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 |
---|---|---|---|---|---|---|---|
Aug 11, 2021
Q1 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.69K- 3.33% |
$191K - $214K
|
107K
$5M
|
|
May 13, 2021
Q1 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-3.81K- 66.75% |
$197K - $221K
|
1.9K
$88.5K
|
|
May 19, 2021
Q1 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.83K- 1.04% |
$198K - $222K
|
365K
$17M
|
|
May 06, 2021
Q1 2021
|
Round Table Services, LLC
|
SELL
|
- |
-4.01KClosed |
$207K - $232K
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-4.01K- 6.04% |
$207K - $232K
|
62.4K
$2.91M
|
|
May 25, 2021
Q1 2021
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-4.01KClosed |
$207K - $233K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4.1KClosed |
$212K - $238K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-4.2KClosed |
$217K - $243K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-4.2KClosed |
$217K - $243K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.33K- 11.11% |
$224K - $251K
|
34.6K
$1.61M
|
|
May 11, 2021
Q1 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-4.47K- 16.05% |
$231K - $259K
|
23.4K
$1.09M
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-4.51K- 18.29% |
$233K - $261K
|
20.1K
$939K
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.57K- 17.1% |
$236K - $265K
|
22.1K
$1.03M
|
|
May 17, 2021
Q1 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-4.57KClosed |
$236K - $265K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.57K- 5.14% |
$236K - $265K
|
84.4K
$3.93M
|
|
Apr 07, 2021
Q1 2021
|
Bremer Bank National Association
|
SELL
|
- |
-4.67K- 3.3% |
$241K - $271K
|
137K
$6.37M
|
|
Oct 18, 2023
Q1 2021
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-4.69K- 7.78% |
$242K - $272K
|
55.6K
$2.59M
|
|
May 12, 2021
Q1 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-4.71K- 2.09% |
$243K - $273K
|
220K
$10.3M
|
|
May 14, 2021
Q1 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4.72K- 3.82% |
$244K - $274K
|
119K
$5.53M
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.78K- 4.08% |
$247K - $277K
|
112K
$5.23M
|
|
Sep 13, 2021
Q1 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-4.84K- 7.48% |
$250K - $280K
|
59.8K
$2.79M
|
|
Apr 19, 2021
Q1 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-4.85KClosed |
$251K - $281K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-4.94K- 79.7% |
$255K - $286K
|
1.26K
$58.6K
|
|
May 14, 2021
Q1 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-5K- 47.17% |
$258K - $290K
|
5.6K
$261K
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.08K- 9.17% |
$262K - $294K
|
50.3K
$2.34M
|
|
Apr 14, 2021
Q1 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-5.2K- 2.32% |
$269K - $302K
|
219K
$10.2M
|
|
Apr 12, 2021
Q1 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-5.27K- 35.21% |
$273K - $306K
|
9.7K
$452K
|
|
Apr 05, 2021
Q1 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-5.29K- 3.19% |
$273K - $306K
|
160K
$7.48M
|
|
Apr 16, 2021
Q1 2021
|
Nat West Group PLC
|
SELL
|
- |
-5.3KClosed |
$274K - $307K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.35K- 4.6% |
$276K - $310K
|
111K
$5.17M
|
|
May 17, 2021
Q1 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-5.46KClosed |
$282K - $316K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-5.47K- 18.59% |
$283K - $317K
|
24K
$1.12M
|
|
May 03, 2021
Q1 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-5.62K- 6.08% |
$291K - $326K
|
86.9K
$4.05M
|
|
May 17, 2021
Q1 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-5.73K- 25.71% |
$296K - $332K
|
16.5K
$771K
|
|
May 17, 2021
Q1 2021
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-5.78K- 6.62% |
$298K - $335K
|
81.4K
$3.79M
|
|
May 07, 2021
Q1 2021
|
Keybank National Association
|
SELL
|
- |
-5.84K- 0.33% |
$302K - $338K
|
1.78M
$83.1M
|
|
May 13, 2021
Q1 2021
|
Everett Harris & CO
|
SELL
|
- |
-5.94K- 15.26% |
$307K - $344K
|
33K
$1.54M
|
|
May 06, 2021
Q1 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-5.95K- 11.94% |
$307K - $345K
|
43.9K
$2.05M
|
|
Apr 29, 2021
Q1 2021
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-6.04K- 3.56% |
$312K - $350K
|
164K
$7.63M
|
|
Apr 29, 2021
Q1 2021
|
Royal Fund Management, LLC
|
SELL
|
- |
-6.07KClosed |
$314K - $352K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.08KClosed |
$314K - $353K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Orin Green Financial, LLC
|
SELL
|
- |
-6.15K- 14.34% |
$318K - $357K
|
36.8K
$1.71M
|
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-6.2K- 12.09% |
$320K - $359K
|
45.1K
$2.1M
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-6.23K- 49.45% |
$322K - $361K
|
6.37K
$297K
|
|
May 10, 2021
Q1 2021
|
Lincoln National Corp
|
SELL
|
- |
-6.34K- 3.27% |
$327K - $367K
|
188K
$8.75M
|
|
May 12, 2021
Q1 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6.34K- 0.78% |
$328K - $367K
|
808K
$37.7M
|
|
May 12, 2021
Q1 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-6.5K- 20.74% |
$336K - $377K
|
24.9K
$1.16M
|
|
Apr 21, 2021
Q1 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-6.8K- 2.53% |
$352K - $394K
|
262K
$12.2M
|
|
May 14, 2021
Q1 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-6.98K- 7.81% |
$360K - $404K
|
82.4K
$3.84M
|
|
May 11, 2021
Q1 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-7.02K- 3.87% |
$363K - $407K
|
174K
$8.13M
|