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 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
80.5K+ 4.16% |
$3.68M - $4.07M
|
2.01M
$108M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
78.2K+ 78.89% |
$3.58M - $3.96M
|
177K
$9.51M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
77.4KNew |
$3.54M - $3.92M
|
77.4K
$4.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
77.2K+ 3.93% |
$3.53M - $3.91M
|
2.04M
$110M
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
77.2KNew |
$3.53M - $3.91M
|
77.2K
$4.14M
|
|
|
Feb 20, 2024
Q4 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
77.1KNew |
$3.53M - $3.9M
|
77.1K
$4.14M
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
75.7KNew |
$3.46M - $3.83M
|
75.7K
$4.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
75.4KNew |
$3.45M - $3.82M
|
75.4K
$4.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
74.9KNew |
$3.43M - $3.8M
|
74.9K
$4.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
72.2KNew |
$3.3M - $3.66M
|
72.2K
$3.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
72K+ 1.91% |
$3.29M - $3.65M
|
3.85M
$206M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
71.5KNew |
$3.27M - $3.62M
|
71.5K
$3.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
70.6KNew |
$3.23M - $3.58M
|
70.6K
$3.79M
|
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
70.1KNew |
$3.21M - $3.55M
|
70.1K
$3.76M
|
|
|
Jan 16, 2024
Q4 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
69.1K+ 35.07% |
$3.16M - $3.5M
|
266K
$14.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
68.8KNew |
$3.15M - $3.48M
|
68.8K
$3.69M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
66.9K+ 17.94% |
$3.06M - $3.39M
|
440K
$23.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
66.9KNew |
$3.06M - $3.39M
|
66.9K
$3.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
66.8KNew |
$3.06M - $3.38M
|
66.8K
$3.59M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
66.1K+ 5.96% |
$3.02M - $3.35M
|
1.17M
$63M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
65.8KNew |
$3.01M - $3.33M
|
65.8K
$3.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
65.4K+ 838.42% |
$2.99M - $3.31M
|
73.2K
$3.93M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
65.2KNew |
$2.98M - $3.3M
|
65.2K
$3.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
64.9KNew |
$2.97M - $3.28M
|
64.9K
$3.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
64.5KNew |
$2.95M - $3.26M
|
64.5K
$3.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
64.4K+ 2.55% |
$2.95M - $3.26M
|
2.59M
$139M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
61.9KNew |
$2.83M - $3.13M
|
61.9K
$3.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
61.8KNew |
$2.83M - $3.13M
|
61.8K
$3.32M
|
|
|
Mar 15, 2024
Q4 2023
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
61.2K+ 30.75% |
$2.8M - $3.1M
|
260K
$14M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
60.5K+ 6.22% |
$2.77M - $3.06M
|
1.03M
$55.4M
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
60.3KNew |
$2.76M - $3.05M
|
60.3K
$3.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
60.2KNew |
$2.75M - $3.05M
|
60.2K
$3.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
59.3K+ 105.73% |
$2.71M - $3M
|
115K
$6.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
59.1K+ 3.93% |
$2.7M - $2.99M
|
1.56M
$83.9M
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
58.3KNew |
$2.66M - $2.95M
|
58.3K
$3.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
56.8K+ 13.5% |
$2.6M - $2.88M
|
478K
$25.6M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
56.8K+ 0.45% |
$2.6M - $2.87M
|
12.8M
$685M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
56.6K+ 6.14% |
$2.59M - $2.87M
|
978K
$52.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
56.4K+ 5.81% |
$2.58M - $2.86M
|
1.03M
$55.1M
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
56.1KNew |
$2.56M - $2.84M
|
56.1K
$3.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
54.8K+ 8.81% |
$2.51M - $2.78M
|
677K
$36.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
54.7K+ 12.6% |
$2.5M - $2.77M
|
488K
$26.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
54.3K+ 2.17% |
$2.48M - $2.75M
|
2.56M
$137M
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
54.3K+ 26.93% |
$2.48M - $2.75M
|
256K
$13.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
53.5KNew |
$2.45M - $2.71M
|
53.5K
$2.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
51.8K+ 13.78% |
$2.37M - $2.63M
|
428K
$23M
|
|
|
May 06, 2024
Q4 2023
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
51KNew |
$2.33M - $2.58M
|
51K
$2.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
50.3KNew |
$2.3M - $2.55M
|
50.3K
$2.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
49.8KNew |
$2.28M - $2.52M
|
49.8K
$2.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
49.7KNew |
$2.27M - $2.52M
|
49.7K
$2.67M
|