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 |
---|---|---|---|---|---|---|---|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
150New |
$7.86K - $8.39K
|
150
$8.58K
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
150+ 2.24% |
$7.86K - $8.39K
|
6.85K
$392K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
146New |
$7.65K - $8.16K
|
146
$8.35K
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
133+ 2.28% |
$6.97K - $7.43K
|
5.96K
$341K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
128+ 8.0% |
$6.7K - $7.16K
|
1.73K
$98.8K
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
60New |
$3.14K - $3.35K
|
60
$3.43K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
44+ 10.95% |
$2.3K - $2.46K
|
446
$25.5K
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
37+ 67.27% |
$1.94K - $2.07K
|
92
$5.26K
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
33+ 0.33% |
$1.73K - $1.84K
|
9.93K
$568K
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1New |
$52.4 - $55.9
|
1
$57.2
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-1- 2.17% |
$52.4 - $55.9
|
45
$2.57K
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-4- 0.11% |
$209 - $224
|
3.78K
$216K
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8- 0.01% |
$419 - $447
|
75.6K
$4.32M
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-10- 0.31% |
$524 - $559
|
3.22K
$184K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-12- 6.38% |
$628 - $671
|
176
$10.1K
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-21- 0.47% |
$1.1K - $1.17K
|
4.42K
$253K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-23- 1.86% |
$1.2K - $1.29K
|
1.21K
$69.4K
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-30- 0.68% |
$1.57K - $1.68K
|
4.36K
$249K
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-32- 0.34% |
$1.68K - $1.79K
|
9.27K
$530K
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-37- 40.22% |
$1.94K - $2.07K
|
55
$3.14K
|
|
Apr 19, 2023
Q1 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-50- 1.24% |
$2.62K - $2.8K
|
3.98K
$227K
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-51- 1.98% |
$2.67K - $2.85K
|
2.53K
$145K
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-54- 1.15% |
$2.83K - $3.02K
|
4.66K
$266K
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-56- 2.28% |
$2.93K - $3.13K
|
2.4K
$137K
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
SELL
|
- |
-74- 0.8% |
$3.88K - $4.14K
|
9.22K
$527K
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-80- 0.38% |
$4.19K - $4.47K
|
20.8K
$1.19M
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-83- 2.18% |
$4.35K - $4.64K
|
3.72K
$213K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-90- 8.2% |
$4.71K - $5.03K
|
1.01K
$57.6K
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-103- 1.83% |
$5.39K - $5.76K
|
5.52K
$315K
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-125- 0.72% |
$6.55K - $6.99K
|
17.3K
$987K
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-139- 82.25% |
$7.28K - $7.77K
|
30
$1.72K
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-140- 34.83% |
$7.33K - $7.83K
|
262
$15K
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-145- 11.32% |
$7.59K - $8.11K
|
1.14K
$65K
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-155- 2.97% |
$8.12K - $8.66K
|
5.07K
$290K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-155- 15.44% |
$8.12K - $8.66K
|
849
$48.5K
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-166- 1.72% |
$8.69K - $9.28K
|
9.49K
$543K
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-175Closed |
$9.16K - $9.78K
|
0
$0
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-176- 20.39% |
$9.22K - $9.84K
|
687
$39.3K
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-195- 3.99% |
$10.2K - $10.9K
|
4.69K
$268K
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
SELL
|
- |
-223- 5.11% |
$11.7K - $12.5K
|
4.14K
$237K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-240- 88.89% |
$12.6K - $13.4K
|
30
$1.72K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-259- 0.92% |
$13.6K - $14.5K
|
28K
$1.6M
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-260- 33.42% |
$13.6K - $14.5K
|
518
$29.6K
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-268- 5.05% |
$14K - $15K
|
5.04K
$288K
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-271- 5.6% |
$14.2K - $15.1K
|
4.57K
$261K
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-292- 43.26% |
$15.3K - $16.3K
|
383
$21.9K
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-298- 1.04% |
$15.6K - $16.7K
|
28.5K
$1.63M
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-320- 9.71% |
$16.8K - $17.9K
|
2.98K
$170K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-324- 30.0% |
$17K - $18.1K
|
756
$43.2K
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-325- 94.2% |
$17K - $18.2K
|
20
$1.14K
|