Purchases and Sales Made in Q1 2023 in Ishares Inc Msci Emerging Mkts (EMXC)
This table provides information about the institutional ownership of Ishares Inc Msci Emerging Mkts (EMXC) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES INC MSCI EMERGING MKTS.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.45K+ 16.77% |
$115K - $127K
|
17.1K
$945K
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
2.41K+ 15.28% |
$113K - $125K
|
18.1K
$1M
|
|
Apr 11, 2023
Q1 2023
|
Professional Advisory Services Inc
|
BUY
|
- |
2.2K+ 0.75% |
$103K - $114K
|
295K
$16.3M
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
2.15K+ 3.1% |
$101K - $111K
|
71.4K
$3.95M
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.09K+ 36.73% |
$98.1K - $108K
|
7.78K
$431K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.02K+ 15.0% |
$94.7K - $105K
|
15.5K
$856K
|
|
Apr 10, 2023
Q1 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2K+ 3.57% |
$93.7K - $104K
|
57.9K
$3.2M
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.71K+ 2.33% |
$80.3K - $88.7K
|
75.1K
$4.16M
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.66K+ 20.66% |
$77.8K - $86K
|
9.69K
$536K
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.64K+ 32.24% |
$76.9K - $85K
|
6.72K
$372K
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.58K+ 19.71% |
$74K - $81.8K
|
9.58K
$530K
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.53K+ 7.32% |
$71.8K - $79.3K
|
22.4K
$1.24M
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
BUY
|
- |
1.43K+ 3.31% |
$67.3K - $74.3K
|
44.7K
$2.47M
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.35K+ 9.46% |
$63.2K - $69.8K
|
15.6K
$862K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.26K+ 21.85% |
$59K - $65.2K
|
7.01K
$388K
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.23K+ 9.17% |
$57.9K - $63.9K
|
14.7K
$813K
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.23K+ 2.05% |
$57.5K - $63.5K
|
60.8K
$3.37M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.2K+ 1.29% |
$56.4K - $62.3K
|
94.4K
$5.23M
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.2K+ 11.01% |
$56.3K - $62.2K
|
12.1K
$669K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.17KNew |
$54.7K - $60.5K
|
1.17K
$64.5K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.15K+ 13.08% |
$53.8K - $59.5K
|
9.92K
$549K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.09K+ 128.0% |
$51.1K - $56.4K
|
1.94K
$107K
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.06K+ 24.77% |
$49.7K - $54.9K
|
5.33K
$295K
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1.03K+ 2.3% |
$48.4K - $53.5K
|
45.9K
$2.54M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
999+ 69.09% |
$46.9K - $51.8K
|
2.45K
$135K
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
988New |
$46.4K - $51.2K
|
988
$54.7K
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
952+ 13.28% |
$44.7K - $49.4K
|
8.12K
$449K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
950New |
$44.6K - $49.3K
|
950
$52.6K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
933+ 15.4% |
$43.8K - $48.4K
|
6.99K
$387K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
880New |
$41.3K - $45.6K
|
880
$48.7K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
839+ 31.72% |
$39.4K - $43.5K
|
3.48K
$193K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
810New |
$38K - $42K
|
810
$44.8K
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
690+ 1.51% |
$32.4K - $35.8K
|
46.5K
$2.57M
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
677+ 6.67% |
$31.8K - $35.1K
|
10.8K
$599K
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
640+ 5.34% |
$30K - $33.2K
|
12.6K
$699K
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
590+ 12.83% |
$27.7K - $30.6K
|
5.19K
$287K
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
512+ 11.1% |
$24K - $26.6K
|
5.12K
$284K
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
498+ 3.73% |
$23.4K - $25.8K
|
13.9K
$767K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
466New |
$21.9K - $24.2K
|
466
$25.8K
|
|
Apr 11, 2023
Q1 2023
|
Olio Financial Planning
|
BUY
|
- |
430+ 5.48% |
$20.2K - $22.3K
|
8.27K
$458K
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
421+ 0.35% |
$19.8K - $21.8K
|
120K
$6.62M
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
420+ 40.15% |
$19.7K - $21.8K
|
1.47K
$81.1K
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
401+ 2.46% |
$18.8K - $20.8K
|
16.7K
$923K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
386New |
$18.1K - $20K
|
386
$21.4K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
379+ 2.43% |
$17.8K - $19.7K
|
16K
$885K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
377+ 17.8% |
$17.7K - $19.6K
|
2.5K
$138K
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
374+ 4.86% |
$17.6K - $19.4K
|
8.07K
$446K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
352+ 6.21% |
$16.5K - $18.3K
|
6.02K
$333K
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
336+ 7.39% |
$15.8K - $17.4K
|
4.89K
$270K
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
332New |
$15.6K - $17.2K
|
332
$18.4K
|