Purchases and Sales Made in Q4 2023 in Ishares Inc Msci Emerging Mkts (EMXC)
This table provides information about the institutional ownership of Ishares Inc Msci Emerging Mkts (EMXC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
59.5KNew |
$2.85M - $3.3M
|
59.5K
$3.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
58.4KNew |
$2.79M - $3.24M
|
58.4K
$3.31M
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
58.1KNew |
$2.78M - $3.23M
|
58.1K
$3.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
56.8KNew |
$2.72M - $3.15M
|
56.8K
$3.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
56.7K+ 122.44% |
$2.72M - $3.15M
|
103K
$5.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
56.5KNew |
$2.7M - $3.14M
|
56.5K
$3.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
55.3K+ 988.63% |
$2.65M - $3.07M
|
60.9K
$3.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
55.1KNew |
$2.64M - $3.06M
|
55.1K
$3.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
55.1K+ 123.57% |
$2.64M - $3.06M
|
99.7K
$5.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
55KNew |
$2.63M - $3.05M
|
55K
$3.12M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
54.5K+ 212.86% |
$2.61M - $3.02M
|
80.1K
$4.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
54KNew |
$2.58M - $3M
|
54K
$3.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
53.6KNew |
$2.57M - $2.97M
|
53.6K
$3.04M
|
|
|
Jan 23, 2024
Q4 2023
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
53.6KNew |
$2.56M - $2.97M
|
53.6K
$3.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
53.3KNew |
$2.55M - $2.96M
|
53.3K
$3.02M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
51.1K+ 5.6% |
$2.45M - $2.84M
|
965K
$54.6M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
51.1KNew |
$2.45M - $2.84M
|
51.1K
$2.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
51.1K+ 11.49% |
$2.45M - $2.84M
|
496K
$28.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
49.6KNew |
$2.37M - $2.75M
|
49.6K
$2.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
49.3KNew |
$2.36M - $2.74M
|
49.3K
$2.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
47.7K+ 364.86% |
$2.28M - $2.65M
|
60.8K
$3.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
45.2KNew |
$2.16M - $2.51M
|
45.2K
$2.56M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
45K+ 1180.62% |
$2.16M - $2.5M
|
48.8K
$2.77M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
45KNew |
$2.15M - $2.5M
|
45K
$2.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
44.7KNew |
$2.14M - $2.48M
|
44.7K
$2.53M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
43.1K+ 212.42% |
$2.06M - $2.39M
|
63.4K
$3.59M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
43.1K+ 212.42% |
$2.06M - $2.39M
|
63.4K
$3.59M
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
BUY
|
- |
42.9KNew |
$2.05M - $2.38M
|
42.9K
$2.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
41.6KNew |
$1.99M - $2.31M
|
41.6K
$2.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
41.1K+ 200.05% |
$1.97M - $2.28M
|
61.6K
$3.49M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
40.3K+ 43.01% |
$1.93M - $2.24M
|
134K
$7.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
39.3KNew |
$1.88M - $2.18M
|
39.3K
$2.23M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
39.2KNew |
$1.88M - $2.18M
|
39.2K
$2.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
38.4KNew |
$1.84M - $2.13M
|
38.4K
$2.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36.7K+ 2.61% |
$1.76M - $2.04M
|
1.44M
$81.6M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
36.7KNew |
$1.75M - $2.04M
|
36.7K
$2.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
35.8KNew |
$1.71M - $1.99M
|
35.8K
$2.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
35.4KNew |
$1.7M - $1.97M
|
35.4K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
35.1KNew |
$1.68M - $1.95M
|
35.1K
$1.99M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
34.7KNew |
$1.66M - $1.92M
|
34.7K
$1.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
34.1K+ 3374.28% |
$1.63M - $1.89M
|
35.1K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
34.1KNew |
$1.63M - $1.89M
|
34.1K
$1.93M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
33.5KNew |
$1.6M - $1.86M
|
33.5K
$1.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
33.4KNew |
$1.6M - $1.85M
|
33.4K
$1.89M
|
|
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
33KNew |
$1.58M - $1.83M
|
33K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
33K+ 311.81% |
$1.58M - $1.83M
|
43.6K
$2.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
32.6KNew |
$1.56M - $1.81M
|
32.6K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
32.5KNew |
$1.56M - $1.8M
|
32.5K
$1.84M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
31.2K+ 101.88% |
$1.49M - $1.73M
|
61.9K
$3.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
30.9KNew |
$1.48M - $1.71M
|
30.9K
$1.75M
|