Purchases and Sales Made in Q3 2023 in Ishares Msci Emerging Markets (EEMV)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEMV) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
74+ 11.78% |
$3.94K - $4.23K
|
702
$41.4K
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
60New |
$3.2K - $3.43K
|
60
$3.54K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
53+ 0.63% |
$2.82K - $3.03K
|
8.42K
$497K
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
25+ 0.12% |
$1.33K - $1.43K
|
20.5K
$1.21M
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
19+ 1.18% |
$1.01K - $1.09K
|
1.63K
$96K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
17+ 1.81% |
$905 - $971
|
954
$56.3K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
14New |
$746 - $800
|
14
$827
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
14New |
$746 - $800
|
14
$827
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
5+ 0.02% |
$266 - $286
|
28.3K
$1.67M
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
2+ 0.02% |
$107 - $114
|
9.39K
$555K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.88% |
$107 - $114
|
229
$13.5K
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-1- 0.74% |
$53.3 - $57.1
|
134
$7.91K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2- 0.15% |
$107 - $114
|
1.37K
$80.8K
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3- 0.06% |
$160 - $171
|
5.37K
$317K
|
|
Nov 14, 2023
Q3 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-13- 0.22% |
$692 - $743
|
5.8K
$342K
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-16- 0.37% |
$852 - $914
|
4.34K
$256K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-18- 5.22% |
$959 - $1.03K
|
327
$19.3K
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-19- 0.22% |
$1.01K - $1.09K
|
8.73K
$516K
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-20- 0.46% |
$1.07K - $1.14K
|
4.31K
$254K
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-22- 1.81% |
$1.17K - $1.26K
|
1.2K
$70.6K
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
SELL
|
- |
-30- 0.11% |
$1.6K - $1.71K
|
27.7K
$1.64M
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-33- 0.53% |
$1.76K - $1.89K
|
6.19K
$365K
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-33- 0.78% |
$1.76K - $1.89K
|
4.21K
$249K
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-35- 0.71% |
$1.86K - $2K
|
4.93K
$291K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-36- 30.51% |
$1.92K - $2.06K
|
82
$4.84K
|
|
Oct 23, 2023
Q3 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-40- 0.61% |
$2.13K - $2.29K
|
6.49K
$383K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-49- 96.08% |
$2.61K - $2.8K
|
2
$118
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-54- 12.65% |
$2.88K - $3.09K
|
373
$22K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-60- 8.61% |
$3.2K - $3.43K
|
637
$37.6K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-62- 31.16% |
$3.3K - $3.54K
|
137
$8.09K
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-63- 0.74% |
$3.35K - $3.6K
|
8.44K
$498K
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-72- 1.74% |
$3.83K - $4.11K
|
4.07K
$240K
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-84- 0.48% |
$4.47K - $4.8K
|
17.5K
$1.03M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-93- 3.0% |
$4.95K - $5.31K
|
3K
$177K
|
|
Oct 16, 2023
Q3 2023
|
Shore Point Advisors, LLC
|
SELL
|
- |
-94- 0.56% |
$5.01K - $5.37K
|
16.7K
$985K
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-114- 0.66% |
$6.07K - $6.51K
|
17.2K
$1.01M
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-118- 1.38% |
$6.28K - $6.74K
|
8.43K
$498K
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-118- 1.79% |
$6.28K - $6.74K
|
6.49K
$383K
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-125- 72.67% |
$6.66K - $7.14K
|
47
$2.77K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-129- 13.12% |
$6.87K - $7.37K
|
854
$50.4K
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-143- 5.65% |
$7.61K - $8.17K
|
2.39K
$141K
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-161- 3.43% |
$8.57K - $9.2K
|
4.53K
$267K
|
|
Oct 31, 2023
Q3 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-175- 1.55% |
$9.32K - $10K
|
11.1K
$656K
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-183- 3.54% |
$9.74K - $10.5K
|
4.98K
$294K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-191- 29.16% |
$10.2K - $10.9K
|
464
$27.4K
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-206- 3.81% |
$11K - $11.8K
|
5.2K
$307K
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-220- 5.19% |
$11.7K - $12.6K
|
4.02K
$237K
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-246- 3.24% |
$13.1K - $14.1K
|
7.34K
$434K
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-300- 18.18% |
$16K - $17.1K
|
1.35K
$79.7K
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-305- 2.08% |
$16.2K - $17.4K
|
14.3K
$846K
|