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 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-782- 7.24% |
$31.6K - $36.5K
|
10K
$428K
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.51K- 1.9% |
$60.9K - $70.3K
|
77.6K
$3.31M
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-555- 64.91% |
$22.4K - $25.9K
|
300
$12.8K
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-8.41K- 30.53% |
$340K - $393K
|
19.1K
$817K
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-124- 2.15% |
$5.01K - $5.79K
|
5.64K
$241K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.34K- 2.94% |
$94.7K - $109K
|
77.3K
$3.3M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
718+ 1.05% |
$29K - $33.5K
|
69.2K
$2.95M
|
|
Nov 05, 2024
Q3 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-2.42K- 24.73% |
$97.8K - $113K
|
7.37K
$315K
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.5K+ 9.2% |
$60.7K - $70.1K
|
17.8K
$761K
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-2.03K- 1.91% |
$82.1K - $94.8K
|
104K
$4.45M
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
885+ 6.33% |
$35.8K - $41.3K
|
14.9K
$635K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-867- 11.29% |
$35K - $40.5K
|
6.81K
$291K
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
98.6K+ 35.31% |
$3.99M - $4.61M
|
378K
$16.1M
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-29- 0.28% |
$1.17K - $1.35K
|
10.3K
$440K
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8.23K+ 99.9% |
$333K - $384K
|
16.5K
$703K
|
|
Nov 04, 2024
Q3 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
98.9K+ 314.05% |
$4M - $4.62M
|
130K
$5.57M
|
|
Nov 04, 2024
Q3 2024
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-139- 1.09% |
$5.62K - $6.49K
|
12.6K
$537K
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-430- 1.31% |
$17.4K - $20.1K
|
32.4K
$1.38M
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1K- 4.94% |
$40.4K - $46.7K
|
19.2K
$821K
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-470K- 58.89% |
$19M - $21.9M
|
328K
$14M
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
PUT |
900+ 2.95% |
$36.4K - $42K
|
31.4K
$1.34M
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-9.25K- 32.94% |
$374K - $432K
|
18.8K
$804K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.64K+ 19.74% |
$107K - $123K
|
16K
$685K
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.92K+ 8.11% |
$118K - $136K
|
38.9K
$1.66M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
168New |
$6.79K - $7.85K
|
168
$7.18K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.65K+ 5.76% |
$107K - $124K
|
48.7K
$2.08M
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-24- 0.09% |
$970 - $1.12K
|
25.6K
$1.1M
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-426- 7.34% |
$17.2K - $19.9K
|
5.38K
$230K
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-500- 62.5% |
$20.2K - $23.4K
|
300
$12.8K
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-232- 0.44% |
$9.38K - $10.8K
|
52.6K
$2.25M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
284New |
$11.5K - $13.3K
|
284
$12.1K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
CALL |
-5.9K- 11.73% |
$238K - $276K
|
44.4K
$1.9M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
173New |
$6.99K - $8.08K
|
173
$7.39K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-13.2K- 49.86% |
$536K - $619K
|
13.3K
$569K
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-888- 0.02% |
$35.9K - $41.5K
|
4.22M
$180M
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-140- 9.71% |
$5.66K - $6.54K
|
1.3K
$55.6K
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-321- 5.86% |
$13K - $15K
|
5.16K
$220K
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6.55K+ 1.75% |
$265K - $306K
|
380K
$16.2M
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
5+ 0.02% |
$202 - $234
|
24.8K
$1.06M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.54K+ 9.96% |
$103K - $119K
|
28K
$1.2M
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
173+ 0.89% |
$6.99K - $8.08K
|
19.7K
$841K
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
17.3K+ 12.4% |
$701K - $810K
|
157K
$6.72M
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
3.32K+ 94.02% |
$134K - $155K
|
6.84K
$292K
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-4.1K- 3.36% |
$166K - $191K
|
118K
$5.03M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-15- 0.2% |
$606 - $701
|
7.46K
$318K
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.04K+ 1.1% |
$82.6K - $95.4K
|
188K
$8.03M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-99- 1.3% |
$4K - $4.62K
|
7.54K
$322K
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
30K+ 8.71% |
$1.21M - $1.4M
|
375K
$16M
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-40.2K- 22.67% |
$1.62M - $1.88M
|
137K
$5.86M
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
SELL
|
- |
-4.86K- 22.15% |
$196K - $227K
|
17.1K
$729K
|