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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
5.33KNew |
$201K - $224K
|
5.33K
$258K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
85New |
$3.21K - $3.57K
|
85
$4.11K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-749- 20.93% |
$28.3K - $31.4K
|
2.83K
$137K
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-20K- 95.11% |
$756K - $840K
|
1.03K
$49.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-13- 26.53% |
$491 - $545
|
36
$1.74K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
70New |
$2.64K - $2.94K
|
70
$3.38K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-700- 8.51% |
$26.4K - $29.4K
|
7.52K
$364K
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-169- 52.98% |
$6.38K - $7.09K
|
150
$7.25K
|
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
CALL |
10KNew |
$378K - $420K
|
10K
$483K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-35- 67.31% |
$1.32K - $1.47K
|
17
$822
|
|
|
Oct 13, 2023
Q3 2023
|
Fulcrum Capital LLC
|
BUY
|
- |
3.4K+ 6.63% |
$128K - $143K
|
54.7K
$2.64M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-2.11K- 13.34% |
$79.5K - $88.3K
|
13.7K
$661K
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
125+ 1.8% |
$4.72K - $5.24K
|
7.09K
$342K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-10.4K- 5.25% |
$392K - $435K
|
187K
$9.05M
|
|
|
Oct 11, 2023
Q3 2023
|
Spence Asset Management
|
BUY
|
- |
22+ 1.15% |
$831 - $923
|
1.93K
$93.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-2.22K- 14.11% |
$83.9K - $93.3K
|
13.5K
$654K
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.65K- 18.61% |
$62.2K - $69.1K
|
7.21K
$348K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-7.5K- 18.72% |
$283K - $314K
|
32.5K
$1.57M
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-11.8K- 13.84% |
$446K - $495K
|
73.5K
$3.55M
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
269+ 4.73% |
$10.2K - $11.3K
|
5.96K
$288K
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
4.01K+ 2.56% |
$151K - $168K
|
161K
$7.76M
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.5KNew |
$439K - $472K
|
11.5K
$556K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-557- 0.16% |
$21.3K - $22.8K
|
353K
$17.1M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.09KNew |
$233K - $250K
|
6.09K
$294K
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
429New |
$16.4K - $17.6K
|
429
$20.7K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
6.58KNew |
$251K - $270K
|
6.58K
$318K
|
|
|
Aug 16, 2023
Q2 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
114KNew |
$4.36M - $4.69M
|
114K
$5.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
2.56KNew |
$97.9K - $105K
|
2.56K
$124K
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
30+ 0.16% |
$1.15K - $1.23K
|
18.3K
$882K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-65- 1.76% |
$2.48K - $2.67K
|
3.64K
$176K
|
|
|
Aug 14, 2023
Q2 2023
|
Scoggin Management LP
New York, NY |
BUY
|
CALL |
225KNew |
$8.59M - $9.23M
|
225K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$38.2 - $41
|
1
$48.3
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
75+ 2.77% |
$2.86K - $3.08K
|
2.79K
$135K
|
|
|
Aug 14, 2023
Q2 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
360K+ 47.81% |
$13.7M - $14.8M
|
1.11M
$53.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-2.19K- 8.39% |
$83.6K - $89.8K
|
23.9K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
23.9KNew |
$914K - $982K
|
23.9K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Schusterman Interests, LLC
Tulsa, OK |
BUY
|
- |
5.17KNew |
$197K - $212K
|
5.17K
$250K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
400New |
$15.3K - $16.4K
|
400
$19.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
3+ 0.62% |
$115 - $123
|
484
$23.4K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-4.33K- 44.19% |
$165K - $178K
|
5.47K
$264K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-5.78K- 74.73% |
$221K - $237K
|
1.95K
$94.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
10.1KNew |
$387K - $415K
|
10.1K
$489K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-510- 35.92% |
$19.5K - $20.9K
|
910
$44K
|
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-644K- 85.83% |
$24.6M - $26.4M
|
106K
$5.14M
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
PUT |
1.88MNew |
$71.7M - $77M
|
1.88M
$90.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Senator Investment Group LP
New York, NY |
BUY
|
- |
500KNew |
$19.1M - $20.5M
|
500K
$24.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-38- 0.71% |
$1.45K - $1.56K
|
5.29K
$256K
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
31.5KNew |
$1.2M - $1.29M
|
31.5K
$1.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
80New |
$3.06K - $3.28K
|
80
$3.87K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-1K- 93.37% |
$38.2K - $41K
|
71
$3.43K
|
|