Purchases and Sales Made in Q2 2023 in Ishares Msci Emerging Markets (EEMV)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEMV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-545- 4.98% |
$29.7K - $30.8K
|
10.4K
$608K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-552- 8.05% |
$30.1K - $31.2K
|
6.31K
$369K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-554- 17.21% |
$30.2K - $31.3K
|
2.67K
$156K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-555- 7.62% |
$30.2K - $31.4K
|
6.73K
$393K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-575- 12.26% |
$31.3K - $32.5K
|
4.12K
$240K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-576- 15.71% |
$31.4K - $32.6K
|
3.09K
$181K
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
SELL
|
- |
-621- 6.27% |
$33.8K - $35.1K
|
9.28K
$542K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-630- 12.38% |
$34.3K - $35.6K
|
4.46K
$261K
|
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-662- 13.86% |
$36.1K - $37.4K
|
4.11K
$240K
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-680- 1.34% |
$37K - $38.4K
|
50K
$2.92M
|
|
|
Aug 21, 2023
Q2 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-700- 4.83% |
$38.1K - $39.6K
|
13.8K
$806K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-711- 52.05% |
$38.7K - $40.2K
|
655
$38.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-729- 16.48% |
$39.7K - $41.2K
|
3.69K
$216K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-762- 0.57% |
$41.5K - $43.1K
|
132K
$7.71M
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-775- 5.43% |
$42.2K - $43.8K
|
13.5K
$788K
|
|
|
Aug 09, 2023
Q2 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-790- 2.71% |
$43K - $44.7K
|
28.4K
$1.66M
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-803- 8.95% |
$43.7K - $45.4K
|
8.17K
$477K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-826- 1.27% |
$45K - $46.7K
|
64.3K
$3.76M
|
|
|
Jul 20, 2023
Q2 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-914- 7.49% |
$49.8K - $51.7K
|
11.3K
$660K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-928- 11.24% |
$50.6K - $52.5K
|
7.33K
$428K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-950- 68.99% |
$51.8K - $53.7K
|
427
$25K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-970- 75.72% |
$52.8K - $54.8K
|
311
$18.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.1K- 10.66% |
$59.8K - $62K
|
9.2K
$537K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.1K- 3.15% |
$59.9K - $62.2K
|
33.8K
$1.97M
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1.12K- 7.46% |
$60.9K - $63.1K
|
13.9K
$810K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.13K- 22.81% |
$61.3K - $63.7K
|
3.81K
$223K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.14K- 21.19% |
$62.2K - $64.5K
|
4.24K
$248K
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-1.16K- 8.41% |
$63K - $65.3K
|
12.6K
$736K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.22K- 21.93% |
$66.6K - $69.1K
|
4.35K
$254K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.28K- 29.18% |
$69.5K - $72.1K
|
3.1K
$181K
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.33K- 4.0% |
$72.5K - $75.2K
|
31.9K
$1.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.37K- 10.47% |
$74.4K - $77.2K
|
11.7K
$682K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.4K- 8.81% |
$76.5K - $79.4K
|
14.5K
$849K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.41K- 9.87% |
$76.9K - $79.8K
|
12.9K
$753K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.49K- 8.89% |
$81K - $84K
|
15.2K
$891K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.49K- 4.55% |
$81.2K - $84.3K
|
31.3K
$1.83M
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-1.56K- 1.53% |
$85.1K - $88.3K
|
100K
$5.87M
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.62K- 15.41% |
$88.2K - $91.5K
|
8.89K
$519K
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.75K- 12.99% |
$95.2K - $98.8K
|
11.7K
$684K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.83K- 5.52% |
$99.7K - $103K
|
31.3K
$1.83M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.88K- 24.26% |
$102K - $106K
|
5.87K
$343K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.01K- 6.37% |
$110K - $114K
|
29.5K
$1.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.07K- 4.9% |
$113K - $117K
|
40.2K
$2.35M
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.13K- 31.08% |
$116K - $120K
|
4.72K
$276K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.29K- 13.44% |
$125K - $129K
|
14.7K
$860K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.37K- 13.65% |
$129K - $134K
|
15K
$874K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.43K- 11.8% |
$132K - $137K
|
18.2K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-2.59K- 30.82% |
$141K - $146K
|
5.81K
$340K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.6K- 30.84% |
$142K - $147K
|
5.83K
$341K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.9K- 6.14% |
$158K - $164K
|
44.3K
$2.59M
|