Purchases and Sales Made in Q4 2021 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
298+ 149.0% |
$14.1K - $15.6K
|
498
$21K
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
295New |
$14K - $15.5K
|
295
$12.4K
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
274New |
$13K - $14.4K
|
274
$11.5K
|
|
Feb 01, 2022
Q4 2021
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
268+ 1.7% |
$12.7K - $14.1K
|
16K
$674K
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
262+ 3.52% |
$12.4K - $13.8K
|
7.71K
$324K
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
BUY
|
- |
262+ 1.49% |
$12.4K - $13.8K
|
17.9K
$751K
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
260+ 0.9% |
$12.3K - $13.7K
|
29.2K
$1.23M
|
|
Feb 14, 2022
Q4 2021
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
250New |
$11.9K - $13.1K
|
250
$10.5K
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
248+ 0.98% |
$11.8K - $13K
|
25.6K
$1.08M
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
240+ 1.78% |
$11.4K - $12.6K
|
13.8K
$579K
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
236+ 3.93% |
$11.2K - $12.4K
|
6.25K
$263K
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
234New |
$11.1K - $12.3K
|
234
$9.85K
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
225+ 3.52% |
$10.7K - $11.8K
|
6.62K
$279K
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
225New |
$10.7K - $11.8K
|
225
$9.47K
|
|
Feb 04, 2022
Q4 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
224+ 3.09% |
$10.6K - $11.8K
|
7.47K
$315K
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
214+ 0.9% |
$10.2K - $11.2K
|
24K
$1.01M
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
213+ 0.39% |
$10.1K - $11.2K
|
55.4K
$2.33M
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
200+ 1.76% |
$9.49K - $10.5K
|
11.6K
$488K
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
190+ 0.57% |
$9.01K - $9.98K
|
33.3K
$1.4M
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
185+ 2.18% |
$8.78K - $9.71K
|
8.66K
$365K
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
178+ 1.15% |
$8.44K - $9.35K
|
15.7K
$660K
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
174New |
$8.25K - $9.14K
|
174
$7.32K
|
|
Feb 14, 2022
Q4 2021
|
Farmers Trust CO
|
BUY
|
- |
170+ 0.93% |
$8.06K - $8.93K
|
18.5K
$780K
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
167+ 8.17% |
$7.92K - $8.77K
|
2.21K
$93.1K
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
167+ 0.98% |
$7.92K - $8.77K
|
17.3K
$726K
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
164+ 1.37% |
$7.78K - $8.61K
|
12.2K
$512K
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
158+ 6.14% |
$7.5K - $8.3K
|
2.73K
$115K
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
155+ 0.86% |
$7.35K - $8.14K
|
18.1K
$763K
|
|
Feb 09, 2022
Q4 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
148+ 1.43% |
$7.02K - $7.77K
|
10.5K
$441K
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
140+ 1.77% |
$6.64K - $7.35K
|
8.05K
$339K
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
137New |
$6.5K - $7.19K
|
137
$5.77K
|
|
Feb 11, 2022
Q4 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
131+ 1.02% |
$6.21K - $6.88K
|
12.9K
$544K
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
127+ 0.76% |
$6.02K - $6.67K
|
16.7K
$704K
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
127+ 0.44% |
$6.02K - $6.67K
|
29.1K
$1.23M
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
127+ 0.66% |
$6.02K - $6.67K
|
19.3K
$812K
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
126+ 0.5% |
$5.98K - $6.62K
|
25.2K
$1.06M
|
|
Feb 01, 2022
Q4 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
125+ 0.47% |
$5.93K - $6.56K
|
26.6K
$1.12M
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
BUY
|
- |
113+ 0.33% |
$5.36K - $5.93K
|
34.4K
$1.45M
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
112+ 1.21% |
$5.31K - $5.88K
|
9.35K
$394K
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
102+ 0.06% |
$4.84K - $5.36K
|
179K
$7.52M
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
101+ 2.02% |
$4.79K - $5.3K
|
5.11K
$215K
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
BUY
|
- |
100+ 18.28% |
$4.74K - $5.25K
|
647
$27.2K
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
100+ 0.41% |
$4.74K - $5.25K
|
24.6K
$1.04M
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
100+ 1.2% |
$4.74K - $5.25K
|
8.45K
$355K
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
99+ 2.34% |
$4.7K - $5.2K
|
4.32K
$182K
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
96+ 0.81% |
$4.55K - $5.04K
|
11.9K
$502K
|
|
Feb 01, 2022
Q4 2021
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
93New |
$4.41K - $4.88K
|
93
$3.91K
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
90New |
$4.27K - $4.73K
|
90
$3.79K
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
BUY
|
- |
88+ 0.79% |
$4.17K - $4.62K
|
11.2K
$471K
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
88New |
$4.17K - $4.62K
|
88
$3.7K
|