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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
5.1KNew |
$242K - $268K
|
5.1K
$219K
|
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
5.07KNew |
$241K - $266K
|
5.07K
$218K
|
|
|
Feb 14, 2022
Q4 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
5.05K+ 3.45% |
$239K - $265K
|
151K
$6.49M
|
|
|
Jan 10, 2022
Q4 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
5.02KNew |
$238K - $263K
|
5.02K
$215K
|
|
|
Feb 11, 2022
Q4 2021
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
4.96K+ 15996.77% |
$235K - $260K
|
4.99K
$214K
|
|
|
Feb 17, 2022
Q4 2021
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
4.91KNew |
$233K - $258K
|
4.91K
$211K
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.91K+ 9.11% |
$233K - $258K
|
58.8K
$2.52M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.9KNew |
$233K - $257K
|
4.9K
$211K
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
4.9KNew |
$232K - $257K
|
4.9K
$210K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4.88K+ 306.41% |
$231K - $256K
|
6.47K
$278K
|
|
|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
4.78KNew |
$227K - $251K
|
4.78K
$205K
|
|
|
Jan 24, 2022
Q4 2021
|
Amarillo National Bank
|
BUY
|
- |
4.78K+ 1.9% |
$227K - $251K
|
256K
$11M
|
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
4.71KNew |
$223K - $247K
|
4.71K
$202K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.6KNew |
$218K - $241K
|
4.6K
$197K
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.58KNew |
$217K - $240K
|
4.58K
$196K
|
|
|
Feb 15, 2022
Q4 2021
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
4.54KNew |
$216K - $239K
|
4.54K
$195K
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
4.53KNew |
$215K - $238K
|
4.53K
$195K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
4.5K+ 89.53% |
$213K - $236K
|
9.53K
$409K
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.5KNew |
$213K - $236K
|
4.5K
$193K
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
4.49K+ 39.92% |
$213K - $236K
|
15.7K
$675K
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.38K+ 3.33% |
$208K - $230K
|
136K
$5.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
4.35K+ 13.09% |
$206K - $228K
|
37.6K
$1.61M
|
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4.3KNew |
$204K - $226K
|
4.3K
$185K
|
|
|
Feb 09, 2022
Q4 2021
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
4.19KNew |
$199K - $220K
|
4.19K
$180K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.18K+ 6.23% |
$198K - $219K
|
71.2K
$3.06M
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
4.12KNew |
$195K - $216K
|
4.12K
$177K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.09K+ 17.97% |
$194K - $215K
|
26.9K
$1.15M
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4.09K+ 34.75% |
$194K - $215K
|
15.9K
$681K
|
|
|
Feb 11, 2022
Q4 2021
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
4.08KNew |
$193K - $214K
|
4.08K
$175K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4.04KNew |
$192K - $212K
|
4.04K
$173K
|
|
|
Feb 14, 2022
Q4 2021
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
4KNew |
$190K - $210K
|
4K
$172K
|
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.96K+ 2.03% |
$188K - $208K
|
199K
$8.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
3.95K+ 5.43% |
$187K - $207K
|
76.7K
$3.29M
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.84K+ 6.78% |
$182K - $202K
|
60.5K
$2.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
3.83K+ 7.13% |
$182K - $201K
|
57.5K
$2.47M
|
|
|
Feb 09, 2022
Q4 2021
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
3.79K+ 5.09% |
$180K - $199K
|
78.2K
$3.36M
|
|
|
Feb 04, 2022
Q4 2021
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
3.75K+ 86.8% |
$178K - $197K
|
8.06K
$346K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.72K+ 19.64% |
$177K - $195K
|
22.7K
$973K
|
|
|
Feb 16, 2022
Q4 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
3.7K+ 12.55% |
$175K - $194K
|
33.1K
$1.42M
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.68K+ 44.34% |
$175K - $193K
|
12K
$515K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.67K+ 195.95% |
$174K - $193K
|
5.55K
$238K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.64K+ 4.68% |
$172K - $191K
|
81.3K
$3.49M
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
3.63K+ 3.85% |
$172K - $191K
|
98K
$4.21M
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
3.6K+ 41.11% |
$171K - $189K
|
12.4K
$530K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.6K+ 8.04% |
$171K - $189K
|
48.3K
$2.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3.54KNew |
$168K - $186K
|
3.54K
$152K
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.51K+ 3.76% |
$166K - $184K
|
96.8K
$4.16M
|
|
|
Jan 24, 2022
Q4 2021
|
Marshall & Sullivan Inc
|
BUY
|
- |
3.48K+ 4.78% |
$165K - $183K
|
76.4K
$3.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.46K+ 174.03% |
$164K - $182K
|
5.45K
$234K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.43K+ 44.32% |
$163K - $180K
|
11.2K
$479K
|