Purchases and Sales Made in Q4 2023 in Ishares Inc (IEMG)
This table provides information about the institutional ownership of Ishares Inc (IEMG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
4.22K+ 2.04% |
$193K - $214K
|
211K
$11.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
4.2KNew |
$192K - $213K
|
4.2K
$225K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
4.19K+ 7.07% |
$192K - $212K
|
63.4K
$3.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
4.19K+ 1.59% |
$191K - $212K
|
267K
$14.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.18K+ 5.1% |
$191K - $212K
|
86.3K
$4.63M
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
4.18KNew |
$191K - $212K
|
4.18K
$224K
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
4.18KNew |
$191K - $212K
|
4.18K
$224K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
4.17KNew |
$191K - $211K
|
4.17K
$223K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
4.16KNew |
$190K - $211K
|
4.16K
$223K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.14K+ 4.54% |
$190K - $210K
|
95.5K
$5.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
4.14KNew |
$189K - $210K
|
4.14K
$222K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
4.12KNew |
$188K - $208K
|
4.12K
$221K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4.11KNew |
$188K - $208K
|
4.11K
$221K
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
4.09KNew |
$187K - $207K
|
4.09K
$219K
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
4.06KNew |
$186K - $206K
|
4.06K
$218K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4.03KNew |
$185K - $204K
|
4.03K
$216K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
4.02KNew |
$184K - $204K
|
4.02K
$216K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
4.01KNew |
$184K - $203K
|
4.01K
$215K
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
4.01KNew |
$183K - $203K
|
4.01K
$215K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.01K+ 64.76% |
$183K - $203K
|
10.2K
$547K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.97KNew |
$182K - $201K
|
3.97K
$213K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
3.97KNew |
$181K - $201K
|
3.97K
$213K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.91K+ 68.06% |
$179K - $198K
|
9.67K
$518K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.91K+ 2.04% |
$179K - $198K
|
195K
$10.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
3.9K+ 0.72% |
$178K - $197K
|
549K
$29.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.87K+ 9.75% |
$177K - $196K
|
43.6K
$2.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.87K+ 35.69% |
$177K - $196K
|
14.7K
$789K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.84K+ 30.7% |
$175K - $194K
|
16.3K
$876K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3.77K+ 8.09% |
$172K - $191K
|
50.4K
$2.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.68K+ 250.31% |
$168K - $186K
|
5.15K
$276K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.68K+ 23.54% |
$168K - $186K
|
19.3K
$1.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.63K+ 9.45% |
$166K - $184K
|
42K
$2.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
3.62K+ 48.8% |
$166K - $183K
|
11K
$592K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
3.6K+ 2.63% |
$165K - $182K
|
141K
$7.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.56K+ 4.86% |
$163K - $180K
|
76.8K
$4.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.54K+ 4.1% |
$162K - $179K
|
90K
$4.82M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.54K+ 67.28% |
$162K - $179K
|
8.79K
$472K
|
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
BUY
|
- |
3.5K+ 116566.67% |
$160K - $177K
|
3.5K
$188K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
3.49KNew |
$160K - $177K
|
3.49K
$187K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
3.42K+ 23.77% |
$156K - $173K
|
17.8K
$955K
|
|
|
Feb 14, 2024
Q4 2023
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
3.41K+ 5.64% |
$156K - $173K
|
63.9K
$3.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.37K+ 534.98% |
$154K - $170K
|
3.99K
$214K
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3.34K+ 5.18% |
$153K - $169K
|
67.7K
$3.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.32KNew |
$152K - $168K
|
3.32K
$178K
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
3.31K+ 721.13% |
$151K - $168K
|
3.77K
$202K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
3.31K+ 3.35% |
$151K - $167K
|
102K
$5.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
3.29K+ 4.03% |
$150K - $167K
|
84.8K
$4.55M
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
3.26K+ 0.36% |
$149K - $165K
|
916K
$49.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3.24K+ 7.53% |
$148K - $164K
|
46.2K
$2.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.2KNew |
$146K - $162K
|
3.2K
$172K
|