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 18, 2024
Q1 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
41.4KNew |
$1.56M - $1.71M
|
41.4K
$1.94M
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-107- 1.15% |
$4.03K - $4.43K
|
9.23K
$432K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
654New |
$24.6K - $27K
|
654
$30.6K
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
475New |
$17.9K - $19.6K
|
475
$22.3K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-213- 0.81% |
$8.03K - $8.81K
|
26.2K
$1.23M
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-8- 0.16% |
$301 - $331
|
5.09K
$238K
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-25- 12.14% |
$942 - $1.03K
|
181
$8.48K
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
10.9KNew |
$412K - $452K
|
10.9K
$512K
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-96- 48.98% |
$3.62K - $3.97K
|
100
$4.69K
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-696- 7.57% |
$26.2K - $28.8K
|
8.5K
$398K
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-125- 1.85% |
$4.71K - $5.17K
|
6.63K
$311K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.95K- 6.8% |
$73.3K - $80.5K
|
26.7K
$1.25M
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-116- 3.01% |
$4.37K - $4.8K
|
3.74K
$175K
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-7.13K- 35.76% |
$269K - $295K
|
12.8K
$600K
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-691- 12.14% |
$26K - $28.6K
|
5K
$234K
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
5.35KNew |
$202K - $221K
|
5.35K
$251K
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
13.9K+ 235.22% |
$523K - $574K
|
19.8K
$927K
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.16K- 15.88% |
$43.7K - $48K
|
6.15K
$288K
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-150- 2.97% |
$5.65K - $6.2K
|
4.9K
$230K
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-147- 0.44% |
$5.54K - $6.08K
|
32.9K
$1.54M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.06K+ 22.09% |
$115K - $127K
|
16.9K
$793K
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
7.51K+ 43.68% |
$283K - $311K
|
24.7K
$1.16M
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-807- 7.01% |
$30.4K - $33.4K
|
10.7K
$502K
|
|
Apr 11, 2024
Q1 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-50- 0.86% |
$1.88K - $2.07K
|
5.78K
$271K
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-8- 2.39% |
$301 - $331
|
327
$15.3K
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-830- 8.18% |
$31.3K - $34.3K
|
9.32K
$437K
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.72K- 4.39% |
$64.7K - $71K
|
37.4K
$1.75M
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
750+ 8.53% |
$28.3K - $31K
|
9.55K
$447K
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-5.02K- 25.45% |
$189K - $208K
|
14.7K
$689K
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
4.85K+ 24.75% |
$183K - $201K
|
24.5K
$1.15M
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-745- 8.87% |
$28.1K - $30.8K
|
7.65K
$358K
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-135- 1.11% |
$5.09K - $5.58K
|
12K
$562K
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-13.4K- 16.29% |
$505K - $555K
|
68.9K
$3.23M
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-2.83K- 17.68% |
$107K - $117K
|
13.2K
$617K
|
|
Q4 2023 | |||||||
Sep 30, 2024
Q4 2023
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
101KNew |
$3.68M - $4.06M
|
101K
$4.72M
|
|
Sep 26, 2024
Q4 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
142+ 1.89% |
$5.19K - $5.72K
|
7.66K
$359K
|
|
Sep 05, 2024
Q4 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.3K- 90.4% |
$47.5K - $52.4K
|
138
$6.47K
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
201+ 3.18% |
$7.34K - $8.1K
|
6.52K
$306K
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-7.89KClosed |
$288K - $318K
|
0
$0
|
|
May 30, 2024
Q4 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
4.21KNew |
$154K - $170K
|
4.21K
$197K
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
400+ 1.27% |
$14.6K - $16.1K
|
31.9K
$1.5M
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
6.08KNew |
$222K - $245K
|
6.08K
$285K
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
120New |
$4.38K - $4.84K
|
120
$5.62K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2.19KNew |
$80K - $88.2K
|
2.19K
$103K
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
51.1KNew |
$1.87M - $2.06M
|
51.1K
$2.4M
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
237New |
$8.66K - $9.55K
|
237
$11.1K
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
4New |
$146 - $161
|
4
$187
|
|
Mar 07, 2024
Q4 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-420- 57.14% |
$15.3K - $16.9K
|
315
$14.8K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
475New |
$17.4K - $19.1K
|
475
$22.3K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
104New |
$3.8K - $4.19K
|
104
$4.87K
|