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 |
---|---|---|---|---|---|---|---|
May 10, 2021
Q1 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-422- 5.3% |
$21.8K - $24.5K
|
7.53K
$351K
|
|
Apr 30, 2021
Q1 2021
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-423- 2.68% |
$21.9K - $24.5K
|
15.3K
$715K
|
|
Apr 28, 2021
Q1 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-424- 3.5% |
$21.9K - $24.6K
|
11.7K
$545K
|
|
Apr 30, 2021
Q1 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-434- 2.95% |
$22.4K - $25.2K
|
14.3K
$666K
|
|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-439- 14.99% |
$22.7K - $25.4K
|
2.49K
$116K
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-440Closed |
$22.7K - $25.5K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-442- 2.78% |
$22.8K - $25.6K
|
15.4K
$720K
|
|
May 07, 2021
Q1 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-450- 17.12% |
$23.3K - $26.1K
|
2.18K
$102K
|
|
Apr 14, 2021
Q1 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-450Closed |
$23.3K - $26.1K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-450- 1.27% |
$23.3K - $26.1K
|
35K
$1.63M
|
|
May 10, 2021
Q1 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-474- 0.58% |
$24.5K - $27.5K
|
81.3K
$3.79M
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-475Closed |
$24.5K - $27.5K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-487- 2.0% |
$25.2K - $28.2K
|
23.9K
$1.12M
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-491- 5.65% |
$25.4K - $28.5K
|
8.19K
$382K
|
|
Apr 27, 2021
Q1 2021
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-500- 8.65% |
$25.8K - $29K
|
5.28K
$246K
|
|
Apr 21, 2021
Q1 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-500- 4.22% |
$25.8K - $29K
|
11.4K
$529K
|
|
May 11, 2021
Q1 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-500Closed |
$25.8K - $29K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-507Closed |
$26.2K - $29.4K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-510Closed |
$26.4K - $29.6K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-517- 3.6% |
$26.7K - $30K
|
13.9K
$646K
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-518- 1.91% |
$26.8K - $30K
|
26.7K
$1.24M
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-531- 0.11% |
$27.4K - $30.8K
|
484K
$22.6M
|
|
Apr 21, 2021
Q1 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-539- 2.91% |
$27.9K - $31.2K
|
18K
$838K
|
|
Apr 15, 2021
Q1 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-555- 7.75% |
$28.7K - $32.2K
|
6.61K
$308K
|
|
May 10, 2021
Q1 2021
|
Beck Bode, LLC
|
SELL
|
- |
-565Closed |
$29.2K - $32.7K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Berkshire Bank
|
SELL
|
- |
-572- 3.9% |
$29.6K - $33.2K
|
14.1K
$657K
|
|
Apr 09, 2021
Q1 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-596- 9.67% |
$30.8K - $34.5K
|
5.57K
$260K
|
|
Apr 16, 2021
Q1 2021
|
Columbia Trust CO 01012016
|
SELL
|
- |
-598- 4.79% |
$30.9K - $34.7K
|
11.9K
$554K
|
|
May 07, 2021
Q1 2021
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-600- 11.48% |
$31K - $34.8K
|
4.63K
$216K
|
|
May 07, 2021
Q1 2021
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-600- 1.39% |
$31K - $34.8K
|
42.7K
$1.99M
|
|
May 24, 2021
Q1 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-601- 1.07% |
$31.1K - $34.8K
|
55.6K
$2.59M
|
|
Apr 19, 2021
Q1 2021
|
Appleton Partners Inc
|
SELL
|
- |
-606- 2.81% |
$31.3K - $35.1K
|
21K
$977K
|
|
Apr 12, 2021
Q1 2021
|
Kwmg, LLC
|
SELL
|
- |
-621- 6.57% |
$32.1K - $36K
|
8.83K
$412K
|
|
Apr 27, 2021
Q1 2021
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-621- 1.83% |
$32.1K - $36K
|
33.3K
$1.55M
|
|
Apr 30, 2021
Q1 2021
|
Truepoint, Inc.
|
SELL
|
- |
-622- 1.77% |
$32.1K - $36.1K
|
34.5K
$1.61M
|
|
Apr 26, 2021
Q1 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-628- 2.55% |
$32.5K - $36.4K
|
24K
$1.12M
|
|
May 13, 2021
Q1 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-637- 2.51% |
$32.9K - $36.9K
|
24.8K
$1.15M
|
|
May 11, 2021
Q1 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-645- 8.04% |
$33.3K - $37.4K
|
7.38K
$344K
|
|
Apr 28, 2021
Q1 2021
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-656- 3.07% |
$33.9K - $38K
|
20.7K
$965K
|
|
May 03, 2021
Q1 2021
|
Sfmg, LLC
|
SELL
|
- |
-661- 4.05% |
$34.2K - $38.3K
|
15.7K
$730K
|
|
Apr 23, 2021
Q1 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-667- 0.58% |
$34.5K - $38.7K
|
114K
$5.33M
|
|
Apr 23, 2021
Q1 2021
|
United Bank
Vienna, VA |
SELL
|
- |
-689- 3.14% |
$35.6K - $39.9K
|
21.2K
$990K
|
|
Apr 16, 2021
Q1 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-710- 3.24% |
$36.7K - $41.2K
|
21.2K
$989K
|
|
May 04, 2021
Q1 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-720- 2.12% |
$37.2K - $41.7K
|
33.3K
$1.55M
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-736- 5.77% |
$38K - $42.7K
|
12K
$561K
|
|
Apr 28, 2021
Q1 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-746- 2.7% |
$38.6K - $43.2K
|
26.8K
$1.25M
|
|
Apr 29, 2021
Q1 2021
|
Hollencrest Capital Management
|
SELL
|
- |
-749- 3.02% |
$38.7K - $43.4K
|
24.1K
$1.12M
|
|
May 04, 2021
Q1 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-771- 1.83% |
$39.8K - $44.7K
|
41.4K
$1.93M
|
|
Apr 13, 2021
Q1 2021
|
Atlas Brown,Inc.
|
SELL
|
- |
-774- 1.98% |
$40K - $44.9K
|
38.4K
$1.79M
|
|
Apr 26, 2021
Q1 2021
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-788- 1.29% |
$40.7K - $45.7K
|
60.2K
$2.81M
|