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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
12.9K+ 33.26% |
$609K - $672K
|
51.6K
$2.77M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
12.6K+ 4.03% |
$598K - $659K
|
326K
$17.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
12.6K+ 3.87% |
$595K - $656K
|
338K
$18.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
12.5K+ 5.96% |
$593K - $654K
|
223K
$11.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
12.4K+ 6.18% |
$586K - $647K
|
213K
$11.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
12.4K+ 9.99% |
$585K - $646K
|
136K
$7.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Next Capital Management LLC
|
BUY
|
- |
12.3K+ 29.04% |
$581K - $641K
|
54.5K
$2.93M
|
|
|
Oct 31, 2023
Q3 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
12.1K+ 250.96% |
$573K - $632K
|
16.9K
$908K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
12.1K+ 57.9% |
$571K - $630K
|
32.9K
$1.76M
|
|
|
Oct 03, 2023
Q3 2023
|
Mtc Wealth Management LLC
|
BUY
|
- |
11.7K+ 3.88% |
$554K - $611K
|
313K
$16.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
11.4KNew |
$540K - $595K
|
11.4K
$611K
|
|
|
Oct 13, 2023
Q3 2023
|
Fulcrum Capital LLC
|
BUY
|
- |
11.4KNew |
$538K - $593K
|
11.4K
$609K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
11.3K+ 137.26% |
$534K - $589K
|
19.5K
$1.05M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.2K+ 66.86% |
$531K - $585K
|
28K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11.2K+ 1.6% |
$531K - $585K
|
713K
$38.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
11.1K+ 85.46% |
$526K - $580K
|
24.1K
$1.29M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
10.9K+ 2.36% |
$519K - $572K
|
474K
$25.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
10.9K+ 4.05% |
$514K - $567K
|
279K
$15M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.8K+ 248.76% |
$509K - $562K
|
15.1K
$809K
|
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
BUY
|
- |
10.7K+ 15.71% |
$506K - $558K
|
78.7K
$4.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
10.5KNew |
$498K - $549K
|
10.5K
$564K
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
10.5K+ 2.72% |
$497K - $548K
|
396K
$21.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
10.4KNew |
$494K - $545K
|
10.4K
$560K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.4K+ 53.51% |
$492K - $542K
|
29.8K
$1.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
10.2K+ 101.28% |
$483K - $533K
|
20.3K
$1.09M
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
10.2K+ 6.86% |
$481K - $531K
|
158K
$8.49M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.1KNew |
$479K - $528K
|
10.1K
$542K
|
|
|
Nov 19, 2024
Q3 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
9.95K+ 86.66% |
$471K - $520K
|
21.4K
$1.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
9.83K+ 6.64% |
$465K - $513K
|
158K
$8.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
9.68K+ 3.21% |
$459K - $506K
|
311K
$16.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
9.67KNew |
$458K - $505K
|
9.67K
$518K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
9.64K+ 14.51% |
$456K - $503K
|
76K
$4.08M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
9.6K+ 1.11% |
$455K - $501K
|
873K
$46.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
9.42K+ 3.71% |
$446K - $492K
|
263K
$14.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
9.38K+ 0.58% |
$444K - $490K
|
1.63M
$87.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
9.15K+ 4.28% |
$433K - $478K
|
223K
$11.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
9.13K+ 0.7% |
$433K - $477K
|
1.31M
$70.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
9.1K+ 1.73% |
$431K - $475K
|
536K
$28.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
9.07K+ 14.03% |
$429K - $473K
|
73.7K
$3.95M
|
|
|
Oct 10, 2023
Q3 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
8.94KNew |
$423K - $467K
|
8.94K
$479K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
8.85K+ 7.27% |
$419K - $462K
|
131K
$7.01M
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
8.53K+ 3.14% |
$404K - $445K
|
281K
$15M
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
8.53K+ 4.41% |
$404K - $445K
|
202K
$10.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
8.45K+ 4.22% |
$400K - $441K
|
209K
$11.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8.4K+ 82.26% |
$398K - $439K
|
18.6K
$998K
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
8.39K+ 4.78% |
$397K - $438K
|
184K
$9.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
8.35K+ 4.89% |
$395K - $436K
|
179K
$9.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
8.19K+ 7.8% |
$388K - $428K
|
113K
$6.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
8.07K+ 2.36% |
$382K - $422K
|
350K
$18.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
8.07K+ 1.79% |
$382K - $422K
|
459K
$24.6M
|