Purchases and Sales Made in Q1 2023 in Ishares Msci Emerging Markets (EEMV)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEMV) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.53K+ 25.29% |
$185K - $197K
|
17.5K
$999K
|
|
Apr 12, 2023
Q1 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
3.44K+ 5.82% |
$180K - $192K
|
62.6K
$3.58M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.38K+ 23.96% |
$177K - $189K
|
17.5K
$999K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.29K+ 62.1% |
$172K - $184K
|
8.59K
$491K
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
3.2K+ 7.61% |
$168K - $179K
|
45.3K
$2.59M
|
|
Apr 07, 2023
Q1 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
3.14K+ 1.73% |
$165K - $176K
|
184K
$10.5M
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
2.97KNew |
$156K - $166K
|
2.97K
$170K
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2.83K+ 2.88% |
$148K - $158K
|
101K
$5.78M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
2.77K+ 19.86% |
$145K - $155K
|
16.7K
$956K
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.53K+ 23.32% |
$132K - $141K
|
13.4K
$764K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.9KNew |
$99.2K - $106K
|
1.9K
$108K
|
|
May 15, 2023
Q1 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1.85K+ 23.34% |
$96.9K - $103K
|
9.78K
$559K
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.61K+ 36.92% |
$84.5K - $90.2K
|
5.98K
$342K
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.55K+ 17.31% |
$81.2K - $86.6K
|
10.5K
$601K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.43K+ 224.1% |
$75K - $80K
|
2.07K
$118K
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.4K+ 31.82% |
$73.3K - $78.3K
|
5.8K
$332K
|
|
May 08, 2023
Q1 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.35K+ 12.47% |
$70.9K - $75.6K
|
12.2K
$698K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.35K+ 10.45% |
$70.4K - $75.2K
|
14.2K
$813K
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.29KNew |
$67.3K - $71.8K
|
1.29K
$73.5K
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
1.24K+ 3.72% |
$65.1K - $69.5K
|
34.7K
$1.98M
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.24K+ 8.95% |
$65K - $69.4K
|
15.1K
$865K
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
1.23K+ 2.27% |
$64.2K - $68.5K
|
55.2K
$3.16M
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.02KNew |
$53.2K - $56.7K
|
1.02K
$58K
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1K+ 1.51% |
$52.4K - $55.9K
|
67.2K
$3.84M
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
927+ 20.7% |
$48.5K - $51.8K
|
5.41K
$309K
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
894+ 12.47% |
$46.8K - $50K
|
8.07K
$461K
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
849+ 14.6% |
$44.5K - $47.5K
|
6.67K
$381K
|
|
May 05, 2023
Q1 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
695+ 0.32% |
$36.4K - $38.9K
|
217K
$12.4M
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
695+ 320.28% |
$36.4K - $38.9K
|
912
$52.1K
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
636+ 1.95% |
$33.3K - $35.6K
|
33.2K
$1.9M
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
628+ 346.96% |
$32.9K - $35.1K
|
809
$46.3K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
580New |
$30.4K - $32.4K
|
580
$33.2K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
525+ 69.44% |
$27.5K - $29.3K
|
1.28K
$73.2K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
497+ 741.79% |
$26K - $27.8K
|
564
$32.2K
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
455New |
$23.8K - $25.4K
|
455
$26K
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
389+ 7.86% |
$20.4K - $21.7K
|
5.34K
$305K
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
380+ 8.82% |
$19.9K - $21.2K
|
4.69K
$268K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
345New |
$18.1K - $19.3K
|
345
$19.7K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
340New |
$17.8K - $19K
|
340
$19.4K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
339+ 1695.0% |
$17.8K - $19K
|
359
$20.5K
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
285+ 4.6% |
$14.9K - $15.9K
|
6.48K
$371K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
277+ 29.47% |
$14.5K - $15.5K
|
1.22K
$69.6K
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
256+ 32.24% |
$13.4K - $14.3K
|
1.05K
$60K
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
250+ 6.08% |
$13.1K - $14K
|
4.36K
$250K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
249+ 1.95% |
$13K - $13.9K
|
13K
$743K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
227New |
$11.9K - $12.7K
|
227
$13K
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
BUY
|
- |
224+ 5.82% |
$11.7K - $12.5K
|
4.07K
$233K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
175New |
$9.16K - $9.78K
|
175
$10K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
172New |
$9.01K - $9.61K
|
172
$9.83K
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
151+ 10.37% |
$7.91K - $8.44K
|
1.61K
$91.9K
|