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 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-25.1K- 11.17% |
$919K - $1.01M
|
200K
$8.54M
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-26.4K- 10.01% |
$965K - $1.06M
|
238K
$10.1M
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-27.2K- 8.42% |
$992K - $1.09M
|
295K
$12.6M
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-27.7K- 12.09% |
$1.01M - $1.12M
|
201K
$8.6M
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-29.4K- 29.4% |
$1.07M - $1.18M
|
70.6K
$3.01M
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-29.5K- 29.54% |
$1.08M - $1.19M
|
70.5K
$3.01M
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-30.8K- 34.84% |
$1.13M - $1.24M
|
57.6K
$2.46M
|
|
Jan 08, 2024
Q4 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-32.3K- 27.05% |
$1.18M - $1.3M
|
87K
$3.72M
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-32.7K- 85.09% |
$1.19M - $1.32M
|
5.73K
$245K
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-32.7K- 2.94% |
$1.2M - $1.32M
|
1.08M
$46.1M
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-34.1K- 23.97% |
$1.25M - $1.38M
|
108K
$4.62M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-34.6K- 10.49% |
$1.27M - $1.4M
|
296K
$12.6M
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-35.8K- 5.62% |
$1.31M - $1.44M
|
600K
$25.6M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-36.4K- 12.01% |
$1.33M - $1.47M
|
267K
$11.4M
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-36.9K- 48.02% |
$1.35M - $1.49M
|
39.9K
$1.71M
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-38.5K- 3.41% |
$1.41M - $1.55M
|
1.09M
$46.6M
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-39.6K- 4.21% |
$1.45M - $1.6M
|
901K
$38.5M
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-39.7K- 28.04% |
$1.45M - $1.6M
|
102K
$4.36M
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-41.2K- 62.0% |
$1.51M - $1.66M
|
25.3K
$1.08M
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-41.6K- 10.27% |
$1.52M - $1.68M
|
363K
$15.5M
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-42.4K- 28.15% |
$1.55M - $1.71M
|
108K
$4.62M
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-43.1K- 69.37% |
$1.58M - $1.74M
|
19K
$813K
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-43.5K- 77.94% |
$1.59M - $1.75M
|
12.3K
$526K
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-45.2K- 42.26% |
$1.65M - $1.82M
|
61.8K
$2.64M
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-46.6K- 12.07% |
$1.7M - $1.88M
|
339K
$14.5M
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-47.6K- 57.28% |
$1.74M - $1.92M
|
35.5K
$1.52M
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-48.9K- 85.22% |
$1.79M - $1.97M
|
8.49K
$363K
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-50.3K- 33.39% |
$1.84M - $2.03M
|
100K
$4.28M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-54.5K- 54.21% |
$1.99M - $2.2M
|
46.1K
$1.97M
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-56K- 46.61% |
$2.05M - $2.26M
|
64.2K
$2.74M
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-57.1K- 9.41% |
$2.08M - $2.3M
|
550K
$23.5M
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-57.3K- 7.59% |
$2.09M - $2.31M
|
698K
$29.8M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-58K- 32.14% |
$2.12M - $2.34M
|
122K
$5.23M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-58.6K- 12.7% |
$2.14M - $2.36M
|
403K
$17.2M
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-59.5K- 6.14% |
$2.17M - $2.4M
|
910K
$38.9M
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-61.5K- 11.08% |
$2.25M - $2.48M
|
494K
$21.1M
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-63.1K- 50.05% |
$2.3M - $2.54M
|
63K
$2.69M
|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-65K- 99.99% |
$2.37M - $2.62M
|
5
$214
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-69.1K- 29.49% |
$2.52M - $2.78M
|
165K
$7.06M
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-71.5K- 49.03% |
$2.61M - $2.88M
|
74.4K
$3.18M
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-74.4K- 6.42% |
$2.72M - $3M
|
1.08M
$46.3M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-77.6K- 15.33% |
$2.83M - $3.13M
|
428K
$18.3M
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-77.7K- 14.78% |
$2.84M - $3.13M
|
448K
$19.1M
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-79.9K- 13.71% |
$2.92M - $3.22M
|
503K
$21.5M
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-84.4K- 6.61% |
$3.08M - $3.4M
|
1.19M
$51M
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-85.7K- 80.45% |
$3.13M - $3.45M
|
20.8K
$890K
|
|
Feb 09, 2024
Q4 2023
|
Westport Asset Management Inc
Southport, CT |
SELL
|
- |
-86.9K- 46.5% |
$3.17M - $3.5M
|
100K
$4.27M
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-88.5K- 22.13% |
$3.23M - $3.57M
|
311K
$13.3M
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
SELL
|
- |
-93.8K- 7.8% |
$3.43M - $3.78M
|
1.11M
$47.4M
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-93.9K- 53.91% |
$3.43M - $3.78M
|
80.3K
$3.43M
|