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
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.86K+ 37.31% |
$165K - $192K
|
17.9K
$755K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4.8K+ 26.67% |
$163K - $190K
|
22.8K
$963K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.76K+ 36.53% |
$162K - $188K
|
17.8K
$752K
|
|
|
Feb 09, 2023
Q4 2022
|
Greenfield Ftc, Inc.
|
BUY
|
- |
4.69K+ 1.54% |
$159K - $185K
|
309K
$13.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
4.57K+ 27.86% |
$155K - $181K
|
21K
$886K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4.55KNew |
$154K - $180K
|
4.55K
$192K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.49K+ 26.77% |
$152K - $177K
|
21.3K
$898K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
4.47K+ 82.02% |
$152K - $177K
|
9.92K
$419K
|
|
|
Feb 06, 2023
Q4 2022
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
4.4K+ 15.25% |
$149K - $174K
|
33.2K
$1.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.36K+ 45.72% |
$148K - $172K
|
13.9K
$587K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4.33K+ 8.93% |
$147K - $171K
|
52.8K
$2.23M
|
|
|
Jan 27, 2023
Q4 2022
|
Close Asset Management LTD
|
BUY
|
- |
4.28KNew |
$145K - $169K
|
4.28K
$181K
|
|
|
May 30, 2023
Q4 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
4.21KNew |
$143K - $166K
|
4.21K
$178K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
4.21K+ 198.77% |
$143K - $166K
|
6.32K
$267K
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
4.11KNew |
$140K - $163K
|
4.11K
$174K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
4.09K+ 10.23% |
$139K - $162K
|
44.1K
$1.86M
|
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
4.02K+ 4.47% |
$136K - $159K
|
94K
$3.97M
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
4K+ 1106.93% |
$136K - $158K
|
4.36K
$184K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
3.94K+ 38.79% |
$134K - $156K
|
14.1K
$596K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
3.89K+ 20.02% |
$132K - $154K
|
23.3K
$987K
|
|
|
Jan 23, 2023
Q4 2022
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
3.79K+ 15.28% |
$129K - $150K
|
28.6K
$1.21M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
3.78K+ 8.27% |
$128K - $149K
|
49.5K
$2.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.71K+ 6.09% |
$126K - $147K
|
64.7K
$2.73M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.67K+ 6.47% |
$124K - $145K
|
60.3K
$2.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
3.62K+ 10.64% |
$123K - $143K
|
37.6K
$1.59M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
3.58K+ 1.95% |
$122K - $142K
|
187K
$7.92M
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
3.43K+ 1.99% |
$116K - $136K
|
176K
$7.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.42K+ 49.72% |
$116K - $135K
|
10.3K
$435K
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.42K+ 6.4% |
$116K - $135K
|
56.8K
$2.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
BUY
|
- |
3.37K+ 28.04% |
$114K - $133K
|
15.4K
$650K
|
|
|
Feb 06, 2023
Q4 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
3.35K+ 4.72% |
$114K - $133K
|
74.5K
$3.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
3.24K+ 2.41% |
$110K - $128K
|
138K
$5.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
3.22KNew |
$109K - $127K
|
3.22K
$136K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3.13K+ 26.75% |
$106K - $124K
|
14.8K
$627K
|
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
3.1K+ 33.78% |
$105K - $122K
|
12.3K
$519K
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.02K+ 25.97% |
$103K - $119K
|
14.7K
$620K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
3.01K+ 66.96% |
$102K - $119K
|
7.5K
$317K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
3K+ 80.6% |
$102K - $118K
|
6.71K
$284K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.97K+ 14.29% |
$101K - $117K
|
23.7K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
2.9KNew |
$98.4K - $115K
|
2.9K
$123K
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
2.89K+ 3.66% |
$98.2K - $114K
|
82K
$3.47M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.89K+ 55.32% |
$98K - $114K
|
8.11K
$343K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.85K+ 37.75% |
$96.7K - $113K
|
10.4K
$439K
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
2.84K+ 37.55% |
$96.4K - $112K
|
10.4K
$440K
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.8K+ 30.05% |
$95K - $111K
|
12.1K
$512K
|
|
|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.77K+ 15.32% |
$94K - $110K
|
20.9K
$881K
|
|
|
Feb 06, 2023
Q4 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
2.75K+ 38.65% |
$93.3K - $109K
|
9.87K
$417K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.68KNew |
$90.9K - $106K
|
2.68K
$113K
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
BUY
|
- |
2.68K+ 32.73% |
$90.8K - $106K
|
10.8K
$459K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
2.66K+ 147.78% |
$90.3K - $105K
|
4.46K
$189K
|