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
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
95+ 4.24% |
$4.7K - $5.21K
|
2.34K
$96K
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
95+ 0.73% |
$4.7K - $5.21K
|
13.1K
$540K
|
|
Oct 25, 2021
Q3 2021
|
Cfm Wealth Partners LLC
|
BUY
|
- |
89+ 1.43% |
$4.41K - $4.88K
|
6.29K
$259K
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
81+ 1.0% |
$4.01K - $4.44K
|
8.2K
$337K
|
|
Oct 26, 2021
Q3 2021
|
Prism Advisors, Inc.
|
BUY
|
- |
75+ 0.12% |
$3.71K - $4.11K
|
60.2K
$2.47M
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
75+ 0.64% |
$3.71K - $4.11K
|
11.8K
$486K
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
74+ 0.34% |
$3.66K - $4.06K
|
21.5K
$885K
|
|
Nov 12, 2021
Q3 2021
|
St. Louis Trust CO
|
BUY
|
- |
72+ 0.5% |
$3.56K - $3.95K
|
14.4K
$591K
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
66+ 1.45% |
$3.27K - $3.62K
|
4.62K
$190K
|
|
Nov 12, 2021
Q3 2021
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
60+ 0.9% |
$2.97K - $3.29K
|
6.76K
$278K
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
58+ 0.16% |
$2.87K - $3.18K
|
35.7K
$1.46M
|
|
Nov 09, 2021
Q3 2021
|
American Investment Services, Inc.
|
BUY
|
- |
57+ 0.41% |
$2.82K - $3.13K
|
13.8K
$568K
|
|
Nov 03, 2021
Q3 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
56+ 0.8% |
$2.77K - $3.07K
|
7.07K
$291K
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
56+ 0.11% |
$2.77K - $3.07K
|
53.1K
$2.18M
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
55+ 5.1% |
$2.72K - $3.02K
|
1.13K
$46.6K
|
|
Nov 09, 2021
Q3 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
55+ 0.14% |
$2.72K - $3.02K
|
39.1K
$1.61M
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
50+ 1.01% |
$2.48K - $2.74K
|
5.02K
$206K
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
50+ 78.13% |
$2.48K - $2.74K
|
114
$4.68K
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
48+ 36.92% |
$2.38K - $2.63K
|
178
$7.31K
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
48+ 0.31% |
$2.38K - $2.63K
|
15.4K
$631K
|
|
Oct 28, 2021
Q3 2021
|
American Research & Management Co.
|
BUY
|
- |
47+ 9.4% |
$2.33K - $2.58K
|
547
$22.5K
|
|
Oct 13, 2021
Q3 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
46+ 0.2% |
$2.28K - $2.52K
|
23K
$947K
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
46+ 0.08% |
$2.28K - $2.52K
|
55.2K
$2.27M
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
46New |
$2.28K - $2.52K
|
46
$1.89K
|
|
Nov 15, 2021
Q3 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
46+ 0.27% |
$2.28K - $2.52K
|
17.2K
$707K
|
|
Oct 14, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
40+ 0.12% |
$1.98K - $2.19K
|
32.5K
$1.34M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
39+ 0.24% |
$1.93K - $2.14K
|
16.2K
$667K
|
|
Nov 15, 2021
Q3 2021
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
39+ 1.43% |
$1.93K - $2.14K
|
2.76K
$113K
|
|
Nov 09, 2021
Q3 2021
|
Hyman Charles D
|
BUY
|
- |
37+ 0.42% |
$1.83K - $2.03K
|
8.91K
$366K
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
37+ 7.39% |
$1.83K - $2.03K
|
538
$22.1K
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
30+ 0.14% |
$1.49K - $1.65K
|
21.9K
$901K
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
30+ 1.87% |
$1.49K - $1.65K
|
1.63K
$67.1K
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
30+ 0.23% |
$1.49K - $1.65K
|
13.1K
$539K
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
29New |
$1.44K - $1.59K
|
29
$1.19K
|
|
Nov 10, 2021
Q3 2021
|
Financial Advantage, Inc.
|
BUY
|
- |
24+ 1.72% |
$1.19K - $1.32K
|
1.42K
$58.5K
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
23+ 0.38% |
$1.14K - $1.26K
|
6.06K
$249K
|
|
Nov 05, 2021
Q3 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
23+ 0.24% |
$1.14K - $1.26K
|
9.78K
$402K
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
22+ 0.05% |
$1.09K - $1.21K
|
46.6K
$1.91M
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
BUY
|
- |
20+ 0.38% |
$990 - $1.1K
|
5.26K
$216K
|
|
Nov 10, 2021
Q3 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
18+ 0.09% |
$891 - $987
|
19.4K
$796K
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
6+ 0.08% |
$297 - $329
|
7.4K
$304K
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.06% |
$248 - $274
|
8.36K
$344K
|
|
Oct 13, 2021
Q3 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
3+ 0.01% |
$149 - $165
|
22K
$903K
|
|
Nov 05, 2021
Q3 2021
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
3+ 8.33% |
$149 - $165
|
39
$1.6K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3New |
$149 - $165
|
3
$123
|
|
Nov 16, 2021
Q3 2021
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
2+ 0.43% |
$99 - $110
|
469
$19.3K
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2+ 0.0% |
$99 - $110
|
51.9K
$2.13M
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.85% |
$49.5 - $54.8
|
118
$4.85K
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$49.5 - $54.8
|
1
$41.1
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.02% |
$49.5 - $54.8
|
5.85K
$240K
|