Purchases and Sales Made in Q1 2023 in Ishares Msci Frontier And Sele (FM)
This table provides information about the institutional ownership of Ishares Msci Frontier And Sele (FM) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES MSCI FRONTIER AND SELE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.08MNew |
$26.4M - $29.2M
|
1.08M
$29.9M
|
|
May 15, 2023
Q1 2023
|
Decade Renewable Partners LP
Houston, TX |
BUY
|
- |
333KNew |
$8.14M - $9M
|
333K
$9.22M
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
329K+ 1054.86% |
$8.05M - $8.9M
|
360K
$9.98M
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
96.4KNew |
$2.36M - $2.6M
|
96.4K
$2.67M
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
38K+ 60.9% |
$930K - $1.03M
|
100K
$2.78M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
37.5K+ 14.54% |
$917K - $1.01M
|
295K
$8.18M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
37.1K+ 43.36% |
$907K - $1M
|
123K
$3.4M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.9KNew |
$754K - $834K
|
30.9K
$855K
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
27.4KNew |
$671K - $742K
|
27.4K
$760K
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
26.4KNew |
$645K - $714K
|
26.4K
$731K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.6K+ 13.02% |
$602K - $665K
|
214K
$5.92M
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
23.9KNew |
$583K - $645K
|
23.9K
$661K
|
|
May 12, 2023
Q1 2023
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
14K+ 15.38% |
$342K - $378K
|
105K
$2.91M
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
12.5K+ 59.52% |
$306K - $338K
|
33.5K
$928K
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
12.2KNew |
$297K - $329K
|
12.2K
$337K
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
10.3KNew |
$252K - $278K
|
10.3K
$285K
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
BUY
|
- |
10K+ 14.88% |
$245K - $271K
|
77.4K
$2.15M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.98K+ 56.56% |
$219K - $243K
|
24.8K
$688K
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
8.87KNew |
$217K - $240K
|
8.87K
$246K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.63K+ 4.36% |
$211K - $233K
|
207K
$5.72M
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
7.88KNew |
$193K - $213K
|
7.88K
$218K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.59K+ 77.79% |
$186K - $205K
|
17.3K
$481K
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
7.58K+ 46.55% |
$185K - $205K
|
23.9K
$661K
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.18KNew |
$176K - $194K
|
7.18K
$199K
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.82K+ 4.72% |
$167K - $184K
|
151K
$4.19M
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.48K+ 10.97% |
$134K - $148K
|
55.4K
$1.54M
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
5.02K+ 5.62% |
$123K - $136K
|
94.3K
$2.61M
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.77K+ 7.91% |
$117K - $129K
|
65.1K
$1.8M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.77K+ 7.71% |
$117K - $129K
|
66.6K
$1.85M
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
4K+ 8.84% |
$97.8K - $108K
|
49.2K
$1.36M
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.92K+ 7.49% |
$95.7K - $106K
|
56.2K
$1.56M
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3.83K+ 25.74% |
$93.6K - $103K
|
18.7K
$518K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.75K+ 9.11% |
$91.8K - $101K
|
45K
$1.25M
|
|
Apr 26, 2023
Q1 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
3.28K+ 24.23% |
$80.1K - $88.5K
|
16.8K
$465K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.2KNew |
$78.1K - $86.4K
|
3.2K
$88.5K
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.33K+ 3.02% |
$57K - $63K
|
79.6K
$2.21M
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.74K+ 2.3% |
$42.6K - $47.1K
|
77.5K
$2.15M
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.54K+ 6.01% |
$37.7K - $41.7K
|
27.2K
$753K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.07K+ 575.68% |
$26K - $28.8K
|
1.25K
$34.6K
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
BUY
|
- |
1.04K+ 5.67% |
$25.4K - $28.1K
|
19.4K
$537K
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
881+ 47.7% |
$21.5K - $23.8K
|
2.73K
$75.6K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
719New |
$17.6K - $19.4K
|
719
$19.9K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
239+ 20.19% |
$5.84K - $6.46K
|
1.42K
$39.4K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
236+ 1.77% |
$5.77K - $6.38K
|
13.6K
$376K
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
185+ 1.04% |
$4.52K - $5K
|
17.9K
$496K
|
|
May 11, 2023
Q1 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
144+ 0.12% |
$3.52K - $3.89K
|
124K
$3.43M
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
100New |
$2.45K - $2.7K
|
100
$2.77K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
75+ 3.53% |
$1.83K - $2.03K
|
2.2K
$60.9K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
64New |
$1.56K - $1.73K
|
64
$1.77K
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
61+ 0.56% |
$1.49K - $1.65K
|
11K
$305K
|