Purchases and Sales Made in Q3 2023 in Ishares Msci Frontier And Sele (FM)
This table provides information about the institutional ownership of Ishares Msci Frontier And Sele (FM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
159KNew |
$4.08M - $4.5M
|
159K
$4.38M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.5K+ 11.56% |
$1.19M - $1.31M
|
449K
$12.4M
|
|
|
Nov 09, 2023
Q3 2023
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
45.5K+ 101.11% |
$1.17M - $1.29M
|
90.5K
$2.49M
|
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
36.9KNew |
$945K - $1.04M
|
36.9K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
31.4KNew |
$803K - $887K
|
31.4K
$864K
|
|
|
Nov 14, 2023
Q3 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
25.5K+ 85.23% |
$654K - $722K
|
55.5K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.9K+ 109.98% |
$637K - $703K
|
47.5K
$1.31M
|
|
|
Nov 01, 2023
Q3 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
17.1K+ 12.7% |
$439K - $484K
|
152K
$4.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
BUY
|
- |
13.4K+ 82.17% |
$343K - $378K
|
29.7K
$817K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.9KNew |
$278K - $307K
|
10.9K
$299K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10.7K+ 47.83% |
$275K - $303K
|
33.2K
$913K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.2K+ 10.68% |
$210K - $232K
|
85K
$2.34M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.45K+ 595.92% |
$191K - $211K
|
8.7K
$240K
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.57K+ 11.44% |
$168K - $186K
|
64K
$1.76M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.07K+ 10.54% |
$155K - $171K
|
63.6K
$1.75M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.73KNew |
$121K - $134K
|
4.73K
$130K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.72K+ 46.55% |
$121K - $133K
|
14.8K
$409K
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
3.22K+ 3.25% |
$82.4K - $91K
|
102K
$2.82M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.12K+ 15.72% |
$79.9K - $88.2K
|
23K
$633K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.42K+ 1.59% |
$62.1K - $68.5K
|
155K
$4.26M
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.52K+ 2.68% |
$39K - $43K
|
58.3K
$1.61M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.44K+ 15.69% |
$36.9K - $40.7K
|
10.6K
$293K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.31K+ 0.36% |
$33.4K - $36.9K
|
365K
$10.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.08K+ 6.63% |
$27.7K - $30.6K
|
17.4K
$480K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.06K+ 0.26% |
$27.1K - $29.9K
|
400K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
600New |
$15.4K - $17K
|
600
$16.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
578+ 4.66% |
$14.8K - $16.3K
|
13K
$357K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
527+ 1.23% |
$13.5K - $14.9K
|
43.5K
$1.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
525+ 1.9% |
$13.4K - $14.8K
|
28.2K
$776K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
516+ 0.9% |
$13.2K - $14.6K
|
57.5K
$1.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
501+ 2.84% |
$12.8K - $14.2K
|
18.1K
$499K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
435+ 0.65% |
$11.1K - $12.3K
|
67K
$1.84M
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
280+ 1.45% |
$7.17K - $7.92K
|
19.5K
$538K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
190+ 3166.67% |
$4.87K - $5.37K
|
196
$5.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
165+ 1.18% |
$4.23K - $4.66K
|
14.2K
$390K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$2.56K - $2.83K
|
100
$2.75K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
72+ 0.53% |
$1.84K - $2.04K
|
13.7K
$376K
|
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
9+ 0.35% |
$230 - $254
|
2.55K
$70.1K
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1+ 0.01% |
$25.6 - $28.3
|
19K
$524K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-100- 1.08% |
$2.56K - $2.83K
|
9.13K
$251K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-189- 0.29% |
$4.84K - $5.34K
|
64.4K
$1.77M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-190- 0.65% |
$4.87K - $5.37K
|
29.2K
$803K
|
|
|
Nov 09, 2023
Q3 2023
|
Gould Capital, LLC
|
SELL
|
- |
-262- 0.33% |
$6.71K - $7.41K
|
78.6K
$2.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-500- 89.29% |
$12.8K - $14.1K
|
60
$1.65K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-658- 93.6% |
$16.9K - $18.6K
|
45
$1.24K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-756- 6.92% |
$19.4K - $21.4K
|
10.2K
$280K
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-775- 3.44% |
$19.8K - $21.9K
|
21.8K
$600K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.27K- 15.66% |
$83.7K - $92.4K
|
17.6K
$485K
|