Latest Institutional Purchases of Ishares Msci Emerging Markets (EEM)
This list provides information on the latest institutional transactions involving Ishares Msci Emerging Markets (EEM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
5.5K+ 128.5% |
$201K - $222K
|
9.78K
$423K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
5.46KNew |
$199K - $220K
|
5.46K
$236K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
5.38KNew |
$196K - $217K
|
5.38K
$232K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.34KNew |
$195K - $215K
|
5.34K
$231K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
5.28KNew |
$193K - $213K
|
5.28K
$228K
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
5.18KNew |
$189K - $209K
|
5.18K
$224K
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
5.1KNew |
$186K - $206K
|
5.1K
$220K
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
5.05KNew |
$185K - $204K
|
5.05K
$218K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.69K+ 118.48% |
$171K - $189K
|
8.66K
$374K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4.42K+ 69.47% |
$162K - $178K
|
10.8K
$466K
|
|
|
May 30, 2024
Q4 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
4.21KNew |
$154K - $170K
|
4.21K
$182K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4.13KNew |
$151K - $167K
|
4.13K
$179K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2.84KNew |
$104K - $114K
|
2.84K
$123K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.33KNew |
$85.3K - $94.1K
|
2.33K
$101K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2.19KNew |
$80K - $88.2K
|
2.19K
$94.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.63K+ 28.65% |
$59.6K - $65.7K
|
7.32K
$317K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.43KNew |
$52.2K - $57.6K
|
1.43K
$61.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.3KNew |
$47.6K - $52.5K
|
1.3K
$56.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.26KNew |
$46K - $50.7K
|
1.26K
$54.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.21KNew |
$44.1K - $48.6K
|
1.21K
$52.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.18K+ 0.23% |
$42.9K - $47.4K
|
511K
$22.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.03KNew |
$37.6K - $41.5K
|
1.03K
$44.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$36.5K - $40.3K
|
1K
$43.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
851New |
$31.1K - $34.3K
|
851
$36.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
800New |
$29.2K - $32.2K
|
800
$34.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
655+ 430.92% |
$23.9K - $26.4K
|
807
$34.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
579+ 6.0% |
$21.2K - $23.3K
|
10.2K
$442K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
561New |
$20.5K - $22.6K
|
561
$24.2K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
475New |
$17.4K - $19.1K
|
475
$20.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
400New |
$14.6K - $16.1K
|
400
$17.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
358New |
$13.1K - $14.4K
|
358
$15.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
352New |
$12.9K - $14.2K
|
352
$15.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
329+ 0.37% |
$12K - $13.3K
|
88.1K
$3.81M
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
287+ 1.47% |
$10.5K - $11.6K
|
19.8K
$854K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
250+ 3.04% |
$9.13K - $10.1K
|
8.47K
$366K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
237New |
$8.66K - $9.55K
|
237
$10.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
223+ 3.72% |
$8.15K - $8.99K
|
6.22K
$269K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
198New |
$7.23K - $7.98K
|
198
$8.56K
|
|
|
Sep 26, 2024
Q4 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
142+ 1.89% |
$5.19K - $5.72K
|
7.66K
$331K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
135New |
$4.93K - $5.44K
|
135
$5.83K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
125New |
$4.57K - $5.04K
|
125
$5.4K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
104New |
$3.8K - $4.19K
|
104
$4.49K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
30+ 0.23% |
$1.1K - $1.21K
|
13.3K
$574K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
26+ 1.89% |
$950 - $1.05K
|
1.4K
$60.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
9+ 29.03% |
$329 - $363
|
40
$1.73K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8New |
$292 - $322
|
8
$346
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
4New |
$146 - $161
|
4
$173
|
|
|
Feb 14, 2024
Q4 2023
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
2New |
$73.1 - $80.6
|
2
$86.4
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 3.23% |
$73.1 - $80.6
|
64
$2.77K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2+ 2.44% |
$73.1 - $80.6
|
84
$3.63K
|