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 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.98K- 6.52% |
$136K - $151K
|
42.8K
$2.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.99K- 16.54% |
$137K - $152K
|
15.1K
$810K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3K- 7.9% |
$137K - $152K
|
34.9K
$1.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-3.01K- 92.3% |
$138K - $152K
|
251
$13.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-3.03K- 14.72% |
$139K - $153K
|
17.5K
$941K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.05K- 4.01% |
$139K - $154K
|
72.9K
$3.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.06K- 51.47% |
$140K - $155K
|
2.89K
$155K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.1K- 6.68% |
$142K - $157K
|
43.3K
$2.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
SELL
|
- |
-3.11K- 29.42% |
$142K - $157K
|
7.45K
$400K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-3.13K- 1.97% |
$143K - $158K
|
155K
$8.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Mtc Wealth Management LLC
|
SELL
|
- |
-3.16K- 1.01% |
$144K - $160K
|
310K
$16.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Regis Management CO LLC
|
SELL
|
- |
-3.2K- 1.95% |
$146K - $162K
|
161K
$8.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3.24K- 2.59% |
$148K - $164K
|
122K
$6.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-3.24K- 33.42% |
$148K - $164K
|
6.46K
$346K
|
|
|
Feb 12, 2024
Q4 2023
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-3.29K- 6.74% |
$150K - $167K
|
45.5K
$2.44M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.33K- 25.19% |
$152K - $168K
|
9.88K
$530K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-3.39K- 10.77% |
$155K - $172K
|
28.1K
$1.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3.43K- 24.03% |
$157K - $174K
|
10.8K
$582K
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-3.44K- 2.46% |
$157K - $174K
|
136K
$7.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.48K- 1.66% |
$159K - $176K
|
205K
$11M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.48K- 0.8% |
$159K - $176K
|
433K
$23.2M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-3.53K- 4.55% |
$162K - $179K
|
74.2K
$3.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-3.61K- 13.31% |
$165K - $183K
|
23.5K
$1.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-3.64K- 29.96% |
$167K - $184K
|
8.52K
$457K
|
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-3.67K- 8.77% |
$168K - $186K
|
38.1K
$2.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-3.67K- 1.46% |
$168K - $186K
|
247K
$13.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.71K- 1.64% |
$170K - $188K
|
222K
$11.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.71K- 61.02% |
$170K - $188K
|
2.37K
$127K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.75K- 13.03% |
$172K - $190K
|
25K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-3.77K- 19.33% |
$172K - $191K
|
15.7K
$844K
|
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-3.77K- 14.44% |
$172K - $191K
|
22.3K
$1.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-3.82K- 41.1% |
$175K - $194K
|
5.48K
$294K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.83K- 7.4% |
$175K - $194K
|
48K
$2.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.85K- 3.78% |
$176K - $195K
|
98.2K
$5.27M
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-3.95K- 11.42% |
$181K - $200K
|
30.6K
$1.64M
|
|
|
Jan 31, 2024
Q4 2023
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-4.03K- 4.97% |
$184K - $204K
|
77.1K
$4.14M
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-4.06K- 3.75% |
$186K - $206K
|
104K
$5.59M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-4.11K- 28.94% |
$188K - $208K
|
10.1K
$541K
|
|
|
Jan 12, 2024
Q4 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-4.15K- 19.51% |
$190K - $210K
|
17.1K
$919K
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
SELL
|
- |
-4.17K- 16.89% |
$191K - $211K
|
20.5K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-4.2K- 27.88% |
$192K - $213K
|
10.9K
$583K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-4.29K- 23.99% |
$196K - $217K
|
13.6K
$729K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-4.38K- 5.07% |
$200K - $222K
|
81.9K
$4.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-4.52K- 38.06% |
$207K - $229K
|
7.35K
$394K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.63K- 0.93% |
$212K - $235K
|
492K
$26.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.66K- 1.36% |
$213K - $236K
|
338K
$18.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-4.81K- 14.18% |
$220K - $244K
|
29.1K
$1.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-4.88K- 3.33% |
$223K - $247K
|
142K
$7.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-4.92K- 1.42% |
$225K - $249K
|
342K
$18.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-4.97K- 7.67% |
$227K - $252K
|
59.8K
$3.21M
|