Purchases and Sales Made in Q4 2023 in Ishares Msci Frontier And Sele (FM)
This table provides information about the institutional ownership of Ishares Msci Frontier And Sele (FM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-394- 1.19% |
$9.67K - $10.6K
|
32.8K
$908K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-478- 2.75% |
$11.7K - $12.8K
|
16.9K
$469K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-730- 1.25% |
$17.9K - $19.6K
|
57.6K
$1.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.72K- 3.4% |
$42.1K - $46.1K
|
48.7K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
SELL
|
- |
-1.79K- 2.28% |
$44K - $48.2K
|
76.8K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.85K- 6.36% |
$45.5K - $49.8K
|
27.3K
$757K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.04K- 20.05% |
$50K - $54.8K
|
8.13K
$225K
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-3.95K- 20.19% |
$96.8K - $106K
|
15.6K
$432K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.28K- 76.85% |
$105K - $115K
|
1.29K
$35.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-5.72K- 3.59% |
$140K - $154K
|
153K
$4.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.26K- 83.49% |
$178K - $195K
|
1.44K
$39.8K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.25K- 2.1% |
$202K - $222K
|
384K
$10.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.9K- 98.3% |
$341K - $373K
|
240
$6.65K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-14.3K- 20.09% |
$350K - $383K
|
56.8K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-15.8K- 28.4% |
$387K - $424K
|
39.8K
$1.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-16.9K- 38.88% |
$415K - $455K
|
26.6K
$737K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-25.9K- 26.09% |
$635K - $696K
|
73.3K
$2.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-26.3K- 6.58% |
$647K - $708K
|
374K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.7K- 56.25% |
$655K - $718K
|
20.8K
$575K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-42.3K- 20.24% |
$1.04M - $1.14M
|
167K
$4.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-65.1K- 14.5% |
$1.6M - $1.75M
|
384K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-73.6K- 69.02% |
$1.81M - $1.98M
|
33K
$915K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-221K- 96.4% |
$5.43M - $5.95M
|
8.27K
$229K
|