Latest Institutional Transactions on Ishares Inc (IEMG)
This table provides information on the latest institutional transactions involving Ishares Inc (IEMG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 08, 2024
Q4 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-4.29K- 23.99% |
$196K - $217K
|
13.6K
$729K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
507New |
$23.2K - $25.7K
|
507
$27.2K
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.97K- 67.3% |
$90.1K - $99.8K
|
957
$51.3K
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
19.1K+ 30.89% |
$873K - $966K
|
80.9K
$4.34M
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-6.57K- 14.69% |
$301K - $333K
|
38.2K
$2.05M
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
5.72KNew |
$262K - $290K
|
5.72K
$307K
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
4.39K+ 9.38% |
$201K - $222K
|
51.2K
$2.74M
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
5.27K+ 12.23% |
$241K - $267K
|
48.3K
$2.59M
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.25K+ 2.91% |
$57.1K - $63.2K
|
44.1K
$2.37M
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
4.17KNew |
$191K - $211K
|
4.17K
$223K
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
2.18K+ 0.46% |
$99.6K - $110K
|
474K
$25.4M
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
5.8KNew |
$265K - $294K
|
5.8K
$311K
|
|
Jan 31, 2024
Q4 2023
|
Forte Asset Management LLC
|
BUY
|
- |
4.7KNew |
$215K - $238K
|
4.7K
$252K
|
|
Jan 31, 2024
Q4 2023
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-4.03K- 4.97% |
$184K - $204K
|
77.1K
$4.14M
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
64.5KNew |
$2.95M - $3.26M
|
64.5K
$3.46M
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
4.18KNew |
$191K - $212K
|
4.18K
$224K
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-20- 58.82% |
$915 - $1.01K
|
14
$751
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
21+ 12.65% |
$961 - $1.06K
|
187
$10K
|
|
Jan 29, 2024
Q4 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
8.52KNew |
$390K - $432K
|
8.52K
$457K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.32KNew |
$152K - $168K
|
3.32K
$178K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.54K+ 4.1% |
$162K - $179K
|
90K
$4.82M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
103+ 1.55% |
$4.71K - $5.22K
|
6.74K
$361K
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-6.4K- 31.41% |
$293K - $324K
|
14K
$750K
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-821- 14.05% |
$37.6K - $41.6K
|
5.02K
$269K
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-9.35K- 2.51% |
$428K - $473K
|
363K
$19.5M
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-1.18K- 19.14% |
$53.9K - $59.7K
|
4.98K
$267K
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-172- 86.0% |
$7.87K - $8.71K
|
28
$1.5K
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
17.8KNew |
$815K - $902K
|
17.8K
$955K
|
|
Jan 25, 2024
Q4 2023
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-129- 2.82% |
$5.9K - $6.53K
|
4.44K
$238K
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
25+ 56.82% |
$1.14K - $1.27K
|
69
$3.7K
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-24.7K- 96.58% |
$1.13M - $1.25M
|
874
$46.9K
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
4.14KNew |
$189K - $210K
|
4.14K
$222K
|
|
Jan 24, 2024
Q4 2023
|
Minot Capital, LP
Boulder, CO |
BUY
|
- |
39.6KNew |
$1.81M - $2.01M
|
39.6K
$2.13M
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-333- 6.51% |
$15.2K - $16.9K
|
4.78K
$257K
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-3.24K- 33.42% |
$148K - $164K
|
6.46K
$346K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-305- 2.05% |
$14K - $15.4K
|
14.6K
$783K
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-4.11K- 28.94% |
$188K - $208K
|
10.1K
$541K
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-62- 83.78% |
$2.84K - $3.14K
|
12
$644
|
|
Jan 22, 2024
Q4 2023
|
Southern Farm Bureau Life Insurance
|
SELL
|
- |
-100K- 11.26% |
$4.59M - $5.08M
|
790K
$42.4M
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
167+ 3.85% |
$7.64K - $8.46K
|
4.5K
$241K
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-167- 0.43% |
$7.64K - $8.46K
|
38.8K
$2.08M
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
206+ 4.09% |
$9.42K - $10.4K
|
5.25K
$282K
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
4.09KNew |
$187K - $207K
|
4.09K
$219K
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
27New |
$1.23K - $1.37K
|
27
$1.45K
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-96.5K- 76.33% |
$4.41M - $4.89M
|
29.9K
$1.6M
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-195- 0.12% |
$8.92K - $9.87K
|
158K
$8.48M
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
123+ 0.41% |
$5.63K - $6.23K
|
30.3K
$1.63M
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4.03KNew |
$185K - $204K
|
4.03K
$216K
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
17+ 0.31% |
$778 - $861
|
5.42K
$291K
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
10.6KNew |
$483K - $535K
|
10.6K
$566K
|