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
|
Ritholtz Wealth Management
|
BUY
|
- |
19.3K+ 4.51% |
$884K - $978K
|
448K
$24M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
19.1K+ 30.89% |
$873K - $966K
|
80.9K
$4.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Chai Trust CO LLC
Chicago, IL |
BUY
|
- |
19.1K+ 3.7% |
$872K - $966K
|
534K
$28.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
18.9KNew |
$866K - $959K
|
18.9K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
18.9KNew |
$866K - $958K
|
18.9K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
18.9KNew |
$865K - $958K
|
18.9K
$1.01M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
18.9K+ 10.0% |
$865K - $957K
|
208K
$11.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
18.8K+ 119.52% |
$862K - $954K
|
34.6K
$1.86M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
18.8K+ 119.52% |
$862K - $954K
|
34.6K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
18.8K+ 0.8% |
$859K - $951K
|
2.35M
$126M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
18.7KNew |
$856K - $948K
|
18.7K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
18.3K+ 0.72% |
$839K - $929K
|
2.57M
$138M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
18.3KNew |
$839K - $928K
|
18.3K
$983K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
18.3K+ 5.63% |
$836K - $926K
|
343K
$18.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
18.2K+ 188.05% |
$831K - $920K
|
27.8K
$1.49M
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
17.8K+ 15.23% |
$815K - $903K
|
135K
$7.24M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
17.8KNew |
$815K - $902K
|
17.8K
$955K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
17.6K+ 21941.25% |
$803K - $889K
|
17.6K
$946K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.4K+ 14.15% |
$797K - $883K
|
141K
$7.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
17.1K+ 3.18% |
$780K - $864K
|
554K
$29.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
16.8K+ 6.03% |
$769K - $852K
|
296K
$15.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
16.4K+ 20.8% |
$748K - $829K
|
95K
$5.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
16.3KNew |
$744K - $824K
|
16.3K
$873K
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
16K+ 24.25% |
$732K - $810K
|
81.9K
$4.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
16K+ 27.56% |
$731K - $809K
|
74K
$3.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
16K+ 11.32% |
$730K - $809K
|
157K
$8.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
15.9K+ 5.11% |
$726K - $804K
|
326K
$17.5M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15.7KNew |
$716K - $793K
|
15.7K
$840K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
15.6K+ 4.49% |
$712K - $788K
|
362K
$19.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
15.6K+ 4.49% |
$712K - $788K
|
362K
$19.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
15.6K+ 3.72% |
$712K - $788K
|
434K
$23.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
15.5K+ 10.0% |
$710K - $786K
|
171K
$9.15M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
15.5K+ 58.49% |
$709K - $785K
|
42K
$2.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Peterson Wealth Services
|
BUY
|
- |
15.4KNew |
$706K - $781K
|
15.4K
$828K
|
|
|
Feb 12, 2024
Q4 2023
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
15.2KNew |
$695K - $770K
|
15.2K
$815K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
15.1K+ 4.4% |
$691K - $765K
|
359K
$19.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15.1K+ 4.67% |
$688K - $762K
|
337K
$18.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
15K+ 4.66% |
$685K - $758K
|
336K
$18M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
14.9K+ 15.52% |
$680K - $753K
|
111K
$5.94M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
14.8K+ 32.9% |
$675K - $747K
|
59.6K
$3.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14.7K+ 11.14% |
$672K - $744K
|
147K
$7.86M
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
14.6K+ 40.49% |
$666K - $737K
|
50.5K
$2.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
14.5K+ 115.15% |
$663K - $734K
|
27.1K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
14.3K+ 246.83% |
$654K - $724K
|
20.1K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
14.1K+ 23.72% |
$645K - $714K
|
73.5K
$3.95M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
14.1KNew |
$644K - $713K
|
14.1K
$755K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
13.8KNew |
$631K - $698K
|
13.8K
$740K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
13.7K+ 98.5% |
$629K - $696K
|
27.7K
$1.49M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
13.7K+ 7.08% |
$626K - $693K
|
207K
$11.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
13.6K+ 8.67% |
$624K - $691K
|
171K
$9.17M
|