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 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-13K- 37.36% |
$530K - $589K
|
21.8K
$1.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
SELL
|
- |
-50- 0.35% |
$2.04K - $2.27K
|
14K
$678K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
985+ 2.99% |
$40.2K - $44.7K
|
33.9K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
1.24K+ 5.9% |
$50.7K - $56.4K
|
22.3K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-1.19K- 6.14% |
$48.5K - $53.9K
|
18.1K
$877K
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
SELL
|
- |
-837- 5.85% |
$34.2K - $37.9K
|
13.5K
$650K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-188- 6.06% |
$7.67K - $8.52K
|
2.92K
$141K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.6K+ 4.76% |
$431K - $479K
|
233K
$11.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-805- 12.86% |
$32.9K - $36.5K
|
5.45K
$264K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.64K- 16.12% |
$149K - $165K
|
19K
$917K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-392- 1.23% |
$16K - $17.8K
|
31.5K
$1.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
348+ 3.28% |
$14.2K - $15.8K
|
11K
$530K
|
|
|
Apr 22, 2025
Q1 2025
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
4.83KNew |
$197K - $219K
|
4.83K
$233K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.46K+ 9.48% |
$182K - $202K
|
51.5K
$2.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
55+ 0.16% |
$2.24K - $2.49K
|
34.8K
$1.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
138+ 2.59% |
$5.63K - $6.26K
|
5.47K
$265K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17.3K+ 17.82% |
$707K - $786K
|
115K
$5.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-23.5K- 22.97% |
$960K - $1.07M
|
78.9K
$3.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Dupont Capital Management Corp
|
SELL
|
- |
-46.4K- 12.2% |
$1.89M - $2.1M
|
334K
$16.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.23K+ 40.77% |
$254K - $283K
|
21.5K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
796+ 589.63% |
$32.5K - $36.1K
|
931
$45K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-911- 2.01% |
$37.2K - $41.3K
|
44.3K
$2.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-388- 0.31% |
$15.8K - $17.6K
|
124K
$5.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
351+ 0.9% |
$14.3K - $15.9K
|
39.4K
$1.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.37K+ 2.91% |
$55.7K - $61.9K
|
48.3K
$2.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-41.7K- 75.67% |
$1.7M - $1.89M
|
13.4K
$648K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
95+ 2.38% |
$3.88K - $4.31K
|
4.09K
$198K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-693- 4.47% |
$28.3K - $31.4K
|
14.8K
$716K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
960+ 1.74% |
$39.2K - $43.5K
|
56K
$2.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-6.9K- 25.15% |
$282K - $313K
|
20.5K
$992K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-938- 2.53% |
$38.3K - $42.5K
|
36.2K
$1.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
70.9KNew |
$2.89M - $3.21M
|
70.9K
$3.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
732+ 1.09% |
$29.9K - $33.2K
|
68.1K
$3.29M
|
|
|
Apr 18, 2025
Q1 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
148K+ 131.33% |
$6.02M - $6.69M
|
260K
$12.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-18.7K- 97.41% |
$762K - $847K
|
496
$24K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
110+ 0.29% |
$4.49K - $4.99K
|
37.9K
$1.83M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
272+ 0.83% |
$11.1K - $12.3K
|
33.2K
$1.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-300- 33.33% |
$12.2K - $13.6K
|
600
$29K
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
4.84K+ 6.36% |
$198K - $220K
|
81K
$3.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-285- 1.18% |
$11.6K - $12.9K
|
23.9K
$1.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-623K- 40.29% |
$25.4M - $28.2M
|
923K
$44.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 12.5% |
$40.8 - $45.3
|
7
$338
|
|
|
Apr 17, 2025
Q1 2025
|
Ht Partners LLC
|
SELL
|
- |
-106K- 29.28% |
$4.32M - $4.8M
|
255K
$12.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-2.03K- 1.71% |
$82.7K - $91.9K
|
117K
$5.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-200- 2.01% |
$8.16K - $9.07K
|
9.74K
$471K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1K+ 220.75% |
$40.8K - $45.3K
|
1.45K
$70.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.1K- 7.47% |
$85.7K - $95.2K
|
26K
$1.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-162- 2.32% |
$6.61K - $7.35K
|
6.82K
$330K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-2.63K- 17.86% |
$107K - $119K
|
12.1K
$585K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
8+ 0.04% |
$326 - $363
|
22.3K
$1.08M
|