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 |
---|---|---|---|---|---|---|---|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.55K- 1.4% |
$184K - $213K
|
320K
$13.6M
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-12.9K- 10.77% |
$520K - $601K
|
107K
$4.54M
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8.49K+ 93.61% |
$343K - $397K
|
17.6K
$748K
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-11.4K- 5.61% |
$462K - $533K
|
192K
$8.18M
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
BUY
|
- |
225KNew |
$9.1M - $10.5M
|
225K
$9.58M
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-18.6K- 14.59% |
$754K - $871K
|
109K
$4.65M
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
7.4KNew |
$299K - $346K
|
7.4K
$315K
|
|
Nov 07, 2024
Q3 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
94.9K+ 28.85% |
$3.84M - $4.43M
|
424K
$18M
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-25- 0.4% |
$1.01K - $1.17K
|
6.2K
$264K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-9.41K- 9.95% |
$380K - $439K
|
85.2K
$3.63M
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
25.7K+ 9.22% |
$1.04M - $1.2M
|
305K
$13M
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-415K- 17.87% |
$16.8M - $19.4M
|
1.91M
$81.3M
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-165- 0.52% |
$6.67K - $7.71K
|
31.4K
$1.34M
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-8.7K- 3.07% |
$352K - $406K
|
275K
$11.7M
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
412+ 24.88% |
$16.7K - $19.2K
|
2.07K
$88K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
777+ 0.19% |
$31.4K - $36.3K
|
412K
$17.5M
|
|
Nov 07, 2024
Q3 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
12.5KNew |
$504K - $583K
|
12.5K
$531K
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
452New |
$18.3K - $21.1K
|
452
$19.2K
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-3.23K- 7.76% |
$130K - $151K
|
38.3K
$1.63M
|
|
Nov 06, 2024
Q3 2024
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
BUY
|
CALL |
340KNew |
$13.7M - $15.9M
|
340K
$14.5M
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
36K+ 5.88% |
$1.46M - $1.68M
|
650K
$27.7M
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
9.67K+ 5.24% |
$391K - $452K
|
194K
$8.27M
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-500- 6.24% |
$20.2K - $23.4K
|
7.52K
$320K
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
9.82K+ 7.74% |
$397K - $459K
|
137K
$5.81M
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
682+ 3.76% |
$27.6K - $31.8K
|
18.8K
$801K
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
369+ 3.61% |
$14.9K - $17.2K
|
10.6K
$451K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.19K+ 3.33% |
$169K - $196K
|
130K
$5.53M
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-2.2K- 23.22% |
$88.9K - $103K
|
7.27K
$310K
|
|
Nov 06, 2024
Q3 2024
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-31.2K- 34.75% |
$1.26M - $1.46M
|
58.6K
$2.5M
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
360+ 4.7% |
$14.6K - $16.8K
|
8.01K
$341K
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-5.09K- 14.31% |
$206K - $238K
|
30.5K
$1.3M
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-91.3K- 78.96% |
$3.69M - $4.26M
|
24.3K
$1.04M
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4.53KNew |
$183K - $211K
|
4.53K
$193K
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.19K+ 19.03% |
$129K - $149K
|
20K
$850K
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
700+ 8.3% |
$28.3K - $32.7K
|
9.14K
$389K
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.48K+ 20.81% |
$59.9K - $69.2K
|
8.6K
$366K
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.01K- 1.38% |
$81.4K - $94.1K
|
144K
$6.13M
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
BUY
|
- |
10.6K+ 0.92% |
$428K - $494K
|
1.16M
$49.5M
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-13.8K- 41.79% |
$560K - $647K
|
19.3K
$821K
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-105- 25.61% |
$4.24K - $4.9K
|
305
$13K
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-98- 2.91% |
$3.96K - $4.58K
|
3.26K
$139K
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-656- 0.38% |
$26.5K - $30.6K
|
170K
$7.24M
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.5KNew |
$424K - $490K
|
10.5K
$447K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
825New |
$33.3K - $38.5K
|
825
$35.1K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
63.9K+ 2.65% |
$2.58M - $2.99M
|
2.47M
$105M
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
6.38K+ 4.01% |
$258K - $298K
|
165K
$7.03M
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
27.4K+ 37.5% |
$1.11M - $1.28M
|
100K
$4.28M
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
12.1K+ 21.62% |
$488K - $564K
|
67.9K
$2.89M
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
36.5KNew |
$1.48M - $1.71M
|
36.5K
$1.56M
|
|
Nov 05, 2024
Q3 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-560- 1.25% |
$22.6K - $26.2K
|
44.3K
$1.89M
|