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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
84+ 1.72% |
$3.51K - $3.98K
|
4.97K
$240K
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-165- 0.58% |
$6.9K - $7.81K
|
28.4K
$1.37M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
312New |
$13K - $14.8K
|
312
$15.1K
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
94.6K+ 25.04% |
$3.96M - $4.48M
|
473K
$22.8M
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-162- 0.65% |
$6.77K - $7.67K
|
24.6K
$1.19M
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
30.4KNew |
$1.27M - $1.44M
|
30.4K
$1.47M
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
10.2KNew |
$425K - $481K
|
10.2K
$491K
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
19.5KNew |
$815K - $923K
|
19.5K
$942K
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
111KNew |
$4.66M - $5.27M
|
111K
$5.38M
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.93K- 19.04% |
$80.6K - $91.3K
|
8.2K
$396K
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
198+ 4.03% |
$8.28K - $9.38K
|
5.12K
$247K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-371- 15.02% |
$15.5K - $17.6K
|
2.1K
$101K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1+ 1.96% |
$41.8 - $47.4
|
52
$2.51K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
989New |
$41.4K - $46.8K
|
989
$47.8K
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
257+ 2.17% |
$10.7K - $12.2K
|
12.1K
$586K
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
25+ 12.5% |
$1.05K - $1.18K
|
225
$10.9K
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-80.5K- 75.6% |
$3.37M - $3.81M
|
26K
$1.26M
|
|
Feb 04, 2025
Q4 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
142+ 0.77% |
$5.94K - $6.73K
|
18.5K
$894K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-443- 6.87% |
$18.5K - $21K
|
6.01K
$290K
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-65.4K- 97.13% |
$2.73M - $3.1M
|
1.93K
$93.5K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
900+ 2.34% |
$37.6K - $42.6K
|
39.4K
$1.9M
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-933- 1.87% |
$39K - $44.2K
|
49.1K
$2.37M
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
209+ 0.42% |
$8.74K - $9.9K
|
49.4K
$2.39M
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-426- 5.1% |
$17.8K - $20.2K
|
7.92K
$383K
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-238- 0.78% |
$9.95K - $11.3K
|
30.3K
$1.46M
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-375- 1.21% |
$15.7K - $17.8K
|
30.6K
$1.48M
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.2K+ 11.98% |
$91.8K - $104K
|
20.5K
$992K
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
854New |
$35.7K - $40.4K
|
854
$41.3K
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-65- 0.09% |
$2.72K - $3.08K
|
72.6K
$3.51M
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.47K+ 14.4% |
$61.6K - $69.8K
|
11.7K
$565K
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
22.1KNew |
$925K - $1.05M
|
22.1K
$1.07M
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-554- 0.8% |
$23.2K - $26.2K
|
68.9K
$3.33M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
39.4K+ 44.64% |
$1.65M - $1.86M
|
128K
$6.16M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
272+ 13.9% |
$11.4K - $12.9K
|
2.23K
$108K
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-67- 0.49% |
$2.8K - $3.17K
|
13.6K
$658K
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
1.15K+ 6.03% |
$48K - $54.4K
|
20.2K
$975K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.72KNew |
$71.8K - $81.3K
|
1.72K
$83K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
158+ 0.17% |
$6.61K - $7.48K
|
93.3K
$4.51M
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
BUY
|
- |
500+ 8.66% |
$20.9K - $23.7K
|
6.28K
$303K
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
8+ 1.16% |
$335 - $379
|
700
$33.8K
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-2.89K- 33.26% |
$121K - $137K
|
5.8K
$280K
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
7+ 1.07% |
$293 - $332
|
663
$32K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-94- 81.74% |
$3.93K - $4.45K
|
21
$1.01K
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
15KNew |
$626K - $709K
|
15K
$724K
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.31K+ 92.36% |
$54.6K - $61.9K
|
2.72K
$131K
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
29New |
$1.21K - $1.37K
|
29
$1.4K
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-529- 11.88% |
$22.1K - $25.1K
|
3.93K
$190K
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-1.75K- 4.82% |
$73.2K - $82.9K
|
34.6K
$1.67M
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
76+ 24.6% |
$3.18K - $3.6K
|
385
$18.6K
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
508+ 1.63% |
$21.2K - $24.1K
|
31.7K
$1.53M
|