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
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.11K+ 11.24% |
$150K - $166K
|
40.7K
$1.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.98K+ 3.04% |
$145K - $160K
|
135K
$5.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.93K+ 17.84% |
$144K - $159K
|
26K
$1.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
3.88K+ 41.58% |
$142K - $156K
|
13.2K
$555K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.84K+ 148.88% |
$140K - $155K
|
6.42K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3.8K+ 21.63% |
$139K - $153K
|
21.4K
$899K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
3.73K+ 14.95% |
$136K - $150K
|
28.7K
$1.21M
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.72K+ 1.81% |
$136K - $150K
|
209K
$8.78M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.69K+ 83.76% |
$135K - $149K
|
8.09K
$340K
|
|
|
Feb 08, 2024
Q4 2023
|
Thornburg Investment Management Inc
|
BUY
|
- |
3.61K+ 26.55% |
$132K - $146K
|
17.2K
$724K
|
|
|
Jan 11, 2024
Q4 2023
|
Marshall & Sullivan Inc
|
BUY
|
- |
3.55K+ 3.86% |
$130K - $143K
|
95.6K
$4.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
3.55K+ 12.7% |
$130K - $143K
|
31.5K
$1.33M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
3.24KNew |
$118K - $130K
|
3.24K
$136K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.06K+ 180.76% |
$112K - $123K
|
4.76K
$200K
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3K+ 1.23% |
$110K - $121K
|
248K
$10.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
2.98K+ 1.9% |
$109K - $120K
|
160K
$6.73M
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
2.93K+ 22.38% |
$107K - $118K
|
16K
$674K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.88K+ 17.82% |
$105K - $116K
|
19K
$801K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.86K+ 5.65% |
$104K - $115K
|
53.4K
$2.25M
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
BUY
|
- |
2.85K+ 10.36% |
$104K - $115K
|
30.4K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2.84KNew |
$104K - $114K
|
2.84K
$119K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
2.75K+ 0.28% |
$100K - $111K
|
974K
$41M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2.74KNew |
$100K - $110K
|
2.74K
$115K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.72K+ 5.15% |
$99.4K - $110K
|
55.6K
$2.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.7K+ 11.69% |
$98.6K - $109K
|
25.8K
$1.08M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
BUY
|
- |
2.63K+ 16.93% |
$96.2K - $106K
|
18.2K
$766K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.57K+ 13.73% |
$93.7K - $103K
|
21.2K
$894K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.52K+ 13.93% |
$92K - $101K
|
20.6K
$867K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.44K+ 9.64% |
$89K - $98.2K
|
27.7K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
2.43K+ 0.42% |
$88.7K - $97.9K
|
579K
$24.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
2.4K+ 6.62% |
$87.6K - $96.7K
|
38.6K
$1.63M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.4K+ 3.81% |
$87.6K - $96.6K
|
65.3K
$2.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
2.37K+ 12.52% |
$86.4K - $95.3K
|
21.3K
$895K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.33KNew |
$85.3K - $94.1K
|
2.33K
$98.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2.26K+ 3.36% |
$82.7K - $91.2K
|
69.7K
$2.93M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2.19KNew |
$80K - $88.2K
|
2.19K
$92.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.18K+ 5.92% |
$79.6K - $87.8K
|
39K
$1.64M
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.1K+ 4.0% |
$76.8K - $84.8K
|
54.6K
$2.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
2.08K+ 2.63% |
$76K - $83.9K
|
81.3K
$3.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.02K+ 4.55% |
$73.8K - $81.4K
|
46.4K
$1.95M
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
2K+ 1.0% |
$73.1K - $80.6K
|
202K
$8.48M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.94K+ 15.0% |
$70.9K - $78.2K
|
14.9K
$626K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.92K+ 2.99% |
$70.1K - $77.3K
|
66K
$2.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1.88K+ 24.25% |
$68.5K - $75.6K
|
9.61K
$405K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.87K+ 16.34% |
$68.2K - $75.2K
|
13.3K
$560K
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
1.86K+ 6.35% |
$68K - $75K
|
31.2K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.84K+ 12.0% |
$67.3K - $74.3K
|
17.2K
$724K
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.84K+ 10.34% |
$67.1K - $74K
|
19.6K
$825K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.82K+ 2.58% |
$66.5K - $73.3K
|
72.3K
$3.04M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.78K+ 2.66% |
$65.1K - $71.8K
|
68.8K
$2.89M
|