Purchases and Sales Made in Q3 2023 in Ishares Msci Emerging Markets (EEM)

EEM Quotes by TradingView

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
Wade G W & Inc

Wellesley, MA
BUY
 -
1.47K
+ 2.52%
$55.4K - $61.5K
59.6K $2.57M
Feb 16, 2024 Q3 2023
Main Street Investment Advisors LLC

BUY
 -
1.45K
+ 17.36%
$54.8K - $60.8K
9.8K $422K
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

BUY
 -
1.45K
+ 3.94%
$54.6K - $60.7K
38.1K $1.64M
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
1.41K
+ 4.34%
$53.1K - $59K
33.8K $1.46M
Nov 08, 2023 Q3 2023
Cadence Wealth Management LLC

Westborough, MA
BUY
 -
1.34K
+ 1.1%
$50.6K - $56.3K
123K $5.29M
Nov 09, 2023 Q3 2023
Efg Asset Management (Americas) Corp.

BUY
 -
1.32K
+ 0.87%
$49.7K - $55.2K
153K $6.61M
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
1.29K
New
$48.8K - $54.2K
1.29K $55.7K
Nov 13, 2023 Q3 2023
Allie Family Office LLC

BUY
 -
1.28K
+ 0.81%
$48.1K - $53.5K
159K $6.85M
Nov 13, 2023 Q3 2023
O'Rourke & Company, Inc

Boston, MA
BUY
 -
1.25K
+ 17.16%
$47.2K - $52.5K
8.54K $368K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
1.23K
+ 25.61%
$46.4K - $51.6K
6.03K $260K
Nov 14, 2023 Q3 2023
Voya Investment Management LLC

Atlanta, GA
BUY
 -
1.22K
+ 2.47%
$46.1K - $51.3K
50.6K $2.18M
Nov 06, 2023 Q3 2023
Sterling Investment Advisors, Ltd.

BUY
 -
1.2K
+ 12.64%
$45.3K - $50.3K
10.7K $461K
Feb 13, 2025 Q3 2023
Nfp Retirement, Inc.

Aliso Viejo, CA
BUY
 -
1.2K
+ 13.39%
$45.3K - $50.3K
10.2K $438K
Nov 14, 2023 Q3 2023
Community Bank, N.A.

BUY
 -
1.19K
New
$45K - $50K
1.19K $51.4K
Nov 06, 2023 Q3 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
1.19K
+ 3.56%
$44.8K - $49.8K
34.5K $1.49M
Nov 03, 2023 Q3 2023
Capital Wealth Alliance, LLC

BUY
 -
1.15K
+ 2.33%
$43.5K - $48.3K
50.5K $2.17M
Nov 13, 2023 Q3 2023
Commerce Bank

Kansas City, MO
BUY
 -
1.13K
+ 0.48%
$42.7K - $47.5K
236K $10.2M
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

BUY
 -
1.1K
+ 9.28%
$41.5K - $46.1K
13K $558K
Nov 14, 2023 Q3 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
1.1K
+ 3.1%
$41.5K - $46.1K
36.6K $1.58M
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
1.09K
+ 1.28%
$41K - $45.6K
85.9K $3.7M
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
1.08K
+ 0.87%
$40.9K - $45.5K
126K $5.41M
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
1.08K
+ 0.74%
$40.7K - $45.2K
146K $6.3M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
1.08K
+ 0.41%
$40.6K - $45.1K
264K $11.4M
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
1.07K
+ 165.12%
$40.2K - $44.7K
1.71K $73.7K
Oct 10, 2023 Q3 2023
Activest Wealth Management

BUY
 -
1.07K
New
$40.2K - $44.7K
1.07K $45.9K
Nov 08, 2023 Q3 2023
Idaho Trust Bank

Boise, ID
BUY
 -
1.03K
+ 15.44%
$38.7K - $43K
7.66K $330K
Oct 16, 2023 Q3 2023
Financial Services Advisory Inc

BUY
 -
989
+ 12.81%
$37.3K - $41.5K
8.71K $375K
Feb 15, 2024 Q3 2023
Westshore Wealth, LLC

BUY
 -
886
+ 5.85%
$33.5K - $37.2K
16K $691K
Oct 30, 2023 Q3 2023
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
860
+ 8.88%
$32.5K - $36.1K
10.5K $454K
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
857
+ 2.92%
$32.4K - $36K
30.2K $1.3M
Oct 23, 2023 Q3 2023
Svb Wealth LLC

Boston, MA
BUY
 -
854
+ 0.58%
$32.2K - $35.8K
147K $6.33M
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
843
+ 2.49%
$31.8K - $35.4K
34.7K $1.49M
Oct 24, 2023 Q3 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
838
+ 1.35%
$31.6K - $35.2K
62.8K $2.71M
Oct 19, 2023 Q3 2023
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
835
+ 0.81%
$31.5K - $35K
104K $4.49M
Nov 09, 2023 Q3 2023
White Pine Capital LLC

Golden Valley, MN
BUY
 -
835
+ 11.53%
$31.5K - $35K
8.07K $348K
Oct 13, 2023 Q3 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
828
+ 1.59%
$31.3K - $34.7K
52.8K $2.28M
Oct 24, 2023 Q3 2023
Morris Financial Concepts, Inc.

BUY
 -
766
+ 1.72%
$28.9K - $32.1K
45.3K $1.95M
Oct 30, 2023 Q3 2023
Grove Bank & Trust

BUY
 -
729
+ 1.4%
$27.5K - $30.6K
52.7K $2.27M
Aug 06, 2024 Q3 2023
Hantz Financial Services, Inc.

BUY
 -
720
+ 1090.91%
$27.2K - $30.2K
786 $33.9K
Nov 08, 2023 Q3 2023
Element Wealth, LLC

BUY
 -
710
+ 7.35%
$26.8K - $29.8K
10.4K $447K
Aug 13, 2024 Q3 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
700
+ 2.14%
$26.4K - $29.4K
33.4K $1.44M
Nov 15, 2023 Q3 2023
Atticus Wealth Management, LLC

BUY
 -
685
+ 2.71%
$25.9K - $28.7K
25.9K $1.12M
Nov 13, 2023 Q3 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
681
+ 3.22%
$25.7K - $28.6K
21.8K $940K
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
648
+ 3.78%
$24.5K - $27.2K
17.8K $767K
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
647
+ 0.18%
$24.4K - $27.1K
354K $15.3M
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
644
+ 2.21%
$24.3K - $27K
29.8K $1.29M
Nov 01, 2023 Q3 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
620
+ 6.61%
$23.4K - $26K
10K $431K
Oct 16, 2023 Q3 2023
Independence Bank Of Kentucky

BUY
 -
600
+ 0.9%
$22.7K - $25.2K
67K $2.89M
Oct 10, 2023 Q3 2023
Pure Financial Advisors, LLC

BUY
 -
569
+ 0.91%
$21.5K - $23.9K
62.9K $2.71M

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