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 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-51K- 56.84% |
$2.33M - $2.58M
|
38.7K
$2.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-51.6K- 24.33% |
$2.36M - $2.61M
|
160K
$8.61M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-52.3K- 70.94% |
$2.39M - $2.65M
|
21.4K
$1.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-55.2K- 36.25% |
$2.53M - $2.8M
|
97.1K
$5.21M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-55.7K- 87.85% |
$2.55M - $2.82M
|
7.7K
$413K
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-56.9K- 25.71% |
$2.6M - $2.88M
|
164K
$8.82M
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-58.9K- 34.79% |
$2.7M - $2.98M
|
110K
$5.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-59.5K- 27.99% |
$2.72M - $3.01M
|
153K
$8.21M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-61.1K- 3.73% |
$2.79M - $3.09M
|
1.57M
$84.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-62.1K- 14.85% |
$2.84M - $3.14M
|
356K
$19.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-65.2K- 48.42% |
$2.98M - $3.3M
|
69.5K
$3.73M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-65.5K- 12.02% |
$3M - $3.32M
|
479K
$25.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-66.1K- 1.26% |
$3.02M - $3.34M
|
5.17M
$277M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-66.2K- 16.5% |
$3.03M - $3.35M
|
335K
$18M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-66.6K- 5.93% |
$3.05M - $3.37M
|
1.06M
$56.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-68.8K- 24.18% |
$3.15M - $3.49M
|
216K
$11.6M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-69.5K- 22.87% |
$3.18M - $3.52M
|
235K
$12.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-71.1K- 88.91% |
$3.25M - $3.6M
|
8.87K
$476K
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-74.2KClosed |
$3.39M - $3.76M
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-74.3K- 22.13% |
$3.4M - $3.76M
|
261K
$14M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-74.4K- 8.75% |
$3.4M - $3.77M
|
776K
$41.6M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-74.7K- 59.73% |
$3.42M - $3.78M
|
50.4K
$2.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-75.8K- 16.9% |
$3.47M - $3.84M
|
373K
$20M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-77.8K- 37.31% |
$3.56M - $3.94M
|
131K
$7.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-78.7K- 66.81% |
$3.6M - $3.99M
|
39.1K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-81.3K- 11.87% |
$3.72M - $4.12M
|
604K
$32.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-89.9K- 72.22% |
$4.11M - $4.55M
|
34.6K
$1.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-91.7K- 10.43% |
$4.19M - $4.64M
|
787K
$42.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-92.6K- 47.54% |
$4.24M - $4.69M
|
102K
$5.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-94.5K- 12.85% |
$4.32M - $4.78M
|
641K
$34.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-95.7K- 0.98% |
$4.38M - $4.85M
|
9.68M
$519M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-96K- 50.36% |
$4.39M - $4.86M
|
94.6K
$5.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-96.5K- 76.33% |
$4.41M - $4.89M
|
29.9K
$1.6M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-97.2K- 41.95% |
$4.45M - $4.92M
|
135K
$7.22M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-98K- 1.66% |
$4.48M - $4.96M
|
5.8M
$311M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-98.8K- 68.19% |
$4.52M - $5M
|
46.1K
$2.47M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-99.7K- 47.85% |
$4.56M - $5.05M
|
109K
$5.83M
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Farm Bureau Life Insurance
|
SELL
|
- |
-100K- 11.26% |
$4.59M - $5.08M
|
790K
$42.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-109K- 6.92% |
$4.98M - $5.51M
|
1.46M
$78.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-111K- 99.95% |
$5.07M - $5.61M
|
51
$2.74K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-111K- 65.87% |
$5.1M - $5.65M
|
57.8K
$3.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-113K- 60.1% |
$5.15M - $5.7M
|
74.7K
$4.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-113K- 4.18% |
$5.15M - $5.71M
|
2.59M
$139M
|
|
|
Feb 12, 2024
Q4 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-120K- 8.18% |
$5.49M - $6.08M
|
1.35M
$72.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-122K- 52.59% |
$5.58M - $6.18M
|
110K
$5.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-125K- 4.68% |
$5.7M - $6.31M
|
2.54M
$136M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-130K- 1.1% |
$5.93M - $6.56M
|
11.6M
$624M
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-130K- 70.78% |
$5.93M - $6.56M
|
53.5K
$2.87M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-132K- 0.39% |
$6.02M - $6.66M
|
33.5M
$1.8B
|
|
|
Feb 14, 2024
Q4 2023
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
SELL
|
- |
-137K- 4.82% |
$6.28M - $6.95M
|
2.71M
$146M
|