Latest Institutional Transactions on Ishares Msci Emerging Markets (EEM)
This table provides information on the latest institutional transactions involving Ishares Msci Emerging Markets (EEM) 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 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-36.5K- 42.13% |
$1.38M - $1.51M
|
50.2K
$2.18M
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
321+ 3.57% |
$12.1K - $13.3K
|
9.31K
$405K
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.13K+ 2.75% |
$42.7K - $46.9K
|
42.4K
$1.84M
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
653+ 5.04% |
$24.6K - $27K
|
13.6K
$591K
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.31K- 35.02% |
$163K - $178K
|
8.01K
$348K
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.05K+ 4.33% |
$77.2K - $84.7K
|
49.3K
$2.14M
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-580- 1.47% |
$21.9K - $24K
|
39K
$1.69M
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.1K- 25.9% |
$79.1K - $86.8K
|
6K
$261K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
3.6KNew |
$136K - $149K
|
3.6K
$157K
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
252+ 1.49% |
$9.5K - $10.4K
|
17.2K
$746K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.84K- 59.82% |
$145K - $159K
|
2.58K
$112K
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
33.1K+ 35.96% |
$1.25M - $1.37M
|
125K
$5.44M
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-7.58K- 11.79% |
$286K - $314K
|
56.7K
$2.46M
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$37.7 - $41.4
|
13.5K
$585K
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
9.44K+ 24.43% |
$356K - $390K
|
48.1K
$2.09M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
35.2K+ 20.83% |
$1.33M - $1.46M
|
204K
$8.88M
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
PUT |
-989K- 10.34% |
$37.3M - $40.9M
|
8.58M
$373M
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-200- 6.92% |
$7.54K - $8.27K
|
2.69K
$117K
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
2.42K+ 12.65% |
$91K - $99.9K
|
21.5K
$935K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.35K+ 13.49% |
$314K - $345K
|
70.2K
$3.05M
|
|
May 01, 2024
Q1 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
675+ 1.87% |
$25.4K - $27.9K
|
36.8K
$1.6M
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
69+ 0.76% |
$2.6K - $2.85K
|
9.21K
$400K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.04KNew |
$303K - $332K
|
8.04K
$349K
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
64.1KNew |
$2.41M - $2.65M
|
64.1K
$2.78M
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
495+ 1.03% |
$18.7K - $20.5K
|
48.7K
$2.12M
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
384+ 0.72% |
$14.5K - $15.9K
|
53.8K
$2.34M
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
BUY
|
- |
42.6K+ 3.83% |
$1.6M - $1.76M
|
1.15M
$50.1M
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.59K- 10.68% |
$60K - $65.8K
|
13.3K
$578K
|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-810- 0.78% |
$30.5K - $33.5K
|
102K
$4.45M
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-7K- 88.71% |
$264K - $290K
|
891
$38.7K
|
|
Apr 30, 2024
Q1 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
628+ 3.5% |
$23.7K - $26K
|
18.6K
$807K
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-2.55K- 10.32% |
$96.2K - $106K
|
22.2K
$964K
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-2.82K- 56.17% |
$106K - $117K
|
2.2K
$95.7K
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.19K- 10.61% |
$82.6K - $90.7K
|
18.5K
$803K
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-20.6K- 24.8% |
$775K - $851K
|
62.4K
$2.71M
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-10- 0.2% |
$377 - $414
|
5.06K
$220K
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-758- 8.13% |
$28.6K - $31.4K
|
8.56K
$372K
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.23K+ 0.5% |
$46.5K - $51K
|
249K
$10.8M
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
11.5K+ 6.13% |
$434K - $477K
|
200K
$8.67M
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-260- 0.73% |
$9.8K - $10.8K
|
35.2K
$1.53M
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-87- 1.49% |
$3.28K - $3.6K
|
5.76K
$250K
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.1K- 9.16% |
$41.4K - $45.4K
|
10.9K
$473K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.44K+ 75.76% |
$54.4K - $59.7K
|
3.35K
$146K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.37K+ 8.8% |
$51.5K - $56.5K
|
16.9K
$734K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.39K- 7.37% |
$279K - $306K
|
92.9K
$4.04M
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-235- 0.66% |
$8.85K - $9.72K
|
35.5K
$1.54M
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-222- 1.03% |
$8.36K - $9.18K
|
21.3K
$924K
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
8.52K+ 59.04% |
$321K - $352K
|
23K
$997K
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
BUY
|
- |
5.78KNew |
$218K - $239K
|
5.78K
$251K
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.86K- 8.46% |
$70K - $76.8K
|
20.1K
$874K
|