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
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.04K+ 5.37% |
$36.4K - $42.8K
|
20.5K
$879K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.03K+ 3.87% |
$36K - $42.4K
|
27.7K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1K+ 11.48% |
$35K - $41.2K
|
9.75K
$419K
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
BUY
|
- |
956+ 15.52% |
$33.3K - $39.2K
|
7.12K
$306K
|
|
|
Nov 02, 2022
Q3 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
925+ 151.14% |
$32.3K - $38K
|
1.54K
$66K
|
|
|
Nov 23, 2022
Q3 2022
|
Gould Capital, LLC
|
BUY
|
- |
925+ 1.23% |
$32.3K - $38K
|
76.2K
$3.27M
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
923+ 20.39% |
$32.2K - $37.9K
|
5.45K
$234K
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
903+ 7.44% |
$31.5K - $37.1K
|
13K
$560K
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
900+ 1.15% |
$31.4K - $36.9K
|
79K
$3.39M
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
872+ 1.78% |
$30.4K - $35.8K
|
49.9K
$2.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
826+ 3304.0% |
$28.8K - $33.9K
|
851
$36.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
820+ 0.39% |
$28.6K - $33.7K
|
211K
$9.08M
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
803+ 190.28% |
$28K - $33K
|
1.23K
$52.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
796+ 2.5% |
$27.8K - $32.7K
|
32.7K
$1.4M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
777New |
$27.1K - $31.9K
|
777
$33.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
700New |
$24.4K - $28.7K
|
700
$30.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
695+ 0.57% |
$24.2K - $28.5K
|
123K
$5.28M
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
683+ 1.36% |
$23.8K - $28K
|
50.9K
$2.19M
|
|
|
Nov 10, 2022
Q3 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
681+ 1.61% |
$23.8K - $28K
|
42.9K
$1.84M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
672+ 86.04% |
$23.4K - $27.6K
|
1.45K
$62.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
574+ 4.28% |
$20K - $23.6K
|
14K
$601K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
544+ 1.91% |
$19K - $22.3K
|
29K
$1.25M
|
|
|
Nov 08, 2022
Q3 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
538+ 8.14% |
$18.8K - $22.1K
|
7.14K
$307K
|
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
533+ 2.87% |
$18.6K - $21.9K
|
19.1K
$821K
|
|
|
Oct 07, 2022
Q3 2022
|
Avondale Wealth Management
|
BUY
|
- |
500+ 28.57% |
$17.4K - $20.5K
|
2.25K
$96.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
500+ 5.07% |
$17.4K - $20.5K
|
10.4K
$445K
|
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
495+ 2.63% |
$17.3K - $20.3K
|
19.3K
$830K
|
|
|
Nov 10, 2022
Q3 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
482+ 7.48% |
$16.8K - $19.8K
|
6.92K
$297K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
450+ 8.11% |
$15.7K - $18.5K
|
6K
$258K
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
448+ 3.11% |
$15.6K - $18.4K
|
14.8K
$637K
|
|
|
Oct 31, 2022
Q3 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
435+ 4.36% |
$15.2K - $17.9K
|
10.4K
$447K
|
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
420+ 1.62% |
$14.6K - $17.2K
|
26.4K
$1.13M
|
|
|
Oct 18, 2022
Q3 2022
|
Innova Wealth Partners
|
BUY
|
- |
408+ 1.9% |
$14.2K - $16.7K
|
21.9K
$941K
|
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
399+ 1.57% |
$13.9K - $16.4K
|
25.9K
$1.11M
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
387+ 1.02% |
$13.5K - $15.9K
|
38.2K
$1.64M
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
371+ 3.98% |
$12.9K - $15.2K
|
9.7K
$417K
|
|
|
Oct 24, 2022
Q3 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
367+ 5.94% |
$12.8K - $15.1K
|
6.54K
$281K
|
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
367+ 2.16% |
$12.8K - $15.1K
|
17.4K
$746K
|
|
|
Oct 06, 2022
Q3 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
362+ 1.0% |
$12.6K - $14.9K
|
36.7K
$1.58M
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
347+ 21.15% |
$12.1K - $14.2K
|
1.99K
$85.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
345+ 5.64% |
$12K - $14.2K
|
6.46K
$277K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
329+ 0.16% |
$11.5K - $13.5K
|
210K
$9.02M
|
|
|
Sep 25, 2024
Q3 2022
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
328+ 5.71% |
$11.4K - $13.5K
|
6.07K
$261K
|
|
|
Nov 08, 2022
Q3 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
327+ 5.98% |
$11.4K - $13.4K
|
5.8K
$249K
|
|
|
Nov 01, 2022
Q3 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
316+ 0.19% |
$11K - $13K
|
167K
$7.17M
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
312+ 2.35% |
$10.9K - $12.8K
|
13.6K
$584K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Advisors LLC
|
BUY
|
- |
303+ 1.65% |
$10.6K - $12.4K
|
18.6K
$800K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
300+ 17.01% |
$10.5K - $12.3K
|
2.06K
$88.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
285+ 1.17% |
$9.94K - $11.7K
|
24.7K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
278+ 2.81% |
$9.7K - $11.4K
|
10.2K
$437K
|