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 |
---|---|---|---|---|---|---|---|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.74KNew |
$83.2K - $96.5K
|
1.74K
$98.5K
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.7K+ 15.31% |
$81.4K - $94.4K
|
12.8K
$726K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.55K+ 5.77% |
$74.3K - $86.2K
|
28.5K
$1.61M
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.51K+ 10.04% |
$72.2K - $83.7K
|
16.5K
$936K
|
|
Jan 25, 2024
Q4 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.39K+ 0.64% |
$66.5K - $77.1K
|
219K
$12.4M
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.39K+ 2521.82% |
$66.4K - $77K
|
1.44K
$81.7K
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.38K+ 3.59% |
$66K - $76.5K
|
39.8K
$2.25M
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.33K+ 3.83% |
$63.8K - $74K
|
36.1K
$2.05M
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.31KNew |
$62.9K - $72.9K
|
1.31K
$74.4K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.29K+ 2.01% |
$61.7K - $71.5K
|
65.4K
$3.7M
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.26K+ 11.24% |
$60.1K - $69.7K
|
12.4K
$704K
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.23K+ 18.18% |
$59.1K - $68.5K
|
8.02K
$454K
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1.21KNew |
$58.1K - $67.3K
|
1.21K
$68.7K
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.17K+ 22.12% |
$56K - $64.9K
|
6.46K
$366K
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.16K+ 3.3% |
$55.5K - $64.4K
|
36.3K
$2.06M
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.15K+ 4.39% |
$54.8K - $63.6K
|
27.3K
$1.54M
|
|
Feb 08, 2024
Q4 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
1.13K+ 5.17% |
$54K - $62.6K
|
22.9K
$1.3M
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.09K+ 7.34% |
$52.1K - $60.4K
|
15.9K
$901K
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
1.08K+ 23.89% |
$51.5K - $59.8K
|
5.59K
$316K
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.07K+ 42.31% |
$51.2K - $59.4K
|
3.6K
$204K
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.06K+ 18.58% |
$50.8K - $58.9K
|
6.78K
$384K
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.02K+ 12.26% |
$48.9K - $56.7K
|
9.36K
$530K
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.02KNew |
$48.6K - $56.3K
|
1.02K
$57.5K
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1K+ 6.76% |
$48.1K - $55.7K
|
15.9K
$898K
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
977+ 5.74% |
$46.8K - $54.2K
|
18K
$1.02M
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
968+ 29.58% |
$46.3K - $53.7K
|
4.24K
$240K
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
948+ 1.33% |
$45.4K - $52.6K
|
72.5K
$4.1M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
888New |
$42.5K - $49.3K
|
888
$50.3K
|
|
Feb 14, 2024
Q4 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
886+ 2.03% |
$42.4K - $49.2K
|
44.6K
$2.53M
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
860New |
$41.2K - $47.7K
|
860
$48.7K
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
834New |
$39.9K - $46.3K
|
834
$47.2K
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
800+ 250.0% |
$38.3K - $44.4K
|
1.12K
$63.4K
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
790New |
$37.8K - $43.8K
|
790
$44.7K
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
764New |
$36.6K - $42.4K
|
764
$43.3K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
762+ 4.59% |
$36.5K - $42.3K
|
17.4K
$983K
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
722+ 0.53% |
$34.6K - $40.1K
|
138K
$7.81M
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
661New |
$31.6K - $36.7K
|
661
$37.4K
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
660New |
$31.6K - $36.6K
|
660
$37.4K
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
634New |
$30.3K - $35.2K
|
634
$35.9K
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
587New |
$28.1K - $32.6K
|
587
$33.2K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
540New |
$25.8K - $30K
|
540
$30.6K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
523+ 188.13% |
$25K - $29K
|
801
$45.4K
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
508+ 34.14% |
$24.3K - $28.2K
|
2K
$113K
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
481New |
$23K - $26.7K
|
481
$27.2K
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
479+ 3.79% |
$22.9K - $26.6K
|
13.1K
$742K
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
441+ 1.35% |
$21.1K - $24.5K
|
33.1K
$1.88M
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
436+ 145.33% |
$20.9K - $24.2K
|
736
$41.7K
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
431+ 41.48% |
$20.6K - $23.9K
|
1.47K
$83.2K
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
408+ 6.39% |
$19.5K - $22.6K
|
6.79K
$385K
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
400+ 105.54% |
$19.1K - $22.2K
|
779
$44.1K
|