Purchases and Sales Made in Q3 2023 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-4.15K- 23.75% |
$157K - $174K
|
13.3K
$574K
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-4.19K- 5.93% |
$158K - $176K
|
66.5K
$2.87M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4.43K- 22.39% |
$167K - $186K
|
15.4K
$662K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.45K- 9.87% |
$168K - $187K
|
40.6K
$1.75M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-4.62K- 3.64% |
$175K - $194K
|
122K
$5.28M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-4.67K- 3.74% |
$176K - $196K
|
120K
$5.18M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4.72K- 7.15% |
$178K - $198K
|
61.3K
$2.64M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-4.75K- 13.73% |
$179K - $199K
|
29.8K
$1.29M
|
|
|
Nov 01, 2023
Q3 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-4.75K- 18.91% |
$179K - $199K
|
20.4K
$878K
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-4.8K- 3.42% |
$181K - $201K
|
135K
$5.84M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.83K- 34.59% |
$183K - $203K
|
9.14K
$394K
|
|
|
Nov 08, 2023
Q3 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-4.94K- 44.97% |
$186K - $207K
|
6.04K
$260K
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-5.04K- 4.57% |
$190K - $211K
|
105K
$4.53M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5.06K- 6.19% |
$191K - $212K
|
76.7K
$3.3M
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.15K- 5.82% |
$195K - $216K
|
83.3K
$3.59M
|
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
SELL
|
- |
-5.19KClosed |
$196K - $218K
|
0
$0
|
|
|
Nov 16, 2023
Q3 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-5.26K- 22.49% |
$199K - $221K
|
18.1K
$781K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.32K- 39.11% |
$201K - $223K
|
8.29K
$357K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.34K- 38.51% |
$202K - $224K
|
8.52K
$367K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-5.37K- 53.7% |
$203K - $225K
|
4.63K
$200K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.44K- 1.46% |
$205K - $228K
|
367K
$15.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-5.46K- 14.65% |
$206K - $229K
|
31.8K
$1.37M
|
|
|
Oct 23, 2023
Q3 2023
|
Innova Wealth Partners
|
SELL
|
- |
-5.46K- 47.86% |
$206K - $229K
|
5.94K
$256K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-5.5K- 2.29% |
$208K - $231K
|
234K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-5.5K- 7.69% |
$208K - $231K
|
66K
$2.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-5.57K- 96.53% |
$210K - $234K
|
200
$8.62K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-5.63K- 8.51% |
$212K - $236K
|
60.5K
$2.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.66K- 4.32% |
$214K - $238K
|
125K
$5.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-5.76K- 4.23% |
$217K - $242K
|
130K
$5.61M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5.8K- 9.91% |
$219K - $243K
|
52.7K
$2.27M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-5.84K- 1.13% |
$221K - $245K
|
510K
$22M
|
|
|
Nov 15, 2023
Q3 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-5.88K- 16.57% |
$222K - $247K
|
29.6K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-6.01K- 19.29% |
$227K - $252K
|
25.1K
$1.08M
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-6.08K- 4.21% |
$229K - $255K
|
138K
$5.96M
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-6.09K- 3.18% |
$230K - $255K
|
185K
$7.98M
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-6.15K- 0.52% |
$232K - $258K
|
1.18M
$50.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.17K- 23.75% |
$233K - $259K
|
19.8K
$854K
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-6.29K- 8.28% |
$238K - $264K
|
69.7K
$3M
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-6.35K- 20.87% |
$240K - $266K
|
24.1K
$1.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-6.35K- 43.22% |
$240K - $266K
|
8.34K
$359K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-6.35K- 26.96% |
$240K - $266K
|
17.2K
$742K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.45K- 1.07% |
$243K - $270K
|
598K
$25.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-6.47K- 8.34% |
$244K - $271K
|
71.2K
$3.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.66K- 2.72% |
$251K - $279K
|
238K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-6.68K- 5.46% |
$252K - $280K
|
116K
$4.98M
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-6.86K- 12.44% |
$259K - $288K
|
48.3K
$2.08M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-6.98K- 25.28% |
$264K - $293K
|
20.6K
$890K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-7.09K- 16.57% |
$268K - $297K
|
35.7K
$1.54M
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.39K- 32.62% |
$279K - $310K
|
15.3K
$658K
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-7.4K- 16.38% |
$279K - $310K
|
37.8K
$1.63M
|