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 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-6.27K- 53.82% |
$229K - $253K
|
5.38K
$231K
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.3KNew |
$47.6K - $52.5K
|
1.3K
$56K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
9.84KNew |
$359K - $397K
|
9.84K
$423K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8New |
$292 - $322
|
8
$344
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
PUT |
-1K- 32.26% |
$36.5K - $40.3K
|
2.1K
$90.2K
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
7.19KNew |
$263K - $290K
|
7.19K
$309K
|
|
Feb 09, 2024
Q4 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
CALL |
2MNew |
$73.1M - $80.6M
|
2M
$85.9M
|
|
Feb 09, 2024
Q4 2023
|
Gemsstock Ltd.
London, X0 |
BUY
|
- |
137KNew |
$5M - $5.52M
|
137K
$5.88M
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
135New |
$4.93K - $5.44K
|
135
$5.8K
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-578- 6.47% |
$21.1K - $23.3K
|
8.35K
$359K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
26+ 1.89% |
$950 - $1.05K
|
1.4K
$60.2K
|
|
Feb 09, 2024
Q4 2023
|
Westport Asset Management Inc
Southport, CT |
SELL
|
- |
-86.9K- 46.5% |
$3.17M - $3.5M
|
100K
$4.3M
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
10.1KNew |
$369K - $407K
|
10.1K
$434K
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-2.41K- 2.98% |
$88.1K - $97.2K
|
78.7K
$3.38M
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-287- 1.72% |
$10.5K - $11.6K
|
16.4K
$705K
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-270- 2.38% |
$9.86K - $10.9K
|
11.1K
$476K
|
|
Feb 09, 2024
Q4 2023
|
Dow Chemical CO
Midland, MI |
SELL
|
- |
-770K- 37.2% |
$28.1M - $31M
|
1.3M
$55.8M
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-17.8K- 77.19% |
$649K - $716K
|
5.25K
$225K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.26KNew |
$46K - $50.7K
|
1.26K
$54.1K
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
5.5K+ 128.5% |
$201K - $222K
|
9.78K
$420K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.26K- 2.11% |
$45.9K - $50.6K
|
58.4K
$2.51M
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
655+ 430.92% |
$23.9K - $26.4K
|
807
$34.7K
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
352New |
$12.9K - $14.2K
|
352
$15.1K
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-10.3K- 50.0% |
$374K - $413K
|
10.3K
$440K
|
|
Feb 08, 2024
Q4 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
70.4KNew |
$2.57M - $2.84M
|
70.4K
$3.02M
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.43KNew |
$52.2K - $57.6K
|
1.43K
$61.4K
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
5.46KNew |
$199K - $220K
|
5.46K
$234K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-52- 0.57% |
$1.9K - $2.1K
|
9.02K
$387K
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
6.69KNew |
$244K - $269K
|
6.69K
$287K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
125New |
$4.57K - $5.04K
|
125
$5.37K
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
561New |
$20.5K - $22.6K
|
561
$24.1K
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
5.05KNew |
$185K - $204K
|
5.05K
$217K
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4.13KNew |
$151K - $167K
|
4.13K
$177K
|
|
Feb 02, 2024
Q4 2023
|
Ghe, LLC
|
SELL
|
- |
-580- 2.48% |
$21.2K - $23.4K
|
22.8K
$979K
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-9.06K- 14.99% |
$331K - $365K
|
51.4K
$2.21M
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
800New |
$29.2K - $32.2K
|
800
$34.4K
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 3.23% |
$73.1 - $80.6
|
64
$2.75K
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
250+ 3.04% |
$9.13K - $10.1K
|
8.47K
$364K
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
8.78KNew |
$321K - $354K
|
8.78K
$377K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.21KNew |
$44.1K - $48.6K
|
1.21K
$51.8K
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
11.8K+ 9.98% |
$430K - $474K
|
130K
$5.57M
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-85.7K- 80.45% |
$3.13M - $3.45M
|
20.8K
$895K
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-3.03K- 29.73% |
$111K - $122K
|
7.17K
$308K
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-5.66K- 17.54% |
$207K - $228K
|
26.6K
$1.14M
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-116K- 9.87% |
$4.24M - $4.68M
|
1.06M
$45.5M
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
5.28KNew |
$193K - $213K
|
5.28K
$227K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
30+ 0.23% |
$1.1K - $1.21K
|
13.3K
$570K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.52K+ 79.21% |
$238K - $263K
|
14.7K
$633K
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
14.8KNew |
$541K - $597K
|
14.8K
$637K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.18K+ 0.23% |
$42.9K - $47.4K
|
511K
$21.9M
|