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 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.09K+ 7.77% |
$39.9K - $44K
|
15.1K
$637K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.08K+ 10.16% |
$39.5K - $43.6K
|
11.7K
$494K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.06K+ 20.1% |
$38.7K - $42.7K
|
6.33K
$267K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.04K+ 178.22% |
$38K - $41.9K
|
1.62K
$68.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1.04K+ 2.14% |
$37.9K - $41.8K
|
49.4K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.03KNew |
$37.6K - $41.5K
|
1.03K
$43.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.02K+ 2.31% |
$37.3K - $41.2K
|
45.2K
$1.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1K+ 1.7% |
$36.6K - $40.3K
|
60K
$2.53M
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$36.5K - $40.3K
|
1K
$42.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
965+ 16.67% |
$35.3K - $38.9K
|
6.76K
$284K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
900+ 254.24% |
$32.9K - $36.3K
|
1.25K
$52.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
890+ 7.46% |
$32.5K - $35.9K
|
12.8K
$539K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
861+ 1.28% |
$31.5K - $34.7K
|
67.9K
$2.86M
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
853+ 8.0% |
$31.2K - $34.4K
|
11.5K
$485K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
851New |
$31.1K - $34.3K
|
851
$35.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
847+ 6.25% |
$30.9K - $34.1K
|
14.4K
$606K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
841+ 3.65% |
$30.7K - $33.9K
|
23.9K
$1M
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
BUY
|
- |
834+ 4.56% |
$30.5K - $33.6K
|
19.1K
$804K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
824+ 5.37% |
$30.1K - $33.2K
|
16.2K
$681K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
820+ 6.86% |
$30K - $33K
|
12.8K
$537K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
801+ 3.07% |
$29.3K - $32.3K
|
26.9K
$1.13M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
800New |
$29.2K - $32.2K
|
800
$33.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
799+ 2.15% |
$29.2K - $32.2K
|
38K
$1.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
790+ 2.9% |
$28.9K - $31.8K
|
28.1K
$1.18M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
781New |
$28.5K - $31.5K
|
781
$32.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
778+ 0.82% |
$28.4K - $31.4K
|
95.4K
$4.02M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
772+ 1.77% |
$28.2K - $31.1K
|
44.3K
$1.86M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
771+ 1.73% |
$28.2K - $31.1K
|
45.4K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
767+ 2.04% |
$28K - $30.9K
|
38.4K
$1.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
750+ 1.37% |
$27.4K - $30.2K
|
55.4K
$2.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
727+ 6.9% |
$26.6K - $29.3K
|
11.3K
$474K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
727New |
$26.6K - $29.3K
|
727
$30.6K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
676+ 1.56% |
$24.7K - $27.2K
|
44.1K
$1.86M
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
672+ 7.09% |
$24.5K - $27.1K
|
10.2K
$427K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
671+ 13.5% |
$24.5K - $27K
|
5.64K
$237K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
655+ 430.92% |
$23.9K - $26.4K
|
807
$34K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
650+ 1.02% |
$23.7K - $26.2K
|
64.3K
$2.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
611+ 5.16% |
$22.3K - $24.6K
|
12.5K
$525K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
604+ 3.3% |
$22.1K - $24.3K
|
18.9K
$797K
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
BUY
|
- |
602+ 9.25% |
$22K - $24.3K
|
7.11K
$299K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
579+ 6.0% |
$21.2K - $23.3K
|
10.2K
$430K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
575+ 2.52% |
$21K - $23.2K
|
23.4K
$985K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
574+ 5.62% |
$21K - $23.1K
|
10.8K
$454K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
561New |
$20.5K - $22.6K
|
561
$23.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
557+ 0.71% |
$20.3K - $22.4K
|
78.7K
$3.31M
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
555+ 5.25% |
$20.3K - $22.4K
|
11.1K
$468K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
554+ 0.34% |
$20.2K - $22.3K
|
162K
$6.82M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
540+ 2.31% |
$19.7K - $21.8K
|
24K
$1.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
537+ 9.78% |
$19.6K - $21.6K
|
6.03K
$254K
|
|
|
Jan 30, 2024
Q4 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
532+ 1.57% |
$19.4K - $21.4K
|
34.3K
$1.45M
|