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
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
49.4K+ 294.71% |
$2.26M - $2.5M
|
66.2K
$3.55M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
49.3KNew |
$2.25M - $2.49M
|
49.3K
$2.64M
|
|
|
Jan 31, 2024
Q4 2023
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
48.5K+ 19.32% |
$2.22M - $2.46M
|
300K
$16.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
48.1K+ 2.39% |
$2.2M - $2.44M
|
2.07M
$111M
|
|
|
Jan 31, 2024
Q4 2023
|
Matson Money. Inc.
|
BUY
|
- |
48.1K+ 1.6% |
$2.2M - $2.44M
|
3.05M
$164M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
45.9K+ 3.82% |
$2.1M - $2.33M
|
1.25M
$66.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
45.3K+ 21.79% |
$2.07M - $2.3M
|
253K
$13.6M
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
45K+ 5.79% |
$2.06M - $2.28M
|
822K
$44.1M
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
44.8K+ 5.76% |
$2.05M - $2.27M
|
822K
$44.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
44.2K+ 5.06% |
$2.02M - $2.24M
|
918K
$49.2M
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
44.1K+ 78.02% |
$2.02M - $2.24M
|
101K
$5.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
44.1KNew |
$2.02M - $2.23M
|
44.1K
$2.37M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
43.8K+ 13.61% |
$2M - $2.22M
|
365K
$19.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Rock Creek Group, LP
|
BUY
|
- |
43.7K+ 13.27% |
$2M - $2.21M
|
373K
$20M
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
43.7KNew |
$2M - $2.21M
|
43.7K
$2.34M
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
BUY
|
- |
43.5K+ 467.09% |
$1.99M - $2.2M
|
52.8K
$2.83M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
42.7KNew |
$1.96M - $2.16M
|
42.7K
$2.29M
|
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
42.7KNew |
$1.95M - $2.16M
|
42.7K
$2.29M
|
|
|
Jan 16, 2024
Q4 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
42.4K+ 134.27% |
$1.94M - $2.14M
|
73.9K
$3.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
42.3KNew |
$1.93M - $2.14M
|
42.3K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
BUY
|
- |
42.2K+ 5.27% |
$1.93M - $2.14M
|
843K
$45.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
41.2KNew |
$1.89M - $2.09M
|
41.2K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
41KNew |
$1.87M - $2.07M
|
41K
$2.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
39.7K+ 121.13% |
$1.82M - $2.01M
|
72.4K
$3.89M
|
|
|
Jan 24, 2024
Q4 2023
|
Minot Capital, LP
Boulder, CO |
BUY
|
- |
39.6KNew |
$1.81M - $2.01M
|
39.6K
$2.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
39.4K+ 6.55% |
$1.8M - $2M
|
641K
$34.4M
|
|
|
Dec 11, 2024
Q4 2023
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
39.4KNew |
$1.8M - $1.99M
|
39.4K
$2.11M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
38.8K+ 8.38% |
$1.78M - $1.97M
|
502K
$26.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
38.7K+ 25.88% |
$1.77M - $1.96M
|
188K
$10.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
38.6K+ 82.64% |
$1.77M - $1.96M
|
85.4K
$4.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
38.4K+ 24.91% |
$1.76M - $1.94M
|
193K
$10.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
38K+ 31.49% |
$1.74M - $1.93M
|
159K
$8.52M
|
|
|
Jan 03, 2024
Q4 2023
|
Stairway Partners, LLC
|
BUY
|
- |
37.7K+ 2.22% |
$1.72M - $1.91M
|
1.74M
$93.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
37.6K+ 0.98% |
$1.72M - $1.9M
|
3.89M
$209M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
37.4K+ 234.03% |
$1.71M - $1.9M
|
53.4K
$2.87M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
37.1KNew |
$1.7M - $1.88M
|
37.1K
$1.99M
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
36.8KNew |
$1.68M - $1.86M
|
36.8K
$1.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
36.8KNew |
$1.68M - $1.86M
|
36.8K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
36.6K+ 10.85% |
$1.68M - $1.86M
|
374K
$20.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
35.7K+ 11.12% |
$1.63M - $1.81M
|
357K
$19.1M
|
|
|
Feb 09, 2024
Q4 2023
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
35.5KNew |
$1.62M - $1.8M
|
35.5K
$1.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
35K+ 7.48% |
$1.6M - $1.77M
|
502K
$26.9M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
35K+ 7.48% |
$1.6M - $1.77M
|
502K
$26.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Roth Financial Partners LLC
|
BUY
|
- |
34.9K+ 129.2% |
$1.6M - $1.77M
|
61.9K
$3.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
34.4K+ 36.63% |
$1.57M - $1.74M
|
128K
$6.88M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
34.4K+ 966.11% |
$1.57M - $1.74M
|
37.9K
$2.04M
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
34.1KNew |
$1.56M - $1.73M
|
34.1K
$1.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
34K+ 19.35% |
$1.55M - $1.72M
|
210K
$11.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
32.7KNew |
$1.5M - $1.66M
|
32.7K
$1.75M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
32K+ 9.9% |
$1.47M - $1.62M
|
356K
$19.1M
|