Purchases and Sales Made in Q4 2023 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q4 2023. 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 |
---|---|---|---|---|---|---|---|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
120New |
$4.38K - $4.84K
|
120
$5.14K
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
114+ 0.16% |
$4.16K - $4.59K
|
71.1K
$3.05M
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
110+ 1.33% |
$4.02K - $4.43K
|
8.4K
$360K
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
110+ 0.46% |
$4.02K - $4.43K
|
24.1K
$1.03M
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
110New |
$4.02K - $4.43K
|
110
$4.71K
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
108+ 1.88% |
$3.95K - $4.35K
|
5.85K
$250K
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
108+ 1.88% |
$3.95K - $4.35K
|
5.85K
$250K
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
106+ 0.77% |
$3.87K - $4.27K
|
13.9K
$593K
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
105+ 53.03% |
$3.84K - $4.23K
|
303
$13K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
104New |
$3.8K - $4.19K
|
104
$4.45K
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
103+ 1.91% |
$3.76K - $4.15K
|
5.48K
$235K
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
101+ 1.36% |
$3.69K - $4.07K
|
7.51K
$322K
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
100+ 104.17% |
$3.65K - $4.03K
|
196
$8.39K
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
98+ 1.49% |
$3.58K - $3.95K
|
6.68K
$286K
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
90+ 0.67% |
$3.29K - $3.63K
|
13.5K
$577K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
89+ 12.28% |
$3.25K - $3.59K
|
814
$34.9K
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
85+ 27.07% |
$3.11K - $3.43K
|
399
$17.1K
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
83+ 0.63% |
$3.03K - $3.34K
|
13.3K
$568K
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
82+ 0.08% |
$3K - $3.3K
|
97.7K
$4.19M
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
81+ 13.34% |
$2.96K - $3.26K
|
688
$29.5K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
74+ 16.93% |
$2.7K - $2.98K
|
511
$21.9K
|
|
Feb 12, 2024
Q4 2023
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
73+ 0.66% |
$2.67K - $2.94K
|
11.1K
$475K
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
54+ 1.52% |
$1.97K - $2.18K
|
3.61K
$155K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
54+ 1.04% |
$1.97K - $2.18K
|
5.23K
$224K
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
48+ 0.19% |
$1.75K - $1.93K
|
24.7K
$1.06M
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
45+ 9.78% |
$1.64K - $1.81K
|
505
$21.6K
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
42+ 2.18% |
$1.53K - $1.69K
|
1.97K
$84.3K
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
40+ 0.56% |
$1.46K - $1.61K
|
7.22K
$309K
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
39+ 0.25% |
$1.42K - $1.57K
|
15.6K
$668K
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
38+ 0.41% |
$1.39K - $1.53K
|
9.22K
$395K
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
34+ 0.38% |
$1.24K - $1.37K
|
8.88K
$380K
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
33+ 100.0% |
$1.21K - $1.33K
|
66
$2.83K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
30+ 0.23% |
$1.1K - $1.21K
|
13.3K
$569K
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
27+ 0.45% |
$986 - $1.09K
|
5.98K
$256K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
26+ 1.89% |
$950 - $1.05K
|
1.4K
$60K
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
26+ 1.82% |
$950 - $1.05K
|
1.46K
$62.4K
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
25+ 1.5% |
$913 - $1.01K
|
1.69K
$72.5K
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
17New |
$621 - $685
|
17
$728
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
16+ 0.17% |
$584 - $645
|
9.56K
$409K
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
11+ 0.76% |
$402 - $443
|
1.46K
$62.4K
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
10+ 1.85% |
$365 - $403
|
552
$23.6K
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
9+ 1.99% |
$329 - $363
|
462
$19.8K
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
9+ 0.09% |
$329 - $363
|
9.76K
$418K
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
9+ 29.03% |
$329 - $363
|
40
$1.71K
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 2.01% |
$292 - $322
|
407
$17.4K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8New |
$292 - $322
|
8
$343
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
7+ 0.94% |
$256 - $282
|
751
$32.2K
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
5+ 0.02% |
$183 - $202
|
24.1K
$1.03M
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
5+ 0.04% |
$183 - $202
|
12.2K
$522K
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
4+ 0.03% |
$146 - $161
|
12K
$513K
|