Purchases and Sales Made in Q4 2022 in Ishares Msci Emerging Markets (EEMV)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEMV) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.18KNew |
$408K - $449K
|
8.18K
$483K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.05K+ 31.86% |
$402K - $442K
|
33.3K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
7.87K+ 125.53% |
$393K - $432K
|
14.1K
$835K
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
7.68K+ 26.93% |
$383K - $422K
|
36.2K
$2.14M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7.62KNew |
$380K - $418K
|
7.62K
$450K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.36K+ 4.82% |
$367K - $404K
|
160K
$9.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.22K+ 19.07% |
$361K - $396K
|
45.1K
$2.66M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
7.13K+ 23.12% |
$356K - $391K
|
38K
$2.24M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
7.11K+ 39.76% |
$355K - $390K
|
25K
$1.47M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
6.86K+ 137.61% |
$342K - $376K
|
11.8K
$699K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6.69KNew |
$334K - $367K
|
6.69K
$395K
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
6.47KNew |
$323K - $355K
|
6.47K
$382K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.43KNew |
$321K - $353K
|
6.43K
$380K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.31K+ 18.54% |
$315K - $346K
|
40.3K
$2.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
6.3KNew |
$314K - $346K
|
6.3K
$372K
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
6.24K+ 4.02% |
$312K - $343K
|
161K
$9.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.72K+ 18.3% |
$286K - $314K
|
37K
$2.18M
|
|
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
5.68KNew |
$283K - $312K
|
5.68K
$335K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5.64KNew |
$281K - $309K
|
5.64K
$333K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.58K+ 48.93% |
$279K - $306K
|
17K
$1M
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
5.37KNew |
$268K - $295K
|
5.37K
$317K
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
5.35KNew |
$267K - $294K
|
5.35K
$316K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
5.34K+ 87.48% |
$267K - $293K
|
11.5K
$676K
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.29KNew |
$264K - $290K
|
5.29K
$312K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.01K+ 15.94% |
$250K - $275K
|
36.5K
$2.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.01KNew |
$250K - $275K
|
5.01K
$296K
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5K+ 26.11% |
$250K - $274K
|
24.2K
$1.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.84KNew |
$241K - $266K
|
4.84K
$286K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.75K+ 26.83% |
$237K - $261K
|
22.5K
$1.33M
|
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
4.68KNew |
$234K - $257K
|
4.68K
$276K
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.6KNew |
$230K - $252K
|
4.6K
$272K
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.48KNew |
$224K - $246K
|
4.48K
$264K
|
|
|
Feb 10, 2023
Q4 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
4.39KNew |
$219K - $241K
|
4.39K
$259K
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4.37KNew |
$218K - $240K
|
4.37K
$258K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.16KNew |
$208K - $228K
|
4.16K
$246K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
4.15KNew |
$207K - $228K
|
4.15K
$245K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
4.1K+ 47.43% |
$205K - $225K
|
12.7K
$752K
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
3.99KNew |
$199K - $219K
|
3.99K
$235K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.89KNew |
$194K - $213K
|
3.89K
$229K
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
BUY
|
- |
3.85KNew |
$192K - $211K
|
3.85K
$227K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.82K+ 31.46% |
$191K - $210K
|
16K
$942K
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.82KNew |
$190K - $209K
|
3.82K
$225K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.8KNew |
$190K - $209K
|
3.8K
$224K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.78KNew |
$189K - $208K
|
3.78K
$223K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.75K+ 55.28% |
$187K - $206K
|
10.5K
$621K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.58K+ 56.44% |
$179K - $196K
|
9.92K
$586K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.26K+ 20.96% |
$163K - $179K
|
18.8K
$1.11M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.17K+ 2.92% |
$158K - $174K
|
112K
$6.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.83KNew |
$141K - $155K
|
2.83K
$167K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.79K+ 29.92% |
$139K - $153K
|
12.1K
$715K
|