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
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.29K- 10.86% |
$47.2K - $52.1K
|
10.6K
$453K
|
|
|
Sep 05, 2024
Q4 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.3K- 90.4% |
$47.5K - $52.4K
|
138
$5.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-1.31K- 14.33% |
$47.7K - $52.6K
|
7.8K
$333K
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.33K- 3.16% |
$48.6K - $53.6K
|
40.7K
$1.74M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.34K- 6.35% |
$48.9K - $54K
|
19.7K
$843K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.34K- 4.67% |
$49K - $54K
|
27.3K
$1.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-1.35K- 17.59% |
$49.2K - $54.3K
|
6.32K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1.36KClosed |
$49.6K - $54.7K
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.37K- 7.86% |
$50K - $55.2K
|
16K
$686K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.37K- 42.65% |
$50.1K - $55.3K
|
1.85K
$78.8K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.37K- 25.19% |
$50.2K - $55.3K
|
4.08K
$174K
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.43K- 6.61% |
$52.1K - $57.4K
|
20.1K
$860K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.45K- 14.79% |
$53K - $58.4K
|
8.35K
$357K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.45K- 1.25% |
$53K - $58.4K
|
114K
$4.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.49K- 0.87% |
$54.4K - $60K
|
169K
$7.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-1.5K- 14.03% |
$54.8K - $60.4K
|
9.19K
$393K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.51K- 5.04% |
$55K - $60.7K
|
28.3K
$1.21M
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-1.52K- 7.54% |
$55.6K - $61.3K
|
18.6K
$797K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.53K- 7.39% |
$55.7K - $61.5K
|
19.1K
$817K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.53K- 1.11% |
$56K - $61.8K
|
137K
$5.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.55K- 0.69% |
$56.7K - $62.6K
|
223K
$9.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-1.57K- 3.93% |
$57.4K - $63.3K
|
38.4K
$1.64M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.58K- 2.56% |
$57.7K - $63.7K
|
60.1K
$2.57M
|
|
|
Jan 17, 2024
Q4 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-1.6K- 20.89% |
$58.4K - $64.4K
|
6.05K
$259K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.61K- 4.22% |
$58.7K - $64.8K
|
36.5K
$1.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.62K- 17.42% |
$59.3K - $65.4K
|
7.69K
$328K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.65K- 15.02% |
$60.2K - $66.4K
|
9.32K
$398K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.68K- 16.44% |
$61.2K - $67.5K
|
8.52K
$364K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.68K- 1.43% |
$61.4K - $67.8K
|
116K
$4.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-1.68K- 3.28% |
$61.5K - $67.9K
|
49.7K
$2.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.73K- 42.16% |
$63.2K - $69.7K
|
2.37K
$101K
|
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-1.75K- 1.29% |
$63.9K - $70.4K
|
134K
$5.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-1.78K- 2.5% |
$65K - $71.7K
|
69.2K
$2.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.78K- 9.66% |
$65.1K - $71.9K
|
16.7K
$713K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.8K- 6.77% |
$65.8K - $72.5K
|
24.8K
$1.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-1.81K- 13.93% |
$66K - $72.8K
|
11.2K
$477K
|
|
|
Feb 05, 2024
Q4 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-1.84K- 10.17% |
$67.4K - $74.3K
|
16.3K
$696K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.86K- 1.26% |
$67.9K - $74.9K
|
145K
$6.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.88K- 0.78% |
$68.5K - $75.6K
|
240K
$10.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.89K- 6.15% |
$69K - $76.1K
|
28.8K
$1.23M
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.91K- 16.83% |
$69.9K - $77.1K
|
9.46K
$404K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.92K- 2.98% |
$70K - $77.2K
|
62.3K
$2.66M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.99K- 17.85% |
$72.5K - $80K
|
9.14K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-1.99K- 6.68% |
$72.7K - $80.2K
|
27.8K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2K- 5.47% |
$73.1K - $80.6K
|
34.6K
$1.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.01K- 33.34% |
$73.5K - $81K
|
4.02K
$172K
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-2.06K- 6.79% |
$75.1K - $82.8K
|
28.2K
$1.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.07K- 14.15% |
$75.6K - $83.4K
|
12.6K
$537K
|
|
|
Jan 29, 2024
Q4 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-2.07K- 20.94% |
$75.6K - $83.4K
|
7.82K
$334K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-2.1K- 16.47% |
$76.5K - $84.4K
|
10.6K
$454K
|