
|
5.94K
$264K
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
5.93KNew |
$201K - $234K
|
5.93K
$264K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.91KNew |
$200K - $233K
|
5.91K
$263K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
5.81K+ 65.34% |
$197K - $230K
|
14.7K
$654K
|
|
|
Feb 10, 2023
Q4 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5.81K+ 140.14% |
$197K - $230K
|
9.96K
$443K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.74K+ 82.95% |
$195K - $227K
|
12.7K
$563K
|
|
|
Feb 14, 2023
Q4 2022
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
5.73KNew |
$194K - $227K
|
5.73K
$255K
|
|
|
Feb 10, 2023
Q4 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
5.69KNew |
$193K - $225K
|
5.69K
$253K
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
5.66KNew |
$192K - $224K
|
5.66K
$252K
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
5.65KNew |
$192K - $223K
|
5.65K
$251K
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
5.64KNew |
$191K - $223K
|
5.64K
$251K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
5.64K+ 17.8% |
$191K - $223K
|
37.3K
$1.66M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
5.61K+ 1.07% |
$190K - $222K
|
531K
$23.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
5.6K+ 8.25% |
$190K - $221K
|
73.5K
$3.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
5.6K+ 68.2% |
$190K - $221K
|
13.8K
$614K
|
|
|
Jan 11, 2023
Q4 2022
|
Enterprise Bank & Trust CO
|
BUY
|
- |
5.58KNew |
$189K - $221K
|
5.58K
$248K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
5.56KNew |
$189K - $220K
|
5.56K
$247K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
5.54K+ 16.33% |
$188K - $219K
|
39.4K
$1.75M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5.54K+ 16.33% |
$188K - $219K
|
39.4K
$1.75M
|
|
|
Jan 30, 2023
Q4 2022
|
Cubic Asset Management, LLC
|
BUY
|
- |
5.52KNew |
$187K - $218K
|
5.52K
$246K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
5.51K+ 16.8% |
$187K - $218K
|
38.3K
$1.7M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.47K+ 9.39% |
$186K - $216K
|
63.7K
$2.84M
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
5.43KNew |
$184K - $215K
|
5.43K
$242K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
5.43KNew |
$184K - $215K
|
5.43K
$241K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
5.43K+ 12.91% |
$184K - $215K
|
47.5K
$2.11M
|
|
|
Feb 01, 2023
Q4 2022
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
5.41KNew |
$184K - $214K
|
5.41K
$241K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.4K+ 4.16% |
$183K - $214K
|
135K
$6.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
5.4KNew |
$183K - $213K
|
5.4K
$240K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.4K+ 275.26% |
$183K - $213K
|
7.36K
$327K
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
5.37KNew |
$182K - $212K
|
5.37K
$239K
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.35KNew |
$182K - $212K
|
5.35K
$238K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
5.34KNew |
$181K - $211K
|
5.34K
$237K
|
|
|
Jan 12, 2023
Q4 2022
|
Schwab Charitable Fund
|
BUY
|
- |
5.33KNew |
$181K - $211K
|
5.33K
$237K
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
5.29K+ 43.98% |
$179K - $209K
|
17.3K
$770K
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
5.28KNew |
$179K - $209K
|
5.28K
$235K
|
|
|
Feb 10, 2023
Q4 2022
|
Cim, LLC
|
BUY
|
- |
5.23KNew |
$177K - $207K
|
5.23K
$233K
|
|
|
Feb 13, 2023
Q4 2022
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
5.19K+ 89.7% |
$176K - $205K
|
11K
$488K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.14K+ 29.58% |
$174K - $203K
|
22.5K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
5.11K+ 3.25% |
$173K - $202K
|
162K
$7.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
5.03K+ 20.83% |
$171K - $199K
|
29.2K
$1.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
5.03K+ 2.96% |
$171K - $199K
|
175K
$7.78M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5K+ 19.08% |
$170K - $198K
|
31.2K
$1.39M
|
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5KNew |
$170K - $198K
|
5K
$222K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.98K+ 5.15% |
$169K - $197K
|
102K
$4.52M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.96K+ 3.6% |
$168K - $196K
|
143K
$6.36M
|