Purchases and Sales Made in Q4 2022 in Ishares Inc (IEMG)
This table provides information about the institutional ownership of Ishares Inc (IEMG) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
166New |
$7.35K - $8.08K
|
166
$8.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
153+ 2.1% |
$6.77K - $7.45K
|
7.42K
$398K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
152+ 0.28% |
$6.73K - $7.4K
|
54.7K
$2.94M
|
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
149+ 1.41% |
$6.6K - $7.25K
|
10.7K
$574K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
146New |
$6.46K - $7.11K
|
146
$7.83K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
140+ 191.78% |
$6.2K - $6.82K
|
213
$11.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
135+ 2.74% |
$5.98K - $6.57K
|
5.05K
$271K
|
|
|
Feb 03, 2023
Q4 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
134+ 0.15% |
$5.93K - $6.52K
|
90K
$4.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
125New |
$5.54K - $6.09K
|
125
$6.71K
|
|
|
Feb 03, 2023
Q4 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
124+ 0.24% |
$5.49K - $6.04K
|
51.5K
$2.76M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
119+ 8.99% |
$5.27K - $5.79K
|
1.44K
$77.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
115+ 0.87% |
$5.09K - $5.6K
|
13.4K
$719K
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
BUY
|
- |
115+ 0.44% |
$5.09K - $5.6K
|
26.2K
$1.4M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
114+ 52.29% |
$5.05K - $5.55K
|
332
$17.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
113+ 1.42% |
$5K - $5.5K
|
8.07K
$433K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
110New |
$4.87K - $5.35K
|
110
$5.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
110+ 0.26% |
$4.87K - $5.35K
|
42.9K
$2.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
110New |
$4.87K - $5.35K
|
110
$5.9K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
105+ 1.12% |
$4.65K - $5.11K
|
9.49K
$509K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
101New |
$4.47K - $4.92K
|
101
$5.42K
|
|
|
Jan 11, 2023
Q4 2022
|
Verity Wealth Advisors
|
BUY
|
- |
98+ 1.41% |
$4.34K - $4.77K
|
7.03K
$377K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
86+ 0.81% |
$3.81K - $4.19K
|
10.7K
$575K
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
83+ 0.31% |
$3.68K - $4.04K
|
26.7K
$1.43M
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
80+ 0.49% |
$3.54K - $3.89K
|
16.5K
$884K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
78New |
$3.45K - $3.8K
|
78
$4.18K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
77New |
$3.41K - $3.75K
|
77
$4.13K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
62New |
$2.75K - $3.02K
|
62
$3.33K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
62+ 2.67% |
$2.75K - $3.02K
|
2.38K
$128K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
51+ 9.07% |
$2.26K - $2.48K
|
613
$32.9K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
50New |
$2.21K - $2.43K
|
50
$2.68K
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
47+ 0.46% |
$2.08K - $2.29K
|
10.2K
$548K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
44+ 17.25% |
$1.95K - $2.14K
|
299
$16K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
44+ 0.74% |
$1.95K - $2.14K
|
6.02K
$323K
|
|
|
Mar 10, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
41+ 0.2% |
$1.82K - $2K
|
20.3K
$1.09M
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
39+ 0.99% |
$1.73K - $1.9K
|
3.99K
$214K
|
|
|
Jan 19, 2023
Q4 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
37+ 0.63% |
$1.64K - $1.8K
|
5.87K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
37+ 1.41% |
$1.64K - $1.8K
|
2.65K
$142K
|
|
|
Jan 25, 2023
Q4 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
33+ 0.19% |
$1.46K - $1.61K
|
17K
$914K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
33+ 63.46% |
$1.46K - $1.61K
|
85
$4.56K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
33+ 1.11% |
$1.46K - $1.61K
|
3.02K
$162K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
29New |
$1.28K - $1.41K
|
29
$1.56K
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
25+ 0.03% |
$1.11K - $1.22K
|
81.1K
$4.35M
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
24+ 34.78% |
$1.06K - $1.17K
|
93
$4.99K
|
|
|
Feb 14, 2023
Q4 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
23+ 8.3% |
$1.02K - $1.12K
|
300
$16.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
22+ 48.89% |
$974 - $1.07K
|
67
$3.59K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
18New |
$797 - $876
|
18
$966
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
16+ 0.07% |
$708 - $779
|
24.2K
$1.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
14+ 0.21% |
$620 - $682
|
6.62K
$355K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
11+ 1.41% |
$487 - $535
|
792
$42.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
10New |
$443 - $487
|
10
$536
|