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 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
17.6K+ 302.67% |
$811K - $915K
|
23.4K
$1.25M
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
17.4KNew |
$804K - $907K
|
17.4K
$934K
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
17.4K+ 61.5% |
$803K - $906K
|
45.7K
$2.45M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
17.3K+ 143.51% |
$797K - $899K
|
29.3K
$1.57M
|
|
|
May 10, 2023
Q1 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
17.2K+ 16.81% |
$797K - $899K
|
120K
$6.43M
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
17.2K+ 10.13% |
$794K - $896K
|
187K
$10M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
17.2K+ 3.29% |
$794K - $895K
|
539K
$28.9M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
17.1K+ 128.93% |
$788K - $890K
|
30.3K
$1.63M
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
17K+ 19.98% |
$787K - $888K
|
102K
$5.49M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
17K+ 3.82% |
$783K - $884K
|
461K
$24.7M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
16.9KNew |
$782K - $882K
|
16.9K
$907K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
16.8K+ 16.51% |
$775K - $875K
|
118K
$6.35M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
16.8K+ 8.16% |
$775K - $874K
|
222K
$11.9M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.2K+ 41.85% |
$751K - $847K
|
55.1K
$2.95M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
16.2KNew |
$747K - $842K
|
16.2K
$867K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
16K+ 331.19% |
$738K - $833K
|
20.8K
$1.12M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
15.9K+ 24.81% |
$736K - $831K
|
80.2K
$4.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
15.4KNew |
$713K - $804K
|
15.4K
$828K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
15.4KNew |
$709K - $800K
|
15.4K
$824K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
15K+ 3.24% |
$691K - $780K
|
477K
$25.6M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
14.8K+ 0.79% |
$685K - $773K
|
1.89M
$101M
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
14.8K+ 10.19% |
$683K - $771K
|
160K
$8.58M
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
14.8K+ 13.77% |
$681K - $769K
|
122K
$6.54M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14.7K+ 101.09% |
$678K - $764K
|
29.2K
$1.56M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
14.6K+ 25.74% |
$672K - $758K
|
71.1K
$3.81M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
14.4KNew |
$667K - $753K
|
14.4K
$775K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
14.4K+ 180.55% |
$664K - $749K
|
22.3K
$1.2M
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
14.2K+ 20.86% |
$656K - $741K
|
82.3K
$4.42M
|
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
14.1K+ 7.25% |
$652K - $736K
|
209K
$11.2M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
14KNew |
$648K - $731K
|
14K
$753K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14K+ 9.42% |
$648K - $731K
|
163K
$8.74M
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
14K+ 3.39% |
$646K - $729K
|
427K
$22.9M
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
13.9K+ 15.76% |
$644K - $727K
|
102K
$5.49M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
13.9K+ 4.66% |
$643K - $725K
|
312K
$16.7M
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
13.9K+ 4.47% |
$642K - $725K
|
325K
$17.4M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
13.9K+ 22.84% |
$642K - $724K
|
74.7K
$4.01M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
13.8K+ 7.12% |
$639K - $721K
|
208K
$11.2M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
13.7KNew |
$633K - $715K
|
13.7K
$736K
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
13.6KNew |
$627K - $707K
|
13.6K
$728K
|
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
13.5K+ 5.37% |
$624K - $704K
|
265K
$14.2M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
13.4KNew |
$619K - $698K
|
13.4K
$719K
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
13.4K+ 40.98% |
$619K - $698K
|
46.1K
$2.47M
|
|
|
Apr 26, 2023
Q1 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
13.4KNew |
$618K - $697K
|
13.4K
$717K
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
13.3KNew |
$616K - $694K
|
13.3K
$715K
|
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
13.1KNew |
$607K - $685K
|
13.1K
$705K
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
13.1KNew |
$605K - $683K
|
13.1K
$702K
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
13.1KNew |
$605K - $682K
|
13.1K
$702K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
13K+ 4.59% |
$602K - $679K
|
297K
$15.9M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.9K+ 11.61% |
$598K - $675K
|
124K
$6.68M
|
|
|
Apr 12, 2023
Q1 2023
|
Client First Capital LLC
|
BUY
|
- |
12.8K+ 83.62% |
$591K - $666K
|
28.1K
$1.51M
|