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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
16.8K+ 3.82% |
$801K - $874K
|
458K
$24.6M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
16.7K+ 2.76% |
$794K - $867K
|
620K
$33.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
16.3K+ 711.67% |
$775K - $846K
|
18.6K
$996K
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
16.1K+ 4.08% |
$765K - $835K
|
410K
$22M
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
15.6K+ 5.7% |
$743K - $811K
|
289K
$15.5M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
15.3K+ 310.62% |
$730K - $796K
|
20.3K
$1.09M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
15.2K+ 4.26% |
$722K - $788K
|
371K
$19.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
BUY
|
- |
15.1K+ 9.08% |
$718K - $784K
|
181K
$9.73M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
15K+ 4.21% |
$715K - $781K
|
372K
$20M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
14.9K+ 25.75% |
$708K - $773K
|
72.6K
$3.9M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
14.7K+ 0.57% |
$698K - $762K
|
2.6M
$140M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
14.6K+ 10.79% |
$693K - $756K
|
149K
$8.02M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
14.5K+ 4.89% |
$689K - $752K
|
310K
$16.6M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
14.3K+ 44.2% |
$681K - $743K
|
46.7K
$2.5M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
14.3K+ 34.44% |
$678K - $741K
|
55.6K
$2.98M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
14.2K+ 8.33% |
$676K - $738K
|
185K
$9.92M
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
14.1KNew |
$673K - $735K
|
14.1K
$759K
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
14.1K+ 166.02% |
$673K - $735K
|
22.7K
$1.22M
|
|
|
May 10, 2024
Q1 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
14.1K+ 6.56% |
$670K - $731K
|
229K
$12.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
14K+ 31.79% |
$668K - $729K
|
58.2K
$3.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
13.7K+ 2.72% |
$653K - $713K
|
517K
$27.7M
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
13.7K+ 13.49% |
$651K - $710K
|
115K
$6.17M
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
13.5K+ 5.29% |
$644K - $703K
|
269K
$14.5M
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
13.4KNew |
$639K - $698K
|
13.4K
$720K
|
|
|
May 14, 2024
Q1 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
BUY
|
- |
12.8KNew |
$608K - $664K
|
12.8K
$686K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
12.8KNew |
$607K - $663K
|
12.8K
$684K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
12.6K+ 4.02% |
$601K - $656K
|
327K
$17.5M
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
12.6K+ 53.04% |
$601K - $656K
|
36.4K
$1.95M
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
12.5K+ 6.14% |
$596K - $651K
|
216K
$11.6M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
12.5K+ 5.95% |
$594K - $648K
|
222K
$11.9M
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
12.5K+ 6.62% |
$594K - $648K
|
201K
$10.8M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
12.5K+ 67.56% |
$593K - $647K
|
30.9K
$1.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
12.4K+ 6.51% |
$592K - $646K
|
203K
$10.9M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
12.3KNew |
$585K - $639K
|
12.3K
$659K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12.3K+ 5.85% |
$584K - $637K
|
222K
$11.9M
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
12.1KNew |
$578K - $631K
|
12.1K
$652K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
12.1K+ 4.19% |
$578K - $631K
|
302K
$16.2M
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
12.1K+ 6.32% |
$577K - $630K
|
204K
$10.9M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
11.9K+ 0.07% |
$566K - $617K
|
15.9M
$851M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
11.8KNew |
$561K - $612K
|
11.8K
$632K
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
11.7K+ 27.37% |
$556K - $607K
|
54.3K
$2.91M
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
11.6K+ 96.33% |
$551K - $601K
|
23.6K
$1.27M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
11.5K+ 124.21% |
$547K - $597K
|
20.8K
$1.11M
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
11.5K+ 5.98% |
$545K - $595K
|
203K
$10.9M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
11.4K+ 6.26% |
$545K - $595K
|
194K
$10.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
11.4K+ 36.83% |
$544K - $593K
|
42.4K
$2.28M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
11.4K+ 46.75% |
$543K - $593K
|
35.8K
$1.92M
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
11.3K+ 20.13% |
$540K - $590K
|
67.7K
$3.63M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
11.3KNew |
$539K - $588K
|
11.3K
$607K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
11.2K+ 15.23% |
$534K - $583K
|
84.9K
$4.55M
|