Purchases and Sales Made in Q1 2022 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2022
Q1 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-228- 1.04% |
$9.47K - $11.6K
|
21.7K
$907K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-235- 0.14% |
$9.76K - $11.9K
|
166K
$6.94M
|
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
SELL
|
- |
-240- 4.71% |
$9.97K - $12.2K
|
4.86K
$203K
|
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-240- 25.0% |
$9.97K - $12.2K
|
720
$30.1K
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-241- 2.34% |
$10K - $12.3K
|
10K
$420K
|
|
|
Apr 28, 2022
Q1 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-243- 4.75% |
$10.1K - $12.4K
|
4.87K
$204K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-244Closed |
$10.1K - $12.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-250Closed |
$10.4K - $12.7K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-250Closed |
$10.4K - $12.7K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Thomasville National Bank
|
SELL
|
- |
-254- 1.87% |
$10.6K - $12.9K
|
13.3K
$556K
|
|
|
Apr 27, 2022
Q1 2022
|
Orin Green Financial, LLC
|
SELL
|
- |
-254- 0.62% |
$10.6K - $12.9K
|
40.7K
$1.7M
|
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-256- 1.18% |
$10.6K - $13K
|
21.5K
$900K
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-257- 1.74% |
$10.7K - $13.1K
|
14.5K
$608K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-258- 2.83% |
$10.7K - $13.1K
|
8.87K
$371K
|
|
|
Apr 21, 2022
Q1 2022
|
Sfmg, LLC
|
SELL
|
- |
-279- 4.01% |
$11.6K - $14.2K
|
6.67K
$279K
|
|
|
May 10, 2022
Q1 2022
|
Redw Wealth LLC
|
SELL
|
- |
-285- 4.03% |
$11.8K - $14.5K
|
6.78K
$284K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-295- 0.88% |
$12.3K - $15K
|
33.4K
$1.4M
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-298- 59.84% |
$12.4K - $15.2K
|
200
$8.36K
|
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-300- 2.98% |
$12.5K - $15.3K
|
9.76K
$408K
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-300Closed |
$12.5K - $15.3K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-300Closed |
$12.5K - $15.3K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-300- 4.73% |
$12.5K - $15.3K
|
6.04K
$253K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-300- 24.59% |
$12.5K - $15.3K
|
920
$38.5K
|
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-300- 0.96% |
$12.5K - $15.3K
|
31K
$1.3M
|
|
|
May 16, 2022
Q1 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-304- 5.36% |
$12.6K - $15.5K
|
5.37K
$224K
|
|
|
May 16, 2022
Q1 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-305- 0.15% |
$12.7K - $15.5K
|
205K
$8.59M
|
|
|
Apr 25, 2022
Q1 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-307- 2.62% |
$12.8K - $15.6K
|
11.4K
$476K
|
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-311- 1.58% |
$12.9K - $15.8K
|
19.4K
$810K
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-316- 4.77% |
$13.1K - $16.1K
|
6.3K
$263K
|
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-323- 3.05% |
$13.4K - $16.4K
|
10.3K
$429K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-332- 1.09% |
$13.8K - $16.9K
|
30K
$1.26M
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-333Closed |
$13.8K - $16.9K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Vista Finance, LLC
|
SELL
|
- |
-336- 4.67% |
$14K - $17.1K
|
6.86K
$287K
|
|
|
May 11, 2022
Q1 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-340- 1.11% |
$14.1K - $17.3K
|
30.3K
$1.27M
|
|
|
Apr 28, 2022
Q1 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-340- 3.09% |
$14.1K - $17.3K
|
10.7K
$445K
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-354Closed |
$14.7K - $18K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-362- 4.29% |
$15K - $18.4K
|
8.08K
$338K
|
|
|
Apr 19, 2022
Q1 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-377- 3.65% |
$15.7K - $19.2K
|
9.96K
$416K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-385- 1.07% |
$16K - $19.6K
|
35.6K
$1.49M
|
|
|
Apr 08, 2022
Q1 2022
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-388- 0.66% |
$16.1K - $19.7K
|
58.3K
$2.44M
|
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-395- 4.71% |
$16.4K - $20.1K
|
7.99K
$334K
|
|
|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-405- 0.7% |
$16.8K - $20.6K
|
57.6K
$2.41M
|
|
|
May 12, 2022
Q1 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-412- 4.21% |
$17.1K - $21K
|
9.38K
$392K
|
|
|
Apr 21, 2022
Q1 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-415- 0.54% |
$17.2K - $21.1K
|
76.4K
$3.19M
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-423- 86.86% |
$17.6K - $21.5K
|
64
$2.68K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-435- 69.27% |
$18.1K - $22.1K
|
193
$8.07K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-448- 32.97% |
$18.6K - $22.8K
|
911
$38.1K
|
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
SELL
|
- |
-449- 0.71% |
$18.7K - $22.8K
|
62.8K
$2.62M
|
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-450- 9.61% |
$18.7K - $22.9K
|
4.23K
$177K
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-453- 1.03% |
$18.8K - $23K
|
43.7K
$1.83M
|