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 |
---|---|---|---|---|---|---|---|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-657- 12.08% |
$30.4K - $34.2K
|
4.78K
$256K
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-685- 3.04% |
$31.6K - $35.7K
|
21.8K
$1.17M
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-686- 12.78% |
$31.7K - $35.8K
|
4.68K
$251K
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-691- 3.38% |
$31.9K - $36K
|
19.7K
$1.06M
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-703- 16.78% |
$32.5K - $36.6K
|
3.49K
$187K
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-705- 5.54% |
$32.6K - $36.7K
|
12K
$645K
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-709- 7.6% |
$32.8K - $37K
|
8.62K
$462K
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-712- 2.06% |
$32.9K - $37.1K
|
33.8K
$1.81M
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-713- 1.36% |
$32.9K - $37.2K
|
51.9K
$2.78M
|
|
Apr 21, 2023
Q1 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-731- 1.6% |
$33.8K - $38.1K
|
45K
$2.41M
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-734- 6.72% |
$33.9K - $38.3K
|
10.2K
$547K
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-741- 1.28% |
$34.2K - $38.6K
|
57.3K
$3.07M
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-758- 2.35% |
$35K - $39.5K
|
31.5K
$1.69M
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
SELL
|
- |
-766- 1.58% |
$35.4K - $39.9K
|
47.7K
$2.56M
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-769- 2.38% |
$35.5K - $40.1K
|
31.6K
$1.69M
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-769- 4.91% |
$35.5K - $40.1K
|
14.9K
$799K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-777- 7.93% |
$35.9K - $40.5K
|
9.03K
$484K
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-783- 6.55% |
$36.2K - $40.8K
|
11.2K
$599K
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-793- 27.56% |
$36.6K - $41.3K
|
2.08K
$112K
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-805- 4.16% |
$37.2K - $42K
|
18.6K
$996K
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-809- 1.67% |
$37.4K - $42.2K
|
47.6K
$2.55M
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-826- 7.7% |
$38.2K - $43.1K
|
9.9K
$531K
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-827- 1.89% |
$38.2K - $43.1K
|
42.8K
$2.3M
|
|
May 09, 2023
Q1 2023
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-834- 3.97% |
$38.5K - $43.5K
|
20.2K
$1.08M
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-844- 2.15% |
$39K - $44K
|
38.4K
$2.06M
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-862- 26.11% |
$39.8K - $44.9K
|
2.44K
$131K
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-867- 1.05% |
$40.1K - $45.2K
|
81.5K
$4.37M
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-888- 2.16% |
$41K - $46.3K
|
40.2K
$2.16M
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-891- 9.13% |
$41.2K - $46.4K
|
8.87K
$476K
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-898- 9.47% |
$41.5K - $46.8K
|
8.58K
$460K
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-900- 0.88% |
$41.6K - $46.9K
|
102K
$5.46M
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-907- 5.9% |
$41.9K - $47.3K
|
14.5K
$776K
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-911- 2.27% |
$42.1K - $47.5K
|
39.2K
$2.1M
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-937- 0.27% |
$43.3K - $48.8K
|
351K
$18.8M
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.02K- 75.24% |
$47.3K - $53.4K
|
337
$18.1K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-1.03K- 1.26% |
$47.5K - $53.6K
|
80.7K
$4.33M
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.04K- 3.82% |
$47.8K - $53.9K
|
26K
$1.4M
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.04K- 40.78% |
$47.9K - $54K
|
1.51K
$80.8K
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.05K- 0.24% |
$48.4K - $54.6K
|
443K
$23.8M
|
|
Oct 16, 2023
Q1 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.05K- 0.72% |
$48.6K - $54.8K
|
146K
$7.82M
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.07K- 3.35% |
$49.6K - $56K
|
31K
$1.66M
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.08K- 47.37% |
$49.9K - $56.3K
|
1.2K
$64.4K
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.1K- 16.62% |
$50.8K - $57.3K
|
5.52K
$296K
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-1.13K- 0.81% |
$52.1K - $58.7K
|
138K
$7.38M
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.13K- 0.69% |
$52.3K - $58.9K
|
162K
$8.68M
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.17K- 15.64% |
$54.1K - $61K
|
6.31K
$338K
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.18K- 19.55% |
$54.4K - $61.3K
|
4.85K
$260K
|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-1.18K- 13.52% |
$54.6K - $61.6K
|
7.56K
$406K
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.18K- 1.3% |
$54.7K - $61.7K
|
90.1K
$4.83M
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1.19K- 3.6% |
$54.8K - $61.8K
|
31.8K
$1.7M
|