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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.1KNew |
$41K - $46.8K
|
1.1K
$53.2K
|
|
|
May 08, 2023
Q1 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-35- 0.54% |
$1.3K - $1.49K
|
6.42K
$310K
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-75- 1.17% |
$2.8K - $3.19K
|
6.33K
$306K
|
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.54K- 15.56% |
$57.2K - $65.2K
|
8.33K
$403K
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
366+ 19.74% |
$13.6K - $15.6K
|
2.22K
$107K
|
|
|
May 04, 2023
Q1 2023
|
Surience Private Wealth LLC
|
SELL
|
- |
-42.3K- 35.71% |
$1.58M - $1.8M
|
76.1K
$3.68M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
45+ 5.84% |
$1.68K - $1.91K
|
816
$39.4K
|
|
|
May 02, 2023
Q1 2023
|
Armstrong Shaw Associates Inc
|
BUY
|
- |
15.5KNew |
$578K - $659K
|
15.5K
$749K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.77K- 9.26% |
$65.9K - $75.2K
|
17.3K
$838K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
95New |
$3.54K - $4.04K
|
95
$4.59K
|
|
|
Apr 28, 2023
Q1 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
5.89KNew |
$220K - $250K
|
5.89K
$285K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
45.1KNew |
$1.68M - $1.91M
|
45.1K
$2.18M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-85- 1.57% |
$3.17K - $3.61K
|
5.35K
$258K
|
|
|
Apr 26, 2023
Q1 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
125KNew |
$4.67M - $5.32M
|
125K
$6.05M
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
67.9KNew |
$2.53M - $2.89M
|
67.9K
$3.28M
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2.82KNew |
$105K - $120K
|
2.82K
$136K
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
BUY
|
- |
5.15KNew |
$192K - $219K
|
5.15K
$249K
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-12.9K- 52.15% |
$479K - $547K
|
11.8K
$570K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
840New |
$31.3K - $35.7K
|
840
$40.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-862- 11.13% |
$32.1K - $36.6K
|
6.88K
$333K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.2K+ 17.68% |
$44.8K - $51.1K
|
8.01K
$387K
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-60- 0.81% |
$2.24K - $2.55K
|
7.38K
$356K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-5- 2.17% |
$186 - $213
|
225
$10.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-150- 28.57% |
$5.59K - $6.38K
|
375
$18.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-23.7K- 64.09% |
$885K - $1.01M
|
13.3K
$643K
|
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
77.4KNew |
$2.89M - $3.29M
|
77.4K
$3.74M
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
9.39KNew |
$350K - $399K
|
9.39K
$454K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
5.08KNew |
$189K - $216K
|
5.08K
$246K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-735- 1.32% |
$27.4K - $31.2K
|
54.9K
$2.65M
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-250- 3.28% |
$9.32K - $10.6K
|
7.38K
$357K
|
|
| Q4 2022 | |||||||
|
Nov 16, 2023
Q4 2022
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
41.3K+ 48.61% |
$1.4M - $1.63M
|
126K
$6.1M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
CALL |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-39.2KClosed |
$1.33M - $1.55M
|
0
$0
|
|
|
May 17, 2023
Q4 2022
|
Swiss Re LTD
Zurich, V8 |
BUY
|
- |
1.3MNew |
$43.9M - $51.2M
|
1.3M
$62.6M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-6.04KClosed |
$205K - $239K
|
0
$0
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
67.5KNew |
$2.29M - $2.67M
|
67.5K
$3.26M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
531New |
$18K - $21K
|
531
$25.7K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.72KNew |
$58.2K - $67.8K
|
1.72K
$82.9K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
11.5KNew |
$392K - $456K
|
11.5K
$558K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
299New |
$10.1K - $11.8K
|
299
$14.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-200- 2.56% |
$6.79K - $7.91K
|
7.6K
$367K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
159New |
$5.39K - $6.29K
|
159
$7.68K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
64New |
$2.17K - $2.53K
|
64
$3.09K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
591KNew |
$20.1M - $23.4M
|
591K
$28.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-197- 16.75% |
$6.68K - $7.79K
|
979
$47.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-320- 2.31% |
$10.9K - $12.7K
|
13.5K
$655K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-1.77K- 38.54% |
$60K - $69.9K
|
2.82K
$136K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
7.9KNew |
$268K - $312K
|
7.9K
$382K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
PUT |
400New |
$13.6K - $15.8K
|
400
$19.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
5.73KNew |
$194K - $227K
|
5.73K
$277K
|
|