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 19, 2024
Q1 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-9.7K- 4.04% |
$365K - $401K
|
231K
$10.1M
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.06KNew |
$191K - $209K
|
5.06K
$221K
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-5.65K- 26.9% |
$213K - $234K
|
15.3K
$670K
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
SELL
|
- |
-2.1K- 0.4% |
$79.1K - $86.8K
|
518K
$22.6M
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-11- 1.81% |
$414 - $455
|
597
$26K
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
19.3KNew |
$728K - $799K
|
19.3K
$843K
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-22.6K- 69.24% |
$853K - $936K
|
10.1K
$439K
|
|
Apr 18, 2024
Q1 2024
|
Ht Partners LLC
|
SELL
|
- |
-1.07K- 0.28% |
$40.3K - $44.2K
|
383K
$16.7M
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-276- 1.36% |
$10.4K - $11.4K
|
20K
$871K
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-145- 0.26% |
$5.46K - $6K
|
55.9K
$2.44M
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-6.41K- 22.92% |
$242K - $265K
|
21.6K
$941K
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-91.3K- 51.84% |
$3.44M - $3.78M
|
84.8K
$3.7M
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
890+ 14.73% |
$33.5K - $36.8K
|
6.93K
$302K
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1.03K+ 3.01% |
$38.7K - $42.5K
|
35.2K
$1.53M
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
8.19K+ 21.54% |
$308K - $339K
|
46.2K
$2.02M
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
402+ 1.01% |
$15.1K - $16.6K
|
40.3K
$1.76M
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-5.89K- 12.62% |
$222K - $244K
|
40.8K
$1.78M
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.39K- 1.01% |
$52.4K - $57.5K
|
136K
$5.95M
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.53K- 3.41% |
$57.7K - $63.4K
|
43.4K
$1.89M
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-13.6K- 58.7% |
$512K - $562K
|
9.56K
$417K
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.59KNew |
$248K - $272K
|
6.59K
$287K
|
|
Apr 18, 2024
Q1 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
41.4KNew |
$1.56M - $1.71M
|
41.4K
$1.81M
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-18.9K- 58.09% |
$712K - $782K
|
13.6K
$595K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-107- 1.15% |
$4.03K - $4.43K
|
9.23K
$403K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
654New |
$24.6K - $27K
|
654
$28.5K
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-33.5K- 28.8% |
$1.26M - $1.39M
|
82.9K
$3.62M
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
20K+ 9.3% |
$754K - $828K
|
235K
$10.3M
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-557- 5.09% |
$21K - $23K
|
10.4K
$453K
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-19- 0.72% |
$716 - $786
|
2.62K
$114K
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
6.05K+ 45.76% |
$228K - $250K
|
19.3K
$841K
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
475New |
$17.9K - $19.6K
|
475
$20.7K
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-56- 0.4% |
$2.11K - $2.32K
|
14.1K
$616K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-213- 0.81% |
$8.03K - $8.81K
|
26.2K
$1.14M
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-246- 1.53% |
$9.27K - $10.2K
|
15.8K
$691K
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-36.4K- 34.19% |
$1.37M - $1.5M
|
70K
$3.06M
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.73K+ 5.37% |
$65.1K - $71.5K
|
33.9K
$1.48M
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
152+ 2.21% |
$5.73K - $6.29K
|
7.03K
$307K
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
17.9K+ 68.33% |
$674K - $740K
|
44.1K
$1.92M
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-661- 40.75% |
$24.9K - $27.3K
|
961
$41.9K
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
197+ 22.13% |
$7.42K - $8.15K
|
1.09K
$47.4K
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-8- 0.16% |
$301 - $331
|
5.09K
$222K
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-5.56K- 8.59% |
$209K - $230K
|
59.2K
$2.58M
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-25- 12.14% |
$942 - $1.03K
|
181
$7.9K
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
10.9KNew |
$412K - $452K
|
10.9K
$477K
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-96- 48.98% |
$3.62K - $3.97K
|
100
$4.36K
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
75+ 1.09% |
$2.83K - $3.1K
|
6.97K
$304K
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.62K- 16.91% |
$60.9K - $66.8K
|
7.94K
$346K
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
8.8K+ 8.22% |
$331K - $364K
|
116K
$5.05M
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
525+ 0.8% |
$19.8K - $21.7K
|
66.6K
$2.9M
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-106- 1.31% |
$3.99K - $4.38K
|
8K
$349K
|