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
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
48.7K+ 5.69% |
$2.52M - $2.82M
|
905K
$38.5M
|
|
May 07, 2021
Q1 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
46.6K+ 35.67% |
$2.41M - $2.7M
|
177K
$7.55M
|
|
May 11, 2021
Q1 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
46.2KNew |
$2.39M - $2.68M
|
46.2K
$1.97M
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
46K+ 22.77% |
$2.37M - $2.66M
|
248K
$10.6M
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
45.9K+ 14.5% |
$2.37M - $2.66M
|
362K
$15.4M
|
|
May 11, 2021
Q1 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
44.7K+ 21.75% |
$2.31M - $2.59M
|
250K
$10.6M
|
|
Apr 26, 2021
Q1 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
43.6KNew |
$2.25M - $2.53M
|
43.6K
$1.86M
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
40.7K+ 25.28% |
$2.11M - $2.36M
|
202K
$8.6M
|
|
May 07, 2021
Q1 2021
|
1 St Source Bank
|
BUY
|
- |
40.1K+ 9.93% |
$2.07M - $2.32M
|
444K
$18.9M
|
|
May 17, 2021
Q1 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
39.9K+ 49.61% |
$2.06M - $2.31M
|
120K
$5.12M
|
|
Apr 30, 2021
Q1 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
38.5K+ 35.93% |
$1.99M - $2.23M
|
145K
$6.2M
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
37K+ 178.55% |
$1.91M - $2.15M
|
57.8K
$2.46M
|
|
Apr 21, 2021
Q1 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
36.2K+ 119.95% |
$1.87M - $2.1M
|
66.3K
$2.83M
|
|
Apr 26, 2021
Q1 2021
|
Bank Of Stockton
|
BUY
|
- |
35.3K+ 21.89% |
$1.83M - $2.05M
|
197K
$8.38M
|
|
May 24, 2021
Q1 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
35.3K+ 35.82% |
$1.82M - $2.04M
|
134K
$5.7M
|
|
May 10, 2021
Q1 2021
|
Bank Of The West
|
BUY
|
- |
34.7K+ 11.68% |
$1.79M - $2.01M
|
332K
$14.1M
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
33.1K+ 69.13% |
$1.71M - $1.92M
|
80.9K
$3.44M
|
|
May 12, 2021
Q1 2021
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
32.8KNew |
$1.69M - $1.9M
|
32.8K
$1.39M
|
|
May 14, 2021
Q1 2021
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
31.9K+ 5.66% |
$1.65M - $1.85M
|
595K
$25.3M
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
31.4K+ 18.47% |
$1.62M - $1.82M
|
202K
$8.58M
|
|
Apr 28, 2021
Q1 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
31.2K+ 13.98% |
$1.61M - $1.81M
|
254K
$10.8M
|
|
Apr 21, 2021
Q1 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
30.5K+ 382.48% |
$1.57M - $1.77M
|
38.4K
$1.64M
|
|
May 13, 2021
Q1 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
30.2K+ 1.09% |
$1.56M - $1.75M
|
2.8M
$119M
|
|
Apr 30, 2021
Q1 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
29.1KNew |
$1.5M - $1.69M
|
29.1K
$1.24M
|
|
May 11, 2021
Q1 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
29K+ 408.51% |
$1.5M - $1.68M
|
36.1K
$1.54M
|
|
Apr 22, 2021
Q1 2021
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
28.9K+ 202.27% |
$1.49M - $1.68M
|
43.2K
$1.84M
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
28.9K+ 98.2% |
$1.49M - $1.67M
|
58.3K
$2.48M
|
|
May 20, 2021
Q1 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
28.5KNew |
$1.47M - $1.65M
|
28.5K
$1.21M
|
|
May 10, 2021
Q1 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
28.3KNew |
$1.46M - $1.64M
|
28.3K
$1.21M
|
|
Apr 29, 2021
Q1 2021
|
Vigilare Wealth Management
|
BUY
|
- |
28.3KNew |
$1.46M - $1.64M
|
28.3K
$1.2M
|
|
Apr 15, 2021
Q1 2021
|
City Holding CO
|
BUY
|
- |
27.9K+ 24.62% |
$1.44M - $1.62M
|
141K
$6.02M
|
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
27.2K+ 240.74% |
$1.41M - $1.58M
|
38.5K
$1.64M
|
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
27K+ 185.73% |
$1.4M - $1.57M
|
41.5K
$1.77M
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
26.8K+ 129.65% |
$1.38M - $1.55M
|
47.4K
$2.02M
|
|
May 17, 2021
Q1 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
26.3K+ 9.99% |
$1.36M - $1.53M
|
290K
$12.3M
|
|
May 07, 2021
Q1 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
26.2K+ 89.23% |
$1.36M - $1.52M
|
55.6K
$2.37M
|
|
Jan 09, 2024
Q1 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
26.1K+ 5238.96% |
$1.35M - $1.51M
|
26.6K
$1.13M
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25.9K+ 4.68% |
$1.34M - $1.5M
|
579K
$24.7M
|
|
Apr 30, 2021
Q1 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
24.9KNew |
$1.28M - $1.44M
|
24.9K
$1.06M
|
|
May 04, 2021
Q1 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
24.8K+ 361.68% |
$1.28M - $1.44M
|
31.7K
$1.35M
|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
24.7K+ 332.5% |
$1.28M - $1.43M
|
32.1K
$1.37M
|
|
Apr 12, 2021
Q1 2021
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
24K+ 14.89% |
$1.24M - $1.39M
|
185K
$7.89M
|
|
Apr 27, 2021
Q1 2021
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
24K+ 8.96% |
$1.24M - $1.39M
|
291K
$12.4M
|
|
Apr 19, 2021
Q1 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
23.8K+ 37.31% |
$1.23M - $1.38M
|
87.5K
$3.72M
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
23.2K+ 59.42% |
$1.2M - $1.34M
|
62.2K
$2.65M
|
|
Apr 08, 2021
Q1 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
22.4K+ 30.77% |
$1.16M - $1.3M
|
95.1K
$4.05M
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
21.4K+ 24.33% |
$1.11M - $1.24M
|
109K
$4.66M
|
|
May 11, 2021
Q1 2021
|
Amg National Trust Bank
|
BUY
|
- |
21.1K+ 11.12% |
$1.09M - $1.22M
|
211K
$8.98M
|
|
May 06, 2021
Q1 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
21.1K+ 61.67% |
$1.09M - $1.22M
|
55.3K
$2.35M
|
|
May 12, 2021
Q1 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
20.6K+ 22.59% |
$1.06M - $1.19M
|
112K
$4.76M
|