Purchases and Sales Made in Q3 2021 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-300- 2.8% |
$14.9K - $16.5K
|
10.4K
$427K
|
|
|
Nov 12, 2021
Q3 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-300- 2.91% |
$14.9K - $16.5K
|
10K
$411K
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-303- 0.89% |
$15K - $16.6K
|
33.8K
$1.39M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-307- 6.83% |
$15.2K - $16.8K
|
4.19K
$172K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-308- 1.43% |
$15.2K - $16.9K
|
21.2K
$873K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-318- 6.12% |
$15.7K - $17.4K
|
4.87K
$200K
|
|
|
Nov 12, 2021
Q3 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-324- 3.06% |
$16K - $17.8K
|
10.3K
$422K
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-327- 1.22% |
$16.2K - $17.9K
|
26.6K
$1.09M
|
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-329- 0.76% |
$16.3K - $18K
|
43.2K
$1.77M
|
|
|
Oct 13, 2021
Q3 2021
|
Portland Global Advisors LLC
|
SELL
|
- |
-333- 0.13% |
$16.5K - $18.3K
|
251K
$10.3M
|
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-345- 0.67% |
$17.1K - $18.9K
|
51K
$2.09M
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-356- 5.78% |
$17.6K - $19.5K
|
5.8K
$238K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-356- 0.72% |
$17.6K - $19.5K
|
48.9K
$2.01M
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-362- 2.36% |
$17.9K - $19.9K
|
15K
$616K
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-370- 1.07% |
$18.3K - $20.3K
|
34.2K
$1.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-384- 1.31% |
$19K - $21.1K
|
28.9K
$1.19M
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
SELL
|
- |
-385- 18.9% |
$19.1K - $21.1K
|
1.65K
$67.9K
|
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-385- 18.9% |
$19.1K - $21.1K
|
1.65K
$67.9K
|
|
|
Oct 29, 2021
Q3 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-386- 1.04% |
$19.1K - $21.2K
|
36.9K
$1.52M
|
|
|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-391- 2.5% |
$19.4K - $21.4K
|
15.2K
$626K
|
|
|
Oct 22, 2021
Q3 2021
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-400- 1.29% |
$19.8K - $21.9K
|
30.7K
$1.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-400- 3.89% |
$19.8K - $21.9K
|
9.87K
$406K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-409- 0.14% |
$20.2K - $22.4K
|
290K
$11.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-425- 3.93% |
$21K - $23.3K
|
10.4K
$427K
|
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-450- 5.26% |
$22.3K - $24.7K
|
8.11K
$333K
|
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-451- 0.03% |
$22.3K - $24.7K
|
1.37M
$56.3M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-452- 0.25% |
$22.4K - $24.8K
|
179K
$7.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-469- 0.49% |
$23.2K - $25.7K
|
95.4K
$3.92M
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-475- 17.26% |
$23.5K - $26K
|
2.28K
$93.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-475- 0.9% |
$23.5K - $26K
|
52.1K
$2.14M
|
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-480- 10.17% |
$23.8K - $26.3K
|
4.24K
$174K
|
|
|
Nov 02, 2021
Q3 2021
|
Iron Financial, LLC
|
SELL
|
- |
-480- 9.22% |
$23.8K - $26.3K
|
4.73K
$194K
|
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-482Closed |
$23.9K - $26.4K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
SELL
|
- |
-485- 4.71% |
$24K - $26.6K
|
9.81K
$403K
|
|
|
Oct 13, 2021
Q3 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-485- 0.93% |
$24K - $26.6K
|
51.7K
$2.12M
|
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
SELL
|
- |
-499- 15.93% |
$24.7K - $27.4K
|
2.63K
$108K
|
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-499- 0.57% |
$24.7K - $27.4K
|
86.4K
$3.55M
|
|
|
Oct 07, 2021
Q3 2021
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-500- 0.55% |
$24.8K - $27.4K
|
91K
$3.74M
|
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-500Closed |
$24.8K - $27.4K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-500- 1.83% |
$24.8K - $27.4K
|
26.9K
$1.1M
|
|
|
Oct 19, 2021
Q3 2021
|
Reston Wealth Management LLC
|
SELL
|
- |
-504- 4.66% |
$24.9K - $27.6K
|
10.3K
$424K
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-519- 1.11% |
$25.7K - $28.5K
|
46.2K
$1.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-520- 7.03% |
$25.7K - $28.5K
|
6.87K
$282K
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-536- 6.48% |
$26.5K - $29.4K
|
7.73K
$318K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-536- 6.48% |
$26.5K - $29.4K
|
7.73K
$318K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-537- 0.38% |
$26.6K - $29.4K
|
140K
$5.75M
|
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-540Closed |
$26.7K - $29.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
SELL
|
- |
-545Closed |
$27K - $29.9K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-550- 8.63% |
$27.2K - $30.2K
|
5.83K
$239K
|
|
|
Nov 12, 2021
Q3 2021
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-554- 0.42% |
$27.4K - $30.4K
|
132K
$5.42M
|