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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1K+ 4.13% |
$49.5K - $54.8K
|
25.2K
$1.08M
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1K+ 8.2% |
$49.5K - $54.8K
|
13.2K
$567K
|
|
Oct 19, 2021
Q3 2021
|
Central Bank & Trust CO
|
BUY
|
- |
908+ 1816.0% |
$44.9K - $49.8K
|
958
$41.1K
|
|
Oct 18, 2021
Q3 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
906+ 43.27% |
$44.8K - $49.7K
|
3K
$129K
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
895+ 5.53% |
$44.3K - $49.1K
|
17.1K
$734K
|
|
Nov 12, 2021
Q3 2021
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
890New |
$44.1K - $48.8K
|
890
$38.2K
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
885+ 11.86% |
$43.8K - $48.5K
|
8.35K
$358K
|
|
Nov 05, 2021
Q3 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
858+ 7.75% |
$42.5K - $47.1K
|
11.9K
$512K
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
858+ 4.18% |
$42.5K - $47.1K
|
21.4K
$918K
|
|
Nov 03, 2021
Q3 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
858+ 11.78% |
$42.5K - $47.1K
|
8.14K
$349K
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
852+ 8.89% |
$42.2K - $46.7K
|
10.4K
$448K
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
843+ 107.94% |
$41.7K - $46.2K
|
1.62K
$69.7K
|
|
Nov 12, 2021
Q3 2021
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
832+ 0.29% |
$41.2K - $45.6K
|
292K
$12.5M
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
814+ 0.55% |
$40.3K - $44.6K
|
148K
$6.37M
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
807+ 1.05% |
$39.9K - $44.3K
|
77.6K
$3.33M
|
|
Oct 28, 2021
Q3 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
807+ 1.93% |
$39.9K - $44.3K
|
42.6K
$1.83M
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
800+ 5.04% |
$39.6K - $43.9K
|
16.7K
$716K
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
770+ 4.61% |
$38.1K - $42.2K
|
17.5K
$750K
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
764+ 8.87% |
$37.8K - $41.9K
|
9.38K
$402K
|
|
Oct 19, 2021
Q3 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
737+ 19.44% |
$36.5K - $40.4K
|
4.53K
$194K
|
|
Oct 25, 2021
Q3 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
735+ 1.46% |
$36.4K - $40.3K
|
51K
$2.19M
|
|
Oct 08, 2021
Q3 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
674+ 0.64% |
$33.4K - $37K
|
105K
$4.53M
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
670+ 6.04% |
$33.2K - $36.7K
|
11.8K
$505K
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
666+ 3.28% |
$33K - $36.5K
|
21K
$900K
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
655+ 8.48% |
$32.4K - $35.9K
|
8.38K
$360K
|
|
Oct 27, 2021
Q3 2021
|
Brightworth
|
BUY
|
- |
649+ 8.48% |
$32.1K - $35.6K
|
8.3K
$356K
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
634+ 1.48% |
$31.4K - $34.8K
|
43.5K
$1.87M
|
|
Nov 16, 2021
Q3 2021
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
630+ 4.4% |
$31.2K - $34.5K
|
14.9K
$641K
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
623+ 1.01% |
$30.8K - $34.2K
|
62.3K
$2.67M
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
573+ 0.51% |
$28.4K - $31.4K
|
114K
$4.88M
|
|
Nov 15, 2021
Q3 2021
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
570+ 11.22% |
$28.2K - $31.3K
|
5.65K
$243K
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
570+ 0.27% |
$28.2K - $31.3K
|
214K
$9.19M
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
557+ 3.3% |
$27.6K - $30.5K
|
17.4K
$748K
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
541+ 0.62% |
$26.8K - $29.7K
|
87.7K
$3.76M
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
BUY
|
- |
525+ 5.23% |
$26K - $28.8K
|
10.6K
$454K
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
510+ 11.15% |
$25.2K - $28K
|
5.09K
$218K
|
|
Nov 04, 2021
Q3 2021
|
Platform Technology Partners
|
BUY
|
- |
493+ 10.04% |
$24.4K - $27K
|
5.4K
$232K
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
464New |
$23K - $25.4K
|
464
$19.9K
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
455+ 4.06% |
$22.5K - $25K
|
11.7K
$500K
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
453+ 129.8% |
$22.4K - $24.8K
|
802
$34.4K
|
|
Nov 01, 2021
Q3 2021
|
Wall Capital Group, Inc.
|
BUY
|
- |
430+ 0.51% |
$21.3K - $23.6K
|
84K
$3.61M
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
417+ 7.9% |
$20.6K - $22.9K
|
5.7K
$244K
|
|
Nov 12, 2021
Q3 2021
|
Life Pro Asset Management
|
BUY
|
- |
411+ 8.04% |
$20.3K - $22.5K
|
5.52K
$237K
|
|
Oct 29, 2021
Q3 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
394+ 3.0% |
$19.5K - $21.6K
|
13.5K
$581K
|
|
Oct 12, 2021
Q3 2021
|
Rothschild Investment Corp
|
BUY
|
- |
385+ 3.03% |
$19.1K - $21.1K
|
13.1K
$562K
|
|
Oct 19, 2021
Q3 2021
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
383+ 5.02% |
$19K - $21K
|
8.02K
$344K
|
|
Oct 26, 2021
Q3 2021
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
378+ 5.96% |
$18.7K - $20.7K
|
6.72K
$289K
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
372+ 3.83% |
$18.4K - $20.4K
|
10.1K
$433K
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
372+ 4.93% |
$18.4K - $20.4K
|
7.92K
$340K
|
|
Oct 07, 2021
Q3 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
371+ 1.73% |
$18.4K - $20.3K
|
21.8K
$938K
|