Purchases and Sales Made in Q3 2022 in Ishares Msci Emerging Mkts Sma (EEMS)
This table provides information about the institutional ownership of Ishares Msci Emerging Mkts Sma (EEMS) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
510K+ 8112.89% |
$23M - $26.2M
|
516K
$30.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
95.9K+ 122.35% |
$4.32M - $4.92M
|
174K
$10.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
43.4K+ 50.66% |
$1.95M - $2.23M
|
129K
$7.63M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
38.6KNew |
$1.74M - $1.98M
|
38.6K
$2.28M
|
|
|
Nov 09, 2022
Q3 2022
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
33.9KNew |
$1.53M - $1.74M
|
33.9K
$2M
|
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
30.2K+ 6.26% |
$1.36M - $1.55M
|
512K
$30.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
28.5K+ 41.01% |
$1.28M - $1.46M
|
98K
$5.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.9KNew |
$1.03M - $1.17M
|
22.9K
$1.36M
|
|
|
Oct 31, 2022
Q3 2022
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
21.2KNew |
$953K - $1.09M
|
21.2K
$1.25M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.9KNew |
$579K - $659K
|
12.9K
$761K
|
|
|
Nov 14, 2022
Q3 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
12.4KNew |
$560K - $639K
|
12.4K
$737K
|
|
|
Nov 09, 2022
Q3 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
10K+ 350.88% |
$450K - $513K
|
12.9K
$761K
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.61KNew |
$343K - $390K
|
7.61K
$450K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.59KNew |
$342K - $389K
|
7.59K
$449K
|
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
5.1K+ 10.09% |
$230K - $262K
|
55.6K
$3.29M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.08K+ 9.29% |
$229K - $261K
|
59.7K
$3.53M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.37K+ 363.78% |
$197K - $224K
|
5.57K
$330K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.9K+ 2.29% |
$176K - $200K
|
174K
$10.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.84K+ 6.63% |
$82.9K - $94.4K
|
29.6K
$1.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.26K+ 59.1% |
$56.8K - $64.7K
|
3.39K
$201K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
1.23K+ 2.18% |
$55.4K - $63.2K
|
57.7K
$3.41M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.16K+ 6.13% |
$52.1K - $59.3K
|
20K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1K+ 12.11% |
$45K - $51.3K
|
9.26K
$548K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
977+ 15.44% |
$44K - $50.1K
|
7.31K
$432K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
826+ 13.13% |
$37.2K - $42.4K
|
7.12K
$421K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
598New |
$26.9K - $30.7K
|
598
$35.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
561+ 8.22% |
$25.3K - $28.8K
|
7.39K
$437K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
286+ 6.34% |
$12.9K - $14.7K
|
4.8K
$284K
|
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
268+ 5.35% |
$12.1K - $13.8K
|
5.28K
$313K
|
|
|
Sep 01, 2023
Q3 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
267+ 0.18% |
$12K - $13.7K
|
148K
$8.77M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
248+ 141.71% |
$11.2K - $12.7K
|
423
$25K
|
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
217+ 37.94% |
$9.77K - $11.1K
|
789
$46.7K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
185+ 4.08% |
$8.33K - $9.49K
|
4.72K
$279K
|
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
177New |
$7.97K - $9.08K
|
177
$10.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
68New |
$3.06K - $3.49K
|
68
$4.02K
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
60+ 0.72% |
$2.7K - $3.08K
|
8.44K
$500K
|
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
20+ 0.41% |
$901 - $1.03K
|
4.94K
$292K
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
17New |
$766 - $872
|
17
$1.01K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
15New |
$676 - $770
|
15
$888
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3New |
$135 - $154
|
3
$178
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3- 0.56% |
$135 - $154
|
529
$31.3K
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-8- 12.7% |
$360 - $410
|
55
$3.26K
|
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-11- 0.17% |
$495 - $564
|
6.61K
$391K
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-17- 0.03% |
$766 - $872
|
51.6K
$3.05M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-23- 0.05% |
$1.04K - $1.18K
|
43.6K
$2.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-44- 7.86% |
$1.98K - $2.26K
|
516
$30.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-85- 1.81% |
$3.83K - $4.36K
|
4.6K
$272K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-105- 4.2% |
$4.73K - $5.39K
|
2.39K
$142K
|
|
|
Nov 10, 2022
Q3 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-208- 7.63% |
$9.37K - $10.7K
|
2.52K
$149K
|