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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-7.4K- 1.12% |
$280K - $311K
|
652K
$28.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-7.5K- 18.72% |
$283K - $314K
|
32.5K
$1.4M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7.5K- 18.72% |
$283K - $314K
|
32.5K
$1.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-7.61K- 2.43% |
$287K - $319K
|
305K
$13.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-7.67K- 42.67% |
$290K - $322K
|
10.3K
$444K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.72K- 3.35% |
$292K - $324K
|
223K
$9.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-7.82K- 4.19% |
$295K - $328K
|
179K
$7.71M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-7.82K- 38.31% |
$295K - $328K
|
12.6K
$543K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-7.86K- 9.74% |
$297K - $330K
|
72.8K
$3.14M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-7.87K- 3.96% |
$297K - $330K
|
191K
$8.21M
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-7.94K- 11.0% |
$300K - $333K
|
64.3K
$2.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-8K- 48.78% |
$302K - $336K
|
8.4K
$362K
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-8.09K- 33.65% |
$306K - $339K
|
16K
$688K
|
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-8.09K- 33.65% |
$306K - $339K
|
16K
$688K
|
|
|
Nov 14, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-8.09K- 96.01% |
$306K - $339K
|
336
$14.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.22K- 4.37% |
$311K - $345K
|
180K
$7.75M
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-8.31K- 7.62% |
$314K - $348K
|
101K
$4.34M
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-8.62K- 26.37% |
$325K - $361K
|
24.1K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-8.88K- 2.38% |
$335K - $372K
|
365K
$15.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-9.29K- 21.09% |
$351K - $390K
|
34.8K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-9.58K- 62.21% |
$362K - $402K
|
5.82K
$251K
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-9.78K- 11.63% |
$369K - $410K
|
74.3K
$3.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-9.81K- 37.97% |
$370K - $411K
|
16K
$690K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9.83KClosed |
$371K - $412K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-9.88K- 5.12% |
$373K - $414K
|
183K
$7.89M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-10.1K- 5.78% |
$379K - $422K
|
164K
$7.06M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10.1K- 61.92% |
$380K - $422K
|
6.19K
$267K
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-10.1K- 3.2% |
$380K - $423K
|
304K
$13.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-10.4K- 5.25% |
$392K - $435K
|
187K
$8.07M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-10.8K- 80.25% |
$409K - $454K
|
2.67K
$115K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-11K- 9.63% |
$415K - $461K
|
103K
$4.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-11K- 2.65% |
$416K - $462K
|
405K
$17.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-11.3K- 33.74% |
$427K - $475K
|
22.2K
$958K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
SELL
|
- |
-11.4K- 31.15% |
$431K - $479K
|
25.2K
$1.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.4K- 8.02% |
$431K - $479K
|
131K
$5.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-11.6K- 1.18% |
$439K - $488K
|
972K
$41.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-11.7K- 4.31% |
$441K - $490K
|
259K
$11.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-11.7K- 47.52% |
$443K - $493K
|
13K
$559K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-11.8K- 13.84% |
$446K - $495K
|
73.5K
$3.17M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-12.3K- 6.75% |
$463K - $515K
|
169K
$7.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-12.4K- 18.02% |
$469K - $521K
|
56.5K
$2.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-12.5K- 63.0% |
$472K - $524K
|
7.33K
$316K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-12.7K- 8.21% |
$481K - $534K
|
142K
$6.14M
|
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-13.1K- 36.14% |
$494K - $548K
|
23.1K
$995K
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-13.1K- 3.94% |
$496K - $551K
|
320K
$13.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-13.4K- 29.76% |
$507K - $563K
|
31.7K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-13.7K- 29.86% |
$517K - $574K
|
32.2K
$1.39M
|
|
|
Oct 20, 2023
Q3 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-13.8K- 9.28% |
$522K - $580K
|
135K
$5.83M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-14K- 62.7% |
$527K - $586K
|
8.31K
$358K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-14.4K- 8.38% |
$542K - $603K
|
157K
$6.77M
|