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 11, 2022
Q1 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-841- 0.68% |
$34.9K - $42.8K
|
123K
$5.16M
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
SELL
|
- |
-844- 83.65% |
$35.1K - $42.9K
|
165
$6.9K
|
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-850- 0.9% |
$35.3K - $43.2K
|
93.5K
$3.91M
|
|
|
May 05, 2022
Q1 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-855- 3.28% |
$35.5K - $43.5K
|
25.2K
$1.06M
|
|
|
Apr 19, 2022
Q1 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-864- 2.79% |
$35.9K - $43.9K
|
30.1K
$1.26M
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-900Closed |
$37.4K - $45.8K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-904- 4.1% |
$37.6K - $46K
|
21.1K
$884K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-919Closed |
$38.2K - $46.7K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-925- 7.12% |
$38.4K - $47K
|
12.1K
$504K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-932Closed |
$38.7K - $47.4K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Davidson Trust CO
|
SELL
|
- |
-944- 7.17% |
$39.2K - $48K
|
12.2K
$511K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-948- 3.83% |
$39.4K - $48.2K
|
23.8K
$994K
|
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-950- 5.85% |
$39.5K - $48.3K
|
15.3K
$639K
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-985- 42.24% |
$40.9K - $50.1K
|
1.35K
$56.3K
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-985Closed |
$40.9K - $50.1K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
SELL
|
- |
-986- 40.33% |
$41K - $50.1K
|
1.46K
$61K
|
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1K- 6.59% |
$41.5K - $50.9K
|
14.2K
$593K
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-1KClosed |
$41.5K - $50.9K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1K- 10.87% |
$41.5K - $50.9K
|
8.2K
$343K
|
|
|
Apr 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.02K- 12.14% |
$42.2K - $51.6K
|
7.34K
$307K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.06K- 2.33% |
$44.2K - $54.1K
|
44.5K
$1.86M
|
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.07K- 7.32% |
$44.5K - $54.5K
|
13.6K
$567K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.08K- 1.51% |
$44.8K - $54.8K
|
70.1K
$2.93M
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.09K- 11.08% |
$45.1K - $55.2K
|
8.7K
$364K
|
|
|
May 10, 2022
Q1 2022
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-1.1K- 12.36% |
$45.7K - $55.9K
|
7.8K
$326K
|
|
|
May 09, 2022
Q1 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.1K- 16.26% |
$45.7K - $55.9K
|
5.66K
$237K
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.11K- 6.49% |
$46.1K - $56.4K
|
16K
$668K
|
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.11K- 7.83% |
$46.1K - $56.4K
|
13.1K
$546K
|
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.13K- 12.84% |
$46.9K - $57.4K
|
7.67K
$320K
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.17K- 3.58% |
$48.6K - $59.4K
|
31.5K
$1.32M
|
|
|
May 13, 2022
Q1 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.17K- 0.06% |
$48.6K - $59.4K
|
2.03M
$84.9M
|
|
|
May 06, 2022
Q1 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.2K- 20.38% |
$49.9K - $61.1K
|
4.69K
$196K
|
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.21K- 1.52% |
$50.3K - $61.5K
|
78.2K
$3.27M
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.21K- 52.31% |
$50.4K - $61.7K
|
1.11K
$46.3K
|
|
|
May 11, 2022
Q1 2022
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-1.23KClosed |
$50.9K - $62.3K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
SELL
|
- |
-1.23K- 3.15% |
$51.1K - $62.5K
|
37.9K
$1.58M
|
|
|
May 09, 2022
Q1 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-1.24K- 18.7% |
$51.5K - $63.1K
|
5.39K
$225K
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.28K- 1.39% |
$53.3K - $65.3K
|
91.4K
$3.82M
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.28K- 20.6% |
$53.3K - $65.3K
|
4.95K
$207K
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.36K- 5.32% |
$56.3K - $69K
|
24.1K
$1.01M
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.39K- 6.44% |
$57.5K - $70.4K
|
20.1K
$841K
|
|
|
Apr 12, 2022
Q1 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-1.39K- 6.49% |
$57.7K - $70.7K
|
20K
$838K
|
|
|
May 09, 2022
Q1 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.43K- 3.21% |
$59.5K - $72.8K
|
43.2K
$1.81M
|
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.44K- 1.26% |
$59.9K - $73.3K
|
113K
$4.73M
|
|
|
May 12, 2022
Q1 2022
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-1.46K- 3.18% |
$60.5K - $74K
|
44.3K
$1.85M
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
SELL
|
- |
-1.46K- 3.4% |
$60.8K - $74.4K
|
41.6K
$1.74M
|
|
|
Apr 27, 2022
Q1 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.47K- 5.09% |
$61K - $74.7K
|
27.4K
$1.14M
|
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.47K- 1.92% |
$61.1K - $74.9K
|
75.2K
$3.14M
|
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.48K- 21.32% |
$61.3K - $75K
|
5.45K
$228K
|
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.5K- 7.66% |
$62.5K - $76.5K
|
18.1K
$758K
|