Purchases and Sales Made in Q4 2023 in Ishares Inc Jp Morgan Em Local (LEMB)
This table provides information about the institutional ownership of Ishares Inc Jp Morgan Em Local (LEMB) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES INC JP MORGAN EM LOCAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
224K+ 259.85% |
$7.65M - $8.25M
|
311K
$11.2M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
90.7KNew |
$3.09M - $3.34M
|
90.7K
$3.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
79KNew |
$2.7M - $2.91M
|
79K
$2.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
77.6KNew |
$2.65M - $2.86M
|
77.6K
$2.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
61.8K+ 40.81% |
$2.11M - $2.27M
|
213K
$7.68M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
55K+ 56.63% |
$1.88M - $2.02M
|
152K
$5.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
44K+ 6.06% |
$1.5M - $1.62M
|
770K
$27.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
33.2KNew |
$1.13M - $1.22M
|
33.2K
$1.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
11.3KNew |
$384K - $414K
|
11.3K
$406K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9.87KNew |
$337K - $363K
|
9.87K
$356K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
7.39K+ 3.18% |
$252K - $272K
|
240K
$8.65M
|
|
|
Jan 17, 2024
Q4 2023
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
6.74KNew |
$230K - $248K
|
6.74K
$243K
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
6.53K+ 32.57% |
$223K - $240K
|
26.6K
$957K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.99K+ 27.27% |
$204K - $221K
|
28K
$1.01M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
5.66K+ 20.66% |
$193K - $208K
|
33K
$1.19M
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
4.58K+ 2.08% |
$156K - $168K
|
225K
$8.11M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
3.74K+ 17.48% |
$127K - $137K
|
25.1K
$905K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.93K+ 20.5% |
$99.9K - $108K
|
17.2K
$621K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.37K+ 10.53% |
$80.9K - $87.3K
|
24.9K
$898K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.01K+ 9.16% |
$68.5K - $73.9K
|
23.9K
$862K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.89K+ 1.22% |
$64.5K - $69.6K
|
156K
$5.64M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.88K+ 18750.0% |
$64K - $69K
|
1.89K
$68K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.56K+ 13.55% |
$53.2K - $57.4K
|
13.1K
$472K
|
|
|
Jan 31, 2024
Q4 2023
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
1.5K+ 5.4% |
$51.2K - $55.2K
|
29.3K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
1.23K+ 5.76% |
$42K - $45.3K
|
22.6K
$814K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.2K+ 9.67% |
$41.1K - $44.3K
|
13.7K
$492K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.12K+ 5.89% |
$38K - $41K
|
20K
$722K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
841+ 4.96% |
$28.7K - $30.9K
|
17.8K
$641K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
475+ 5.77% |
$16.2K - $17.5K
|
8.71K
$314K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
309+ 4.72% |
$10.5K - $11.4K
|
6.86K
$247K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
302New |
$10.3K - $11.1K
|
302
$10.9K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
280New |
$9.55K - $10.3K
|
280
$10.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
264+ 0.41% |
$9.01K - $9.72K
|
64K
$2.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
138+ 0.22% |
$4.71K - $5.08K
|
62.7K
$2.26M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
135New |
$4.6K - $4.97K
|
135
$4.87K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
7+ 1.39% |
$239 - $258
|
509
$18.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7New |
$239 - $258
|
7
$252
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4+ 0.01% |
$136 - $147
|
36.5K
$1.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-4- 0.27% |
$136 - $147
|
1.47K
$53.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-40- 67.8% |
$1.36K - $1.47K
|
19
$685
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-45- 0.67% |
$1.53K - $1.66K
|
6.68K
$241K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-46- 0.25% |
$1.57K - $1.69K
|
18.1K
$653K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-113- 4.31% |
$3.85K - $4.16K
|
2.51K
$90.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-150Closed |
$5.12K - $5.52K
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-163- 0.87% |
$5.56K - $6K
|
18.6K
$669K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-301- 30.65% |
$10.3K - $11.1K
|
681
$24.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-350- 0.14% |
$11.9K - $12.9K
|
241K
$8.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-563- 6.75% |
$19.2K - $20.7K
|
7.78K
$280K
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-1.26K- 17.37% |
$43K - $46.4K
|
6K
$216K
|