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 28, 2021
Q1 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-200- 28.57% |
$10.3K - $11.6K
|
500
$21.5K
|
|
|
May 07, 2021
Q1 2021
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-200- 2.46% |
$10.3K - $11.6K
|
7.92K
$340K
|
|
|
May 14, 2021
Q1 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-202- 3.6% |
$10.4K - $11.7K
|
5.4K
$232K
|
|
|
May 12, 2021
Q1 2021
|
Financial Life Advisors
|
SELL
|
- |
-209- 3.14% |
$10.8K - $12.1K
|
6.44K
$276K
|
|
|
Apr 14, 2021
Q1 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-217- 2.53% |
$11.2K - $12.6K
|
8.36K
$359K
|
|
|
Apr 23, 2021
Q1 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-220- 2.39% |
$11.4K - $12.8K
|
8.98K
$386K
|
|
|
May 11, 2021
Q1 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-224- 0.69% |
$11.6K - $13K
|
32.2K
$1.38M
|
|
|
Apr 06, 2021
Q1 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-225- 0.8% |
$11.6K - $13K
|
27.8K
$1.19M
|
|
|
Apr 26, 2021
Q1 2021
|
Courage Miller Partners, LLC
|
SELL
|
- |
-225- 2.08% |
$11.6K - $13K
|
10.6K
$455K
|
|
|
Apr 14, 2021
Q1 2021
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-229- 5.35% |
$11.8K - $13.3K
|
4.05K
$174K
|
|
|
Apr 21, 2021
Q1 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-234- 0.62% |
$12.1K - $13.6K
|
37.3K
$1.6M
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-247Closed |
$12.8K - $14.3K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-260- 5.28% |
$13.4K - $15.1K
|
4.66K
$200K
|
|
|
Apr 29, 2021
Q1 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-266- 9.13% |
$13.7K - $15.4K
|
2.65K
$114K
|
|
|
Jul 14, 2021
Q1 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-270- 1.16% |
$14K - $15.6K
|
22.9K
$985K
|
|
|
May 14, 2021
Q1 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-270- 0.15% |
$14K - $15.6K
|
176K
$7.54M
|
|
|
May 14, 2021
Q1 2021
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-270- 3.68% |
$14K - $15.6K
|
7.07K
$304K
|
|
|
May 10, 2021
Q1 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-290- 0.55% |
$15K - $16.8K
|
52.6K
$2.26M
|
|
|
Nov 07, 2023
Q1 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-294- 0.61% |
$15.2K - $17K
|
48.2K
$2.07M
|
|
|
Apr 19, 2021
Q1 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-300- 0.98% |
$15.5K - $17.4K
|
30.2K
$1.3M
|
|
|
May 14, 2021
Q1 2021
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-300- 6.52% |
$15.5K - $17.4K
|
4.3K
$185K
|
|
|
Feb 13, 2024
Q1 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-300- 0.98% |
$15.5K - $17.4K
|
30.2K
$1.3M
|
|
|
May 10, 2021
Q1 2021
|
Diversified Trust CO
|
SELL
|
- |
-306- 3.02% |
$15.8K - $17.7K
|
9.82K
$422K
|
|
|
May 10, 2021
Q1 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-308- 0.84% |
$15.9K - $17.9K
|
36.2K
$1.55M
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-310Closed |
$16K - $18K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-317- 9.64% |
$16.4K - $18.4K
|
2.97K
$128K
|
|
|
Apr 23, 2021
Q1 2021
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-319- 5.01% |
$16.5K - $18.5K
|
6.04K
$259K
|
|
|
May 13, 2021
Q1 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-328- 1.36% |
$17K - $19K
|
23.8K
$1.02M
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-330Closed |
$17.1K - $19.1K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-337- 3.22% |
$17.4K - $19.5K
|
10.1K
$435K
|
|
|
May 12, 2021
Q1 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-346- 2.23% |
$17.9K - $20.1K
|
15.2K
$652K
|
|
|
May 13, 2021
Q1 2021
|
Harbor Advisory Corp
|
SELL
|
- |
-350- 1.41% |
$18.1K - $20.3K
|
24.4K
$1.05M
|
|
|
May 06, 2021
Q1 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-350- 0.52% |
$18.1K - $20.3K
|
66.4K
$2.85M
|
|
|
May 14, 2021
Q1 2021
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-353- 6.7% |
$18.2K - $20.5K
|
4.91K
$211K
|
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-354- 0.67% |
$18.3K - $20.5K
|
52.2K
$2.24M
|
|
|
Apr 23, 2021
Q1 2021
|
Center Star Asset Management, LLC
|
SELL
|
- |
-355Closed |
$18.3K - $20.6K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-361- 4.14% |
$18.7K - $20.9K
|
8.36K
$359K
|
|
|
May 10, 2021
Q1 2021
|
Coastline Trust CO
|
SELL
|
- |
-362- 0.87% |
$18.7K - $21K
|
41.1K
$1.77M
|
|
|
Apr 01, 2021
Q1 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-370- 5.61% |
$19.1K - $21.4K
|
6.22K
$267K
|
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-371- 1.68% |
$19.2K - $21.5K
|
21.7K
$933K
|
|
|
Apr 05, 2024
Q1 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-372- 0.33% |
$19.2K - $21.6K
|
113K
$4.85M
|
|
|
Apr 20, 2021
Q1 2021
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-380- 4.74% |
$19.6K - $22K
|
7.63K
$328K
|
|
|
Apr 27, 2021
Q1 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-390- 0.71% |
$20.2K - $22.6K
|
54.5K
$2.34M
|
|
|
Apr 23, 2021
Q1 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-390- 0.39% |
$20.2K - $22.6K
|
101K
$4.33M
|
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
SELL
|
- |
-400- 18.87% |
$20.7K - $23.2K
|
1.72K
$73.8K
|
|
|
May 04, 2021
Q1 2021
|
Savant Capital, LLC
|
SELL
|
- |
-408- 2.88% |
$21.1K - $23.6K
|
13.7K
$590K
|
|
|
Apr 20, 2021
Q1 2021
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-412- 1.82% |
$21.3K - $23.9K
|
22.2K
$954K
|
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-413Closed |
$21.3K - $23.9K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-417- 18.31% |
$21.6K - $24.2K
|
1.86K
$79.9K
|
|
|
May 14, 2021
Q1 2021
|
Xml Financial, LLC
|
SELL
|
- |
-420- 0.98% |
$21.7K - $24.3K
|
42.2K
$1.81M
|