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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-560- 5.7% |
$27.7K - $30.7K
|
9.26K
$381K
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-574- 11.96% |
$28.4K - $31.5K
|
4.22K
$174K
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-589- 0.52% |
$29.2K - $32.3K
|
112K
$4.62M
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-591- 0.92% |
$29.3K - $32.4K
|
63.7K
$2.62M
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-600- 2.16% |
$29.7K - $32.9K
|
27.2K
$1.12M
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-608Closed |
$30.1K - $33.3K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
SELL
|
- |
-645- 1.58% |
$31.9K - $35.4K
|
40.2K
$1.65M
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-647- 88.75% |
$32K - $35.5K
|
82
$3.37K
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-686- 3.39% |
$34K - $37.6K
|
19.5K
$802K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-693- 13.25% |
$34.3K - $38K
|
4.54K
$186K
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-700- 14.47% |
$34.7K - $38.4K
|
4.14K
$170K
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-701- 1.06% |
$34.7K - $38.4K
|
65.1K
$2.68M
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-713- 1.43% |
$35.3K - $39.1K
|
49.1K
$2.02M
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-717- 1.33% |
$35.5K - $39.3K
|
53.4K
$2.19M
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-729Closed |
$36.1K - $40K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
SELL
|
- |
-740- 20.06% |
$36.6K - $40.6K
|
2.95K
$121K
|
|
Oct 13, 2021
Q3 2021
|
West Financial Advisors, LLC
|
SELL
|
- |
-750- 34.56% |
$37.1K - $41.1K
|
1.42K
$58.3K
|
|
Nov 16, 2021
Q3 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-752- 2.1% |
$37.2K - $41.2K
|
35.1K
$1.44M
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
SELL
|
- |
-754Closed |
$37.3K - $41.3K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-754- 7.99% |
$37.3K - $41.3K
|
8.68K
$357K
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-770- 5.45% |
$38.1K - $42.2K
|
13.4K
$549K
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-775- 1.64% |
$38.4K - $42.5K
|
46.4K
$1.91M
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-781- 0.58% |
$38.7K - $42.8K
|
135K
$5.55M
|
|
Nov 05, 2021
Q3 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-798- 36.64% |
$39.5K - $43.8K
|
1.38K
$56.7K
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-800Closed |
$39.6K - $43.9K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Everett Harris & CO
|
SELL
|
- |
-800- 2.38% |
$39.6K - $43.9K
|
32.9K
$1.35M
|
|
Oct 25, 2021
Q3 2021
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-801- 1.34% |
$39.6K - $43.9K
|
59.1K
$2.43M
|
|
Oct 25, 2021
Q3 2021
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-803- 1.08% |
$39.7K - $44K
|
73.9K
$3.04M
|
|
Dec 27, 2021
Q3 2021
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-820- 1.49% |
$40.6K - $45K
|
54.1K
$2.22M
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-830Closed |
$41.1K - $45.5K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-835- 0.5% |
$41.3K - $45.8K
|
167K
$6.87M
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-842- 6.97% |
$41.7K - $46.2K
|
11.2K
$462K
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-845- 3.55% |
$41.8K - $46.3K
|
23K
$944K
|
|
Nov 12, 2021
Q3 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-855- 0.82% |
$42.3K - $46.9K
|
104K
$4.26M
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
SELL
|
- |
-862- 7.8% |
$42.7K - $47.3K
|
10.2K
$419K
|
|
Nov 10, 2021
Q3 2021
|
Waddell & Associates, LLC
|
SELL
|
- |
-887- 3.25% |
$43.9K - $48.6K
|
26.4K
$1.09M
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
SELL
|
- |
-913- 0.87% |
$45.2K - $50.1K
|
104K
$4.27M
|
|
Oct 26, 2021
Q3 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-925- 12.38% |
$45.8K - $50.7K
|
6.54K
$269K
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-928- 14.74% |
$45.9K - $50.9K
|
5.37K
$221K
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-930- 6.22% |
$46K - $51K
|
14K
$576K
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-934- 0.44% |
$46.2K - $51.2K
|
211K
$8.69M
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-950- 9.31% |
$47K - $52.1K
|
9.25K
$380K
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-965- 6.33% |
$47.8K - $52.9K
|
14.3K
$587K
|
|
Nov 05, 2021
Q3 2021
|
Crestone Asset Management LLC
|
SELL
|
- |
-971- 0.4% |
$48.1K - $53.2K
|
239K
$9.82M
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-986- 5.6% |
$48.8K - $54.1K
|
16.6K
$682K
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
SELL
|
- |
-998- 1.93% |
$49.4K - $54.7K
|
50.8K
$2.09M
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
SELL
|
- |
-1K- 8.66% |
$49.5K - $54.8K
|
10.6K
$433K
|
|
Oct 28, 2021
Q3 2021
|
Sp Asset Management
|
SELL
|
- |
-1K- 0.98% |
$49.5K - $54.8K
|
102K
$4.17M
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1K- 2.3% |
$49.5K - $54.8K
|
42.6K
$1.75M
|
|
Nov 15, 2021
Q3 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-1K- 50.0% |
$49.5K - $54.8K
|
1K
$41.1K
|