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 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
10.3K+ 102.32% |
$469K - $519K
|
20.3K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
10.2K+ 35.59% |
$468K - $518K
|
39K
$2.09M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
10.2K+ 18.18% |
$467K - $517K
|
66.3K
$3.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
10.1K+ 4.49% |
$464K - $513K
|
236K
$12.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
9.95K+ 9.16% |
$455K - $504K
|
119K
$6.36M
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
BUY
|
- |
9.92K+ 6.99% |
$454K - $502K
|
152K
$8.14M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
9.9K+ 13.72% |
$453K - $501K
|
82.1K
$4.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
9.83K+ 11.26% |
$450K - $498K
|
97.1K
$5.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
9.77K+ 16.25% |
$447K - $495K
|
69.9K
$3.75M
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
9.77KNew |
$447K - $494K
|
9.77K
$524K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
9.73K+ 218.0% |
$445K - $493K
|
14.2K
$761K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
9.69K+ 2.15% |
$443K - $491K
|
460K
$24.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
9.67K+ 1.58% |
$442K - $490K
|
621K
$33.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.59K+ 86.35% |
$439K - $486K
|
20.7K
$1.11M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
9.46K+ 3.36% |
$433K - $479K
|
291K
$15.6M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9.4K+ 3.5% |
$430K - $476K
|
278K
$14.9M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
9.28K+ 5.69% |
$424K - $470K
|
172K
$9.25M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
9.2KNew |
$421K - $466K
|
9.2K
$493K
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
9.07K+ 5.27% |
$415K - $459K
|
181K
$9.71M
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
9.04K+ 8.64% |
$413K - $458K
|
114K
$6.09M
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
8.97KNew |
$410K - $454K
|
8.97K
$481K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.97K+ 13.61% |
$410K - $454K
|
74.9K
$4.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
8.92K+ 28.25% |
$408K - $451K
|
40.5K
$2.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
8.91K+ 29.64% |
$408K - $451K
|
39K
$2.09M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
8.75KNew |
$400K - $443K
|
8.75K
$469K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
8.7KNew |
$398K - $441K
|
8.7K
$467K
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
8.61K+ 20.11% |
$394K - $436K
|
51.4K
$2.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
8.54K+ 22.99% |
$390K - $432K
|
45.7K
$2.45M
|
|
|
Jan 29, 2024
Q4 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
8.52KNew |
$390K - $432K
|
8.52K
$457K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8.48K+ 262.41% |
$388K - $429K
|
11.7K
$628K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
8.44K+ 3.65% |
$386K - $428K
|
240K
$12.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
8.41KNew |
$384K - $426K
|
8.41K
$451K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
8.4K+ 2.65% |
$384K - $425K
|
325K
$17.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
8.31K+ 14.75% |
$380K - $421K
|
64.7K
$3.47M
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
8.13K+ 99.83% |
$372K - $411K
|
16.3K
$872K
|
|
|
Feb 08, 2024
Q4 2023
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
8.11KNew |
$371K - $411K
|
8.11K
$435K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.92K+ 5.29% |
$362K - $401K
|
158K
$8.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.89K+ 2.82% |
$361K - $399K
|
288K
$15.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
7.86KNew |
$360K - $398K
|
7.86K
$422K
|
|
|
Jan 22, 2024
Q4 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
7.78K+ 3.01% |
$356K - $394K
|
266K
$14.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.75K+ 3.64% |
$354K - $392K
|
221K
$11.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
7.65K+ 5.67% |
$350K - $387K
|
142K
$7.64M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
7.57K+ 4.12% |
$346K - $383K
|
191K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.38K+ 4124.02% |
$338K - $374K
|
7.56K
$406K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
7.16K+ 31.91% |
$327K - $362K
|
29.6K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
7.12K+ 123.16% |
$326K - $361K
|
12.9K
$692K
|
|
|
Feb 13, 2024
Q4 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
7.04K+ 122.21% |
$322K - $357K
|
12.8K
$687K
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
7.04K+ 3.16% |
$322K - $357K
|
230K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
7.04K+ 77.17% |
$322K - $356K
|
16.2K
$867K
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
7.03K+ 9.33% |
$321K - $356K
|
82.3K
$4.42M
|