Purchases and Sales Made in Q3 2021 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-6.95K- 51.47% |
$344K - $381K
|
6.55K
$281K
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-6.95K- 6.0% |
$344K - $381K
|
109K
$4.68M
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-7K- 13.53% |
$346K - $384K
|
44.7K
$1.92M
|
|
Oct 28, 2021
Q3 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-7.04K- 30.36% |
$348K - $386K
|
16.2K
$693K
|
|
Oct 21, 2021
Q3 2021
|
Efficient Advisors, LLC
|
SELL
|
- |
-7.12K- 5.76% |
$353K - $391K
|
116K
$5M
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-7.41KClosed |
$367K - $406K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-7.45K- 94.3% |
$369K - $409K
|
450
$19.3K
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-7.47K- 0.76% |
$370K - $410K
|
976K
$41.9M
|
|
Oct 01, 2021
Q3 2021
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-7.54KClosed |
$373K - $413K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-7.62K- 4.65% |
$377K - $418K
|
156K
$6.7M
|
|
Nov 12, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
SELL
|
- |
-7.65K- 61.49% |
$378K - $419K
|
4.79K
$206K
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-7.66K- 2.46% |
$379K - $420K
|
303K
$13M
|
|
Nov 15, 2021
Q3 2021
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-7.82KClosed |
$387K - $429K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-7.82K- 25.87% |
$387K - $429K
|
22.4K
$962K
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-8.15K- 48.08% |
$403K - $447K
|
8.8K
$378K
|
|
Nov 10, 2021
Q3 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-8.26K- 0.41% |
$409K - $453K
|
2M
$86M
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
SELL
|
- |
-8.44K- 2.35% |
$418K - $463K
|
350K
$15M
|
|
Oct 20, 2021
Q3 2021
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-8.63K- 21.26% |
$427K - $473K
|
32K
$1.37M
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-8.65K- 57.99% |
$428K - $474K
|
6.27K
$269K
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-8.72K- 77.14% |
$432K - $478K
|
2.59K
$111K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-8.76K- 16.18% |
$434K - $481K
|
45.4K
$1.95M
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-8.81K- 67.86% |
$436K - $483K
|
4.17K
$179K
|
|
Oct 14, 2021
Q3 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-8.89K- 3.94% |
$440K - $487K
|
217K
$9.31M
|
|
Nov 10, 2021
Q3 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-9.04KClosed |
$447K - $496K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-9.07K- 10.27% |
$449K - $498K
|
79.3K
$3.4M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-9.1K- 66.27% |
$450K - $499K
|
4.63K
$199K
|
|
Nov 10, 2021
Q3 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-9.29KClosed |
$460K - $509K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-9.44K- 27.8% |
$467K - $518K
|
24.5K
$1.05M
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-9.56K- 58.16% |
$473K - $524K
|
6.88K
$295K
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-9.97K- 13.22% |
$494K - $547K
|
65.5K
$2.81M
|
|
Nov 09, 2021
Q3 2021
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-10KClosed |
$495K - $548K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-10.2K- 66.49% |
$507K - $561K
|
5.16K
$221K
|
|
Nov 05, 2021
Q3 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-10.2K- 12.1% |
$507K - $562K
|
74.4K
$3.19M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-10.3K- 11.22% |
$510K - $565K
|
81.5K
$3.5M
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-10.3K- 61.56% |
$511K - $566K
|
6.44K
$277K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.4K- 19.05% |
$516K - $572K
|
44.3K
$1.9M
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-11.1KClosed |
$547K - $606K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-11.2K- 47.45% |
$552K - $612K
|
12.4K
$530K
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-11.2K- 18.01% |
$552K - $612K
|
50.8K
$2.18M
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11.3K- 21.05% |
$561K - $621K
|
42.5K
$1.82M
|
|
Oct 12, 2021
Q3 2021
|
Ota Financial Group L.P.
|
SELL
|
- |
-12KClosed |
$594K - $658K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12.1K- 8.7% |
$597K - $661K
|
126K
$5.43M
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-12.4K- 50.18% |
$614K - $680K
|
12.3K
$529K
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-12.6KClosed |
$626K - $693K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-12.8K- 1.35% |
$635K - $704K
|
941K
$40.4M
|
|
Oct 28, 2021
Q3 2021
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-13.2KClosed |
$653K - $724K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-13.3K- 10.69% |
$656K - $727K
|
111K
$4.76M
|
|
Oct 13, 2021
Q3 2021
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-13.4KClosed |
$662K - $733K
|
0
$0
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-13.8K- 55.19% |
$683K - $757K
|
11.2K
$481K
|
|
Nov 04, 2021
Q3 2021
|
Abundance Wealth Counselors
|
SELL
|
- |
-13.9KClosed |
$688K - $762K
|
0
$0
|