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 |
---|---|---|---|---|---|---|---|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-29.1K- 99.22% |
$1.1M - $1.2M
|
228
$10.6K
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-36.5K- 42.13% |
$1.38M - $1.51M
|
50.2K
$2.34M
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
3.6KNew |
$136K - $149K
|
3.6K
$168K
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$37.7 - $41.4
|
13.5K
$628K
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-200- 6.92% |
$7.54K - $8.27K
|
2.69K
$125K
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
2.42K+ 12.65% |
$91K - $99.9K
|
21.5K
$1M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.35K+ 13.49% |
$314K - $345K
|
70.2K
$3.27M
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-7K- 88.71% |
$264K - $290K
|
891
$41.5K
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-2.55K- 10.32% |
$96.2K - $106K
|
22.2K
$1.03M
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.19K- 10.61% |
$82.6K - $90.7K
|
18.5K
$861K
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-10- 0.2% |
$377 - $414
|
5.06K
$236K
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
BUY
|
- |
5.78KNew |
$218K - $239K
|
5.78K
$269K
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
313KNew |
$11.8M - $12.9M
|
313K
$14.6M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
16.6KNew |
$624K - $685K
|
16.6K
$772K
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
216+ 3.26% |
$8.14K - $8.93K
|
6.84K
$319K
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-280- 4.44% |
$10.6K - $11.6K
|
6.02K
$281K
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-7.49K- 50.0% |
$282K - $310K
|
7.49K
$349K
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-119- 1.35% |
$4.48K - $4.92K
|
8.69K
$405K
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
682+ 7.78% |
$25.7K - $28.2K
|
9.45K
$440K
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.66K- 15.79% |
$100K - $110K
|
14.2K
$662K
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
200KNew |
$7.54M - $8.27M
|
200K
$9.32M
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-608- 3.45% |
$22.9K - $25.1K
|
17K
$792K
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-14.2K- 22.07% |
$534K - $586K
|
50K
$2.33M
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
50+ 50.0% |
$1.88K - $2.07K
|
150
$6.99K
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-116- 0.18% |
$4.37K - $4.8K
|
62.8K
$2.93M
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3.24K+ 27.03% |
$122K - $134K
|
15.2K
$710K
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-265- 17.43% |
$9.99K - $11K
|
1.26K
$58.5K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
104+ 8.33% |
$3.92K - $4.3K
|
1.35K
$63.1K
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.2K+ 27.76% |
$82.9K - $91K
|
10.1K
$472K
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.47KNew |
$281K - $309K
|
7.47K
$348K
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-200- 2.82% |
$7.54K - $8.27K
|
6.89K
$321K
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-49.6K- 90.77% |
$1.87M - $2.05M
|
5.04K
$235K
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
137+ 1.02% |
$5.16K - $5.67K
|
13.5K
$631K
|
|
Apr 23, 2024
Q1 2024
|
Dupont Capital Management Corp
|
SELL
|
- |
-191K- 23.33% |
$7.2M - $7.91M
|
628K
$29.3M
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-12.5K- 86.5% |
$472K - $518K
|
1.96K
$91.2K
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-750- 10.26% |
$28.3K - $31K
|
6.56K
$306K
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-4.46K- 37.31% |
$168K - $184K
|
7.48K
$349K
|
|
Apr 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-4.32K- 53.69% |
$163K - $179K
|
3.73K
$174K
|
|
Apr 22, 2024
Q1 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
60.4KNew |
$2.28M - $2.5M
|
60.4K
$2.82M
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-121- 15.9% |
$4.56K - $5K
|
640
$29.8K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-30K- 58.11% |
$1.13M - $1.24M
|
21.6K
$1.01M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-10.7K- 22.25% |
$403K - $443K
|
37.4K
$1.74M
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
10.7K+ 79.94% |
$402K - $441K
|
24K
$1.12M
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-612- 42.0% |
$23.1K - $25.3K
|
845
$39.4K
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-89- 1.55% |
$3.35K - $3.68K
|
5.64K
$263K
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.06KNew |
$191K - $209K
|
5.06K
$236K
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
19.3KNew |
$728K - $799K
|
19.3K
$901K
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.59KNew |
$248K - $272K
|
6.59K
$307K
|
|
Apr 18, 2024
Q1 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
41.4KNew |
$1.56M - $1.71M
|
41.4K
$1.93M
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-107- 1.15% |
$4.03K - $4.43K
|
9.23K
$430K
|