Latest Institutional Sells of Ishares Msci Emerging Markets (EEM)
This list provides information on the latest institutional transactions involving Ishares Msci Emerging Markets (EEM) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 06, 2023
Q4 2022
|
Avondale Wealth Management
|
SELL
|
- |
-1.75K- 77.78% |
$59.4K - $69.2K
|
500
$24.2K
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.71K- 24.04% |
$58K - $67.5K
|
5.4K
$261K
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.65K- 52.38% |
$56K - $65.2K
|
1.5K
$72.5K
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.59K- 14.32% |
$54K - $62.9K
|
9.52K
$460K
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-1.5K- 50.0% |
$50.9K - $59.3K
|
1.5K
$72.5K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.06K- 58.87% |
$36K - $42K
|
742
$35.9K
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.03K- 11.68% |
$34.8K - $40.5K
|
7.75K
$375K
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-1K- 14.02% |
$33.9K - $39.5K
|
6.14K
$297K
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-905- 98.8% |
$30.7K - $35.8K
|
11
$532
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-797- 12.42% |
$27K - $31.5K
|
5.62K
$272K
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-758- 4.46% |
$25.7K - $30K
|
16.2K
$784K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-465- 14.29% |
$15.8K - $18.4K
|
2.79K
$135K
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-461- 4.52% |
$15.6K - $18.2K
|
9.75K
$471K
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
SELL
|
- |
-413- 5.26% |
$14K - $16.3K
|
7.45K
$360K
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-400- 5.05% |
$13.6K - $15.8K
|
7.53K
$364K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-320- 2.31% |
$10.9K - $12.7K
|
13.5K
$655K
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-286- 4.54% |
$9.7K - $11.3K
|
6.01K
$290K
|
|
Feb 15, 2023
Q4 2022
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-200- 2.56% |
$6.79K - $7.91K
|
7.6K
$367K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-197- 16.75% |
$6.68K - $7.79K
|
979
$47.3K
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-153- 4.6% |
$5.19K - $6.05K
|
3.18K
$153K
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-100- 1.61% |
$3.39K - $3.95K
|
6.12K
$296K
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4- 0.04% |
$136 - $158
|
9.22K
$446K
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1- 0.02% |
$33.9 - $39.5
|
5.8K
$280K
|
|
Q3 2022 | |||||||
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-266K- 94.7% |
$9.29M - $10.9M
|
14.9K
$720K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-150K- 66.84% |
$5.24M - $6.17M
|
74.6K
$3.6M
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-122K- 33.96% |
$4.25M - $5M
|
237K
$11.5M
|
|
Nov 15, 2022
Q3 2022
|
Caz Investments LP
Houston, TX |
SELL
|
- |
-122K- 83.33% |
$4.25M - $5M
|
24.4K
$1.18M
|
|
Oct 04, 2022
Q3 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-121K- 24.57% |
$4.24M - $4.98M
|
373K
$18M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-92.8K- 38.44% |
$3.24M - $3.81M
|
149K
$7.18M
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
SELL
|
CALL |
-31.8K- 87.85% |
$1.11M - $1.31M
|
4.4K
$213K
|
|
Oct 12, 2022
Q3 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-31.5K- 70.12% |
$1.1M - $1.29M
|
13.4K
$649K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-30.5K- 10.81% |
$1.06M - $1.25M
|
251K
$12.1M
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-17.3K- 42.88% |
$605K - $712K
|
23.1K
$1.12M
|
|
Oct 12, 2022
Q3 2022
|
Wall Capital Group, Inc.
|
SELL
|
- |
-15.4K- 32.73% |
$538K - $633K
|
31.7K
$1.53M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-15.3KClosed |
$533K - $627K
|
0
$0
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-7.95K- 49.25% |
$277K - $327K
|
8.2K
$396K
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-7.13K- 34.97% |
$249K - $293K
|
13.3K
$640K
|
|
Nov 01, 2022
Q3 2022
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-5.67K- 44.32% |
$198K - $233K
|
7.12K
$344K
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.19KClosed |
$181K - $213K
|
0
$0
|
|
Oct 21, 2022
Q3 2022
|
Gen Trust, LLC
|
SELL
|
- |
-3.03K- 28.84% |
$106K - $124K
|
7.47K
$361K
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.8K- 69.63% |
$62.8K - $73.9K
|
785
$37.9K
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-1.71K- 90.88% |
$59.5K - $70K
|
171
$8.26K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-1.64K- 13.59% |
$57K - $67.1K
|
10.4K
$502K
|
|
Oct 17, 2022
Q3 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-1K- 2.82% |
$34.9K - $41.1K
|
34.5K
$1.67M
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-878Closed |
$30.6K - $36K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-706- 47.9% |
$24.6K - $29K
|
768
$37.1K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-601- 1.37% |
$21K - $24.7K
|
43.4K
$2.1M
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-547- 73.23% |
$19.1K - $22.5K
|
200
$9.67K
|
|
Oct 24, 2022
Q3 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-508- 4.42% |
$17.7K - $20.9K
|
11K
$531K
|
|
Oct 24, 2022
Q3 2022
|
Pembroke Management, LTD
|
SELL
|
- |
-382- 0.23% |
$13.3K - $15.7K
|
165K
$7.95M
|