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 07, 2021
Q3 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
371+ 1.73% |
$18.4K - $20.3K
|
21.8K
$938K
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
366+ 14.64% |
$18.1K - $20.1K
|
2.87K
$123K
|
|
Oct 18, 2021
Q3 2021
|
Crew Capital Management, Ltd.
|
BUY
|
- |
350+ 0.47% |
$17.3K - $19.2K
|
75.2K
$3.23M
|
|
Oct 08, 2021
Q3 2021
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
344+ 4.33% |
$17K - $18.9K
|
8.29K
$356K
|
|
Oct 14, 2021
Q3 2021
|
Columbia Trust CO 01012016
|
BUY
|
- |
325+ 2.64% |
$16.1K - $17.8K
|
12.6K
$542K
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
320New |
$15.8K - $17.5K
|
320
$13.7K
|
|
Oct 13, 2021
Q3 2021
|
Thompson Investment Management, Inc.
|
BUY
|
- |
300+ 7.96% |
$14.9K - $16.5K
|
4.07K
$175K
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
295+ 168.57% |
$14.6K - $16.2K
|
470
$20.2K
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
290+ 29.44% |
$14.4K - $15.9K
|
1.28K
$54.8K
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
290+ 0.61% |
$14.4K - $15.9K
|
48.2K
$2.07M
|
|
Nov 02, 2021
Q3 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
287+ 2.94% |
$14.2K - $15.7K
|
10.1K
$432K
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
283+ 1.09% |
$14K - $15.5K
|
26.2K
$1.12M
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
277+ 2.87% |
$13.7K - $15.2K
|
9.93K
$426K
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
269+ 0.93% |
$13.3K - $14.8K
|
29.3K
$1.26M
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
267+ 0.11% |
$13.2K - $14.6K
|
235K
$10.1M
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
250New |
$12.4K - $13.7K
|
250
$10.7K
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
250+ 100.0% |
$12.4K - $13.7K
|
500
$21.5K
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
244New |
$12.1K - $13.4K
|
244
$10.5K
|
|
Nov 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
BUY
|
- |
241+ 5.47% |
$11.9K - $13.2K
|
4.65K
$200K
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
235+ 0.67% |
$11.6K - $12.9K
|
35.6K
$1.53M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
227+ 2.98% |
$11.2K - $12.4K
|
7.86K
$337K
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
223+ 0.13% |
$11K - $12.2K
|
175K
$7.52M
|
|
Nov 04, 2021
Q3 2021
|
Noesis Capital Mangement Corp
|
BUY
|
- |
219+ 0.78% |
$10.8K - $12K
|
28.1K
$1.21M
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
219+ 0.85% |
$10.8K - $12K
|
25.9K
$1.11M
|
|
Nov 15, 2021
Q3 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
211+ 0.63% |
$10.4K - $11.6K
|
33.5K
$1.44M
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
205+ 9.98% |
$10.1K - $11.2K
|
2.26K
$97K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
203+ 0.7% |
$10K - $11.1K
|
29.1K
$1.25M
|
|
Oct 07, 2021
Q3 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
201+ 2.86% |
$9.95K - $11K
|
7.24K
$311K
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
200+ 5.32% |
$9.9K - $11K
|
3.96K
$170K
|
|
Nov 10, 2021
Q3 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
190+ 3.58% |
$9.41K - $10.4K
|
5.5K
$236K
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
187+ 3.78% |
$9.26K - $10.3K
|
5.14K
$221K
|
|
Oct 18, 2021
Q3 2021
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
174+ 0.13% |
$8.61K - $9.54K
|
134K
$5.77M
|
|
Nov 03, 2021
Q3 2021
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
171+ 1.1% |
$8.46K - $9.38K
|
15.7K
$676K
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
167+ 1.43% |
$8.27K - $9.16K
|
11.8K
$509K
|
|
Oct 21, 2021
Q3 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
164+ 2.45% |
$8.12K - $8.99K
|
6.85K
$294K
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
163+ 2.85% |
$8.07K - $8.94K
|
5.88K
$253K
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
156+ 3.73% |
$7.72K - $8.56K
|
4.34K
$186K
|
|
Nov 03, 2021
Q3 2021
|
Redw Wealth LLC
|
BUY
|
- |
153+ 2.21% |
$7.57K - $8.39K
|
7.07K
$304K
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
125+ 0.14% |
$6.19K - $6.86K
|
89.6K
$3.85M
|
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
123+ 0.11% |
$6.09K - $6.75K
|
108K
$4.64M
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
120+ 10.17% |
$5.94K - $6.58K
|
1.3K
$55.8K
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
119+ 0.06% |
$5.89K - $6.53K
|
198K
$8.49M
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
108+ 0.32% |
$5.35K - $5.92K
|
33.4K
$1.44M
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
106+ 0.46% |
$5.25K - $5.81K
|
23.3K
$1M
|
|
Oct 06, 2021
Q3 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
102+ 0.15% |
$5.05K - $5.59K
|
68.7K
$2.95M
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
102+ 73.91% |
$5.05K - $5.59K
|
240
$10.3K
|
|
Nov 02, 2021
Q3 2021
|
Anchor Capital Advisors LLC
|
BUY
|
- |
100+ 2.27% |
$4.95K - $5.48K
|
4.5K
$193K
|
|
Nov 04, 2021
Q3 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
100+ 2.38% |
$4.95K - $5.48K
|
4.3K
$185K
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
100+ 28.25% |
$4.95K - $5.48K
|
454
$19.5K
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
99+ 0.52% |
$4.9K - $5.43K
|
19.2K
$823K
|