Purchases and Sales Made in Q3 2023 in Ishares Msci Emerging Mkts Sma (EEMS)
This table provides information about the institutional ownership of Ishares Msci Emerging Mkts Sma (EEMS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
268KNew |
$14.3M - $15.3M
|
268K
$16M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
103K+ 87.94% |
$5.48M - $5.86M
|
219K
$13.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
BUY
|
- |
33.4K+ 46.63% |
$1.78M - $1.91M
|
105K
$6.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
30.1K+ 12.3% |
$1.61M - $1.72M
|
275K
$16.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.1K+ 20.28% |
$1.08M - $1.15M
|
119K
$7.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.8K+ 92.78% |
$1.06M - $1.13M
|
41.1K
$2.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.3K+ 12.73% |
$655K - $700K
|
109K
$6.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.79KNew |
$523K - $558K
|
9.79K
$585K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
7.75KNew |
$414K - $442K
|
7.75K
$463K
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
6.63KNew |
$354K - $378K
|
6.63K
$396K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.13K+ 4.01% |
$327K - $349K
|
159K
$9.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.12KNew |
$220K - $235K
|
4.12K
$246K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.74K+ 50.48% |
$92.7K - $99K
|
5.17K
$309K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
1.67K+ 0.74% |
$89K - $95.1K
|
228K
$13.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.66K+ 18.77% |
$88.5K - $94.5K
|
10.5K
$626K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.6K+ 57.46% |
$85.6K - $91.5K
|
4.39K
$262K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.54K+ 36.99% |
$82K - $87.6K
|
5.69K
$340K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.37K+ 6.35% |
$73.1K - $78.1K
|
22.9K
$1.37M
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.24K+ 14.75% |
$66.2K - $70.8K
|
9.65K
$576K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.23K+ 19.79% |
$65.6K - $70.1K
|
7.43K
$444K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.2K+ 15.13% |
$64.1K - $68.5K
|
9.13K
$545K
|
|
|
Oct 30, 2023
Q3 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
1.08K+ 10.4% |
$57.7K - $61.7K
|
11.5K
$685K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
987+ 16.69% |
$52.7K - $56.3K
|
6.9K
$412K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
976New |
$52.1K - $55.7K
|
976
$58.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
900+ 14.87% |
$48.1K - $51.4K
|
6.95K
$415K
|
|
|
Oct 31, 2023
Q3 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
825+ 2.07% |
$44.1K - $47.1K
|
40.6K
$2.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
802+ 6.3% |
$42.8K - $45.8K
|
13.5K
$808K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
755+ 1.08% |
$40.3K - $43.1K
|
70.4K
$4.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
343+ 196.0% |
$18.3K - $19.6K
|
518
$30.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
178+ 2.3% |
$9.51K - $10.2K
|
7.91K
$472K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
168+ 2.45% |
$8.97K - $9.59K
|
7.02K
$419K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
51+ 0.66% |
$2.72K - $2.91K
|
7.84K
$468K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
37New |
$1.98K - $2.11K
|
37
$2.21K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
17+ 0.32% |
$908 - $970
|
5.29K
$316K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-15- 0.03% |
$801 - $856
|
51.5K
$3.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-25- 0.41% |
$1.34K - $1.43K
|
6.05K
$362K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-57- 0.59% |
$3.04K - $3.25K
|
9.62K
$575K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-125- 3.09% |
$6.68K - $7.13K
|
3.92K
$234K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-190- 0.69% |
$10.1K - $10.8K
|
27.4K
$1.64M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-201- 3.37% |
$10.7K - $11.5K
|
5.76K
$344K
|
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-240- 5.81% |
$12.8K - $13.7K
|
3.89K
$232K
|
|
|
Oct 20, 2023
Q3 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-255- 13.72% |
$13.6K - $14.6K
|
1.6K
$95.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-308- 0.42% |
$16.5K - $17.6K
|
72.7K
$4.34M
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-418- 1.78% |
$22.3K - $23.9K
|
23.1K
$1.38M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-425- 1.43% |
$22.7K - $24.3K
|
29.3K
$1.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-430- 66.77% |
$23K - $24.5K
|
214
$12.8K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-641- 0.79% |
$34.2K - $36.6K
|
80.7K
$4.82M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-813- 2.2% |
$43.4K - $46.4K
|
36.2K
$2.16M
|