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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
153+ 2.06% |
$7K - $7.75K
|
7.57K
$406K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
151+ 2.63% |
$6.91K - $7.65K
|
5.89K
$316K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
148+ 82.22% |
$6.77K - $7.49K
|
328
$17.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
144+ 1.16% |
$6.59K - $7.29K
|
12.6K
$673K
|
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
143+ 0.85% |
$6.54K - $7.24K
|
16.9K
$908K
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
138+ 1.42% |
$6.31K - $6.99K
|
9.87K
$529K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
137+ 2.61% |
$6.27K - $6.94K
|
5.38K
$289K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
134+ 1.28% |
$6.13K - $6.79K
|
10.6K
$568K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
133+ 1.19% |
$6.08K - $6.74K
|
11.3K
$608K
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
133+ 0.94% |
$6.08K - $6.74K
|
14.3K
$770K
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
131+ 1.57% |
$5.99K - $6.63K
|
8.47K
$454K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
129+ 0.64% |
$5.9K - $6.53K
|
20.4K
$1.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
127+ 2.47% |
$5.81K - $6.43K
|
5.26K
$282K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
126+ 0.24% |
$5.76K - $6.38K
|
53.3K
$2.86M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
123+ 0.41% |
$5.63K - $6.23K
|
30.3K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
116+ 45.14% |
$5.31K - $5.87K
|
373
$20K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
115New |
$5.26K - $5.82K
|
115
$6.17K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
110New |
$5.03K - $5.57K
|
110
$5.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
110+ 0.62% |
$5.03K - $5.57K
|
17.8K
$952K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
107New |
$4.89K - $5.42K
|
107
$5.74K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
103+ 1.55% |
$4.71K - $5.22K
|
6.74K
$361K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
101New |
$4.62K - $5.11K
|
101
$5.42K
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
100+ 0.61% |
$4.57K - $5.06K
|
16.5K
$883K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
98New |
$4.48K - $4.96K
|
98
$5.26K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
97+ 1.93% |
$4.44K - $4.91K
|
5.13K
$275K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
96New |
$4.39K - $4.86K
|
96
$5.15K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
96+ 0.68% |
$4.39K - $4.86K
|
14.2K
$760K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
95+ 0.59% |
$4.35K - $4.81K
|
16.2K
$870K
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
95+ 0.46% |
$4.35K - $4.81K
|
20.7K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
94New |
$4.3K - $4.76K
|
94
$5.04K
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
BUY
|
- |
91+ 0.98% |
$4.16K - $4.61K
|
9.41K
$505K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
88New |
$4.03K - $4.46K
|
88
$4.72K
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
85+ 1.3% |
$3.89K - $4.3K
|
6.61K
$354K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
85+ 1.9% |
$3.89K - $4.3K
|
4.55K
$244K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
77New |
$3.52K - $3.9K
|
77
$4.13K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
77New |
$3.52K - $3.9K
|
77
$4.13K
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
76+ 0.63% |
$3.48K - $3.85K
|
12.1K
$647K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
76+ 0.61% |
$3.48K - $3.85K
|
12.5K
$672K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
68+ 1.64% |
$3.11K - $3.44K
|
4.2K
$225K
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
63+ 1.5% |
$2.88K - $3.19K
|
4.28K
$229K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
60+ 96.77% |
$2.74K - $3.04K
|
122
$6.54K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
60+ 1.19% |
$2.74K - $3.04K
|
5.12K
$274K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
57+ 0.36% |
$2.61K - $2.89K
|
16.1K
$861K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
56+ 13.18% |
$2.56K - $2.84K
|
481
$25.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
54+ 48.21% |
$2.47K - $2.73K
|
166
$8.9K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
53+ 0.09% |
$2.42K - $2.68K
|
61.9K
$3.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
53New |
$2.42K - $2.68K
|
53
$2.84K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
48+ 0.1% |
$2.2K - $2.43K
|
50.4K
$2.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
44+ 0.9% |
$2.01K - $2.23K
|
4.91K
$263K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
42+ 0.65% |
$1.92K - $2.13K
|
6.55K
$351K
|