Purchases and Sales Made in Q2 2021 in Ishares Msci Emerging Mkts Sma (EEMS)

EEMS Quotes by TradingView

This table provides information about the institutional ownership of Ishares Msci Emerging Mkts Sma (EEMS) during Q2 2021. The information is specifically focused on institutions that hold shares of ISHARES MSCI EMERGING MKTS SMA.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jul 30, 2021 Q2 2021
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
361K
+ 143.78%
$20.8M - $22.8M
612K $37.7M
Sep 13, 2021 Q2 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
260K
New
$15M - $16.4M
260K $16M
Aug 11, 2021 Q2 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
100K
New
$5.78M - $6.33M
100K $6.18M
Aug 06, 2021 Q2 2021
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
40.2K
+ 33.37%
$2.31M - $2.53M
161K $9.89M
Jul 08, 2021 Q2 2021
Geneos Wealth Management Inc.

BUY
 -
24.5K
New
$1.41M - $1.55M
24.5K $1.51M
Aug 13, 2021 Q2 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
24.5K
+ 198.05%
$1.41M - $1.54M
36.8K $2.27M
Aug 13, 2021 Q2 2021
Ubs Group Ag

BUY
 -
19.5K
+ 99.26%
$1.12M - $1.23M
39.2K $2.41M
Aug 06, 2021 Q2 2021
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
12.7K
+ 24.09%
$733K - $803K
65.6K $4.04M
Jul 13, 2021 Q2 2021
Ifp Advisors, Inc

BUY
 -
11.6K
+ 31.82%
$669K - $732K
48.1K $2.96M
Aug 12, 2021 Q2 2021
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
7.82K
+ 33.7%
$450K - $493K
31K $1.91M
Jul 06, 2021 Q2 2021
Advisor Net Financial, Inc

BUY
 -
5.71K
+ 37.96%
$329K - $360K
20.8K $1.28M
Aug 11, 2021 Q2 2021
Black Rock Inc.

New York, NY
BUY
 -
4.59K
New
$265K - $290K
4.59K $283K
Jul 15, 2021 Q2 2021
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
4.39K
New
$253K - $277K
4.39K $270K
Aug 04, 2021 Q2 2021
Graypoint LLC

BUY
 -
4.02K
+ 73.59%
$232K - $254K
9.49K $585K
Aug 12, 2021 Q2 2021
Jfg Wealth Management, LLC

Denver, CO
BUY
 -
3.72K
+ 14.89%
$214K - $235K
28.7K $1.77M
Aug 16, 2021 Q2 2021
Coldstream Capital Management Inc

BUY
 -
3.67K
New
$211K - $231K
3.67K $226K
Aug 16, 2021 Q2 2021
Omega Financial Group, LLC

BUY
 -
3.64K
+ 12.09%
$210K - $230K
33.8K $2.08M
Aug 03, 2021 Q2 2021
Victory Capital Management Inc

BUY
 -
3.58K
+ 59.58%
$206K - $226K
9.58K $590K
Aug 11, 2021 Q2 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
3.46K
New
$199K - $218K
3.46K $213K
Aug 16, 2021 Q2 2021
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
3.21K
+ 6.45%
$185K - $202K
52.9K $3.26M
Aug 16, 2021 Q2 2021
Wells Fargo & Company

San Francisco, CA
BUY
 -
2.64K
+ 2.66%
$152K - $166K
102K $6.28M
Aug 12, 2021 Q2 2021
Johnson Financial Group, LLC

Denver, CO
BUY
 -
2.11K
+ 1.66%
$121K - $133K
129K $7.97M
Aug 04, 2021 Q2 2021
Creative Planning

Overland Park, KS
BUY
 -
2.11K
+ 1.34%
$121K - $133K
159K $9.82M
Aug 02, 2021 Q2 2021
Chicago Partners Investment Group LLC

BUY
 -
1.97K
+ 45.47%
$113K - $124K
6.29K $387K
Aug 12, 2021 Q2 2021
Advisory Services Network, LLC

BUY
 -
1.76K
+ 34.69%
$101K - $111K
6.83K $421K
Jul 15, 2021 Q2 2021
Global Retirement Partners, LLC

BUY
 -
1.55K
New
$89.4K - $97.9K
1.55K $95.6K
Aug 13, 2021 Q2 2021
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
1.4K
+ 13.9%
$80.6K - $88.2K
11.5K $705K
Jul 29, 2021 Q2 2021
First Interstate Bank

Billings, MT
BUY
 -
1.34K
+ 29.42%
$77.4K - $84.7K
5.91K $364K
Aug 02, 2021 Q2 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
908
+ 94.19%
$52.3K - $57.3K
1.87K $115K
Aug 12, 2021 Q2 2021
Cibc World Market Inc.

Toronto, A6
BUY
 -
471
+ 8.48%
$27.1K - $29.7K
6.03K $371K
Aug 06, 2021 Q2 2021
Clear Harbor Asset Management, LLC

BUY
 -
424
+ 7.06%
$24.4K - $26.7K
6.43K $396K
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
275
+ 0.84%
$15.8K - $17.3K
32.9K $2.03M
Aug 16, 2021 Q2 2021
Glovista Investments LLC

Jersey City, NJ
BUY
 -
230
+ 2.57%
$13.3K - $14.5K
9.17K $565K
Aug 12, 2021 Q2 2021
Bank Of Montreal

Toronto, A6
BUY
 -
175
New
$10.1K - $11K
175 $10.8K
Jul 29, 2021 Q2 2021
Charter Oak Capital Management, LLC

BUY
 -
6
+ 21.43%
$346 - $378
34 $2.09K
Aug 05, 2021 Q2 2021
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
1
+ 0.0%
$57.6 - $63.1
49.1K $3.02M
Aug 13, 2021 Q2 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 30, 2021 Q2 2021
Choate Investment Advisors

Boston, MA
SELL
 -
-1
Closed
$57.6 - $63.1
0 $0
Aug 13, 2021 Q2 2021
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-51
Closed
$2.94K - $3.22K
0 $0
Jul 26, 2021 Q2 2021
Total Clarity Wealth Management, Inc.

SELL
 -
-54
Closed
$3.11K - $3.41K
0 $0
Aug 02, 2021 Q2 2021
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-93
Closed
$5.36K - $5.86K
0 $0
Jul 26, 2021 Q2 2021
Ellis Investment Partners, LLC

SELL
 -
-300
Closed
$17.3K - $18.9K
0 $0
Aug 16, 2021 Q2 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-315
Closed
$18.2K - $19.9K
0 $0
Aug 13, 2021 Q2 2021
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-331
- 8.05%
$19.1K - $20.9K
3.78K $233K
Aug 05, 2021 Q2 2021
Evoke Wealth, LLC

SELL
 -
-350
Closed
$20.2K - $22.1K
0 $0
Aug 11, 2021 Q2 2021
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-546
- 8.46%
$31.5K - $34.4K
5.91K $364K
Aug 06, 2021 Q2 2021
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-890
Closed
$51.3K - $56.1K
0 $0
Jul 13, 2021 Q2 2021
Kohmann Bosshard Financial Services, LLC

SELL
 -
-891
- 7.28%
$51.3K - $56.2K
11.4K $699K
Oct 13, 2022 Q2 2021
Samalin Investment Counsel, LLC

Chappaqua, NY
SELL
 -
-1.05K
- 23.38%
$60.5K - $66.2K
3.44K $212K

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