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
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.2K+ 32.9% |
$336K - $371K
|
37.2K
$1.56M
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9.07K+ 39.5% |
$331K - $366K
|
32K
$1.35M
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
8.86K+ 10.63% |
$323K - $357K
|
92.2K
$3.88M
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
8.78KNew |
$321K - $354K
|
8.78K
$369K
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
8.73K+ 0.7% |
$319K - $352K
|
1.25M
$52.8M
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
8.66K+ 4.68% |
$316K - $349K
|
193K
$8.14M
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
8.58K+ 296.89% |
$313K - $346K
|
11.5K
$483K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
8.45K+ 46.03% |
$309K - $340K
|
26.8K
$1.13M
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
8.42KNew |
$307K - $339K
|
8.42K
$354K
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
8.11KNew |
$296K - $327K
|
8.11K
$341K
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.03K+ 0.69% |
$293K - $324K
|
1.17M
$49.2M
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
7.77K+ 16.75% |
$284K - $313K
|
54.1K
$2.28M
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
7.64K+ 7.68% |
$279K - $308K
|
107K
$4.51M
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
7.6KNew |
$278K - $306K
|
7.6K
$320K
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
7.6KNew |
$278K - $306K
|
7.6K
$320K
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
7.48K+ 66.26% |
$273K - $302K
|
18.8K
$790K
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
7.47K+ 44.28% |
$273K - $301K
|
24.3K
$1.02M
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.47K+ 21.63% |
$273K - $301K
|
42K
$1.77M
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
7.44K+ 4.49% |
$272K - $300K
|
173K
$7.29M
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
7.43K+ 9.28% |
$272K - $300K
|
87.5K
$3.68M
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
7.19KNew |
$263K - $290K
|
7.19K
$302K
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
6.92KNew |
$253K - $279K
|
6.92K
$291K
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
6.9KNew |
$252K - $278K
|
6.9K
$291K
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
6.88K+ 6.23% |
$251K - $277K
|
117K
$4.93M
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
6.84KNew |
$250K - $276K
|
6.84K
$288K
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
6.81K+ 5.66% |
$249K - $275K
|
127K
$5.35M
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
6.81K+ 16.83% |
$249K - $275K
|
47.3K
$1.99M
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.76KNew |
$247K - $273K
|
6.76K
$285K
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
6.75KNew |
$247K - $272K
|
6.75K
$284K
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
6.69KNew |
$244K - $269K
|
6.69K
$281K
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.68K+ 2.2% |
$244K - $269K
|
311K
$13.1M
|
|
Jan 31, 2024
Q4 2023
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
6.62KNew |
$242K - $267K
|
6.62K
$279K
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.54K+ 25.31% |
$239K - $263K
|
32.4K
$1.36M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.52K+ 79.21% |
$238K - $263K
|
14.7K
$621K
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
6.47K+ 8.3% |
$236K - $261K
|
84.4K
$3.55M
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
6.47KNew |
$236K - $261K
|
6.47K
$272K
|
|
Jan 31, 2024
Q4 2023
|
Strid Group, LLC
|
BUY
|
- |
6.37K+ 43.14% |
$233K - $257K
|
21.1K
$889K
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
6.33KNew |
$231K - $255K
|
6.33K
$266K
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6.29K+ 24.26% |
$230K - $253K
|
32.2K
$1.36M
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.25K+ 9.45% |
$228K - $252K
|
72.4K
$3.05M
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
6.18K+ 2.97% |
$226K - $249K
|
214K
$9.01M
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
6.14K+ 2.01% |
$224K - $247K
|
311K
$13.1M
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
6.08KNew |
$222K - $245K
|
6.08K
$256K
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
6.05KNew |
$221K - $244K
|
6.05K
$255K
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
6.02KNew |
$220K - $242K
|
6.02K
$253K
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
6.01KNew |
$220K - $242K
|
6.01K
$253K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
6.01KNew |
$220K - $242K
|
6.01K
$253K
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.01KNew |
$219K - $242K
|
6.01K
$253K
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
5.99KNew |
$219K - $242K
|
5.99K
$252K
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.98KNew |
$218K - $241K
|
5.98K
$251K
|