Latest Institutional Transactions on Ishares Msci Emerging Markets (EEM)
This table provides information on the latest institutional transactions involving Ishares Msci Emerging Markets (EEM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.37K- 5.64% |
$54.4K - $60K
|
22.9K
$1.07M
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-921- 13.57% |
$36.6K - $40.3K
|
5.86K
$273K
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-5- 0.02% |
$199 - $219
|
23.4K
$1.09M
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.77K+ 19.78% |
$110K - $121K
|
16.8K
$782K
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-13.9K- 48.26% |
$551K - $608K
|
14.9K
$694K
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
93+ 0.33% |
$3.69K - $4.07K
|
28.2K
$1.31M
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-4.93K- 3.02% |
$196K - $216K
|
158K
$7.36M
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
SELL
|
- |
-1.63K- 8.9% |
$64.8K - $71.5K
|
16.7K
$779K
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-987- 4.65% |
$39.2K - $43.2K
|
20.2K
$943K
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
378+ 1.88% |
$15K - $16.6K
|
20.5K
$955K
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.16K+ 8.77% |
$46K - $50.7K
|
14.4K
$669K
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.26K+ 4.6% |
$50.2K - $55.3K
|
28.7K
$1.34M
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-4.65K- 3.41% |
$185K - $204K
|
132K
$6.14M
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
14.1K+ 7.82% |
$560K - $618K
|
195K
$9.07M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
34.1K+ 6.3% |
$1.35M - $1.49M
|
575K
$26.8M
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-24.5K- 1.64% |
$974K - $1.07M
|
1.47M
$68.7M
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
239+ 0.38% |
$9.49K - $10.5K
|
62.4K
$2.91M
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-86- 0.62% |
$3.42K - $3.77K
|
13.7K
$640K
|
|
Jul 31, 2024
Q2 2024
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-20.1K- 61.26% |
$798K - $880K
|
12.7K
$592K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.76K- 5.44% |
$110K - $121K
|
48.1K
$2.24M
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.06K+ 26.48% |
$121K - $134K
|
14.6K
$681K
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-29.5K- 37.8% |
$1.17M - $1.29M
|
48.5K
$2.26M
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
195+ 0.69% |
$7.74K - $8.54K
|
28.5K
$1.33M
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-255- 7.4% |
$10.1K - $11.2K
|
3.19K
$149K
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-18.5K- 1.99% |
$733K - $808K
|
910K
$42.4M
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-62.9K- 5.82% |
$2.5M - $2.75M
|
1.02M
$47.4M
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-135- 70.31% |
$5.36K - $5.91K
|
57
$2.66K
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
2.42K+ 1.65% |
$95.9K - $106K
|
149K
$6.93M
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-217- 3.77% |
$8.62K - $9.5K
|
5.55K
$258K
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
4.82KNew |
$191K - $211K
|
4.82K
$224K
|
|
Jul 31, 2024
Q2 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-1.7K- 10.11% |
$67.7K - $74.6K
|
15.1K
$706K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.68% |
$39.7 - $43.8
|
149
$6.94K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-578- 0.97% |
$23K - $25.3K
|
59.2K
$2.76M
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-77.9K- 34.66% |
$3.09M - $3.41M
|
147K
$6.84M
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-863- 6.17% |
$34.3K - $37.8K
|
13.1K
$611K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.49K- 13.42% |
$99K - $109K
|
16.1K
$749K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.95K+ 14.81% |
$77.4K - $85.4K
|
15.1K
$705K
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
51.9K+ 14.35% |
$2.06M - $2.27M
|
413K
$19.3M
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-2.14K- 9.46% |
$84.8K - $93.5K
|
20.5K
$953K
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.88KNew |
$114K - $126K
|
2.88K
$134K
|
|
Jul 31, 2024
Q2 2024
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-25.8K- 22.32% |
$1.02M - $1.13M
|
89.8K
$4.19M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.17K- 29.25% |
$126K - $139K
|
7.68K
$358K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-35.6K- 40.15% |
$1.41M - $1.56M
|
53K
$2.47M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-642- 1.39% |
$25.5K - $28.1K
|
45.5K
$2.12M
|
|
Jul 31, 2024
Q2 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-528- 4.52% |
$21K - $23.1K
|
11.2K
$520K
|
|
Jul 31, 2024
Q2 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-2.11K- 5.72% |
$83.6K - $92.2K
|
34.7K
$1.62M
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.21K- 4.39% |
$47.9K - $52.8K
|
26.2K
$1.22M
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-116- 72.5% |
$4.61K - $5.08K
|
44
$2.05K
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
680+ 1.71% |
$27K - $29.8K
|
40.4K
$1.88M
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-300- 2.13% |
$11.9K - $13.1K
|
13.8K
$642K
|