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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
164+ 1.9% |
$5.99K - $6.61K
|
8.82K
$371K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
157+ 1.46% |
$5.74K - $6.33K
|
10.9K
$461K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
153+ 1.77% |
$5.59K - $6.17K
|
8.81K
$371K
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
145+ 0.14% |
$5.3K - $5.84K
|
103K
$4.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
144+ 2.53% |
$5.26K - $5.8K
|
5.85K
$246K
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
142+ 1.85% |
$5.19K - $5.72K
|
7.81K
$329K
|
|
|
Sep 26, 2024
Q4 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
142+ 1.89% |
$5.19K - $5.72K
|
7.66K
$322K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
141+ 0.34% |
$5.15K - $5.68K
|
41.3K
$1.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
135New |
$4.93K - $5.44K
|
135
$5.68K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
135+ 1.01% |
$4.93K - $5.44K
|
13.5K
$567K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
131+ 0.97% |
$4.79K - $5.28K
|
13.6K
$574K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
130+ 0.32% |
$4.75K - $5.24K
|
40.2K
$1.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
125New |
$4.57K - $5.04K
|
125
$5.26K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
120New |
$4.38K - $4.84K
|
120
$5.05K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
114+ 0.16% |
$4.16K - $4.59K
|
71.1K
$2.99M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
110+ 1.33% |
$4.02K - $4.43K
|
8.4K
$354K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
110+ 0.46% |
$4.02K - $4.43K
|
24.1K
$1.01M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
110New |
$4.02K - $4.43K
|
110
$4.63K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
108+ 1.88% |
$3.95K - $4.35K
|
5.85K
$246K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
108+ 1.88% |
$3.95K - $4.35K
|
5.85K
$246K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
106+ 0.77% |
$3.87K - $4.27K
|
13.9K
$583K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
105+ 53.03% |
$3.84K - $4.23K
|
303
$12.8K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
104New |
$3.8K - $4.19K
|
104
$4.38K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
103+ 1.91% |
$3.76K - $4.15K
|
5.48K
$231K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
101+ 1.36% |
$3.69K - $4.07K
|
7.51K
$316K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
100+ 104.17% |
$3.65K - $4.03K
|
196
$8.25K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
98+ 1.49% |
$3.58K - $3.95K
|
6.68K
$281K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
90+ 0.67% |
$3.29K - $3.63K
|
13.5K
$567K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
89+ 12.28% |
$3.25K - $3.59K
|
814
$34.3K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
85+ 27.07% |
$3.11K - $3.43K
|
399
$16.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
83+ 0.63% |
$3.03K - $3.34K
|
13.3K
$559K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
82+ 0.08% |
$3K - $3.3K
|
97.7K
$4.11M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
81+ 13.34% |
$2.96K - $3.26K
|
688
$29K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
74+ 16.93% |
$2.7K - $2.98K
|
511
$21.5K
|
|
|
Feb 12, 2024
Q4 2023
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
73+ 0.66% |
$2.67K - $2.94K
|
11.1K
$467K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
54+ 1.52% |
$1.97K - $2.18K
|
3.61K
$152K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
54+ 1.04% |
$1.97K - $2.18K
|
5.23K
$220K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
48+ 0.19% |
$1.75K - $1.93K
|
24.7K
$1.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
45+ 9.78% |
$1.64K - $1.81K
|
505
$21.3K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
42+ 2.18% |
$1.53K - $1.69K
|
1.97K
$82.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
40+ 0.56% |
$1.46K - $1.61K
|
7.22K
$304K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
39+ 0.25% |
$1.42K - $1.57K
|
15.6K
$657K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
38+ 0.41% |
$1.39K - $1.53K
|
9.22K
$388K
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
34+ 0.38% |
$1.24K - $1.37K
|
8.88K
$374K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
33+ 100.0% |
$1.21K - $1.33K
|
66
$2.78K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
30+ 0.23% |
$1.1K - $1.21K
|
13.3K
$559K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
27+ 0.45% |
$986 - $1.09K
|
5.98K
$252K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
26+ 1.89% |
$950 - $1.05K
|
1.4K
$59K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
26+ 1.82% |
$950 - $1.05K
|
1.46K
$61.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
25+ 1.5% |
$913 - $1.01K
|
1.69K
$71.2K
|