Purchases and Sales Made in Q2 2021 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q2 2021. The information is specifically focused on institutions that hold shares of ISHARES MSCI EMERGING MARKETS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 31, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.93K+ 0.4% |
$100K - $108K
|
486K
$20.9M
|
|
|
Aug 05, 2021
Q2 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.93K+ 17.27% |
$100K - $108K
|
13.1K
$562K
|
|
|
Aug 12, 2021
Q2 2021
|
Main Management Fund Advisors LLC
San Francisco, CA |
BUY
|
- |
1.9K+ 0.59% |
$98.8K - $107K
|
325K
$14M
|
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.89K+ 15.57% |
$98.2K - $106K
|
14K
$602K
|
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.86K+ 3.06% |
$96.8K - $104K
|
62.6K
$2.69M
|
|
|
Aug 06, 2021
Q2 2021
|
Private Wealth Group, LLC
|
BUY
|
- |
1.85K+ 16.6% |
$96.2K - $104K
|
13K
$558K
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.85K+ 0.28% |
$96.1K - $104K
|
663K
$28.5M
|
|
|
Aug 11, 2021
Q2 2021
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.8K+ 0.73% |
$93.7K - $101K
|
250K
$10.7M
|
|
|
Jul 08, 2021
Q2 2021
|
Montecito Bank & Trust
|
BUY
|
- |
1.79K+ 8.51% |
$92.9K - $100K
|
22.8K
$978K
|
|
|
Aug 16, 2021
Q2 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.79K+ 6.73% |
$92.9K - $100K
|
28.3K
$1.22M
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
1.78K+ 23.64% |
$92.4K - $99.6K
|
9.29K
$399K
|
|
|
Aug 16, 2021
Q2 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.76K+ 12.1% |
$91.5K - $98.7K
|
16.3K
$700K
|
|
|
Aug 13, 2021
Q2 2021
|
Middleton & CO Inc
|
BUY
|
- |
1.75K+ 4.51% |
$91K - $98.2K
|
40.5K
$1.74M
|
|
|
Jul 14, 2021
Q2 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.74K+ 12.44% |
$90.4K - $97.5K
|
15.7K
$675K
|
|
|
Aug 09, 2021
Q2 2021
|
Marshall & Sullivan Inc
|
BUY
|
- |
1.7K+ 2.52% |
$88.2K - $95.1K
|
68.9K
$2.96M
|
|
|
Jul 27, 2021
Q2 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
1.69K+ 10.57% |
$88K - $94.9K
|
17.7K
$760K
|
|
|
Aug 11, 2021
Q2 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.61K+ 3.4% |
$83.8K - $90.4K
|
48.9K
$2.1M
|
|
|
Jul 28, 2021
Q2 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.61K+ 1.88% |
$83.5K - $90.1K
|
87.1K
$3.74M
|
|
|
Aug 12, 2021
Q2 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.59K+ 26.65% |
$82.6K - $89.1K
|
7.55K
$324K
|
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.59K+ 8.53% |
$82.6K - $89.1K
|
20.2K
$868K
|
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.58K+ 4.13% |
$82.4K - $88.8K
|
40K
$1.72M
|
|
|
Jul 23, 2021
Q2 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
1.58K+ 37.61% |
$81.9K - $88.3K
|
5.76K
$247K
|
|
|
Aug 06, 2021
Q2 2021
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
1.57K+ 1.31% |
$81.8K - $88.2K
|
122K
$5.22M
|
|
|
Aug 11, 2021
Q2 2021
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
1.54K+ 29.33% |
$80.2K - $86.5K
|
6.8K
$292K
|
|
|
Jul 13, 2021
Q2 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.53K+ 8.25% |
$79.7K - $85.9K
|
20.1K
$863K
|
|
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.51K+ 4.76% |
$78.7K - $84.9K
|
33.3K
$1.43M
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.49K+ 12.2% |
$77.7K - $83.7K
|
13.7K
$589K
|
|
|
Aug 19, 2021
Q2 2021
|
Westshore Wealth, LLC
|
BUY
|
- |
1.48K+ 5.13% |
$76.7K - $82.7K
|
30.2K
$1.3M
|
|
|
Aug 05, 2021
Q2 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
1.46K+ 15.54% |
$75.7K - $81.7K
|
10.8K
$465K
|
|
|
Aug 02, 2021
Q2 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.45K+ 0.5% |
$75.4K - $81.3K
|
289K
$12.4M
|
|
|
Aug 17, 2021
Q2 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.37K+ 5.91% |
$71.1K - $76.7K
|
24.5K
$1.05M
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.33K+ 0.77% |
$69.2K - $74.6K
|
174K
$7.46M
|
|
|
Aug 02, 2021
Q2 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.31K+ 3.0% |
$68.1K - $73.5K
|
44.9K
$1.93M
|
|
|
Jul 22, 2021
Q2 2021
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.3K+ 13.01% |
$67.7K - $73K
|
11.3K
$486K
|
|
|
Jul 14, 2021
Q2 2021
|
First Premier Bank
|
BUY
|
- |
1.3KNew |
$67.6K - $72.9K
|
1.3K
$55.8K
|
|
|
Aug 02, 2021
Q2 2021
|
Crestone Asset Management LLC
|
BUY
|
- |
1.25K+ 0.52% |
$65.1K - $70.2K
|
240K
$10.3M
|
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.23K+ 2.55% |
$63.7K - $68.7K
|
49.3K
$2.12M
|
|
|
Jul 26, 2021
Q2 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.2K+ 1.48% |
$62.5K - $67.4K
|
82.6K
$3.55M
|
|
|
Aug 17, 2021
Q2 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.2K+ 0.67% |
$62.2K - $67K
|
178K
$7.66M
|
|
|
Aug 04, 2021
Q2 2021
|
Emerson Wealth, LLC
|
BUY
|
- |
1.19K+ 2.34% |
$62K - $66.9K
|
52.1K
$2.24M
|
|
|
Jul 06, 2021
Q2 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
1.19K+ 1.15% |
$61.9K - $66.7K
|
105K
$4.5M
|
|
|
Aug 09, 2021
Q2 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.18K+ 7.99% |
$61.1K - $65.9K
|
15.9K
$682K
|
|
|
Aug 13, 2021
Q2 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.17K+ 4.66% |
$60.7K - $65.5K
|
26.3K
$1.13M
|
|
|
Jul 28, 2021
Q2 2021
|
Single Point Partners, LLC
|
BUY
|
- |
1.17K+ 29.66% |
$60.7K - $65.5K
|
5.1K
$219K
|
|
|
Jul 12, 2021
Q2 2021
|
Courier Capital LLC
|
BUY
|
- |
1.15K+ 3.61% |
$59.9K - $64.6K
|
33K
$1.42M
|
|
|
Aug 06, 2021
Q2 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.14K+ 1.29% |
$59.3K - $63.9K
|
89.8K
$3.86M
|
|
|
Aug 13, 2021
Q2 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.14K+ 0.84% |
$59.2K - $63.8K
|
137K
$5.86M
|
|
|
Aug 11, 2021
Q2 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.11KNew |
$57.8K - $62.3K
|
1.11K
$47.7K
|
|
|
Jul 20, 2021
Q2 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.1K+ 7.73% |
$57.4K - $61.9K
|
15.4K
$661K
|
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.09K+ 18.62% |
$56.9K - $61.4K
|
6.97K
$299K
|