Purchases and Sales Made in Q4 2022 in Ishares Msci Emerging Mkts Sma (EEMS)
This table provides information about the institutional ownership of Ishares Msci Emerging Mkts Sma (EEMS) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
60+ 1.22% |
$2.68K - $3.02K
|
5K
$300K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
47+ 0.89% |
$2.1K - $2.37K
|
5.33K
$320K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
37+ 1233.33% |
$1.65K - $1.87K
|
40
$2.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
25+ 0.3% |
$1.12K - $1.26K
|
8.46K
$508K
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
10+ 0.15% |
$447 - $504
|
6.67K
$401K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7+ 0.21% |
$313 - $353
|
3.4K
$204K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.37% |
$268 - $302
|
1.61K
$96.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5+ 0.07% |
$223 - $252
|
7.61K
$457K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1- 0.01% |
$44.7 - $50.4
|
16.9K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-9- 4.66% |
$402 - $454
|
184
$11.1K
|
|
|
Feb 03, 2023
Q4 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-49- 0.39% |
$2.19K - $2.47K
|
12.4K
$745K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-51- 9.6% |
$2.28K - $2.57K
|
480
$28.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-130- 1.4% |
$5.8K - $6.55K
|
9.13K
$548K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-137- 17.72% |
$6.12K - $6.91K
|
636
$38.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-159- 2.85% |
$7.1K - $8.02K
|
5.41K
$325K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-233- 44.05% |
$10.4K - $11.7K
|
296
$17.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-248- 58.63% |
$11.1K - $12.5K
|
175
$10.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-362- 0.7% |
$16.2K - $18.2K
|
51.2K
$3.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-403- 5.52% |
$18K - $20.3K
|
6.9K
$415K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-470- 7.03% |
$21K - $23.7K
|
6.22K
$373K
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-998- 16.93% |
$44.6K - $50.3K
|
4.9K
$294K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.07K- 32.21% |
$47.6K - $53.7K
|
2.24K
$135K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.22K- 4.2% |
$54.3K - $61.3K
|
27.7K
$1.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.33K- 17.95% |
$59.2K - $66.8K
|
6.06K
$364K
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.35K- 20.47% |
$60.4K - $68.2K
|
5.25K
$316K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.45K- 3.34% |
$64.9K - $73.3K
|
42.1K
$2.53M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.75K- 73.09% |
$78.1K - $88.2K
|
644
$38.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.32K- 37.31% |
$148K - $167K
|
5.58K
$335K
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-4.5K- 3.04% |
$201K - $227K
|
144K
$8.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-7.08K- 12.73% |
$316K - $357K
|
48.5K
$2.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-8K- 62.26% |
$357K - $403K
|
4.85K
$291K
|
|
|
Feb 14, 2023
Q4 2022
|
Employees Retirement System Of Texas
|
SELL
|
- |
-8K- 62.26% |
$357K - $403K
|
4.85K
$291K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-8.57K- 4.92% |
$383K - $432K
|
166K
$9.95M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10.3K- 51.59% |
$461K - $521K
|
9.7K
$582K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13K- 56.79% |
$580K - $655K
|
9.89K
$594K
|
|
|
Feb 07, 2023
Q4 2022
|
Harbor Advisory Corp
|
SELL
|
- |
-32.5K- 49.66% |
$1.45M - $1.64M
|
33K
$1.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-32.7K- 25.38% |
$1.46M - $1.65M
|
96.2K
$5.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-65.4K- 31.21% |
$2.92M - $3.3M
|
144K
$8.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-203K- 39.38% |
$9.07M - $10.2M
|
313K
$18.8M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-315K- 96.58% |
$14.1M - $15.9M
|
11.2K
$670K
|