Purchases and Sales Made in Q1 2024 in Ishares Inc Msci Emerging Mkts (EMXC)
This table provides information about the institutional ownership of Ishares Inc Msci Emerging Mkts (EMXC) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
50New |
$2.64K - $2.88K
|
50
$2.84K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
43+ 34.68% |
$2.27K - $2.48K
|
167
$9.48K
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
42+ 0.22% |
$2.21K - $2.42K
|
19.5K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
37+ 5.03% |
$1.95K - $2.13K
|
773
$43.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
35New |
$1.84K - $2.02K
|
35
$1.99K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
34New |
$1.79K - $1.96K
|
34
$1.93K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
34+ 0.67% |
$1.79K - $1.96K
|
5.12K
$290K
|
|
|
May 02, 2024
Q1 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
34+ 0.35% |
$1.79K - $1.96K
|
9.64K
$547K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
34+ 33.01% |
$1.79K - $1.96K
|
137
$7.78K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
31New |
$1.63K - $1.79K
|
31
$1.76K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
27+ 0.51% |
$1.42K - $1.56K
|
5.3K
$301K
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
25+ 0.23% |
$1.32K - $1.44K
|
11.1K
$631K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
25New |
$1.32K - $1.44K
|
25
$1.42K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
19New |
$1K - $1.1K
|
19
$1.08K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
18New |
$949 - $1.04K
|
18
$1.02K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
18New |
$949 - $1.04K
|
18
$1.02K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
16New |
$843 - $922
|
16
$908
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
15+ 0.05% |
$791 - $865
|
29.3K
$1.66M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
13+ 0.04% |
$685 - $749
|
33.5K
$1.9M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
12+ 0.28% |
$632 - $692
|
4.25K
$241K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
11+ 1.66% |
$580 - $634
|
672
$38.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
9New |
$474 - $519
|
9
$511
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
9+ 0.24% |
$474 - $519
|
3.72K
$211K
|
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
8+ 0.05% |
$422 - $461
|
15K
$853K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.06% |
$52.7 - $57.7
|
1.57K
$89.1K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1+ 0.01% |
$52.7 - $57.7
|
14.2K
$803K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1Closed |
$52.7 - $57.7
|
0
$0
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- -0.0% |
$52.7 - $57.7
|
62.1K
$3.53M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-14- 0.25% |
$738 - $807
|
5.53K
$314K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-17- 1.37% |
$896 - $980
|
1.23K
$69.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-21- 63.64% |
$1.11K - $1.21K
|
12
$681
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-24- 0.06% |
$1.26K - $1.38K
|
42.8K
$2.43M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-25- 73.53% |
$1.32K - $1.44K
|
9
$511
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-30- 0.08% |
$1.58K - $1.73K
|
36.3K
$2.06M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-35- 4.2% |
$1.84K - $2.02K
|
799
$45.4K
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-45- 0.94% |
$2.37K - $2.59K
|
4.73K
$269K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-52- 0.63% |
$2.74K - $3K
|
8.2K
$465K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-57- 0.94% |
$3K - $3.29K
|
6.04K
$343K
|
|
|
Apr 19, 2024
Q1 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-60- 0.03% |
$3.16K - $3.46K
|
219K
$12.4M
|
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-63- 0.1% |
$3.32K - $3.63K
|
65.8K
$3.74M
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-63- 0.1% |
$3.32K - $3.63K
|
65.8K
$3.74M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-65- 3.26% |
$3.43K - $3.75K
|
1.93K
$110K
|
|
|
Apr 12, 2024
Q1 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-68- 0.62% |
$3.58K - $3.92K
|
10.9K
$621K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-71- 48.97% |
$3.74K - $4.09K
|
74
$4.2K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-81- 1.86% |
$4.27K - $4.67K
|
4.27K
$242K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-89- 0.69% |
$4.69K - $5.13K
|
12.7K
$722K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-102- 83.61% |
$5.38K - $5.88K
|
20
$1.14K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-112- 94.12% |
$5.9K - $6.46K
|
7
$397
|