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 02, 2021
Q2 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
1.09K+ 7.59% |
$56.6K - $61.1K
|
15.4K
$662K
|
|
Jul 26, 2021
Q2 2021
|
Sepio Capital, LP
|
BUY
|
- |
1.08K+ 19.91% |
$56K - $60.4K
|
6.48K
$278K
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.07KNew |
$55.5K - $59.8K
|
1.07K
$45.8K
|
|
May 15, 2024
Q2 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.05KNew |
$54.6K - $58.9K
|
1.05K
$45.1K
|
|
Aug 09, 2021
Q2 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.04K+ 26.74% |
$54.1K - $58.3K
|
4.93K
$212K
|
|
Jul 16, 2021
Q2 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.03K+ 13.66% |
$53.5K - $57.7K
|
8.56K
$368K
|
|
Jul 23, 2021
Q2 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
1K+ 19.77% |
$52.2K - $56.3K
|
6.08K
$261K
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1K+ 1.19% |
$52.2K - $56.3K
|
85.4K
$3.66M
|
|
Jul 06, 2021
Q2 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
983+ 1.83% |
$51.1K - $55.1K
|
54.8K
$2.35M
|
|
Jul 21, 2021
Q2 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
968+ 3.24% |
$50.3K - $54.3K
|
30.8K
$1.32M
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
956+ 8.75% |
$49.7K - $53.6K
|
11.9K
$510K
|
|
Aug 12, 2021
Q2 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
937+ 7.3% |
$48.7K - $52.6K
|
13.8K
$591K
|
|
Aug 09, 2021
Q2 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
927+ 0.7% |
$48.2K - $52K
|
134K
$5.76M
|
|
Jul 07, 2021
Q2 2021
|
Private Trust CO Na
|
BUY
|
- |
914+ 1.36% |
$47.5K - $51.3K
|
68.3K
$2.93M
|
|
Jul 19, 2021
Q2 2021
|
Clear Street Markets LLC
|
BUY
|
- |
900+ 17.31% |
$46.8K - $50.5K
|
6.1K
$262K
|
|
Aug 03, 2021
Q2 2021
|
Wall Capital Group, Inc.
|
BUY
|
- |
899+ 1.09% |
$46.8K - $50.4K
|
83.6K
$3.59M
|
|
Jul 27, 2021
Q2 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
899+ 127.52% |
$46.8K - $50.4K
|
1.6K
$68.9K
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
865+ 5.64% |
$45K - $48.5K
|
16.2K
$695K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
858+ 1.53% |
$44.6K - $48.1K
|
57K
$2.45M
|
|
Aug 17, 2021
Q2 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
830New |
$43.2K - $46.6K
|
830
$35.6K
|
|
Aug 11, 2021
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
803+ 0.92% |
$41.8K - $45K
|
88.1K
$3.78M
|
|
Mar 14, 2023
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
803+ 0.92% |
$41.8K - $45K
|
88.1K
$3.78M
|
|
Aug 09, 2021
Q2 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
800+ 3.48% |
$41.6K - $44.9K
|
23.8K
$1.02M
|
|
Aug 12, 2021
Q2 2021
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
800+ 0.63% |
$41.6K - $44.9K
|
127K
$5.45M
|
|
Jul 29, 2021
Q2 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
759+ 3.41% |
$39.5K - $42.6K
|
23K
$987K
|
|
Aug 04, 2021
Q2 2021
|
Evensky & Katz LLC
|
BUY
|
- |
758+ 102.43% |
$39.4K - $42.5K
|
1.5K
$64.3K
|
|
Aug 05, 2021
Q2 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
734+ 3.54% |
$38.2K - $41.2K
|
21.5K
$921K
|
|
Jul 20, 2021
Q2 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
732+ 17.83% |
$38.1K - $41.1K
|
4.84K
$208K
|
|
Aug 12, 2021
Q2 2021
|
Financial Insights, Inc.
|
BUY
|
- |
729New |
$37.9K - $40.9K
|
729
$31.3K
|
|
Aug 12, 2021
Q2 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
724+ 2.49% |
$37.7K - $40.6K
|
29.8K
$1.28M
|
|
Aug 04, 2021
Q2 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
700+ 1.22% |
$36.4K - $39.3K
|
58.2K
$2.5M
|
|
Aug 16, 2021
Q2 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
700+ 1.34% |
$36.4K - $39.3K
|
52.8K
$2.27M
|
|
Aug 13, 2021
Q2 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
687+ 0.52% |
$35.7K - $38.5K
|
132K
$5.68M
|
|
Jul 29, 2021
Q2 2021
|
Everett Harris & CO
|
BUY
|
- |
677+ 2.05% |
$35.2K - $38K
|
33.7K
$1.44M
|
|
Aug 09, 2021
Q2 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
675+ 0.28% |
$35.1K - $37.9K
|
239K
$10.2M
|
|
Aug 11, 2021
Q2 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
674+ 4.59% |
$35.1K - $37.8K
|
15.4K
$659K
|
|
Jul 27, 2021
Q2 2021
|
Steph & CO
|
BUY
|
- |
661+ 2.49% |
$34.4K - $37.1K
|
27.2K
$1.17M
|
|
Aug 04, 2021
Q2 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
639+ 12.27% |
$33.2K - $35.8K
|
5.85K
$251K
|
|
Aug 11, 2021
Q2 2021
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
630+ 8.64% |
$32.8K - $35.3K
|
7.92K
$340K
|
|
Aug 13, 2021
Q2 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
627+ 1.16% |
$32.6K - $35.2K
|
54.9K
$2.36M
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
620+ 1.19% |
$32.2K - $34.8K
|
52.6K
$2.26M
|
|
Jul 20, 2021
Q2 2021
|
Diversified Trust CO
|
BUY
|
- |
619+ 6.3% |
$32.2K - $34.7K
|
10.4K
$448K
|
|
Aug 16, 2021
Q2 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
617+ 1.69% |
$32.1K - $34.6K
|
37.1K
$1.59M
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
614+ 1.49% |
$31.9K - $34.4K
|
41.7K
$1.79M
|
|
Aug 04, 2021
Q2 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
613+ 7.28% |
$31.9K - $34.4K
|
9.04K
$388K
|
|
Jul 26, 2021
Q2 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
612+ 15.65% |
$31.8K - $34.3K
|
4.52K
$194K
|
|
Jul 19, 2021
Q2 2021
|
Rothschild Investment Corp
|
BUY
|
- |
611+ 5.05% |
$31.8K - $34.3K
|
12.7K
$545K
|
|
Jul 26, 2021
Q2 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
607+ 5.35% |
$31.6K - $34K
|
12K
$513K
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
589+ 19.83% |
$30.6K - $33K
|
3.56K
$153K
|
|
Aug 03, 2021
Q2 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
585+ 1.11% |
$30.4K - $32.8K
|
53.2K
$2.28M
|