Purchases and Sales Made in Q1 2023 in Ishares Msci Emerging Markets (EEMV)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEMV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-24.5K- 60.99% |
$1.28M - $1.37M
|
15.7K
$922K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-25.1K- 96.7% |
$1.31M - $1.4M
|
857
$50.4K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-25.2K- 77.85% |
$1.32M - $1.41M
|
7.18K
$422K
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-25.5K- 55.33% |
$1.34M - $1.43M
|
20.6K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-28.6K- 85.26% |
$1.5M - $1.6M
|
4.94K
$290K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-28.9K- 40.56% |
$1.51M - $1.61M
|
42.3K
$2.49M
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
SELL
|
- |
-29K- 74.53% |
$1.52M - $1.62M
|
9.9K
$582K
|
|
|
Apr 12, 2023
Q1 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-31.4K- 86.81% |
$1.65M - $1.76M
|
4.78K
$281K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-32K- 79.49% |
$1.68M - $1.79M
|
8.25K
$485K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-34K- 66.65% |
$1.78M - $1.9M
|
17K
$1M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-35.7K- 96.29% |
$1.87M - $2M
|
1.38K
$81K
|
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-35.8K- 61.91% |
$1.87M - $2M
|
22K
$1.29M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-37.5K- 73.57% |
$1.96M - $2.09M
|
13.5K
$791K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-41.8K- 11.92% |
$2.19M - $2.34M
|
309K
$18.2M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-42.6K- 65.3% |
$2.23M - $2.38M
|
22.6K
$1.33M
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-43.5K- 51.26% |
$2.28M - $2.43M
|
41.4K
$2.43M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-45K- 95.6% |
$2.35M - $2.51M
|
2.07K
$122K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-46K- 35.88% |
$2.41M - $2.57M
|
82.3K
$4.84M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-50.7K- 79.56% |
$2.66M - $2.84M
|
13K
$766K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-51.5K- 88.42% |
$2.7M - $2.88M
|
6.74K
$396K
|
|
|
May 12, 2023
Q1 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-52.5K- 90.51% |
$2.75M - $2.93M
|
5.51K
$324K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-53.9K- 41.34% |
$2.82M - $3.01M
|
76.5K
$4.5M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-54.7K- 92.51% |
$2.86M - $3.06M
|
4.42K
$260K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-55.7K- 94.08% |
$2.92M - $3.11M
|
3.5K
$206K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-55.7K- 18.27% |
$2.92M - $3.11M
|
249K
$14.6M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-58.2K- 94.21% |
$3.05M - $3.26M
|
3.58K
$210K
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-61.5K- 93.28% |
$3.22M - $3.44M
|
4.43K
$261K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-62.2K- 90.36% |
$3.26M - $3.48M
|
6.63K
$390K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-72K- 92.82% |
$3.77M - $4.03M
|
5.57K
$328K
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-73.2K- 86.73% |
$3.83M - $4.09M
|
11.2K
$658K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-73.2K- 98.17% |
$3.83M - $4.09M
|
1.37K
$80.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-76.2K- 25.18% |
$3.99M - $4.26M
|
226K
$13.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-77.1K- 40.72% |
$4.04M - $4.31M
|
112K
$6.6M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-81.6K- 62.32% |
$4.28M - $4.56M
|
49.4K
$2.9M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-94.3K- 95.07% |
$4.94M - $5.27M
|
4.9K
$288K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-95K- 17.31% |
$4.98M - $5.31M
|
454K
$26.7M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-96.6K- 76.53% |
$5.06M - $5.4M
|
29.6K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-97.3K- 60.72% |
$5.09M - $5.44M
|
62.9K
$3.7M
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-103K- 90.91% |
$5.39M - $5.76M
|
10.3K
$605K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-111K- 98.98% |
$5.79M - $6.18M
|
1.14K
$67.1K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-111K- 99.9% |
$5.84M - $6.23M
|
110
$6.47K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-119K- 22.56% |
$6.24M - $6.66M
|
409K
$24.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-132K- 92.89% |
$6.92M - $7.38M
|
10.1K
$594K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-135K- 89.45% |
$7.07M - $7.55M
|
15.9K
$937K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-142KClosed |
$7.44M - $7.94M
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-147K- 77.82% |
$7.68M - $8.19M
|
41.8K
$2.46M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-165K- 31.26% |
$8.65M - $9.23M
|
363K
$21.4M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-176K- 89.71% |
$9.24M - $9.86M
|
20.2K
$1.19M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-207K- 75.1% |
$10.9M - $11.6M
|
68.7K
$4.04M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-218K- 96.16% |
$11.4M - $12.2M
|
8.7K
$511K
|