Purchases and Sales Made in Q4 2021 in Ishares Msci Emerging Mkts Sma (EEMS)
This table provides information about the institutional ownership of Ishares Msci Emerging Mkts Sma (EEMS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
83.8KNew |
$4.85M - $5.28M
|
83.8K
$4.96M
|
|
|
Feb 07, 2022
Q4 2021
|
Harbor Advisory Corp
|
BUY
|
- |
42.1KNew |
$2.44M - $2.66M
|
42.1K
$2.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
40K+ 33.64% |
$2.32M - $2.52M
|
159K
$9.4M
|
|
|
Mar 11, 2024
Q4 2021
|
Nepc LLC
Boston, MA |
BUY
|
- |
37.7KNew |
$2.18M - $2.38M
|
37.7K
$2.23M
|
|
|
Feb 07, 2022
Q4 2021
|
Victory Capital Management Inc
|
BUY
|
- |
35.4K+ 1156.69% |
$2.05M - $2.23M
|
38.4K
$2.27M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
27.2K+ 127.33% |
$1.58M - $1.72M
|
48.6K
$2.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.8K+ 46.26% |
$1.15M - $1.25M
|
62.7K
$3.71M
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
19.4K+ 2.83% |
$1.12M - $1.22M
|
705K
$41.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.4K+ 16.89% |
$833K - $907K
|
99.5K
$5.89M
|
|
|
Feb 11, 2022
Q4 2021
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
11.8K+ 37.15% |
$682K - $743K
|
43.5K
$2.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.4K+ 140.53% |
$660K - $719K
|
19.5K
$1.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.74K+ 6.16% |
$565K - $614K
|
168K
$9.93M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.53K+ 239.46% |
$494K - $538K
|
12.1K
$715K
|
|
|
Feb 14, 2022
Q4 2021
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
8.2K+ 0.78% |
$475K - $517K
|
1.06M
$63M
|
|
|
Feb 04, 2022
Q4 2021
|
New Century Advisors, LLC
|
BUY
|
- |
7.2KNew |
$417K - $454K
|
7.2K
$426K
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
6.87KNew |
$398K - $433K
|
6.87K
$407K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.14KNew |
$356K - $387K
|
6.14K
$363K
|
|
|
Jan 13, 2022
Q4 2021
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
5.83KNew |
$338K - $367K
|
5.83K
$345K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.26KNew |
$305K - $332K
|
5.26K
$311K
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
4.85K+ 12.37% |
$281K - $306K
|
44.1K
$2.61M
|
|
|
Feb 14, 2022
Q4 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
4.25KNew |
$246K - $268K
|
4.25K
$252K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
4.16KNew |
$241K - $262K
|
4.16K
$246K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.72KNew |
$215K - $234K
|
3.72K
$220K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.67KNew |
$212K - $231K
|
3.67K
$217K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
2.79KNew |
$162K - $176K
|
2.79K
$165K
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.41K+ 1.65% |
$139K - $152K
|
149K
$8.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.97K+ 29.1% |
$114K - $124K
|
8.74K
$517K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.8K+ 5.45% |
$104K - $113K
|
34.8K
$2.06M
|
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1.71K+ 1.15% |
$98.8K - $108K
|
151K
$8.91M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.54K+ 12.04% |
$88.9K - $96.8K
|
14.3K
$845K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.32K+ 7.08% |
$76.5K - $83.3K
|
20K
$1.18M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.27K+ 15.54% |
$73.6K - $80.1K
|
9.44K
$559K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.23K+ 465.91% |
$71.3K - $77.6K
|
1.49K
$88.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
979+ 15.23% |
$56.7K - $61.7K
|
7.41K
$438K
|
|
|
Feb 11, 2022
Q4 2021
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
861+ 1.42% |
$49.9K - $54.3K
|
61.5K
$3.64M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
747+ 2.9% |
$43.3K - $47.1K
|
26.5K
$1.57M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
564+ 15.02% |
$32.7K - $35.6K
|
4.32K
$256K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
462+ 942.86% |
$26.8K - $29.1K
|
511
$30.2K
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
409+ 11.05% |
$23.7K - $25.8K
|
4.11K
$243K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
409+ 11.05% |
$23.7K - $25.8K
|
4.11K
$243K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
327+ 2.77% |
$18.9K - $20.6K
|
12.1K
$718K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
305+ 5.97% |
$17.7K - $19.2K
|
5.41K
$320K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
300+ 57.69% |
$17.4K - $18.9K
|
820
$48.5K
|
|
|
Jan 27, 2022
Q4 2021
|
Millburn Ridgefield Corp
|
BUY
|
- |
241+ 2.96% |
$14K - $15.2K
|
8.38K
$496K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
230New |
$13.3K - $14.5K
|
230
$13.6K
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
229+ 3.58% |
$13.3K - $14.4K
|
6.62K
$392K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
213New |
$12.3K - $13.4K
|
213
$12.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
204New |
$11.8K - $12.9K
|
204
$12.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
200+ 3.03% |
$11.6K - $12.6K
|
6.79K
$402K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
170+ 32.82% |
$9.85K - $10.7K
|
688
$40.7K
|