Purchases and Sales Made in Q1 2024 in Ishares Inc (IEMG)
This table provides information about the institutional ownership of Ishares Inc (IEMG) during Q1 2024. 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 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-11.8K- 13.55% |
$562K - $613K
|
75.3K
$4.04M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-11.9K- 4.15% |
$568K - $620K
|
276K
$14.8M
|
|
|
Jan 03, 2025
Q1 2024
|
Allie Family Office LLC
|
SELL
|
- |
-12.1K- 21.8% |
$574K - $627K
|
43.2K
$2.32M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-12.1K- 29.27% |
$578K - $631K
|
29.3K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-12.2K- 10.24% |
$582K - $635K
|
107K
$5.75M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-12.3K- 30.61% |
$585K - $639K
|
27.9K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-12.4K- 44.89% |
$593K - $647K
|
15.3K
$820K
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-12.5K- 12.43% |
$596K - $651K
|
88.2K
$4.73M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-12.6K- 7.36% |
$599K - $654K
|
158K
$8.49M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-12.6K- 12.81% |
$600K - $655K
|
85.8K
$4.6M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-12.7K- 9.86% |
$602K - $657K
|
116K
$6.2M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-13K- 13.74% |
$620K - $677K
|
81.8K
$4.39M
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-13K- 11.48% |
$621K - $677K
|
101K
$5.39M
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-13.1K- 1.36% |
$623K - $680K
|
946K
$50.8M
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-13.1K- 28.38% |
$623K - $681K
|
33.1K
$1.77M
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-13.2K- 74.59% |
$626K - $683K
|
4.48K
$240K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-13.3K- 74.64% |
$635K - $693K
|
4.53K
$243K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-13.6K- 7.9% |
$649K - $708K
|
159K
$8.52M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-13.8K- 48.3% |
$658K - $718K
|
14.8K
$794K
|
|
|
May 14, 2024
Q1 2024
|
Monashee Investment Management LLC
Boston, MA |
SELL
|
- |
-14.5K- 2.19% |
$690K - $753K
|
646K
$34.7M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-14.7K- 39.4% |
$698K - $762K
|
22.6K
$1.21M
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-14.9K- 54.25% |
$707K - $772K
|
12.5K
$672K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-15.2K- 21.72% |
$722K - $788K
|
54.7K
$2.93M
|
|
|
Apr 29, 2024
Q1 2024
|
Strategic Investment Management, LLC
|
SELL
|
- |
-15.4K- 3.09% |
$733K - $800K
|
483K
$25.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-15.5K- 5.47% |
$737K - $804K
|
268K
$14.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-15.5K- 13.75% |
$737K - $804K
|
97.1K
$5.21M
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-15.6K- 16.78% |
$744K - $812K
|
77.5K
$4.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-15.7K- 58.98% |
$746K - $814K
|
10.9K
$585K
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-15.8K- 26.68% |
$754K - $823K
|
43.5K
$2.33M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-15.9K- 10.0% |
$759K - $828K
|
143K
$7.7M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-16K- 1.18% |
$762K - $832K
|
1.34M
$71.8M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-16.1K- 34.69% |
$765K - $835K
|
30.3K
$1.62M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-16.3K- 36.21% |
$774K - $845K
|
28.7K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-17.3K- 48.17% |
$822K - $898K
|
18.6K
$997K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-17.3K- 40.34% |
$825K - $901K
|
25.6K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17.4K- 59.15% |
$828K - $904K
|
12K
$644K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-17.4K- 40.81% |
$830K - $906K
|
25.3K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-17.5K- 20.41% |
$833K - $910K
|
68.2K
$3.66M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-17.7K- 10.02% |
$841K - $918K
|
159K
$8.52M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-17.8K- 6.26% |
$850K - $927K
|
267K
$14.3M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-18K- 12.09% |
$859K - $937K
|
131K
$7.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-18.4K- 58.22% |
$877K - $958K
|
13.2K
$709K
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-18.5K- 27.88% |
$880K - $961K
|
47.8K
$2.57M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-18.7K- 49.99% |
$889K - $971K
|
18.7K
$1M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-19K- 45.15% |
$902K - $985K
|
23K
$1.24M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-19K- 80.33% |
$903K - $986K
|
4.65K
$249K
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-19.2K- 55.61% |
$915K - $999K
|
15.3K
$823K
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-19.3K- 11.74% |
$919K - $1M
|
145K
$7.78M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-19.3K- 33.94% |
$921K - $1.01M
|
37.7K
$2.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-19.4K- 44.72% |
$923K - $1.01M
|
24K
$1.29M
|