Purchases and Sales Made in Q1 2021 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q1 2021. The information is specifically focused on institutions that hold shares of ISHARES MSCI EMERGING MARKETS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2021
Q1 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
185+ 1.24% |
$9.56K - $10.7K
|
15.1K
$648K
|
|
|
May 05, 2021
Q1 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
185+ 0.48% |
$9.56K - $10.7K
|
39K
$1.67M
|
|
|
May 05, 2021
Q1 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
181New |
$9.35K - $10.5K
|
181
$7.77K
|
|
|
Apr 26, 2021
Q1 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
175+ 28.88% |
$9.04K - $10.1K
|
781
$33.5K
|
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
175+ 3.07% |
$9.04K - $10.1K
|
5.88K
$252K
|
|
|
May 17, 2021
Q1 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
163+ 0.68% |
$8.42K - $9.45K
|
24K
$1.03M
|
|
|
May 11, 2021
Q1 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
152+ 0.28% |
$7.86K - $8.81K
|
54.2K
$2.33M
|
|
|
May 12, 2021
Q1 2021
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
150+ 0.22% |
$7.75K - $8.69K
|
68.2K
$2.93M
|
|
|
Jul 16, 2021
Q1 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
150New |
$7.75K - $8.69K
|
150
$6.44K
|
|
|
Apr 06, 2021
Q1 2021
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
147+ 0.71% |
$7.6K - $8.52K
|
20.8K
$894K
|
|
|
Jun 21, 2021
Q1 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
142+ 2.02% |
$7.34K - $8.23K
|
7.18K
$308K
|
|
|
Nov 18, 2022
Q1 2021
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
112+ 0.79% |
$5.79K - $6.49K
|
14.3K
$615K
|
|
|
Apr 22, 2021
Q1 2021
|
Emerson Wealth, LLC
|
BUY
|
- |
110+ 0.22% |
$5.68K - $6.38K
|
50.9K
$2.18M
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
107+ 0.05% |
$5.53K - $6.2K
|
221K
$9.49M
|
|
|
Apr 12, 2021
Q1 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
106New |
$5.48K - $6.14K
|
106
$4.55K
|
|
|
Apr 14, 2021
Q1 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
100+ 34.84% |
$5.17K - $5.8K
|
387
$16.6K
|
|
|
Apr 08, 2021
Q1 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
100+ 8.42% |
$5.17K - $5.8K
|
1.29K
$55.3K
|
|
|
Apr 29, 2021
Q1 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
100+ 9.35% |
$5.17K - $5.8K
|
1.17K
$50.2K
|
|
|
May 13, 2021
Q1 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
96+ 0.48% |
$4.96K - $5.56K
|
19.9K
$856K
|
|
|
May 17, 2021
Q1 2021
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
95+ 1.07% |
$4.91K - $5.51K
|
8.94K
$384K
|
|
|
May 18, 2021
Q1 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
95+ 10.22% |
$4.91K - $5.51K
|
1.03K
$44K
|
|
|
May 11, 2021
Q1 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
91+ 0.53% |
$4.7K - $5.27K
|
17.3K
$742K
|
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
90+ 0.51% |
$4.65K - $5.22K
|
17.8K
$763K
|
|
|
May 11, 2021
Q1 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
89+ 2.0% |
$4.6K - $5.16K
|
4.54K
$195K
|
|
|
May 10, 2021
Q1 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
89New |
$4.6K - $5.16K
|
89
$3.82K
|
|
|
May 06, 2021
Q1 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
84New |
$4.34K - $4.87K
|
84
$3.61K
|
|
|
May 10, 2021
Q1 2021
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
75+ 1.12% |
$3.88K - $4.35K
|
6.78K
$291K
|
|
|
May 05, 2021
Q1 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
75+ 50.0% |
$3.88K - $4.35K
|
225
$9.66K
|
|
|
May 14, 2021
Q1 2021
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
74+ 2.83% |
$3.82K - $4.29K
|
2.69K
$116K
|
|
|
Apr 27, 2021
Q1 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
68+ 0.06% |
$3.51K - $3.94K
|
110K
$4.74M
|
|
|
May 06, 2021
Q1 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
62+ 0.18% |
$3.2K - $3.59K
|
34.5K
$1.48M
|
|
|
Apr 30, 2021
Q1 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
60+ 0.49% |
$3.1K - $3.48K
|
12.3K
$529K
|
|
|
Apr 27, 2021
Q1 2021
|
Wealthpoint, LLC
|
BUY
|
- |
60+ 0.24% |
$3.1K - $3.48K
|
24.8K
$1.06M
|
|
|
Apr 20, 2021
Q1 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
59+ 2.34% |
$3.05K - $3.42K
|
2.58K
$111K
|
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
55New |
$2.84K - $3.19K
|
55
$2.36K
|
|
|
Apr 16, 2021
Q1 2021
|
Accredited Investors Inc.
|
BUY
|
- |
55+ 1.27% |
$2.84K - $3.19K
|
4.4K
$189K
|
|
|
Apr 28, 2021
Q1 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
52+ 433.33% |
$2.69K - $3.01K
|
64
$2.75K
|
|
|
May 11, 2021
Q1 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
52+ 0.51% |
$2.69K - $3.01K
|
10.2K
$436K
|
|
|
Jun 07, 2022
Q1 2021
|
True North Advisors, LLC
|
BUY
|
- |
50+ 1.05% |
$2.58K - $2.9K
|
4.81K
$206K
|
|
|
Apr 23, 2021
Q1 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
47+ 1.47% |
$2.43K - $2.72K
|
3.24K
$139K
|
|
|
May 05, 2021
Q1 2021
|
Glassman Wealth Services
|
BUY
|
- |
45New |
$2.33K - $2.61K
|
45
$1.93K
|
|
|
May 14, 2021
Q1 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
42+ 0.08% |
$2.17K - $2.43K
|
54.3K
$2.33M
|
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
42+ 0.45% |
$2.17K - $2.43K
|
9.42K
$404K
|
|
|
May 07, 2021
Q1 2021
|
Graypoint LLC
|
BUY
|
- |
36+ 0.62% |
$1.86K - $2.09K
|
5.83K
$250K
|
|
|
May 17, 2021
Q1 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
35+ 70.0% |
$1.81K - $2.03K
|
85
$3.65K
|
|
|
Apr 29, 2021
Q1 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
31+ 0.04% |
$1.6K - $1.8K
|
85.5K
$3.67M
|
|
|
Apr 12, 2021
Q1 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
30+ 0.1% |
$1.55K - $1.74K
|
29.5K
$1.27M
|
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
29+ 0.03% |
$1.5K - $1.68K
|
95.8K
$4.11M
|
|
|
May 14, 2021
Q1 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
27+ 1.48% |
$1.4K - $1.56K
|
1.85K
$79.2K
|
|
|
May 13, 2021
Q1 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
27+ 0.1% |
$1.4K - $1.56K
|
28K
$1.2M
|