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
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
6.99K+ 7.2% |
$320K - $354K
|
104K
$5.58M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
6.97K+ 12.12% |
$319K - $353K
|
64.5K
$3.46M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
6.95KNew |
$318K - $352K
|
6.95K
$373K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
6.91KNew |
$316K - $350K
|
6.91K
$371K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
6.88KNew |
$315K - $348K
|
6.88K
$369K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
6.85K+ 15.56% |
$313K - $347K
|
50.8K
$2.73M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
6.83K+ 0.82% |
$313K - $346K
|
841K
$45.1M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
6.83KNew |
$312K - $346K
|
6.83K
$366K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
6.81K+ 44.18% |
$311K - $345K
|
22.2K
$1.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
6.58KNew |
$301K - $333K
|
6.58K
$353K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.58K+ 55.24% |
$301K - $333K
|
18.5K
$992K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.49K+ 0.91% |
$297K - $329K
|
720K
$38.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.49K+ 66.05% |
$297K - $328K
|
16.3K
$874K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
6.39K+ 19.63% |
$292K - $323K
|
38.9K
$2.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
6.28K+ 9.62% |
$287K - $318K
|
71.6K
$3.84M
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
6.21K+ 11.68% |
$284K - $314K
|
59.3K
$3.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
6.2K+ 0.45% |
$284K - $314K
|
1.37M
$73.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
6.17K+ 1.47% |
$282K - $312K
|
425K
$22.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
6.12K+ 21.06% |
$280K - $310K
|
35.2K
$1.89M
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
BUY
|
- |
6.12K+ 7.77% |
$280K - $310K
|
84.8K
$4.55M
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
6.12K+ 7.91% |
$280K - $310K
|
83.5K
$4.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
6.1K+ 5.14% |
$279K - $309K
|
125K
$6.69M
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
6.08KNew |
$278K - $308K
|
6.08K
$326K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6.07K+ 8.52% |
$278K - $307K
|
77.3K
$4.15M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.05K+ 2.09% |
$277K - $306K
|
296K
$15.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
6.03K+ 4.35% |
$276K - $305K
|
144K
$7.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.99KNew |
$274K - $303K
|
5.99K
$321K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
5.95KNew |
$272K - $301K
|
5.95K
$319K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
5.93KNew |
$271K - $300K
|
5.93K
$318K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.89K+ 2.84% |
$269K - $298K
|
213K
$11.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
5.86K+ 0.95% |
$268K - $297K
|
621K
$33.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
5.82KNew |
$266K - $295K
|
5.82K
$312K
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
5.82KNew |
$266K - $295K
|
5.82K
$312K
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
5.8KNew |
$265K - $294K
|
5.8K
$311K
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
5.79K+ 2.92% |
$265K - $293K
|
204K
$10.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.77KNew |
$264K - $292K
|
5.77K
$310K
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
5.77K+ 29.55% |
$264K - $292K
|
25.3K
$1.36M
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
5.73KNew |
$262K - $290K
|
5.73K
$307K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
5.72KNew |
$262K - $290K
|
5.72K
$307K
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
5.68KNew |
$260K - $288K
|
5.68K
$305K
|
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
5.67K+ 6.69% |
$259K - $287K
|
90.4K
$4.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
5.66KNew |
$259K - $287K
|
5.66K
$304K
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
5.64KNew |
$258K - $286K
|
5.64K
$302K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.59KNew |
$256K - $283K
|
5.59K
$300K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
5.57K+ 9.21% |
$255K - $282K
|
66.1K
$3.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
5.57KNew |
$255K - $282K
|
5.57K
$299K
|
|
|
Feb 06, 2024
Q4 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
5.55K+ 1.45% |
$254K - $281K
|
388K
$20.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5.5KNew |
$251K - $278K
|
5.5K
$295K
|
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
5.47K+ 32.32% |
$250K - $277K
|
22.4K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
5.47KNew |
$250K - $277K
|
5.47K
$294K
|