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 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3.96K- 30.58% |
$145K - $160K
|
8.99K
$386K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.01K- 3.75% |
$146K - $161K
|
103K
$4.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-4.02K- 7.24% |
$147K - $162K
|
51.5K
$2.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-4.03K- 2.84% |
$147K - $162K
|
138K
$5.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-4.15K- 8.8% |
$151K - $167K
|
43K
$1.84M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4.15K- 2.46% |
$152K - $167K
|
164K
$7.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-4.21K- 8.86% |
$154K - $170K
|
43.3K
$1.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-4.25K- 10.18% |
$155K - $171K
|
37.5K
$1.61M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-4.25K- 91.31% |
$155K - $171K
|
405
$17.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-4.33K- 4.48% |
$158K - $174K
|
92.2K
$3.96M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-4.35K- 17.92% |
$159K - $175K
|
19.9K
$856K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.36K- 5.22% |
$159K - $176K
|
79.3K
$3.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-4.39K- 73.8% |
$160K - $177K
|
1.56K
$66.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-4.43K- 3.28% |
$162K - $178K
|
130K
$5.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-4.43K- 24.23% |
$162K - $179K
|
13.9K
$595K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-4.45K- 8.45% |
$163K - $179K
|
48.2K
$2.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-4.46K- 3.03% |
$163K - $180K
|
143K
$6.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4.53K- 13.58% |
$165K - $182K
|
28.8K
$1.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
SELL
|
- |
-4.56K- 24.02% |
$167K - $184K
|
14.4K
$620K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-4.61K- 4.47% |
$168K - $186K
|
98.5K
$4.23M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-4.66K- 13.44% |
$170K - $188K
|
30K
$1.29M
|
|
|
Jan 17, 2024
Q4 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-4.66K- 1.9% |
$170K - $188K
|
240K
$10.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-4.69K- 6.1% |
$171K - $189K
|
72.3K
$3.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4.7K- 27.31% |
$172K - $189K
|
12.5K
$537K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-4.91K- 10.65% |
$180K - $198K
|
41.2K
$1.77M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.03K- 17.15% |
$184K - $203K
|
24.3K
$1.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5.1K- 12.22% |
$186K - $206K
|
36.6K
$1.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-5.12K- 22.19% |
$187K - $206K
|
18K
$772K
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.14K- 36.15% |
$188K - $207K
|
9.08K
$390K
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-5.17K- 1.36% |
$189K - $208K
|
374K
$16.1M
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-5.25K- 2.93% |
$192K - $212K
|
174K
$7.47M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-5.26K- 50.99% |
$192K - $212K
|
5.05K
$217K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-5.34K- 4.04% |
$195K - $215K
|
127K
$5.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-5.45K- 28.89% |
$199K - $220K
|
13.4K
$576K
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-5.49K- 0.29% |
$201K - $221K
|
1.89M
$81.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-5.58K- 2.96% |
$204K - $225K
|
183K
$7.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-5.58K- 7.12% |
$204K - $225K
|
72.9K
$3.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-5.66K- 17.54% |
$207K - $228K
|
26.6K
$1.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-5.67K- 53.12% |
$207K - $228K
|
5K
$215K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-5.75K- 18.01% |
$210K - $232K
|
26.2K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-5.9K- 44.51% |
$216K - $238K
|
7.36K
$316K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-5.98K- 10.17% |
$219K - $241K
|
52.9K
$2.27M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.02K- 21.94% |
$220K - $242K
|
21.4K
$919K
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-6.09K- 49.42% |
$222K - $245K
|
6.23K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.1K- 19.17% |
$223K - $246K
|
25.7K
$1.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-6.18K- 5.05% |
$226K - $249K
|
116K
$4.99M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6.18K- 4.1% |
$226K - $249K
|
144K
$6.2M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.22K- 46.7% |
$227K - $251K
|
7.1K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-6.22K- 19.33% |
$227K - $251K
|
25.9K
$1.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-6.27K- 53.82% |
$229K - $253K
|
5.38K
$231K
|