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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-43- 0.55% |
$1.74K - $2.01K
|
7.78K
$334K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
8.25KNew |
$333K - $385K
|
8.25K
$354K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-682- 5.62% |
$27.6K - $31.8K
|
11.4K
$491K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-397- 2.25% |
$16K - $18.5K
|
17.3K
$741K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
973+ 7.78% |
$39.3K - $45.4K
|
13.5K
$579K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-24.4K- 20.05% |
$987K - $1.14M
|
97.4K
$4.18M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-14.3K- 9.72% |
$577K - $667K
|
133K
$5.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
84+ 0.52% |
$3.4K - $3.92K
|
16.2K
$694K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2.42KNew |
$97.9K - $113K
|
2.42K
$104K
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
1.01K+ 2.21% |
$40.8K - $47.1K
|
46.6K
$2M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.18K- 11.06% |
$47.7K - $55.1K
|
9.49K
$407K
|
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-160- 3.32% |
$6.47K - $7.47K
|
4.67K
$200K
|
|
|
Oct 28, 2024
Q3 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
120+ 0.26% |
$4.85K - $5.6K
|
45.5K
$1.95M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-141- 2.23% |
$5.7K - $6.58K
|
6.18K
$265K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
353+ 0.6% |
$14.3K - $16.5K
|
59.6K
$2.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.88K+ 32.3% |
$197K - $228K
|
20K
$859K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.14K- 16.0% |
$46.1K - $53.2K
|
5.99K
$257K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.49K- 10.84% |
$60.3K - $69.7K
|
12.3K
$527K
|
|
|
Oct 25, 2024
Q3 2024
|
Vista Finance, LLC
|
SELL
|
- |
-1.63K- 0.84% |
$66K - $76.2K
|
193K
$8.27M
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
4.69KNew |
$190K - $219K
|
4.69K
$201K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.83KNew |
$195K - $225K
|
4.83K
$207K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3+ 0.23% |
$121 - $140
|
1.28K
$55K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14.4K- 60.98% |
$584K - $674K
|
9.24K
$397K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-38- 0.38% |
$1.54K - $1.77K
|
10.1K
$432K
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-185- 1.59% |
$7.48K - $8.64K
|
11.5K
$492K
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
6.19K+ 6.32% |
$250K - $289K
|
104K
$4.47M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-326- 0.72% |
$13.2K - $15.2K
|
45.2K
$1.94M
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-4.14K- 11.93% |
$167K - $193K
|
30.6K
$1.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-210K- 69.73% |
$8.48M - $9.79M
|
91K
$3.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-332- 3.04% |
$13.4K - $15.5K
|
10.6K
$455K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
74+ 6.76% |
$2.99K - $3.46K
|
1.17K
$50.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
600+ 133.33% |
$24.3K - $28K
|
1.05K
$45.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.94KNew |
$200K - $231K
|
4.94K
$212K
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-2.48K- 12.86% |
$100K - $116K
|
16.8K
$723K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-407- 44.63% |
$16.5K - $19K
|
505
$21.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
272New |
$11K - $12.7K
|
272
$11.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-741- 2.1% |
$30K - $34.6K
|
34.6K
$1.49M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.84K+ 37.29% |
$74.5K - $86K
|
6.78K
$291K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
15.1K+ 7.77% |
$609K - $704K
|
209K
$8.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-312- 0.32% |
$12.6K - $14.6K
|
96.9K
$4.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
13+ 0.15% |
$525 - $607
|
8.67K
$372K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-265- 3.91% |
$10.7K - $12.4K
|
6.51K
$279K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-703- 1.68% |
$28.4K - $32.8K
|
41.2K
$1.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-871- 4.81% |
$35.2K - $40.7K
|
17.3K
$741K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.41KNew |
$57.2K - $66K
|
1.41K
$60.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-354- 0.4% |
$14.3K - $16.5K
|
88.9K
$3.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
790+ 3291.67% |
$31.9K - $36.9K
|
814
$34.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-7- 0.05% |
$283 - $327
|
13.3K
$572K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
686+ 3.51% |
$27.7K - $32K
|
20.2K
$868K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.16K- 23.4% |
$87.3K - $101K
|
7.07K
$303K
|