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 |
---|---|---|---|---|---|---|---|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-67- 0.4% |
$2.52K - $2.77K
|
16.6K
$720K
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
313KNew |
$11.8M - $12.9M
|
313K
$13.6M
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21.9K+ 24.18% |
$826K - $906K
|
113K
$4.89M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
16.6KNew |
$624K - $685K
|
16.6K
$720K
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
216+ 3.26% |
$8.14K - $8.93K
|
6.84K
$297K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.93K+ 8983.33% |
$223K - $245K
|
6K
$260K
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-7.92K- 11.67% |
$298K - $328K
|
59.9K
$2.6M
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
34.6KNew |
$1.3M - $1.43M
|
34.6K
$1.5M
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
SELL
|
PUT |
-7.3K- 26.07% |
$275K - $302K
|
20.7K
$899K
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-280- 4.44% |
$10.6K - $11.6K
|
6.02K
$262K
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-7.49K- 50.0% |
$282K - $310K
|
7.49K
$325K
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-119- 1.35% |
$4.48K - $4.92K
|
8.69K
$378K
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
682+ 7.78% |
$25.7K - $28.2K
|
9.45K
$411K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-15.9K- 98.77% |
$597K - $656K
|
198
$8.6K
|
|
Apr 29, 2024
Q1 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-108K- 51.79% |
$4.07M - $4.47M
|
101K
$4.37M
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
132+ 1.05% |
$4.97K - $5.46K
|
12.8K
$554K
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-97- 3.0% |
$3.65K - $4.01K
|
3.14K
$136K
|
|
Apr 29, 2024
Q1 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-10.5K- 28.55% |
$397K - $435K
|
26.3K
$1.14M
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-276- 4.31% |
$10.4K - $11.4K
|
6.13K
$266K
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-29.4K- 17.76% |
$1.11M - $1.22M
|
136K
$5.92M
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-288- 2.41% |
$10.9K - $11.9K
|
11.7K
$507K
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
287+ 15.27% |
$10.8K - $11.9K
|
2.17K
$94.1K
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-2.52K- 5.1% |
$94.8K - $104K
|
46.9K
$2.04M
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-9.6K- 3.09% |
$362K - $397K
|
302K
$13.1M
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-10.5K- 5.79% |
$394K - $433K
|
170K
$7.39M
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$37.7 - $41.4
|
26K
$1.13M
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
15+ 0.25% |
$565 - $620
|
6.09K
$265K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-39.3K- 6.77% |
$1.48M - $1.62M
|
541K
$23.5M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-750- 23.43% |
$28.3K - $31K
|
2.45K
$106K
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
296K+ 12.98% |
$11.2M - $12.2M
|
2.58M
$112M
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
13+ 0.03% |
$490 - $538
|
39.6K
$1.72M
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
875+ 6.16% |
$33K - $36.2K
|
15.1K
$655K
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.01K- 3.89% |
$38K - $41.7K
|
24.9K
$1.08M
|
|
Apr 29, 2024
Q1 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-382- 2.86% |
$14.4K - $15.8K
|
13K
$563K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-406- 1.77% |
$15.3K - $16.8K
|
22.6K
$980K
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-1.44K- 13.55% |
$54.3K - $59.6K
|
9.19K
$399K
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
31.4K+ 181.0% |
$1.18M - $1.3M
|
48.8K
$2.12M
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.55K- 1.67% |
$96.2K - $106K
|
151K
$6.55M
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
997+ 4.2% |
$37.6K - $41.2K
|
24.8K
$1.08M
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.66K- 15.79% |
$100K - $110K
|
14.2K
$617K
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-361- 5.32% |
$13.6K - $14.9K
|
6.42K
$279K
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
200KNew |
$7.54M - $8.27M
|
200K
$8.69M
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.64K+ 14.66% |
$61.8K - $67.8K
|
12.8K
$557K
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.18K+ 3.47% |
$44.5K - $48.8K
|
35.2K
$1.53M
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
600+ 0.78% |
$22.6K - $24.8K
|
78K
$3.39M
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-608- 3.45% |
$22.9K - $25.1K
|
17K
$738K
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-79.2K- 60.59% |
$2.98M - $3.27M
|
51.5K
$2.24M
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-14.2K- 22.07% |
$534K - $586K
|
50K
$2.17M
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-364- 22.92% |
$13.7K - $15.1K
|
1.22K
$53.2K
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
1.24K+ 2.8% |
$46.8K - $51.4K
|
45.6K
$1.98M
|