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
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
17.4K+ 1.18% |
$635K - $701K
|
1.49M
$62.7M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
17.3K+ 44.47% |
$633K - $699K
|
56.3K
$2.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
17.2KNew |
$628K - $693K
|
17.2K
$724K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
17.1K+ 84.25% |
$626K - $691K
|
37.5K
$1.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
16.7KNew |
$612K - $675K
|
16.7K
$705K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
16.7K+ 33.55% |
$611K - $674K
|
66.6K
$2.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
16.3K+ 3.31% |
$597K - $659K
|
510K
$21.5M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
16.3K+ 3.31% |
$597K - $659K
|
510K
$21.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
16K+ 56.53% |
$584K - $645K
|
44.3K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
15.6KNew |
$571K - $630K
|
15.6K
$658K
|
|
|
Feb 14, 2024
Q4 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
15.5K+ 184.21% |
$565K - $624K
|
23.9K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
15.3KNew |
$560K - $618K
|
15.3K
$646K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
15.3K+ 81.79% |
$560K - $618K
|
34.1K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
15.2K+ 76.69% |
$556K - $613K
|
35K
$1.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
15.2K+ 25.65% |
$554K - $611K
|
74.3K
$3.13M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
15.1K+ 0.63% |
$552K - $609K
|
2.41M
$101M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
14.9KNew |
$544K - $601K
|
14.9K
$627K
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
14.8KNew |
$541K - $597K
|
14.8K
$624K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
14.7KNew |
$538K - $593K
|
14.7K
$620K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14.3K+ 5.32% |
$524K - $578K
|
284K
$11.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
14.3K+ 10.9% |
$522K - $575K
|
145K
$6.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
14.2KNew |
$520K - $574K
|
14.2K
$599K
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
BUY
|
- |
14.2K+ 20.81% |
$517K - $571K
|
82.2K
$3.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
14K+ 98.44% |
$511K - $564K
|
28.2K
$1.19M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
14K+ 22.82% |
$510K - $563K
|
75.2K
$3.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
13.9K+ 10.09% |
$506K - $558K
|
151K
$6.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Zeit Capital LLC
|
BUY
|
- |
13.5K+ 1973.58% |
$494K - $545K
|
14.2K
$598K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
13.4KNew |
$490K - $540K
|
13.4K
$564K
|
|
|
Feb 21, 2024
Q4 2023
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
13KNew |
$473K - $522K
|
13K
$545K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.8K+ 83.79% |
$467K - $516K
|
28.1K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
12.7KNew |
$464K - $512K
|
12.7K
$534K
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
12.6K+ 14.84% |
$460K - $507K
|
97.5K
$4.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
12.5K+ 62.15% |
$457K - $504K
|
32.6K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.3K+ 33.42% |
$448K - $495K
|
49K
$2.06M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.1KNew |
$443K - $488K
|
12.1K
$510K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12K+ 1893.39% |
$439K - $485K
|
12.7K
$533K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
12KNew |
$438K - $484K
|
12K
$505K
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
12KNew |
$438K - $483K
|
12K
$504K
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
11.9KNew |
$436K - $481K
|
11.9K
$503K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
11.8K+ 9.98% |
$430K - $474K
|
130K
$5.46M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
11.6KNew |
$424K - $467K
|
11.6K
$488K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
11.3K+ 22.05% |
$414K - $457K
|
62.8K
$2.64M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
11.3KNew |
$414K - $457K
|
11.3K
$477K
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
11.2KNew |
$408K - $450K
|
11.2K
$470K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
11K+ 11.86% |
$401K - $443K
|
104K
$4.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
10.1KNew |
$369K - $407K
|
10.1K
$425K
|
|
|
Feb 13, 2024
Q4 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
10KNew |
$366K - $404K
|
10K
$422K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10KNew |
$366K - $404K
|
10K
$422K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
9.84KNew |
$359K - $397K
|
9.84K
$414K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
9.29KNew |
$339K - $374K
|
9.29K
$391K
|