Purchases and Sales Made in Q3 2023 in Ishares Inc (IEMG)
This table provides information about the institutional ownership of Ishares Inc (IEMG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
827+ 2.72% |
$39.2K - $43.2K
|
31.3K
$1.68M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
822+ 9.39% |
$38.9K - $42.9K
|
9.58K
$514K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
819+ 16.94% |
$38.8K - $42.8K
|
5.65K
$303K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
801+ 3.19% |
$37.9K - $41.8K
|
25.9K
$1.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Pembroke Management, LTD
|
BUY
|
- |
792+ 0.56% |
$37.5K - $41.4K
|
141K
$7.59M
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
787+ 1.43% |
$37.3K - $41.1K
|
55.8K
$2.99M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
768+ 1.5% |
$36.4K - $40.1K
|
51.8K
$2.78M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
763+ 3.57% |
$36.1K - $39.9K
|
22.1K
$1.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
752+ 1.57% |
$35.6K - $39.3K
|
48.8K
$2.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
750+ 1.25% |
$35.5K - $39.2K
|
60.7K
$3.26M
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
732New |
$34.7K - $38.2K
|
732
$39.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
732+ 0.56% |
$34.7K - $38.2K
|
131K
$7.02M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
727+ 2.36% |
$34.4K - $38K
|
31.5K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
726+ 16.55% |
$34.4K - $37.9K
|
5.11K
$274K
|
|
|
Oct 19, 2023
Q3 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
720+ 1.93% |
$34.1K - $37.6K
|
38K
$2.04M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
706+ 13.28% |
$33.4K - $36.9K
|
6.02K
$323K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
665+ 0.8% |
$31.5K - $34.7K
|
83.8K
$4.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
663+ 4.87% |
$31.4K - $34.6K
|
14.3K
$765K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
654+ 10.94% |
$31K - $34.2K
|
6.63K
$356K
|
|
|
Nov 03, 2023
Q3 2023
|
Ade, LLC
|
BUY
|
- |
647+ 2.97% |
$30.6K - $33.8K
|
22.4K
$1.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
642+ 0.43% |
$30.4K - $33.5K
|
150K
$8.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
642+ 14.13% |
$30.4K - $33.5K
|
5.19K
$278K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
640+ 12.65% |
$30.3K - $33.4K
|
5.7K
$306K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
626+ 812.99% |
$29.6K - $32.7K
|
703
$37.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
621+ 4.93% |
$29.4K - $32.4K
|
13.2K
$709K
|
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
BUY
|
- |
618+ 1.09% |
$29.3K - $32.3K
|
57.1K
$3.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
615+ 2.84% |
$29.1K - $32.1K
|
22.3K
$1.19M
|
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
606+ 5.32% |
$28.7K - $31.7K
|
12K
$643K
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
606+ 2.05% |
$28.7K - $31.7K
|
30.1K
$1.62M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
583New |
$27.6K - $30.5K
|
583
$31.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
577+ 0.33% |
$27.3K - $30.1K
|
173K
$9.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
565+ 2.98% |
$26.8K - $29.5K
|
19.5K
$1.05M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
564New |
$26.7K - $29.5K
|
564
$30.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
559+ 2.03% |
$26.5K - $29.2K
|
28.1K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
554+ 738.67% |
$26.2K - $28.9K
|
629
$33.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
554+ 2.43% |
$26.2K - $28.9K
|
23.3K
$1.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
543+ 2.72% |
$25.7K - $28.4K
|
20.5K
$1.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
534+ 0.97% |
$25.3K - $27.9K
|
55.8K
$2.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
BUY
|
- |
531+ 7.71% |
$25.1K - $27.7K
|
7.42K
$398K
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
523+ 6.89% |
$24.8K - $27.3K
|
8.11K
$435K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
521+ 22.39% |
$24.7K - $27.2K
|
2.85K
$153K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
519+ 6.67% |
$24.6K - $27.1K
|
8.3K
$445K
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
505+ 0.24% |
$23.9K - $26.4K
|
207K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
499+ 0.79% |
$23.6K - $26.1K
|
63.4K
$3.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
496+ 328.48% |
$23.5K - $25.9K
|
647
$34.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
492+ 0.57% |
$23.3K - $25.7K
|
86.7K
$4.65M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
478+ 0.52% |
$22.6K - $25K
|
93K
$4.99M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
469New |
$22.2K - $24.5K
|
469
$25.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
467+ 0.48% |
$22.1K - $24.4K
|
98.6K
$5.29M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
463+ 1.88% |
$21.9K - $24.2K
|
25.1K
$1.35M
|