Purchases and Sales Made in Q4 2022 in Ishares Msci Frontier And Sele (FM)
This table provides information about the institutional ownership of Ishares Msci Frontier And Sele (FM) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
110K+ 33.4% |
$2.57M - $2.93M
|
440K
$12.2M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
87.2K+ 78.72% |
$2.03M - $2.32M
|
198K
$5.49M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
61.8KNew |
$1.44M - $1.64M
|
61.8K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
50KNew |
$1.16M - $1.33M
|
50K
$1.39M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.5K+ 23.1% |
$825K - $942K
|
189K
$5.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
34.4K+ 15.4% |
$801K - $914K
|
258K
$7.14M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
34K+ 119.61% |
$791K - $903K
|
62.4K
$1.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
26.2KNew |
$609K - $696K
|
26.2K
$726K
|
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
19.9KNew |
$463K - $529K
|
19.9K
$552K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
18.5K+ 14.68% |
$430K - $491K
|
144K
$4M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
13.5KNew |
$314K - $359K
|
13.5K
$374K
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
12.5K+ 27.61% |
$291K - $332K
|
57.7K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.5KNew |
$290K - $331K
|
12.5K
$346K
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
11.9KNew |
$277K - $316K
|
11.9K
$330K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
11.2KNew |
$261K - $298K
|
11.2K
$311K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.76KNew |
$227K - $259K
|
9.76K
$270K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.48K+ 3.56% |
$197K - $225K
|
247K
$6.83M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
6.08K+ 15.53% |
$141K - $161K
|
45.2K
$1.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.54K+ 12.47% |
$129K - $147K
|
49.9K
$1.38M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.05KNew |
$117K - $134K
|
5.05K
$140K
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
4.38K+ 20.6% |
$102K - $116K
|
25.7K
$711K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.98K+ 33.51% |
$92.6K - $106K
|
15.9K
$440K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.49K+ 4.3% |
$57.9K - $66.1K
|
60.3K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.43K+ 357.35% |
$56.5K - $64.5K
|
3.11K
$86.1K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
2.38KNew |
$55.2K - $63.1K
|
2.38K
$65.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
2.29K+ 2.64% |
$53.4K - $60.9K
|
89.3K
$2.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.12KNew |
$49.4K - $56.3K
|
2.12K
$58.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.9K+ 2.57% |
$44.1K - $50.4K
|
75.7K
$2.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.88K+ 15.73% |
$43.8K - $49.9K
|
13.8K
$383K
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.83K+ 10.81% |
$42.5K - $48.5K
|
18.7K
$519K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.73K+ 18.83% |
$40.3K - $46K
|
10.9K
$303K
|
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
BUY
|
- |
1.53K+ 9.08% |
$35.5K - $40.5K
|
18.3K
$508K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.44KNew |
$33.4K - $38.1K
|
1.44K
$39.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
944+ 1.24% |
$22K - $25.1K
|
77.3K
$2.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
935New |
$21.7K - $24.8K
|
935
$25.9K
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
900+ 4.48% |
$20.9K - $23.9K
|
21K
$582K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
882+ 5.34% |
$20.5K - $23.4K
|
17.4K
$482K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
831+ 0.34% |
$19.3K - $22.1K
|
247K
$6.84M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
726New |
$16.9K - $19.3K
|
726
$20.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
668New |
$15.5K - $17.7K
|
668
$18.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
567+ 0.46% |
$13.2K - $15.1K
|
124K
$3.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
463+ 100.0% |
$10.8K - $12.3K
|
926
$25.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
416New |
$9.68K - $11K
|
416
$11.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
272+ 0.31% |
$6.33K - $7.22K
|
89K
$2.47M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
271+ 2.07% |
$6.3K - $7.2K
|
13.4K
$370K
|
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
248+ 0.42% |
$5.77K - $6.58K
|
58.7K
$1.63M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
151New |
$3.51K - $4.01K
|
151
$4.18K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
83New |
$1.93K - $2.2K
|
83
$2.3K
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
45+ 0.3% |
$1.05K - $1.19K
|
14.9K
$412K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
35+ 0.3% |
$814 - $929
|
11.6K
$320K
|