Purchases and Sales Made in Q1 2023 in Ishares Msci Emerging Mkts Sma (EEMS)
This table provides information about the institutional ownership of Ishares Msci Emerging Mkts Sma (EEMS) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES MSCI EMERGING MKTS SMA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-25- 3.93% |
$1.21K - $1.31K
|
611
$36.7K
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-28- 0.57% |
$1.35K - $1.46K
|
4.87K
$292K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-30- 0.35% |
$1.45K - $1.57K
|
8.43K
$507K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-31- 5.6% |
$1.5K - $1.62K
|
523
$31.4K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-85- 1.4% |
$4.11K - $4.45K
|
5.98K
$359K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-98- 1.76% |
$4.74K - $5.13K
|
5.48K
$329K
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-113- 5.74% |
$5.47K - $5.91K
|
1.86K
$111K
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-119- 67.23% |
$5.76K - $6.23K
|
58
$3.48K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-194- 3.59% |
$9.39K - $10.2K
|
5.22K
$313K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-233- 2.4% |
$11.3K - $12.2K
|
9.46K
$568K
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-249- 2.01% |
$12K - $13K
|
12.1K
$730K
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-419- 7.98% |
$20.3K - $21.9K
|
4.83K
$290K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-540- 2.77% |
$26.1K - $28.3K
|
18.9K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-554- 2.19% |
$26.8K - $29K
|
24.7K
$1.48M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-590- 1.4% |
$28.6K - $30.9K
|
41.5K
$2.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-613- 1.99% |
$29.7K - $32.1K
|
30.1K
$1.81M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-722- 10.46% |
$34.9K - $37.8K
|
6.18K
$371K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.02K- 7.79% |
$49.1K - $53.1K
|
12K
$722K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.43K- 12.88% |
$69.2K - $74.9K
|
9.68K
$581K
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.69K- 21.78% |
$81.7K - $88.4K
|
6.07K
$364K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.64K- 8.68% |
$128K - $138K
|
27.8K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.3K- 2.99% |
$256K - $277K
|
172K
$10.3M
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-5.65K- 3.93% |
$274K - $296K
|
138K
$8.29M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.48K- 45.99% |
$314K - $339K
|
7.61K
$457K
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-7.61K- 46.46% |
$368K - $398K
|
8.77K
$527K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-8.21K- 20.59% |
$397K - $429K
|
31.6K
$1.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-15.7K- 79.15% |
$759K - $820K
|
4.13K
$248K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-27K- 12.07% |
$1.31M - $1.41M
|
197K
$11.8M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27.7K- 38.73% |
$1.34M - $1.45M
|
43.8K
$2.63M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-29.1K- 79.49% |
$1.41M - $1.52M
|
7.51K
$451K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-42.9K- 99.25% |
$2.07M - $2.24M
|
324
$19.5K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-60.7K- 19.39% |
$2.93M - $3.17M
|
252K
$15.1M
|