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
|
Connable Office Inc
|
BUY
|
- |
19.3K+ 1.63% |
$728K - $808K
|
1.2M
$51.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
18.8K+ 36.12% |
$711K - $790K
|
71K
$3.06M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
17.9KNew |
$675K - $750K
|
17.9K
$771K
|
|
|
Oct 12, 2023
Q3 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
17.8KNew |
$671K - $745K
|
17.8K
$766K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
17KNew |
$644K - $715K
|
17K
$735K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
16.8K+ 41.35% |
$635K - $705K
|
57.4K
$2.48M
|
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
16.7K+ 46.7% |
$632K - $702K
|
52.5K
$2.26M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
16.4K+ 35.57% |
$620K - $688K
|
62.5K
$2.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
16.2K+ 11.89% |
$611K - $679K
|
152K
$6.56M
|
|
|
Oct 25, 2023
Q3 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
16K+ 130.48% |
$605K - $672K
|
28.3K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
15.8K+ 4.66% |
$595K - $661K
|
354K
$15.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
15.7K+ 6250.2% |
$592K - $658K
|
15.9K
$687K
|
|
|
Oct 12, 2023
Q3 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
15.3K+ 194.67% |
$576K - $640K
|
23.1K
$996K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
15.2K+ 112.12% |
$575K - $639K
|
28.8K
$1.24M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
BUY
|
- |
15.1K+ 190.39% |
$569K - $632K
|
23K
$990K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
14.7K+ 48.9% |
$553K - $615K
|
44.6K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
14.5K+ 16.88% |
$546K - $606K
|
100K
$4.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
14KNew |
$528K - $587K
|
14K
$603K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.9K+ 20.02% |
$523K - $581K
|
83.1K
$3.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.1K+ 88.61% |
$496K - $551K
|
28K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
12.6K+ 25.83% |
$475K - $527K
|
61.2K
$2.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.5K+ 2.78% |
$472K - $524K
|
462K
$19.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
12.1K+ 14.04% |
$457K - $508K
|
98.3K
$4.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
12.1K+ 24.49% |
$456K - $507K
|
61.4K
$2.65M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
12.1K+ 23.38% |
$455K - $506K
|
63.7K
$2.74M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.7KNew |
$442K - $491K
|
11.7K
$504K
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
11.6KNew |
$436K - $485K
|
11.6K
$498K
|
|
|
Nov 09, 2023
Q3 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
11.2K+ 7.27% |
$424K - $471K
|
166K
$7.15M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
11.1K+ 153.24% |
$420K - $467K
|
18.4K
$793K
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
11.1K+ 4.75% |
$419K - $466K
|
245K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
11.1K+ 26.89% |
$419K - $466K
|
52.4K
$2.26M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
11KNew |
$417K - $463K
|
11K
$476K
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
11K+ 8.72% |
$415K - $461K
|
137K
$5.91M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
10.7KNew |
$404K - $448K
|
10.7K
$461K
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
10.6K+ 8.94% |
$400K - $444K
|
129K
$5.56M
|
|
|
Nov 09, 2023
Q3 2023
|
Cowen And Company, LLC
|
BUY
|
- |
10.5KNew |
$396K - $440K
|
10.5K
$453K
|
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$382K - $424K
|
10.1K
$436K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.1K+ 10.41% |
$380K - $422K
|
107K
$4.6M
|
|
|
Nov 17, 2023
Q3 2023
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
10KNew |
$378K - $420K
|
10K
$431K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
9.93K+ 66.17% |
$375K - $417K
|
24.9K
$1.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.53K+ 71.6% |
$360K - $400K
|
22.8K
$984K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
8.88K+ 5.05% |
$335K - $372K
|
185K
$7.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
8.61KNew |
$325K - $361K
|
8.61K
$371K
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
8.57KNew |
$323K - $359K
|
8.57K
$369K
|
|
|
Nov 15, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
8.51K+ 2533.33% |
$321K - $357K
|
8.85K
$381K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
8.23KNew |
$311K - $345K
|
8.23K
$355K
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
8.17K+ 116.66% |
$308K - $343K
|
15.2K
$654K
|
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
8KNew |
$302K - $336K
|
8K
$345K
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
7.96K+ 5.77% |
$300K - $334K
|
146K
$6.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Thornburg Investment Management Inc
|
BUY
|
- |
7.89K+ 138.21% |
$298K - $331K
|
13.6K
$586K
|