Purchases and Sales Made in Q3 2022 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q3 2022. The information is specifically focused on institutions that hold shares of ISHARES MSCI EMERGING MARKETS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-367- 0.39% |
$12.8K - $15.1K
|
93.1K
$3.82M
|
|
|
Oct 12, 2022
Q3 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-368- 3.9% |
$12.8K - $15.1K
|
9.07K
$373K
|
|
|
Oct 24, 2022
Q3 2022
|
Pembroke Management, LTD
|
SELL
|
- |
-382- 0.23% |
$13.3K - $15.7K
|
165K
$6.76M
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-386Closed |
$13.5K - $15.8K
|
0
$0
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-390- 1.45% |
$13.6K - $16K
|
26.5K
$1.09M
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-393- 1.75% |
$13.7K - $16.1K
|
22.1K
$907K
|
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-400- 2.64% |
$14K - $16.4K
|
14.7K
$606K
|
|
|
Oct 18, 2022
Q3 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-426- 1.16% |
$14.9K - $17.5K
|
36.4K
$1.49M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-429- 0.31% |
$15K - $17.6K
|
138K
$5.67M
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-430- 1.01% |
$15K - $17.7K
|
42K
$1.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-435- 10.2% |
$15.2K - $17.9K
|
3.83K
$157K
|
|
|
Nov 07, 2022
Q3 2022
|
Davidson Trust CO
|
SELL
|
- |
-440- 3.02% |
$15.3K - $18.1K
|
14.1K
$580K
|
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-490- 0.31% |
$17.1K - $20.1K
|
158K
$6.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-505- 1.87% |
$17.6K - $20.7K
|
26.5K
$1.09M
|
|
|
Oct 24, 2022
Q3 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-508- 4.42% |
$17.7K - $20.9K
|
11K
$452K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-513- 1.36% |
$17.9K - $21.1K
|
37.3K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-516- 2.39% |
$18K - $21.2K
|
21.1K
$865K
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-518- 1.58% |
$18.1K - $21.3K
|
32.4K
$1.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-520- 2.6% |
$18.1K - $21.3K
|
19.4K
$799K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-527- 3.4% |
$18.4K - $21.6K
|
15K
$615K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-547- 73.23% |
$19.1K - $22.5K
|
200
$8.22K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-547- 23.27% |
$19.1K - $22.5K
|
1.8K
$74.1K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-562- 1.29% |
$19.6K - $23.1K
|
43K
$1.77M
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
SELL
|
- |
-565- 38.73% |
$19.7K - $23.2K
|
894
$36.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-565- 2.6% |
$19.7K - $23.2K
|
21.2K
$871K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-574- 26.31% |
$20K - $23.6K
|
1.61K
$66.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
SELL
|
- |
-576- 3.87% |
$20.1K - $23.6K
|
14.3K
$588K
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-577- 6.63% |
$20.1K - $23.7K
|
8.12K
$334K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-580- 11.15% |
$20.2K - $23.8K
|
4.62K
$190K
|
|
|
Oct 05, 2022
Q3 2022
|
Farmers Trust CO
|
SELL
|
- |
-586- 3.17% |
$20.4K - $24.1K
|
17.9K
$735K
|
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-592- 3.39% |
$20.6K - $24.3K
|
16.9K
$693K
|
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
SELL
|
- |
-597- 3.19% |
$20.8K - $24.5K
|
18.1K
$744K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-600- 28.89% |
$20.9K - $24.6K
|
1.48K
$60.7K
|
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-600- 6.89% |
$20.9K - $24.6K
|
8.1K
$333K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-600- 1.6% |
$20.9K - $24.6K
|
36.8K
$1.51M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-601- 1.37% |
$21K - $24.7K
|
43.4K
$1.78M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-609- 11.81% |
$21.2K - $25K
|
4.55K
$187K
|
|
|
Nov 10, 2022
Q3 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-625- 3.33% |
$21.8K - $25.7K
|
18.2K
$747K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-630- 1.0% |
$22K - $25.9K
|
62.4K
$2.56M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-640- 1.12% |
$22.3K - $26.3K
|
56.7K
$2.33M
|
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-645- 4.48% |
$22.5K - $26.5K
|
13.8K
$566K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-671- 7.96% |
$23.4K - $27.5K
|
7.76K
$319K
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-673- 7.84% |
$23.5K - $27.6K
|
7.91K
$325K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-689- 6.86% |
$24K - $28.3K
|
9.35K
$384K
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-696- 2.86% |
$24.3K - $28.6K
|
23.7K
$972K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-700- 2.72% |
$24.4K - $28.7K
|
25.1K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-700- 5.87% |
$24.4K - $28.7K
|
11.2K
$462K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-706- 47.9% |
$24.6K - $29K
|
768
$31.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-706- 3.55% |
$24.6K - $29K
|
19.2K
$788K
|
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-716- 6.63% |
$25K - $29.4K
|
10.1K
$414K
|