Purchases and Sales Made in Q4 2023 in Ishares Msci Emerging Mkts Sma (EEMS)
This table provides information about the institutional ownership of Ishares Msci Emerging Mkts Sma (EEMS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
31+ 0.46% |
$1.6K - $1.81K
|
6.7K
$403K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
24+ 13.64% |
$1.24K - $1.4K
|
200
$12K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
21+ 2.04% |
$1.09K - $1.23K
|
1.05K
$63.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
15+ 0.03% |
$776 - $878
|
51.5K
$3.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2+ 3.57% |
$103 - $117
|
58
$3.48K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-44- 4.51% |
$2.28K - $2.58K
|
932
$56K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-44- 1.12% |
$2.28K - $2.58K
|
3.87K
$233K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-78- 0.58% |
$4.03K - $4.57K
|
13.4K
$808K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-105- 2.1% |
$5.43K - $6.15K
|
4.89K
$294K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-176- 3.64% |
$9.1K - $10.3K
|
4.66K
$280K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-203- 3.35% |
$10.5K - $11.9K
|
5.85K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-255- 3.25% |
$13.2K - $14.9K
|
7.58K
$455K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-613- 5.85% |
$31.7K - $35.9K
|
9.87K
$593K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-783- 13.6% |
$40.5K - $45.8K
|
4.98K
$299K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.05K- 1.37% |
$54.5K - $61.7K
|
75.9K
$4.56M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.08K- 7.36% |
$55.9K - $63.3K
|
13.6K
$817K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.62K- 3.58% |
$83.9K - $94.9K
|
43.7K
$2.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-1.77K- 9.46% |
$91.6K - $104K
|
16.9K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.82K- 26.96% |
$93.9K - $106K
|
4.92K
$295K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.09K- 32.73% |
$108K - $122K
|
4.29K
$258K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.24K- 6.18% |
$116K - $131K
|
34K
$2.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.8K- 40.26% |
$145K - $164K
|
4.15K
$250K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.77K- 12.24% |
$247K - $279K
|
34.2K
$2.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.26K- 19.17% |
$272K - $308K
|
22.2K
$1.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-10.3K- 51.6% |
$533K - $603K
|
9.66K
$581K
|
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-10.4K- 14.34% |
$539K - $610K
|
62.3K
$3.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-23.5K- 14.82% |
$1.22M - $1.38M
|
135K
$8.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-28K- 12.29% |
$1.45M - $1.64M
|
200K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-70.3K- 64.8% |
$3.64M - $4.12M
|
38.2K
$2.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-81.8K- 37.3% |
$4.23M - $4.79M
|
138K
$8.26M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-85.1K- 36.3% |
$4.4M - $4.98M
|
149K
$8.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-126K- 45.7% |
$6.5M - $7.36M
|
149K
$8.97M
|