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 12, 2021
Q1 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.91K- 1.21% |
$98.9K - $111K
|
156K
$6.71M
|
|
|
Apr 07, 2021
Q1 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-1.94K- 7.68% |
$100K - $112K
|
23.3K
$1M
|
|
|
May 06, 2021
Q1 2021
|
Matrix Trust CO
|
SELL
|
- |
-1.96K- 34.29% |
$101K - $113K
|
3.75K
$161K
|
|
|
May 17, 2021
Q1 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.96K- 24.03% |
$101K - $114K
|
6.2K
$266K
|
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-1.98K- 29.84% |
$102K - $115K
|
4.66K
$200K
|
|
|
May 11, 2021
Q1 2021
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2K- 14.58% |
$103K - $116K
|
11.7K
$503K
|
|
|
Apr 27, 2021
Q1 2021
|
Dorsey Wright & Associates
|
SELL
|
- |
-2.03K- 4.42% |
$105K - $118K
|
43.9K
$1.89M
|
|
|
Apr 27, 2021
Q1 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-2.08K- 30.78% |
$107K - $120K
|
4.68K
$201K
|
|
|
Apr 09, 2021
Q1 2021
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-2.11K- 2.98% |
$109K - $122K
|
68.6K
$2.94M
|
|
|
May 06, 2021
Q1 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.11K- 1.96% |
$109K - $122K
|
105K
$4.53M
|
|
|
May 17, 2021
Q1 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.14K- 24.46% |
$111K - $124K
|
6.61K
$284K
|
|
|
Apr 22, 2021
Q1 2021
|
Sol Capital Management CO
|
SELL
|
- |
-2.2K- 14.97% |
$114K - $128K
|
12.5K
$537K
|
|
|
May 13, 2021
Q1 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-2.23K- 2.45% |
$115K - $129K
|
88.7K
$3.81M
|
|
|
May 14, 2021
Q1 2021
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-2.23KClosed |
$115K - $129K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-2.25K- 3.0% |
$116K - $130K
|
72.9K
$3.13M
|
|
|
May 14, 2021
Q1 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.26K- 12.01% |
$117K - $131K
|
16.6K
$711K
|
|
|
Apr 29, 2021
Q1 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.27K- 6.2% |
$117K - $131K
|
34.2K
$1.47M
|
|
|
Apr 29, 2021
Q1 2021
|
Financial Counselors Inc
|
SELL
|
- |
-2.32K- 4.0% |
$120K - $134K
|
55.6K
$2.39M
|
|
|
May 03, 2021
Q1 2021
|
Ellevest, Inc.
|
SELL
|
- |
-2.4K- 42.98% |
$124K - $139K
|
3.18K
$137K
|
|
|
Apr 26, 2021
Q1 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.42K- 7.4% |
$125K - $140K
|
30.3K
$1.3M
|
|
|
May 05, 2021
Q1 2021
|
Sp Asset Management
|
SELL
|
- |
-2.43K- 2.32% |
$125K - $141K
|
102K
$4.38M
|
|
|
Apr 30, 2021
Q1 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2.45K- 4.42% |
$127K - $142K
|
52.9K
$2.27M
|
|
|
May 18, 2021
Q1 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.47K- 23.06% |
$128K - $143K
|
8.25K
$354K
|
|
|
Apr 19, 2021
Q1 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.56K- 94.11% |
$132K - $148K
|
160
$6.87K
|
|
|
May 12, 2021
Q1 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.57K- 5.25% |
$133K - $149K
|
46.4K
$1.99M
|
|
|
May 12, 2021
Q1 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-2.68K- 21.11% |
$138K - $155K
|
10K
$430K
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-2.74KClosed |
$142K - $159K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-2.77K- 0.99% |
$143K - $161K
|
276K
$11.9M
|
|
|
May 11, 2021
Q1 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.79K- 6.01% |
$144K - $162K
|
43.6K
$1.87M
|
|
|
Apr 15, 2021
Q1 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-2.84K- 14.75% |
$147K - $164K
|
16.4K
$703K
|
|
|
May 12, 2021
Q1 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.88K- 26.54% |
$149K - $167K
|
7.98K
$343K
|
|
|
Apr 08, 2021
Q1 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-2.89K- 28.24% |
$149K - $167K
|
7.34K
$315K
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-2.94KClosed |
$152K - $170K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.99K- 5.92% |
$154K - $173K
|
47.5K
$2.04M
|
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.01K- 1.72% |
$156K - $175K
|
172K
$7.4M
|
|
|
May 12, 2021
Q1 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-3.02K- 3.49% |
$156K - $175K
|
83.5K
$3.59M
|
|
|
May 13, 2021
Q1 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-3.04K- 1.94% |
$157K - $176K
|
154K
$6.61M
|
|
|
Apr 22, 2021
Q1 2021
|
James Investment Research Inc
|
SELL
|
- |
-3.06K- 3.96% |
$158K - $177K
|
74.1K
$3.18M
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-3.07K- 0.32% |
$159K - $178K
|
958K
$41.1M
|
|
|
May 06, 2021
Q1 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-3.08K- 7.94% |
$159K - $178K
|
35.7K
$1.53M
|
|
|
Apr 05, 2021
Q1 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-3.19K- 41.49% |
$165K - $185K
|
4.5K
$193K
|
|
|
Apr 29, 2021
Q1 2021
|
Curi Wealth Management, LLC
|
SELL
|
- |
-3.32KClosed |
$172K - $192K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-3.41K- 31.46% |
$176K - $198K
|
7.43K
$319K
|
|
|
May 12, 2021
Q1 2021
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-3.43K- 38.79% |
$177K - $199K
|
5.41K
$232K
|
|
|
May 13, 2021
Q1 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.43K- 0.56% |
$177K - $199K
|
615K
$26.4M
|
|
|
May 11, 2021
Q1 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.47K- 2.02% |
$179K - $201K
|
168K
$7.22M
|
|
|
May 03, 2021
Q1 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-3.56K- 13.57% |
$184K - $206K
|
22.7K
$973K
|
|
|
May 14, 2021
Q1 2021
|
Cliffwater LLC
Marina Del Rey, CA |
SELL
|
- |
-3.58K- 16.88% |
$185K - $207K
|
17.6K
$756K
|
|
|
Apr 23, 2021
Q1 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-3.65K- 5.92% |
$189K - $212K
|
58.1K
$2.49M
|
|
|
May 17, 2021
Q1 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3.66K- 3.6% |
$189K - $212K
|
97.8K
$4.2M
|