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 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
2KNew |
$99K - $110K
|
2K
$82.2K
|
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
2K+ 11.3% |
$99K - $110K
|
19.7K
$810K
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
2K+ 34.28% |
$99K - $110K
|
7.83K
$322K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
2K+ 2.17% |
$99K - $110K
|
94.3K
$3.88M
|
|
|
Nov 04, 2021
Q3 2021
|
Monarch Capital Management Inc
|
BUY
|
- |
1.99K+ 13.8% |
$98.4K - $109K
|
16.4K
$673K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.99KNew |
$98.4K - $109K
|
1.99K
$81.6K
|
|
|
Oct 20, 2021
Q3 2021
|
Emerson Wealth, LLC
|
BUY
|
- |
1.94K+ 3.72% |
$95.8K - $106K
|
54K
$2.22M
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
1.93K+ 17.28% |
$95.4K - $106K
|
13.1K
$538K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.88KNew |
$93.1K - $103K
|
1.88K
$77.2K
|
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.8K+ 9.74% |
$89.1K - $98.8K
|
20.3K
$833K
|
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
1.74KNew |
$85.9K - $95.1K
|
1.74K
$71.3K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.74K+ 23.72% |
$85.9K - $95.1K
|
9.05K
$372K
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.73K+ 20.99% |
$85.7K - $94.9K
|
9.98K
$410K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.72KNew |
$85K - $94.2K
|
1.72K
$70.6K
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.72K+ 1.95% |
$85K - $94.2K
|
89.8K
$3.69M
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.72K+ 1.95% |
$85K - $94.2K
|
89.8K
$3.69M
|
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.71K+ 163.24% |
$84.8K - $94K
|
2.76K
$114K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.65K+ 17.39% |
$81.6K - $90.4K
|
11.1K
$457K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.63KNew |
$80.7K - $89.4K
|
1.63K
$67K
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.6K+ 25.36% |
$79.2K - $87.7K
|
7.91K
$325K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.58KNew |
$78.3K - $86.8K
|
1.58K
$65K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
1.56K+ 5.15% |
$77.3K - $85.7K
|
31.9K
$1.31M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.56K+ 5.15% |
$77.3K - $85.7K
|
31.9K
$1.31M
|
|
|
Nov 04, 2021
Q3 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.52K+ 20.78% |
$75.3K - $83.5K
|
8.85K
$364K
|
|
|
Nov 15, 2021
Q3 2021
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1.51K+ 1.69% |
$74.9K - $83K
|
91.2K
$3.75M
|
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
BUY
|
- |
1.48K+ 7.89% |
$73K - $80.9K
|
20.2K
$828K
|
|
|
Oct 20, 2021
Q3 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.44K+ 12.67% |
$71.5K - $79.2K
|
12.8K
$528K
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.37K+ 10.39% |
$67.7K - $75K
|
14.5K
$597K
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
1.37K+ 0.62% |
$67.6K - $74.9K
|
221K
$9.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.33K+ 15.69% |
$65.9K - $73K
|
9.82K
$404K
|
|
|
Nov 12, 2021
Q3 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 3.9% |
$65.8K - $72.9K
|
35.4K
$1.45M
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.32K+ 2.19% |
$65.3K - $72.4K
|
61.6K
$2.53M
|
|
|
Nov 10, 2021
Q3 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.31KNew |
$64.9K - $71.9K
|
1.31K
$53.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
1.3K+ 9.24% |
$64.4K - $71.3K
|
15.4K
$632K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
1.27KNew |
$63K - $69.8K
|
1.27K
$52.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.26K+ 2.58% |
$62.4K - $69.2K
|
50.2K
$2.06M
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.26K+ 10.49% |
$62.2K - $68.9K
|
13.2K
$544K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.23K+ 0.37% |
$60.9K - $67.5K
|
337K
$13.8M
|
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.21K+ 7.75% |
$59.8K - $66.3K
|
16.8K
$691K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1.2K+ 19.0% |
$59.4K - $65.8K
|
7.52K
$309K
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.15K+ 5.4% |
$57K - $63.1K
|
22.5K
$923K
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.15K+ 1.39% |
$56.9K - $63.1K
|
83.8K
$3.44M
|
|
|
Nov 12, 2021
Q3 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.11K+ 3.92% |
$55K - $60.9K
|
29.5K
$1.21M
|
|
|
Oct 22, 2021
Q3 2021
|
Steph & CO
|
BUY
|
- |
1.1K+ 4.04% |
$54.4K - $60.3K
|
28.3K
$1.16M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
1.08K+ 0.75% |
$53.7K - $59.4K
|
146K
$6.02M
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.07K+ 1.07% |
$53.1K - $58.8K
|
102K
$4.18M
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.07K+ 13.03% |
$53.1K - $58.8K
|
9.31K
$383K
|
|
|
Nov 09, 2021
Q3 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
1.07K+ 18.5% |
$52.8K - $58.5K
|
6.83K
$281K
|
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.04K+ 0.79% |
$51.4K - $56.9K
|
132K
$5.43M
|
|
|
Nov 04, 2021
Q3 2021
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1.01K+ 1.48% |
$50.1K - $55.5K
|
69.2K
$2.84M
|