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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-72- 0.66% |
$2.63K - $2.9K
|
10.8K
$456K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-75- 42.86% |
$2.74K - $3.02K
|
100
$4.21K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-76- 5.74% |
$2.78K - $3.06K
|
1.25K
$52.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-84- 11.01% |
$3.07K - $3.39K
|
679
$28.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-91- 0.27% |
$3.32K - $3.67K
|
33.3K
$1.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-94- 1.19% |
$3.43K - $3.79K
|
7.83K
$330K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-100- 1.36% |
$3.65K - $4.03K
|
7.24K
$305K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-101- 0.06% |
$3.69K - $4.07K
|
179K
$7.52M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-101- 0.29% |
$3.69K - $4.07K
|
35.1K
$1.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-105- 1.96% |
$3.84K - $4.23K
|
5.27K
$222K
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-108- 1.23% |
$3.95K - $4.35K
|
8.7K
$366K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-109- 0.65% |
$3.98K - $4.39K
|
16.6K
$699K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-110- 0.94% |
$4.02K - $4.43K
|
11.6K
$488K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-112- 5.55% |
$4.09K - $4.51K
|
1.91K
$80.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-113- 4.38% |
$4.13K - $4.55K
|
2.47K
$104K
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-114- 0.32% |
$4.16K - $4.59K
|
35K
$1.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-120- 1.31% |
$4.38K - $4.84K
|
9.03K
$380K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-127- 0.78% |
$4.64K - $5.12K
|
16.1K
$677K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-130- 0.73% |
$4.75K - $5.24K
|
17.6K
$740K
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-136- 2.4% |
$4.97K - $5.48K
|
5.54K
$233K
|
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-136- 1.24% |
$4.97K - $5.48K
|
10.9K
$457K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-138- 2.96% |
$5.04K - $5.56K
|
4.52K
$190K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-141- 0.35% |
$5.15K - $5.68K
|
40.5K
$1.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-144- 2.2% |
$5.26K - $5.8K
|
6.41K
$270K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-148- 0.64% |
$5.41K - $5.96K
|
23K
$967K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-150- 0.84% |
$5.48K - $6.05K
|
17.6K
$741K
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-150- 0.42% |
$5.48K - $6.05K
|
35.3K
$1.49M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-151- 2.33% |
$5.52K - $6.09K
|
6.34K
$267K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-154- 2.35% |
$5.63K - $6.21K
|
6.41K
$270K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-156- 1.13% |
$5.7K - $6.29K
|
13.7K
$576K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-161- 0.12% |
$5.88K - $6.49K
|
134K
$5.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-175- 2.04% |
$6.39K - $7.05K
|
8.4K
$353K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-175- 1.28% |
$6.39K - $7.05K
|
13.5K
$567K
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-185- 1.34% |
$6.76K - $7.46K
|
13.7K
$575K
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-186- 3.26% |
$6.79K - $7.5K
|
5.52K
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-192- 66.67% |
$7.01K - $7.74K
|
96
$4.04K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-194- 1.16% |
$7.09K - $7.82K
|
16.6K
$697K
|
|
|
Feb 01, 2024
Q4 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-200- 0.55% |
$7.31K - $8.06K
|
36.1K
$1.52M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-200- 3.07% |
$7.31K - $8.06K
|
6.33K
$266K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-202- 2.24% |
$7.38K - $8.14K
|
8.81K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-202- 2.06% |
$7.38K - $8.14K
|
9.62K
$405K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-204- 1.97% |
$7.45K - $8.22K
|
10.2K
$428K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-215- 0.54% |
$7.85K - $8.66K
|
39.9K
$1.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-222- 3.17% |
$8.11K - $8.95K
|
6.78K
$286K
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-224- 1.07% |
$8.18K - $9.03K
|
20.7K
$870K
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-255- 0.5% |
$9.32K - $10.3K
|
51.2K
$2.15M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-257- 6.25% |
$9.39K - $10.4K
|
3.86K
$162K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-257- 0.67% |
$9.39K - $10.4K
|
37.9K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-259- 0.15% |
$9.46K - $10.4K
|
170K
$7.14M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-261- 0.37% |
$9.53K - $10.5K
|
70.9K
$2.98M
|