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 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-617- 4.5% |
$22.5K - $24.9K
|
13.1K
$560K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-620- 7.82% |
$22.6K - $25K
|
7.31K
$312K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-623- 10.17% |
$22.8K - $25.1K
|
5.5K
$235K
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-631- 1.87% |
$23.1K - $25.4K
|
33.2K
$1.42M
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-635- 3.49% |
$23.2K - $25.6K
|
17.5K
$749K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-666- 11.16% |
$24.3K - $26.8K
|
5.3K
$226K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-672- 1.03% |
$24.5K - $27.1K
|
64.7K
$2.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-699- 0.04% |
$25.5K - $28.2K
|
1.63M
$69.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-725- 4.5% |
$26.5K - $29.2K
|
15.4K
$658K
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-731- 6.82% |
$26.7K - $29.5K
|
9.98K
$426K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-752- 7.86% |
$27.5K - $30.3K
|
8.81K
$376K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-785- 29.46% |
$28.7K - $31.6K
|
1.88K
$80.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-796- 3.83% |
$29.1K - $32.1K
|
20K
$853K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-799- 2.79% |
$29.2K - $32.2K
|
27.9K
$1.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-809- 3.97% |
$29.6K - $32.6K
|
19.6K
$835K
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-840- 3.52% |
$30.7K - $33.9K
|
23K
$984K
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-851- 7.22% |
$31.1K - $34.3K
|
10.9K
$467K
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-852- 2.11% |
$31.1K - $34.3K
|
39.6K
$1.69M
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-890- 0.85% |
$32.5K - $35.9K
|
103K
$4.41M
|
|
|
Jan 17, 2024
Q4 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-896- 13.02% |
$32.7K - $36.1K
|
5.99K
$256K
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-910- 2.68% |
$33.2K - $36.7K
|
33.1K
$1.41M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-918- 7.07% |
$33.5K - $37K
|
12.1K
$516K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-924- 3.06% |
$33.8K - $37.2K
|
29.3K
$1.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-963- 2.1% |
$35.2K - $38.8K
|
44.8K
$1.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-969- 2.64% |
$35.4K - $39.1K
|
35.7K
$1.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1K- 16.21% |
$36.5K - $40.3K
|
5.17K
$221K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1K- 2.96% |
$36.6K - $40.4K
|
32.8K
$1.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.02K- 12.18% |
$37.1K - $40.9K
|
7.33K
$313K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.02K- 1.27% |
$37.2K - $41K
|
78.8K
$3.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 2.82% |
$37.6K - $41.5K
|
35.5K
$1.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.03K- 6.8% |
$37.7K - $41.6K
|
14.1K
$604K
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-1.04K- 0.86% |
$38K - $41.9K
|
119K
$5.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.05K- 2.48% |
$38.5K - $42.5K
|
41.4K
$1.77M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
SELL
|
- |
-1.07K- 8.7% |
$38.9K - $42.9K
|
11.2K
$478K
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.07K- 1.24% |
$39.1K - $43.1K
|
84.9K
$3.63M
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.07K- 1.24% |
$39.1K - $43.1K
|
84.9K
$3.63M
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.07K- 10.41% |
$39.2K - $43.2K
|
9.23K
$394K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.08K- 6.19% |
$39.5K - $43.6K
|
16.4K
$701K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.1K- 3.13% |
$40.2K - $44.3K
|
34K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.14K- 11.07% |
$41.6K - $45.9K
|
9.16K
$391K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.17K- 7.33% |
$42.7K - $47.2K
|
14.8K
$632K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.18K- 11.34% |
$43.3K - $47.7K
|
9.26K
$395K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.19K- 12.82% |
$43.5K - $48K
|
8.1K
$346K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-1.2K- 5.66% |
$43.7K - $48.2K
|
19.9K
$850K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.21K- 3.32% |
$44.3K - $48.9K
|
35.3K
$1.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.24K- 19.36% |
$45.2K - $49.8K
|
5.15K
$220K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.25K- 13.65% |
$45.6K - $50.3K
|
7.89K
$337K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.26K- 2.11% |
$45.9K - $50.6K
|
58.4K
$2.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.29K- 1.9% |
$47.2K - $52K
|
66.6K
$2.85M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.29K- 4.32% |
$47.2K - $52.1K
|
28.6K
$1.22M
|