Purchases and Sales Made in Q1 2023 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) 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 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-3- -0.0% |
$112 - $128
|
66K
$2.85M
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-5- 2.17% |
$186 - $213
|
225
$9.7K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-5- 1.21% |
$186 - $213
|
407
$17.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-5- 0.08% |
$186 - $213
|
6.4K
$276K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-7- 0.65% |
$261 - $298
|
1.07K
$46.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-11- 0.1% |
$410 - $468
|
10.9K
$469K
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-12- 0.09% |
$447 - $510
|
13.8K
$594K
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-18- 50.0% |
$671 - $765
|
18
$776
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-27- 0.19% |
$1.01K - $1.15K
|
13.8K
$597K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-29- 50.88% |
$1.08K - $1.23K
|
28
$1.21K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-30- 2.52% |
$1.12K - $1.28K
|
1.16K
$50K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-33Closed |
$1.23K - $1.4K
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-35- 0.54% |
$1.3K - $1.49K
|
6.42K
$277K
|
|
|
May 12, 2023
Q1 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-37- 0.14% |
$1.38K - $1.57K
|
26.6K
$1.14M
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-38- 0.16% |
$1.42K - $1.62K
|
24.1K
$1.04M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-39Closed |
$1.45K - $1.66K
|
0
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-40- 0.19% |
$1.49K - $1.7K
|
21.6K
$930K
|
|
|
Apr 13, 2023
Q1 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-41- 0.31% |
$1.53K - $1.74K
|
13.1K
$565K
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-42- 0.78% |
$1.57K - $1.79K
|
5.33K
$230K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-43- 2.19% |
$1.6K - $1.83K
|
1.92K
$82.9K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-45- 0.5% |
$1.68K - $1.91K
|
8.98K
$387K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-45- 0.83% |
$1.68K - $1.91K
|
5.35K
$231K
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-50- 0.55% |
$1.86K - $2.13K
|
9.07K
$391K
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-51- 0.42% |
$1.9K - $2.17K
|
12.1K
$520K
|
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-55- 0.83% |
$2.05K - $2.34K
|
6.59K
$284K
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-60- 0.81% |
$2.24K - $2.55K
|
7.38K
$318K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-60- 0.49% |
$2.24K - $2.55K
|
12.1K
$520K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-60- 0.86% |
$2.24K - $2.55K
|
6.89K
$297K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-60- 0.07% |
$2.24K - $2.55K
|
86.7K
$3.74M
|
|
|
May 02, 2023
Q1 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-63- 0.05% |
$2.35K - $2.68K
|
125K
$5.41M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-65- 0.3% |
$2.42K - $2.76K
|
21.3K
$918K
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-75- 0.53% |
$2.8K - $3.19K
|
14.1K
$606K
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-75- 19.04% |
$2.8K - $3.19K
|
319
$13.7K
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-75- 1.17% |
$2.8K - $3.19K
|
6.33K
$273K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-75Closed |
$2.8K - $3.19K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-77- 0.09% |
$2.87K - $3.27K
|
90.2K
$3.89M
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-80- 1.38% |
$2.98K - $3.4K
|
5.71K
$246K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-82- 7.68% |
$3.06K - $3.49K
|
986
$42.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-83- 0.89% |
$3.09K - $3.53K
|
9.22K
$398K
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-85- 1.57% |
$3.17K - $3.61K
|
5.35K
$230K
|
|
|
Apr 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-86- 0.8% |
$3.21K - $3.66K
|
10.7K
$462K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-87- 12.78% |
$3.24K - $3.7K
|
594
$25.6K
|
|
|
Jul 07, 2023
Q1 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-90- 0.07% |
$3.35K - $3.83K
|
131K
$5.63M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-93- 0.55% |
$3.47K - $3.95K
|
16.9K
$730K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-94- 6.46% |
$3.5K - $4K
|
1.36K
$58.6K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-99- 5.35% |
$3.69K - $4.21K
|
1.75K
$75.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-100- 9.16% |
$3.73K - $4.25K
|
992
$42.8K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-100- 1.38% |
$3.73K - $4.25K
|
7.16K
$308K
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-100- 0.76% |
$3.73K - $4.25K
|
13K
$561K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-114- 6.9% |
$4.25K - $4.85K
|
1.54K
$66.2K
|