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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-2.12K- 7.09% |
$78.8K - $89.9K
|
27.7K
$1.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2.14K- 23.18% |
$79.9K - $91.1K
|
7.11K
$306K
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-2.16K- 19.66% |
$80.4K - $91.6K
|
8.81K
$380K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.16K- 14.71% |
$80.4K - $91.7K
|
12.5K
$539K
|
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-2.16K- 49.6% |
$80.5K - $91.8K
|
2.2K
$94.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-2.16K- 2.9% |
$80.7K - $92K
|
72.6K
$3.13M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.17K- 67.39% |
$80.8K - $92.1K
|
1.05K
$45.2K
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.18K- 14.91% |
$81.1K - $92.4K
|
12.4K
$535K
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.2K- 5.47% |
$81.8K - $93.3K
|
38K
$1.64M
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-2.2K- 4.24% |
$82K - $93.5K
|
49.7K
$2.14M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.26K- 3.98% |
$84.1K - $95.9K
|
54.5K
$2.35M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.33K- 5.96% |
$86.7K - $98.8K
|
36.7K
$1.58M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.43K- 6.36% |
$90.5K - $103K
|
35.8K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-2.47K- 71.02% |
$92.2K - $105K
|
1.01K
$43.5K
|
|
|
May 09, 2023
Q1 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-2.48K- 11.87% |
$92.3K - $105K
|
18.4K
$792K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.55K- 8.21% |
$95K - $108K
|
28.5K
$1.23M
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-2.57K- 14.12% |
$95.9K - $109K
|
15.7K
$675K
|
|
|
May 08, 2023
Q1 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-2.74K- 10.88% |
$102K - $116K
|
22.4K
$966K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-2.77K- 6.48% |
$103K - $118K
|
40K
$1.72M
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
SELL
|
- |
-2.79K- 0.37% |
$104K - $118K
|
757K
$32.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2.82K- 5.91% |
$105K - $120K
|
45K
$1.94M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.87K- 13.8% |
$107K - $122K
|
17.9K
$772K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.96K- 97.47% |
$110K - $126K
|
77
$3.32K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3K- 19.9% |
$112K - $128K
|
12.1K
$521K
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-3.08K- 5.79% |
$115K - $131K
|
50.1K
$2.16M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.08K- 1.09% |
$115K - $131K
|
278K
$12M
|
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
SELL
|
- |
-3.08K- 33.97% |
$115K - $131K
|
5.99K
$258K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.09K- 5.95% |
$115K - $131K
|
48.8K
$2.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-3.09K- 4.2% |
$115K - $131K
|
70.6K
$3.04M
|
|
|
May 15, 2023
Q1 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-3.1K- 7.82% |
$115K - $132K
|
36.5K
$1.57M
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.2K- 21.49% |
$119K - $136K
|
11.7K
$505K
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-3.21K- 1.59% |
$120K - $137K
|
199K
$8.57M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-3.26K- 63.81% |
$122K - $139K
|
1.85K
$79.8K
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-3.31K- 1.43% |
$123K - $140K
|
227K
$9.79M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-3.38K- 23.97% |
$126K - $144K
|
10.7K
$462K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3.5K- 10.95% |
$130K - $149K
|
28.5K
$1.23M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.54K- 3.84% |
$132K - $150K
|
88.6K
$3.82M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3.55K- 4.79% |
$132K - $151K
|
70.6K
$3.04M
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-3.58K- 18.75% |
$133K - $152K
|
15.5K
$668K
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-3.65K- 15.4% |
$136K - $155K
|
20K
$864K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-3.66K- 7.7% |
$136K - $155K
|
43.8K
$1.89M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-3.67K- 6.22% |
$137K - $156K
|
55.3K
$2.38M
|
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-3.72K- 26.73% |
$138K - $158K
|
10.2K
$439K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.86K- 21.59% |
$144K - $164K
|
14K
$604K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-3.9K- 2.57% |
$145K - $166K
|
148K
$6.38M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.91K- 1.78% |
$146K - $166K
|
216K
$9.29M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.03K- 5.58% |
$150K - $171K
|
68.2K
$2.94M
|
|
|
May 12, 2023
Q1 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-4.07K- 13.96% |
$152K - $173K
|
25.1K
$1.08M
|
|
|
May 08, 2023
Q1 2023
|
Allie Family Office LLC
|
SELL
|
- |
-4.08K- 2.46% |
$152K - $173K
|
162K
$6.97M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4.11K- 2.33% |
$153K - $175K
|
172K
$7.41M
|