Latest Institutional Transactions on Ishares J.P. Morgan Em Corpora (CEMB)
This table provides information on the latest institutional transactions involving Ishares J.P. Morgan Em Corpora (CEMB) 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 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
586New |
$25.6K - $26.1K
|
586
$26.6K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
123New |
$5.38K - $5.48K
|
123
$5.59K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
8.99K+ 475.56% |
$393K - $400K
|
10.9K
$494K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-147- 2.35% |
$6.08K - $6.5K
|
6.1K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.24KNew |
$216K - $232K
|
5.24K
$238K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-308- 2.0% |
$12.7K - $13.6K
|
15.1K
$686K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.76K- 11.94% |
$72.7K - $77.8K
|
13K
$589K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
45New |
$1.86K - $1.99K
|
45
$2.04K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-109K- 84.81% |
$4.62M - $4.76M
|
19.6K
$890K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
117New |
$4.95K - $5.1K
|
117
$5.31K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-2.88K- 14.38% |
$122K - $125K
|
17.1K
$779K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.56KNew |
$108K - $111K
|
2.56K
$116K
|
|
|
Oct 26, 2023
Q3 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.71K+ 1.54% |
$157K - $162K
|
245K
$11.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.67K+ 2.95% |
$240K - $247K
|
198K
$8.98M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.9K- 55.44% |
$292K - $301K
|
5.55K
$252K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.33KNew |
$56.7K - $58.1K
|
1.33K
$60.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.83KNew |
$207K - $212K
|
4.83K
$219K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
7.33K+ 7.06% |
$314K - $321K
|
111K
$5.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Systelligence, LLC
|
BUY
|
- |
134K+ 149.91% |
$5.74M - $5.89M
|
224K
$10.2M
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
2.9K+ 7.45% |
$124K - $129K
|
41.8K
$1.9M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-34.3K- 77.3% |
$1.47M - $1.53M
|
10.1K
$458K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
93New |
$3.98K - $4.14K
|
93
$4.22K
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-4.36K- 78.41% |
$187K - $194K
|
1.2K
$54.5K
|
|
| Q4 2022 | |||||||
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3New |
$120 - $130
|
3
$136
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
601New |
$24K - $26.1K
|
601
$27.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
480New |
$19.2K - $20.9K
|
480
$21.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.03K+ 77.63% |
$41.3K - $44.9K
|
2.37K
$107K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
11New |
$440 - $478
|
11
$500
|
|
| Q3 2022 | |||||||
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-15K- 54.93% |
$621K - $664K
|
12.3K
$560K
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-12.4K- 27.48% |
$512K - $548K
|
32.7K
$1.49M
|
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-32.4K- 77.14% |
$1.34M - $1.43M
|
9.61K
$436K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-278- 2.97% |
$11.5K - $12.3K
|
9.09K
$413K
|
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
5.88KNew |
$243K - $260K
|
5.88K
$267K
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.01K- 3.8% |
$41.7K - $44.6K
|
25.6K
$1.16M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.65K- 13.26% |
$68.1K - $72.9K
|
10.8K
$490K
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-56.4KClosed |
$2.33M - $2.5M
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.11KClosed |
$261K - $283K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-381KClosed |
$16.3M - $17.7M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-5.84KClosed |
$250K - $271K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-15KClosed |
$642K - $696K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.53KNew |
$237K - $257K
|
5.53K
$251K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-11.2KClosed |
$480K - $521K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-7.94K- 58.83% |
$340K - $369K
|
5.56K
$252K
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-72Closed |
$3.08K - $3.34K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-190Closed |
$8.14K - $8.82K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
7.37K+ 11.3% |
$316K - $342K
|
72.6K
$3.3M
|
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-30.6KClosed |
$1.31M - $1.42M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.92KNew |
$211K - $229K
|
4.92K
$224K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-620Closed |
$27.9K - $31.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-31.3KClosed |
$1.41M - $1.59M
|
0
$0
|
|