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 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-6.76K- 20.55% |
$309K - $342K
|
26.1K
$1.4M
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-6.78K- 8.18% |
$310K - $343K
|
76K
$4.08M
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-6.92K- 23.52% |
$316K - $350K
|
22.5K
$1.21M
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-6.94K- 2.23% |
$317K - $351K
|
304K
$16.3M
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-7.1K- 4.93% |
$325K - $360K
|
137K
$7.35M
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-7.28K- 28.32% |
$333K - $369K
|
18.4K
$988K
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-7.41K- 31.81% |
$339K - $375K
|
15.9K
$852K
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-7.52K- 90.64% |
$344K - $381K
|
776
$41.6K
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-7.53K- 16.98% |
$345K - $381K
|
36.8K
$1.98M
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-7.63K- 27.96% |
$349K - $386K
|
19.7K
$1.05M
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
SELL
|
- |
-7.78K- 34.93% |
$356K - $394K
|
14.5K
$777K
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-7.91K- 11.23% |
$362K - $401K
|
62.5K
$3.35M
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-7.99K- 48.71% |
$366K - $405K
|
8.41K
$451K
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-8.04K- 0.69% |
$368K - $407K
|
1.16M
$62M
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-8.12K- 3.59% |
$371K - $411K
|
218K
$11.7M
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-8.3K- 4.95% |
$380K - $420K
|
159K
$8.55M
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-8.4K- 54.8% |
$384K - $426K
|
6.93K
$372K
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-8.42K- 17.18% |
$385K - $427K
|
40.6K
$2.18M
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-8.44K- 1.57% |
$386K - $427K
|
528K
$28.3M
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-8.46K- 10.29% |
$387K - $428K
|
73.7K
$3.96M
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-8.5K- 13.36% |
$389K - $430K
|
55.1K
$2.96M
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.54K- 16.58% |
$391K - $433K
|
43K
$2.31M
|
|
Jan 30, 2024
Q4 2023
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-8.58K- 18.29% |
$392K - $434K
|
38.3K
$2.06M
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-8.61K- 20.89% |
$394K - $436K
|
32.6K
$1.75M
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-8.78K- 43.62% |
$402K - $445K
|
11.4K
$609K
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-8.79K- 6.61% |
$402K - $445K
|
124K
$6.67M
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
SELL
|
- |
-8.94K- 7.82% |
$409K - $452K
|
105K
$5.65M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9K- 1.03% |
$411K - $456K
|
868K
$46.6M
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-9.15K- 32.86% |
$419K - $463K
|
18.7K
$1M
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-9.19K- 7.63% |
$420K - $465K
|
111K
$5.97M
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-9.21K- 4.68% |
$421K - $466K
|
188K
$10.1M
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-9.21K- 21.07% |
$421K - $466K
|
34.5K
$1.85M
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-9.24K- 13.12% |
$423K - $468K
|
61.2K
$3.28M
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-9.26K- 19.17% |
$423K - $469K
|
39K
$2.09M
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-9.35K- 2.51% |
$428K - $473K
|
363K
$19.5M
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.49K- 15.05% |
$434K - $481K
|
53.6K
$2.87M
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-9.52K- 4.0% |
$435K - $482K
|
229K
$12.3M
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-9.77K- 2.89% |
$447K - $494K
|
328K
$17.6M
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.86K- 0.72% |
$451K - $499K
|
1.35M
$72.6M
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-9.88K- 8.01% |
$452K - $500K
|
114K
$6.09M
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.92K- 48.66% |
$454K - $502K
|
10.5K
$561K
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.94K- 15.28% |
$455K - $504K
|
55.1K
$2.96M
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.96K- 13.32% |
$456K - $505K
|
64.8K
$3.48M
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-10K- 46.7% |
$458K - $507K
|
11.4K
$613K
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-10.1K- 6.58% |
$461K - $510K
|
143K
$7.67M
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-10.2K- 19.22% |
$466K - $516K
|
42.9K
$2.3M
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-10.5K- 5.6% |
$479K - $530K
|
176K
$9.46M
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-10.5K- 17.54% |
$479K - $530K
|
49.2K
$2.64M
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-10.5K- 29.34% |
$479K - $531K
|
25.2K
$1.35M
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-10.5K- 11.45% |
$482K - $534K
|
81.5K
$4.37M
|