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 12, 2021
Q3 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
4.71KNew |
$233K - $258K
|
4.71K
$194K
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
4.63K+ 10.44% |
$229K - $254K
|
48.9K
$2.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
4.62KNew |
$228K - $253K
|
4.62K
$190K
|
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
4.6KNew |
$228K - $252K
|
4.6K
$189K
|
|
|
Oct 29, 2021
Q3 2021
|
Verger Capital Management LLC
|
BUY
|
- |
4.58K+ 4.07% |
$226K - $251K
|
117K
$4.8M
|
|
|
Oct 26, 2021
Q3 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
4.54K+ 7.21% |
$225K - $249K
|
67.5K
$2.78M
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
4.43KNew |
$219K - $243K
|
4.43K
$182K
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.4K+ 1.35% |
$218K - $241K
|
330K
$13.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.39K+ 7.9% |
$217K - $241K
|
59.9K
$2.46M
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.39K+ 7.9% |
$217K - $241K
|
59.9K
$2.46M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.32KNew |
$214K - $237K
|
4.32K
$177K
|
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.3KNew |
$213K - $236K
|
4.3K
$177K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubp Investment Advisors Sa
|
BUY
|
- |
4.24K+ 1.06% |
$210K - $232K
|
405K
$16.6M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
4.14K+ 3.56% |
$205K - $227K
|
121K
$4.95M
|
|
|
Oct 26, 2021
Q3 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
4.12K+ 2.9% |
$204K - $226K
|
146K
$6.01M
|
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
4.1K+ 7.04% |
$203K - $225K
|
62.3K
$2.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Telemetry Investments, L.L.C.
New York, NY |
BUY
|
- |
4KNew |
$198K - $219K
|
4K
$164K
|
|
|
Oct 19, 2021
Q3 2021
|
Marshall & Sullivan Inc
|
BUY
|
- |
3.92K+ 5.68% |
$194K - $215K
|
72.9K
$2.99M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
3.92K+ 15.07% |
$194K - $215K
|
29.9K
$1.23M
|
|
|
Nov 10, 2021
Q3 2021
|
Thornburg Investment Management Inc
|
BUY
|
- |
3.87K+ 28.21% |
$192K - $212K
|
17.6K
$722K
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.85K+ 2.38% |
$190K - $211K
|
165K
$6.79M
|
|
|
Oct 06, 2021
Q3 2021
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
3.8K+ 17.87% |
$188K - $208K
|
25.1K
$1.03M
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
3.74K+ 7.86% |
$185K - $205K
|
51.3K
$2.11M
|
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.61K+ 3.49% |
$179K - $198K
|
107K
$4.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.6K+ 26.02% |
$178K - $197K
|
17.4K
$716K
|
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.47K+ 6.52% |
$172K - $190K
|
56.7K
$2.33M
|
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
3.41K+ 3.05% |
$169K - $187K
|
115K
$4.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.24K+ 3635.96% |
$160K - $177K
|
3.33K
$137K
|
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.02K+ 5.46% |
$149K - $166K
|
58.3K
$2.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
3K+ 3.87% |
$148K - $164K
|
80.4K
$3.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.85K+ 2.44% |
$141K - $156K
|
119K
$4.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.82K+ 2.17% |
$139K - $154K
|
133K
$5.45M
|
|
|
Oct 13, 2021
Q3 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
2.79K+ 2.04% |
$138K - $153K
|
140K
$5.75M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.79K+ 5.48% |
$138K - $153K
|
53.7K
$2.21M
|
|
|
Oct 21, 2021
Q3 2021
|
Colony Family Offices, LLC
|
BUY
|
- |
2.73K+ 6.22% |
$135K - $149K
|
46.5K
$1.91M
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
BUY
|
- |
2.69K+ 25.77% |
$133K - $148K
|
13.1K
$540K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.62KNew |
$129K - $143K
|
2.62K
$107K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.61KNew |
$129K - $143K
|
2.61K
$107K
|
|
|
Nov 12, 2021
Q3 2021
|
Jsf Financial, LLC
|
BUY
|
- |
2.6K+ 24.18% |
$129K - $142K
|
13.3K
$548K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.58K+ 2.55% |
$128K - $142K
|
104K
$4.26M
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
2.57KNew |
$127K - $141K
|
2.57K
$106K
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
2.48K+ 1.48% |
$123K - $136K
|
169K
$6.95M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
2.37K+ 9.6% |
$117K - $130K
|
27.1K
$1.11M
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
2.32K+ 7.85% |
$115K - $127K
|
31.9K
$1.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.3K+ 7.6% |
$114K - $126K
|
32.6K
$1.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
2.28K+ 2.18% |
$113K - $125K
|
107K
$4.39M
|
|
|
Nov 12, 2021
Q3 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
2.2K+ 2.45% |
$109K - $121K
|
92K
$3.78M
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
2.16K+ 1.79% |
$107K - $118K
|
123K
$5.04M
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.15K+ 26.64% |
$106K - $118K
|
10.2K
$420K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.13K+ 3.09% |
$105K - $117K
|
71K
$2.92M
|