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 26, 2021
Q3 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
8.82K+ 11.48% |
$436K - $483K
|
85.6K
$3.52M
|
|
Nov 12, 2021
Q3 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
8.8KNew |
$435K - $482K
|
8.8K
$361K
|
|
Oct 18, 2021
Q3 2021
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
8.77K+ 2.82% |
$434K - $481K
|
320K
$13.2M
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
8.7KNew |
$431K - $477K
|
8.7K
$358K
|
|
Oct 19, 2021
Q3 2021
|
Fluent Financial, LLC
|
BUY
|
- |
8.68K+ 7.36% |
$430K - $476K
|
127K
$5.21M
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
8.6K+ 10.16% |
$426K - $472K
|
93.3K
$3.83M
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
8.2K+ 117.38% |
$406K - $450K
|
15.2K
$624K
|
|
Nov 15, 2021
Q3 2021
|
Cliffwater LLC
Marina Del Rey, CA |
BUY
|
- |
8.09K+ 25.03% |
$400K - $444K
|
40.4K
$1.66M
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
7.78K+ 700.54% |
$385K - $427K
|
8.89K
$365K
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
BUY
|
- |
7.57KNew |
$375K - $415K
|
7.57K
$311K
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
7.52K+ 6.26% |
$372K - $412K
|
128K
$5.24M
|
|
Oct 22, 2021
Q3 2021
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
7.36KNew |
$364K - $403K
|
7.36K
$302K
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
7.33K+ 3.9% |
$363K - $402K
|
195K
$8.02M
|
|
Oct 25, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
7.26K+ 140.51% |
$360K - $398K
|
12.4K
$511K
|
|
Oct 20, 2021
Q3 2021
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
7.05K+ 9.21% |
$349K - $387K
|
83.7K
$3.44M
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
BUY
|
- |
7.04KNew |
$348K - $386K
|
7.04K
$289K
|
|
Nov 15, 2021
Q3 2021
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
7K+ 0.96% |
$347K - $384K
|
736K
$30.3M
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.97K+ 6.34% |
$345K - $382K
|
117K
$4.8M
|
|
Nov 12, 2021
Q3 2021
|
Bridges Investment Management Inc
|
BUY
|
- |
6.78K+ 4.24% |
$335K - $372K
|
167K
$6.85M
|
|
Dec 13, 2021
Q3 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
6.63KNew |
$328K - $364K
|
6.63K
$272K
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
6.32K+ 25.71% |
$313K - $346K
|
30.9K
$1.27M
|
|
Nov 15, 2021
Q3 2021
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
6.24K+ 20.53% |
$309K - $342K
|
36.6K
$1.51M
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.16K+ 40.53% |
$305K - $338K
|
21.4K
$878K
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.15K+ 5.88% |
$304K - $337K
|
111K
$4.55M
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
6.1K+ 8.39% |
$302K - $335K
|
78.9K
$3.24M
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.1K+ 3.03% |
$302K - $335K
|
207K
$8.51M
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.87K+ 4.3% |
$291K - $322K
|
142K
$5.85M
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
5.83K+ 74.25% |
$288K - $319K
|
13.7K
$562K
|
|
Oct 29, 2021
Q3 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
5.81KNew |
$287K - $318K
|
5.81K
$239K
|
|
Nov 12, 2021
Q3 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
5.72KNew |
$283K - $313K
|
5.72K
$235K
|
|
Oct 20, 2021
Q3 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
5.71KNew |
$283K - $313K
|
5.71K
$235K
|
|
Nov 12, 2021
Q3 2021
|
American International Group, Inc.
New York, NY |
BUY
|
- |
5.7K+ 6.31% |
$282K - $313K
|
96K
$3.94M
|
|
Nov 17, 2021
Q3 2021
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
5.57KNew |
$276K - $306K
|
5.57K
$229K
|
|
Nov 15, 2021
Q3 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
5.57KNew |
$275K - $305K
|
5.57K
$229K
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5.5K+ 35.33% |
$272K - $302K
|
21.1K
$866K
|
|
Nov 12, 2021
Q3 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
5.32K+ 3.83% |
$263K - $292K
|
144K
$5.93M
|
|
Nov 03, 2021
Q3 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
5.31KNew |
$263K - $291K
|
5.31K
$218K
|
|
Nov 15, 2021
Q3 2021
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
5.31KNew |
$263K - $291K
|
5.31K
$218K
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.28K+ 10.32% |
$261K - $290K
|
56.4K
$2.32M
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.28K+ 6.6% |
$261K - $289K
|
85.2K
$3.5M
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.21K+ 4.53% |
$258K - $286K
|
120K
$4.94M
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
5.12K+ 2.47% |
$253K - $281K
|
212K
$8.73M
|
|
Oct 13, 2021
Q3 2021
|
Ferguson Shapiro LLC
|
BUY
|
- |
5.11KNew |
$253K - $280K
|
5.11K
$210K
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
5.08KNew |
$252K - $279K
|
5.08K
$209K
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
5.03KNew |
$249K - $276K
|
5.03K
$207K
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
BUY
|
- |
5K+ 7.73% |
$248K - $274K
|
69.6K
$2.86M
|
|
Nov 04, 2021
Q3 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
4.92K+ 20.63% |
$243K - $270K
|
28.7K
$1.18M
|
|
Nov 12, 2021
Q3 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
4.84K+ 4.4% |
$240K - $266K
|
115K
$4.72M
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.81K+ 2.77% |
$238K - $264K
|
179K
$7.34M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.73K+ 4.05% |
$234K - $259K
|
122K
$5M
|