Purchases and Sales Made in Q1 2023 in Ishares Inc (IEMG)
This table provides information about the institutional ownership of Ishares Inc (IEMG) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
9.65K+ 15.76% |
$446K - $503K
|
70.9K
$3.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
9.63K+ 3.71% |
$445K - $502K
|
269K
$14.4M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
9.61KNew |
$444K - $501K
|
9.61K
$515K
|
|
|
Apr 19, 2023
Q1 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
9.58KNew |
$443K - $499K
|
9.58K
$514K
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
9.56K+ 33.35% |
$442K - $498K
|
38.2K
$2.05M
|
|
|
Apr 27, 2023
Q1 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
9.49KNew |
$438K - $494K
|
9.49K
$509K
|
|
|
May 12, 2023
Q1 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
9.34K+ 9.01% |
$431K - $487K
|
113K
$6.06M
|
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
BUY
|
- |
9.3KNew |
$430K - $485K
|
9.3K
$499K
|
|
|
Apr 12, 2023
Q1 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
9.29KNew |
$429K - $484K
|
9.29K
$498K
|
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
9.29K+ 12.95% |
$429K - $484K
|
81K
$4.34M
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
9.26KNew |
$428K - $483K
|
9.26K
$497K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.23K+ 66.97% |
$426K - $481K
|
23K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
9.15K+ 57.56% |
$423K - $477K
|
25K
$1.34M
|
|
|
Apr 18, 2023
Q1 2023
|
Mtc Wealth Management LLC
|
BUY
|
- |
9.09K+ 3.24% |
$420K - $474K
|
290K
$15.5M
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
8.9K+ 8.63% |
$411K - $464K
|
112K
$6.01M
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
8.87KNew |
$410K - $462K
|
8.87K
$476K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
8.84K+ 80.57% |
$409K - $461K
|
19.8K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.8K+ 406.23% |
$407K - $459K
|
11K
$588K
|
|
|
Apr 28, 2023
Q1 2023
|
Next Capital Management LLC
|
BUY
|
- |
8.76K+ 48.28% |
$405K - $457K
|
26.9K
$1.44M
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
8.69K+ 95.06% |
$402K - $453K
|
17.8K
$957K
|
|
|
Apr 25, 2023
Q1 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
8.69K+ 66.76% |
$401K - $453K
|
21.7K
$1.16M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.58K+ 127.36% |
$397K - $447K
|
15.3K
$822K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
8.57K+ 46.38% |
$396K - $447K
|
27.1K
$1.45M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
8.56K+ 20.97% |
$396K - $446K
|
49.4K
$2.65M
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
8.48KNew |
$392K - $442K
|
8.48K
$455K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
8.45K+ 1.14% |
$390K - $441K
|
747K
$40.1M
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
8.42K+ 2.07% |
$389K - $439K
|
416K
$22.3M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
8.2K+ 2.75% |
$379K - $427K
|
306K
$16.4M
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
8.18K+ 7.48% |
$378K - $426K
|
118K
$6.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
8.15K+ 4.31% |
$377K - $425K
|
197K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
8.12KNew |
$375K - $423K
|
8.12K
$435K
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
8.09K+ 3.49% |
$374K - $421K
|
240K
$12.9M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
8.07KNew |
$373K - $421K
|
8.07K
$433K
|
|
|
Apr 21, 2023
Q1 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
8K+ 13.7% |
$370K - $417K
|
66.4K
$3.56M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
7.94K+ 17.02% |
$367K - $414K
|
54.6K
$2.93M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.92K+ 3.85% |
$366K - $413K
|
214K
$11.5M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
7.9KNew |
$365K - $412K
|
7.9K
$424K
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
7.8KNew |
$360K - $407K
|
7.8K
$418K
|
|
|
Nov 16, 2023
Q1 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
7.7K+ 1.93% |
$356K - $401K
|
406K
$21.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.66KNew |
$354K - $399K
|
7.66K
$411K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7.52K+ 2265.66% |
$348K - $392K
|
7.85K
$421K
|
|
|
May 15, 2023
Q1 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
7.49K+ 3.12% |
$346K - $391K
|
247K
$13.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.42K+ 13.18% |
$343K - $387K
|
63.7K
$3.42M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.4K+ 7.38% |
$342K - $386K
|
108K
$5.78M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
7.39K+ 128.44% |
$342K - $385K
|
13.1K
$705K
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
7.24K+ 25.32% |
$335K - $377K
|
35.8K
$1.92M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
7.16KNew |
$331K - $373K
|
7.16K
$384K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7.1K+ 35.21% |
$328K - $370K
|
27.3K
$1.46M
|
|
|
May 10, 2023
Q1 2023
|
Biechele Royce Advisors
|
BUY
|
- |
7.09K+ 160.62% |
$327K - $369K
|
11.5K
$617K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
7.01K+ 21.53% |
$324K - $366K
|
39.6K
$2.12M
|