Purchases and Sales Made in Q3 2023 in Ishares Inc Msci Emerging Mkts (EMXC)
This table provides information about the institutional ownership of Ishares Inc Msci Emerging Mkts (EMXC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
13.8K+ 737.17% |
$685K - $748K
|
15.7K
$929K
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
13.8K+ 160.01% |
$684K - $746K
|
22.4K
$1.33M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
13.4K+ 20.63% |
$667K - $728K
|
78.5K
$4.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
13.3K+ 7.42% |
$662K - $723K
|
193K
$11.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
13.2K+ 10.64% |
$655K - $715K
|
137K
$8.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.7K+ 42.26% |
$629K - $687K
|
42.7K
$2.53M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.5KNew |
$621K - $678K
|
12.5K
$742K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.5K+ 304.04% |
$620K - $677K
|
16.6K
$985K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.5K+ 23.92% |
$620K - $677K
|
64.6K
$3.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
12.2K+ 20.66% |
$608K - $664K
|
71.5K
$4.25M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
12.2K+ 46.53% |
$606K - $662K
|
38.4K
$2.28M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12K+ 2.88% |
$596K - $651K
|
429K
$25.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.3K+ 373.2% |
$560K - $612K
|
14.3K
$849K
|
|
|
Nov 01, 2023
Q3 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
11.2K+ 11.42% |
$558K - $609K
|
109K
$6.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
11.2KNew |
$555K - $606K
|
11.2K
$664K
|
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
11.1K+ 18.82% |
$553K - $604K
|
70.3K
$4.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.6KNew |
$526K - $574K
|
10.6K
$628K
|
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
10KNew |
$497K - $543K
|
10K
$595K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.88K+ 2.77% |
$491K - $536K
|
367K
$21.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
9.75K+ 14.79% |
$484K - $528K
|
75.7K
$4.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
9.49K+ 4.08% |
$471K - $514K
|
242K
$14.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
9.32K+ 120.85% |
$463K - $505K
|
17K
$1.01M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.28K+ 25.16% |
$461K - $503K
|
46.2K
$2.74M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.23K+ 43.08% |
$459K - $501K
|
30.7K
$1.82M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.22KNew |
$458K - $500K
|
9.22K
$547K
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
BUY
|
- |
9.02KNew |
$448K - $489K
|
9.02K
$536K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9K+ 15.05% |
$447K - $488K
|
68.8K
$4.08M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
8.64K+ 2.92% |
$429K - $468K
|
305K
$18.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.37K+ 33.47% |
$416K - $454K
|
33.4K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.36K+ 8.94% |
$415K - $453K
|
102K
$6.05M
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
8.28KNew |
$411K - $449K
|
8.28K
$491K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.2K+ 45.53% |
$408K - $445K
|
26.2K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
8.07KNew |
$401K - $437K
|
8.07K
$479K
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
8.04KNew |
$400K - $436K
|
8.04K
$478K
|
|
|
Oct 26, 2023
Q3 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
7.98KNew |
$397K - $433K
|
7.98K
$474K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.73KNew |
$384K - $419K
|
7.73K
$459K
|
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
7.68K+ 3.61% |
$381K - $416K
|
220K
$13.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7.58KNew |
$377K - $411K
|
7.58K
$450K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.26KNew |
$361K - $394K
|
7.26K
$431K
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
7.21KNew |
$358K - $391K
|
7.21K
$428K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.14KNew |
$354K - $387K
|
7.14K
$424K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.98K+ 146.82% |
$347K - $379K
|
11.7K
$697K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
6.85K+ 42.75% |
$340K - $372K
|
22.9K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
6.81K+ 30.0% |
$338K - $369K
|
29.5K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.79K+ 3.49% |
$337K - $368K
|
201K
$12M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.76K+ 14.4% |
$336K - $366K
|
53.7K
$3.19M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
6.25K+ 44.5% |
$310K - $339K
|
20.3K
$1.2M
|
|
|
Nov 29, 2023
Q3 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
6.08K+ 53.05% |
$302K - $330K
|
17.5K
$1.04M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
6.07KNew |
$301K - $329K
|
6.07K
$360K
|
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
5.93KNew |
$294K - $321K
|
5.93K
$352K
|