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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2022
Q1 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-472- 5.89% |
$19.6K - $24K
|
7.54K
$315K
|
|
|
Apr 27, 2022
Q1 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-474- 8.05% |
$19.7K - $24.1K
|
5.41K
$226K
|
|
|
Apr 15, 2022
Q1 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-495- 3.92% |
$20.6K - $25.2K
|
12.1K
$507K
|
|
|
May 11, 2022
Q1 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-496- 1.31% |
$20.6K - $25.2K
|
37.2K
$1.56M
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-500Closed |
$20.8K - $25.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-500- 7.47% |
$20.8K - $25.4K
|
6.2K
$259K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-500- 0.95% |
$20.8K - $25.4K
|
52K
$2.17M
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-501- 7.57% |
$20.8K - $25.5K
|
6.12K
$256K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-525Closed |
$21.8K - $26.7K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-537- 10.51% |
$22.3K - $27.3K
|
4.57K
$191K
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-538- 0.44% |
$22.3K - $27.4K
|
122K
$5.09M
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-544- 0.3% |
$22.6K - $27.7K
|
182K
$7.61M
|
|
|
Apr 28, 2022
Q1 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-550- 0.77% |
$22.8K - $28K
|
71K
$2.97M
|
|
|
Apr 12, 2022
Q1 2022
|
Ht Partners LLC
|
SELL
|
- |
-556- 0.18% |
$23.1K - $28.3K
|
306K
$12.8M
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-590Closed |
$24.5K - $30K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-590- 1.75% |
$24.5K - $30K
|
33.1K
$1.39M
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-591- 20.03% |
$24.6K - $30.1K
|
2.36K
$98.6K
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
SELL
|
- |
-600- 5.47% |
$24.9K - $30.5K
|
10.4K
$434K
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-600- 1.38% |
$24.9K - $30.5K
|
42.9K
$1.8M
|
|
|
May 10, 2022
Q1 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-600- 1.85% |
$24.9K - $30.5K
|
31.8K
$1.33M
|
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-610- 0.42% |
$25.3K - $31K
|
143K
$5.99M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-612- 3.28% |
$25.4K - $31.1K
|
18.1K
$755K
|
|
|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-625- 8.22% |
$26K - $31.8K
|
6.98K
$292K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-651- 39.84% |
$27K - $33.1K
|
983
$41.1K
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-668- 5.99% |
$27.7K - $34K
|
10.5K
$438K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-668- 5.99% |
$27.7K - $34K
|
10.5K
$438K
|
|
|
Aug 03, 2022
Q1 2022
|
Members Trust CO
|
SELL
|
- |
-674- 2.94% |
$28K - $34.3K
|
22.3K
$932K
|
|
|
Apr 26, 2022
Q1 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-687- 2.81% |
$28.5K - $34.9K
|
23.8K
$994K
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-693- 1.23% |
$28.8K - $35.2K
|
55.7K
$2.33M
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-698- 3.48% |
$29K - $35.5K
|
19.4K
$810K
|
|
|
Apr 12, 2022
Q1 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-700- 6.25% |
$29.1K - $35.6K
|
10.5K
$439K
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-701- 3.41% |
$29.1K - $35.6K
|
19.9K
$831K
|
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-705- 13.29% |
$29.3K - $35.8K
|
4.6K
$192K
|
|
|
May 06, 2022
Q1 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-718- 11.7% |
$29.8K - $36.5K
|
5.42K
$227K
|
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-725- 1.34% |
$30.1K - $36.9K
|
53.3K
$2.23M
|
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-733- 1.5% |
$30.4K - $37.3K
|
48.2K
$2.01M
|
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-738Closed |
$30.7K - $37.5K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-750- 2.75% |
$31.2K - $38.1K
|
26.5K
$1.11M
|
|
|
May 12, 2022
Q1 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-765- 1.97% |
$31.8K - $38.9K
|
38K
$1.59M
|
|
|
May 13, 2022
Q1 2022
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-765- 2.72% |
$31.8K - $38.9K
|
27.3K
$1.14M
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-765- 10.7% |
$31.8K - $38.9K
|
6.39K
$267K
|
|
|
May 02, 2022
Q1 2022
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-770- 0.36% |
$32K - $39.2K
|
213K
$8.91M
|
|
|
Apr 28, 2022
Q1 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-771- 0.19% |
$32K - $39.2K
|
400K
$16.7M
|
|
|
Apr 29, 2022
Q1 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-782- 1.37% |
$32.5K - $39.8K
|
56.3K
$2.36M
|
|
|
Apr 18, 2022
Q1 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-793- 6.96% |
$32.9K - $40.3K
|
10.6K
$443K
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-800- 14.72% |
$33.2K - $40.7K
|
4.63K
$194K
|
|
|
May 10, 2022
Q1 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-800- 30.77% |
$33.2K - $40.7K
|
1.8K
$75.2K
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-800- 8.96% |
$33.2K - $40.7K
|
8.13K
$340K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-813- 25.7% |
$33.8K - $41.3K
|
2.35K
$98.3K
|
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-814- 13.29% |
$33.8K - $41.4K
|
5.31K
$222K
|