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 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
37.7K+ 76.97% |
$1.38M - $1.52M
|
86.7K
$3.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
37KNew |
$1.35M - $1.49M
|
37K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
36.6K+ 21.87% |
$1.34M - $1.47M
|
204K
$8.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
35.4K+ 9.99% |
$1.29M - $1.42M
|
389K
$16.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
35.1KNew |
$1.28M - $1.41M
|
35.1K
$1.5M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
34.3K+ 60.82% |
$1.25M - $1.38M
|
90.6K
$3.87M
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
33.2KNew |
$1.21M - $1.34M
|
33.2K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
32.9K+ 11.99% |
$1.2M - $1.33M
|
308K
$13.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
32.7KNew |
$1.19M - $1.32M
|
32.7K
$1.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
32.1K+ 250.62% |
$1.17M - $1.29M
|
44.9K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
30.3KNew |
$1.11M - $1.22M
|
30.3K
$1.29M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
29.4KNew |
$1.07M - $1.18M
|
29.4K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
- |
28.9K+ 130.39% |
$1.05M - $1.16M
|
51K
$2.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
28.7K+ 313.33% |
$1.05M - $1.16M
|
37.9K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
28.6K+ 2860.0% |
$1.04M - $1.15M
|
29.6K
$1.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
27.6K+ 7.2% |
$1.01M - $1.11M
|
410K
$17.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
27.1K+ 18.56% |
$991K - $1.09M
|
173K
$7.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
26.6K+ 307.97% |
$973K - $1.07M
|
35.3K
$1.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
26.5K+ 11.2% |
$969K - $1.07M
|
263K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
BUY
|
- |
26.2KNew |
$958K - $1.06M
|
26.2K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
25.7KNew |
$939K - $1.04M
|
25.7K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
25.3K+ 20.22% |
$926K - $1.02M
|
151K
$6.44M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
25.2KNew |
$920K - $1.02M
|
25.2K
$1.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
25KNew |
$915K - $1.01M
|
25K
$1.07M
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
24.8KNew |
$904K - $997K
|
24.8K
$1.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
24.7K+ 1.69% |
$901K - $994K
|
1.49M
$63.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
24.2KNew |
$883K - $974K
|
24.2K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
23.8K+ 450.81% |
$870K - $959K
|
29.1K
$1.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
23.7KNew |
$865K - $954K
|
23.7K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
23.3KNew |
$852K - $940K
|
23.3K
$997K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
23.2K+ 4.61% |
$846K - $934K
|
525K
$22.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
23.2KNew |
$846K - $933K
|
23.2K
$989K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
22.2KNew |
$811K - $895K
|
22.2K
$949K
|
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
21.8KNew |
$798K - $880K
|
21.8K
$933K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
21.8K+ 6.57% |
$796K - $878K
|
353K
$15.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
21.4K+ 125.69% |
$783K - $863K
|
38.5K
$1.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
20.9K+ 32.57% |
$763K - $842K
|
85K
$3.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
20.9K+ 347.97% |
$762K - $841K
|
26.9K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
20.8K+ 56.68% |
$761K - $839K
|
57.6K
$2.46M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
20.8K+ 77.81% |
$758K - $837K
|
47.4K
$2.03M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
20.6KNew |
$752K - $830K
|
20.6K
$880K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
19.9K+ 1833.24% |
$727K - $802K
|
21K
$897K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19.6K+ 259.64% |
$715K - $788K
|
27.1K
$1.16M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
18.7KNew |
$681K - $752K
|
18.7K
$797K
|
|
|
Feb 02, 2024
Q4 2023
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
18.5KNew |
$677K - $747K
|
18.5K
$792K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
18.5K+ 6.22% |
$676K - $746K
|
316K
$13.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
18.3KNew |
$670K - $739K
|
18.3K
$784K
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
18.3KNew |
$669K - $738K
|
18.3K
$782K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
18.2K+ 9.56% |
$666K - $734K
|
209K
$8.92M
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
17.5K+ 105.31% |
$638K - $704K
|
34K
$1.45M
|