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 |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-116K- 9.87% |
$4.24M - $4.68M
|
1.06M
$49.7M
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
5.28KNew |
$193K - $213K
|
5.28K
$248K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
30+ 0.23% |
$1.1K - $1.21K
|
13.3K
$622K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.52K+ 79.21% |
$238K - $263K
|
14.7K
$691K
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
14.8KNew |
$541K - $597K
|
14.8K
$695K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.18K+ 0.23% |
$42.9K - $47.4K
|
511K
$23.9M
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-15.7K- 45.86% |
$575K - $634K
|
18.6K
$870K
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
9+ 29.03% |
$329 - $363
|
40
$1.87K
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
11.3KNew |
$414K - $457K
|
11.3K
$531K
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-9.59K- 47.74% |
$350K - $387K
|
10.5K
$492K
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-6.09K- 49.42% |
$222K - $245K
|
6.23K
$292K
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
6.02KNew |
$220K - $242K
|
6.02K
$282K
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 3.85% |
$36.5 - $40.3
|
27
$1.27K
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
5.18KNew |
$189K - $209K
|
5.18K
$243K
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-13.1K- 26.05% |
$480K - $530K
|
37.3K
$1.75M
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
5.38KNew |
$196K - $217K
|
5.38K
$252K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
579+ 6.0% |
$21.2K - $23.3K
|
10.2K
$479K
|
|
Jan 23, 2024
Q4 2023
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
623K+ 67.47% |
$22.8M - $25.1M
|
1.55M
$72.5M
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.34KNew |
$195K - $215K
|
5.34K
$250K
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
287+ 1.47% |
$10.5K - $11.6K
|
19.8K
$925K
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-48.9K- 85.22% |
$1.79M - $1.97M
|
8.49K
$398K
|
|
Jan 22, 2024
Q4 2023
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
37KNew |
$1.35M - $1.49M
|
37K
$1.73M
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2+ 2.44% |
$73.1 - $80.6
|
84
$3.94K
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-7K- 44.87% |
$256K - $282K
|
8.6K
$403K
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
BUY
|
- |
2.85K+ 10.36% |
$104K - $115K
|
30.4K
$1.43M
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-2- 6.06% |
$73.1 - $80.6
|
31
$1.45K
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
358New |
$13.1K - $14.4K
|
358
$16.8K
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.8K- 6.77% |
$65.8K - $72.5K
|
24.8K
$1.16M
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-15.8K- 63.94% |
$579K - $638K
|
8.93K
$419K
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-635- 3.49% |
$23.2K - $25.6K
|
17.5K
$822K
|
|
Jan 17, 2024
Q4 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-896- 13.02% |
$32.7K - $36.1K
|
5.99K
$281K
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-1.52K- 7.54% |
$55.6K - $61.3K
|
18.6K
$874K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2.74KNew |
$100K - $110K
|
2.74K
$128K
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-532- 8.63% |
$19.4K - $21.4K
|
5.63K
$264K
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-35- 0.54% |
$1.28K - $1.41K
|
6.46K
$303K
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$36.5K - $40.3K
|
1K
$46.9K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-54.5K- 54.21% |
$1.99M - $2.2M
|
46.1K
$2.16M
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
5.1KNew |
$186K - $206K
|
5.1K
$239K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
74+ 16.93% |
$2.7K - $2.98K
|
511
$23.9K
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.16% |
$365 - $403
|
6.38K
$299K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.33KNew |
$85.3K - $94.1K
|
2.33K
$109K
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-540- 18.82% |
$19.7K - $21.8K
|
2.33K
$109K
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-13- 0.18% |
$475 - $524
|
7.24K
$339K
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
7.6KNew |
$278K - $306K
|
7.6K
$356K
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
198New |
$7.23K - $7.98K
|
198
$9.28K
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
223+ 3.72% |
$8.15K - $8.99K
|
6.22K
$292K
|
|
Jan 03, 2024
Q4 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-53- 0.16% |
$1.94K - $2.14K
|
32.8K
$1.54M
|
|
Q3 2023 | |||||||
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
1.84KNew |
$69.4K - $77.1K
|
1.84K
$86.1K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
431+ 5.01% |
$16.3K - $18.1K
|
9.03K
$423K
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
SELL
|
- |
-5.19KClosed |
$196K - $218K
|
0
$0
|