Purchases and Sales Made in Q2 2023 in Ishares Inc (IEMG)
This table provides information about the institutional ownership of Ishares Inc (IEMG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
19.5K+ 10.79% |
$924K - $993K
|
200K
$10.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
19.5K+ 24.31% |
$923K - $992K
|
99.7K
$5.35M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
19.3K+ 51.74% |
$915K - $983K
|
56.7K
$3.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
19.2K+ 12.72% |
$910K - $978K
|
170K
$9.14M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
19.2K+ 3.77% |
$910K - $978K
|
529K
$28.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
19K+ 20.11% |
$902K - $969K
|
114K
$6.1M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
19K+ 241.56% |
$900K - $967K
|
26.9K
$1.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
19K+ 4.32% |
$899K - $966K
|
459K
$24.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
18.7K+ 63.18% |
$886K - $952K
|
48.3K
$2.59M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
18.5K+ 10.08% |
$876K - $941K
|
202K
$10.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
18.4K+ 10.15% |
$873K - $938K
|
200K
$10.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
18.3KNew |
$864K - $929K
|
18.3K
$979K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
18K+ 2.1% |
$852K - $916K
|
875K
$46.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
17.9K+ 607.6% |
$848K - $912K
|
20.9K
$1.12M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
17.8K+ 3.74% |
$843K - $906K
|
494K
$26.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
17.7K+ 65.67% |
$839K - $902K
|
44.7K
$2.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
17.6K+ 7.41% |
$833K - $895K
|
255K
$13.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
17.5K+ 10.51% |
$828K - $890K
|
184K
$9.87M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
17.2K+ 8.9% |
$813K - $874K
|
210K
$11.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
17K+ 265.09% |
$807K - $867K
|
23.5K
$1.26M
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
17K+ 13.0% |
$807K - $867K
|
148K
$7.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
17K+ 11.74% |
$805K - $865K
|
162K
$8.68M
|
|
|
Aug 14, 2023
Q2 2023
|
C Partners Holding Gmb H
Zurich, V8 |
BUY
|
- |
16.9K+ 0.68% |
$800K - $860K
|
2.52M
$135M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
16.9K+ 216.28% |
$799K - $859K
|
24.7K
$1.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
16.8K+ 9.55% |
$797K - $856K
|
193K
$10.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
16.7K+ 44.9% |
$789K - $848K
|
53.8K
$2.89M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
16.7K+ 8.05% |
$789K - $848K
|
224K
$12M
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
16.6K+ 6.99% |
$787K - $846K
|
255K
$13.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
16.5K+ 15.04% |
$783K - $842K
|
127K
$6.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
16.5KNew |
$782K - $841K
|
16.5K
$886K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
16.2K+ 31.21% |
$766K - $823K
|
68K
$3.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
16.1K+ 100.7% |
$763K - $820K
|
32.1K
$1.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
16.1KNew |
$762K - $819K
|
16.1K
$864K
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
16K+ 6.81% |
$758K - $814K
|
251K
$13.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
15.9K+ 12.2% |
$752K - $808K
|
146K
$7.83M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
15.8K+ 10.3% |
$747K - $802K
|
169K
$9.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
15.5K+ 9.69% |
$734K - $789K
|
175K
$9.41M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
15.5K+ 29.6% |
$733K - $787K
|
67.8K
$3.63M
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
BUY
|
- |
15.4K+ 13.0% |
$729K - $783K
|
134K
$7.18M
|
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
BUY
|
- |
15.4K+ 57.06% |
$727K - $781K
|
42.3K
$2.27M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
15.3K+ 6.21% |
$725K - $779K
|
262K
$14.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
15.3K+ 8.35% |
$723K - $777K
|
198K
$10.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
15.1K+ 45.66% |
$713K - $766K
|
48K
$2.58M
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
15K+ 35.36% |
$710K - $763K
|
57.4K
$3.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
14.9KNew |
$707K - $759K
|
14.9K
$801K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.9K+ 9.88% |
$704K - $756K
|
165K
$8.86M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
14.8K+ 3.4% |
$702K - $754K
|
450K
$24.2M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
14.7KNew |
$698K - $750K
|
14.7K
$790K
|
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
14.7K+ 67.83% |
$697K - $749K
|
36.4K
$1.95M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
14.6K+ 2.82% |
$691K - $742K
|
531K
$28.5M
|