Purchases and Sales Made in Q2 2023 in Ishares Msci Emerging Markets (EEMV)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEMV) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
3.48K+ 3.44% |
$190K - $197K
|
105K
$6.1M
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
3.47K+ 5.24% |
$189K - $196K
|
69.7K
$4.06M
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.83K+ 18.72% |
$154K - $160K
|
18K
$1.05M
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.81KNew |
$153K - $159K
|
2.81K
$164K
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.51K+ 37.61% |
$137K - $142K
|
9.17K
$535K
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.17K+ 53.4% |
$118K - $122K
|
6.22K
$363K
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.06K+ 49.66% |
$112K - $116K
|
6.21K
$362K
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.02K+ 31.12% |
$110K - $114K
|
8.5K
$496K
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.97K+ 2.08% |
$107K - $111K
|
96.8K
$5.65M
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.89K+ 25.45% |
$103K - $107K
|
9.31K
$543K
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.87K+ 18.88% |
$102K - $106K
|
11.8K
$688K
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.85K+ 40.83% |
$101K - $104K
|
6.36K
$371K
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.58K+ 15.64% |
$86.1K - $89.3K
|
11.7K
$682K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.55K+ 2.02% |
$84.2K - $87.4K
|
78K
$4.55M
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1.5KNew |
$81.8K - $84.9K
|
1.5K
$87.6K
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.49K+ 17.18% |
$81.4K - $84.5K
|
10.2K
$594K
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
1.45K+ 2.25% |
$79.1K - $82.1K
|
66K
$3.85M
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.4KNew |
$76.3K - $79.2K
|
1.4K
$81.7K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.39KNew |
$75.7K - $78.6K
|
1.39K
$81.1K
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
BUY
|
- |
1.28K+ 31.53% |
$69.6K - $72.2K
|
5.33K
$311K
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.28K+ 34.51% |
$69.5K - $72.1K
|
4.97K
$290K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.27K+ 7.28% |
$69.3K - $71.9K
|
18.7K
$1.09M
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
1.27K+ 11.68% |
$68.9K - $71.5K
|
12.1K
$705K
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.18K+ 21.74% |
$64K - $66.4K
|
6.58K
$384K
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.14K+ 0.51% |
$62.3K - $64.7K
|
227K
$13.3M
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
930+ 4.8% |
$50.7K - $52.6K
|
20.3K
$1.18M
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
899+ 14.42% |
$49K - $50.8K
|
7.13K
$416K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
880+ 0.78% |
$47.9K - $49.7K
|
113K
$6.6M
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
879+ 2.54% |
$47.9K - $49.7K
|
35.4K
$2.07M
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
810+ 14.93% |
$44.1K - $45.8K
|
6.23K
$364K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
794+ 32.46% |
$43.3K - $44.9K
|
3.24K
$189K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
791+ 9.21% |
$43.1K - $44.7K
|
9.38K
$547K
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
BUY
|
- |
727+ 7.88% |
$39.6K - $41.1K
|
9.95K
$580K
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
683+ 1.93% |
$37.2K - $38.6K
|
36.1K
$2.11M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
677+ 51.21% |
$36.9K - $38.3K
|
2K
$117K
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
563+ 6.98% |
$30.7K - $31.8K
|
8.63K
$503K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
531+ 0.84% |
$28.9K - $30K
|
63.4K
$3.7M
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
524+ 7.53% |
$28.5K - $29.6K
|
7.48K
$437K
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
518+ 1.25% |
$28.2K - $29.3K
|
41.9K
$2.44M
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
480+ 221.2% |
$26.2K - $27.1K
|
697
$40.7K
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
474+ 1.37% |
$25.8K - $26.8K
|
35.1K
$2.05M
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
468+ 1560.0% |
$25.5K - $26.5K
|
498
$29.1K
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
462New |
$25.2K - $26.1K
|
462
$27K
|
|
Aug 04, 2023
Q2 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
408+ 5.01% |
$22.2K - $23.1K
|
8.55K
$499K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
277+ 0.67% |
$15.1K - $15.7K
|
41.3K
$2.41M
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
261+ 4.06% |
$14.2K - $14.8K
|
6.69K
$390K
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
261+ 4.06% |
$14.2K - $14.8K
|
6.69K
$390K
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
235+ 0.84% |
$12.8K - $13.3K
|
28.3K
$1.65M
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
217+ 2.2% |
$11.8K - $12.3K
|
10.1K
$588K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
213+ 121.02% |
$11.6K - $12K
|
389
$22.7K
|