Heck Capital Advisors, LLC Ishares Msci Emerging Mkts Sma Transaction History

Heck Capital Advisors, LLC

$1.29 Trillion
Q3 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 12, 2025	BUY	$55.05 - $58.37 $24,772 - $26,266	450 New	450 $25 Million
Q4 2024 May 13, 2025	BUY	$57.96 - $64.2 $5,911 - $6,548	102 Added 22.67%	552 $32.1 Million
Q4 2024 Jan 23, 2025	BUY	$57.96 - $64.2 $36,514 - $40,446	630 New	630 $36.6 Million
Q3 2024 May 19, 2025	SELL	$57.22 - $64.18 $150,717 - $169,050	-2,634 Reduced 6.66%	36,908 $2.35 Billion
Q2 2024 May 19, 2025	SELL	$57.46 - $61.71 $1.7 Million - $1.83 Million	-29,649 Reduced 42.85%	39,542 $2.42 Billion

Q1 2024 May 19, 2025	BUY	$55.7 - $59.26 $222,075 - $236,269	3,987 Added 6.11%	69,191 $4.07 Billion
Q4 2023 May 19, 2025	BUY	$51.71 - $58.53 $3.35 Million - $3.79 Million	64,754 Added 14389.78%	65,204 $3.77 Billion
Q4 2022 May 19, 2025	SELL	$44.65 - $50.41 $3.09 Million - $3.49 Million	-69,191 Closed	0 $0
Q3 2022 May 19, 2025	BUY	$45.04 - $51.31 $3.1 Million - $3.53 Million	68,741 Added 15275.78%	69,191 $4.07 Billion

Others Institutions Holding EEMS

# of Institutions

120

Shares Held

4.21M

Call Options Held

0

Put Options Held

0

Connor, Clark & Lunn Investment Management Ltd.

770K
Shares

$53 Million
0.18% of portfolio
Checchi Capital Advisers, LLC Beverly Hills, CA

219K
Shares

$15.1 Million
0.78% of portfolio
Bank Of America Corp Charlotte, NC

199K
Shares

$13.7 Million
0.0% of portfolio
Mml Investors Services, LLC Springfield, MA

189K
Shares

$13 Million
0.04% of portfolio
Northwestern Mutual Wealth Management CO

183K
Shares

$12.6 Million
0.01% of portfolio

About ISHARES MSCI EMERGING MKTS SMA

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