Purchases and Sales Made in Q4 2023 in Ishares Inc (IEMG)
This table provides information about the institutional ownership of Ishares Inc (IEMG) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.32K+ 20.48% |
$60.5K - $66.9K
|
7.78K
$417K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.31KNew |
$59.7K - $66.1K
|
1.31K
$70.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.3K+ 8.0% |
$59.6K - $66K
|
17.6K
$943K
|
|
|
Feb 14, 2024
Q4 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
1.29K+ 1.74% |
$59.1K - $65.4K
|
75.4K
$4.05M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.29K+ 2.52% |
$58.8K - $65.1K
|
52.3K
$2.81M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.25K+ 10.08% |
$57.2K - $63.3K
|
13.7K
$733K
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.25K+ 2.91% |
$57.1K - $63.2K
|
44.1K
$2.37M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.22K+ 4.72% |
$55.9K - $61.9K
|
27.2K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
1.22K+ 2.72% |
$55.9K - $61.9K
|
46.2K
$2.48M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.2K+ 3.96% |
$54.7K - $60.6K
|
31.4K
$1.69M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.2K+ 20.27% |
$54.7K - $60.6K
|
7.1K
$381K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.19K+ 25.49% |
$54.4K - $60.3K
|
5.86K
$314K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.19K+ 4.66% |
$54.4K - $60.2K
|
26.7K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.17K+ 2.97% |
$53.5K - $59.2K
|
40.6K
$2.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.16K+ 5.67% |
$53.2K - $58.9K
|
21.7K
$1.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
1.16K+ 40.89% |
$53.1K - $58.8K
|
4K
$215K
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
1.12K+ 321.9% |
$51.1K - $56.6K
|
1.46K
$78.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.1K+ 0.8% |
$50.3K - $55.7K
|
139K
$7.46M
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.1K+ 393.55% |
$50.2K - $55.6K
|
1.38K
$73.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.09K+ 3.87% |
$50K - $55.3K
|
29.3K
$1.57M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.08K+ 1.93% |
$49.3K - $54.5K
|
56.9K
$3.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.07K+ 13.83% |
$49K - $54.3K
|
8.83K
$473K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.05KNew |
$48K - $53.2K
|
1.05K
$56.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.04K+ 3.03% |
$47.6K - $52.7K
|
35.4K
$1.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.03K+ 4.59% |
$47.1K - $52.2K
|
23.5K
$1.26M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
1.03K+ 2.1% |
$47K - $52.1K
|
49.9K
$2.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.03K+ 34233.33% |
$47K - $52K
|
1.03K
$55.2K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1.02K+ 14600.0% |
$46.7K - $51.8K
|
1.03K
$55.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
1.02K+ 3.69% |
$46.6K - $51.6K
|
28.6K
$1.53M
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
1K+ 77.92% |
$45.8K - $50.7K
|
2.29K
$123K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1KNew |
$45.7K - $50.6K
|
1K
$53.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
988+ 5.41% |
$45.2K - $50K
|
19.2K
$1.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
957New |
$43.8K - $48.5K
|
957
$51.3K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
926+ 20.74% |
$42.4K - $46.9K
|
5.39K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Rptc Inc.
Jackson, WY |
BUY
|
- |
924+ 0.43% |
$42.3K - $46.8K
|
217K
$11.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
922+ 4.42% |
$42.2K - $46.7K
|
21.8K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
905New |
$41.4K - $45.8K
|
905
$48.5K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
904+ 5.35% |
$41.3K - $45.8K
|
17.8K
$955K
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
897+ 0.54% |
$41K - $45.4K
|
166K
$8.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
891+ 4.55% |
$40.8K - $45.1K
|
20.5K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
891+ 6.35% |
$40.8K - $45.1K
|
14.9K
$801K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
856+ 29.36% |
$39.2K - $43.3K
|
3.77K
$202K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
844+ 5.66% |
$38.6K - $42.7K
|
15.7K
$845K
|
|
|
Jan 09, 2024
Q4 2023
|
Coho Partners, Ltd.
|
BUY
|
- |
799+ 11.24% |
$36.5K - $40.5K
|
7.91K
$424K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
796+ 11.33% |
$36.4K - $40.3K
|
7.82K
$420K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
780+ 2.47% |
$35.7K - $39.5K
|
32.3K
$1.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
778+ 1.26% |
$35.6K - $39.4K
|
62.6K
$3.36M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
776New |
$35.5K - $39.3K
|
776
$41.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
768+ 7.6% |
$35.1K - $38.9K
|
10.9K
$583K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
767+ 0.92% |
$35.1K - $38.8K
|
84.6K
$4.54M
|