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 12, 2021
Q1 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
7.41KNew |
$383K - $429K
|
7.41K
$315K
|
|
May 10, 2021
Q1 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
7.39KNew |
$382K - $428K
|
7.39K
$315K
|
|
May 17, 2021
Q1 2021
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
7.37KNew |
$381K - $427K
|
7.37K
$314K
|
|
May 10, 2021
Q1 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
7.22K+ 30.45% |
$373K - $418K
|
30.9K
$1.32M
|
|
Jun 02, 2021
Q1 2021
|
Regions Financial Corp
|
BUY
|
- |
7.14K+ 0.48% |
$369K - $414K
|
1.49M
$63.4M
|
|
Apr 28, 2021
Q1 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
6.98K+ 25.36% |
$361K - $405K
|
34.5K
$1.47M
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.94K+ 25.74% |
$359K - $402K
|
33.9K
$1.44M
|
|
Apr 30, 2021
Q1 2021
|
Paulson Wealth Management Inc.
|
BUY
|
- |
6.9K+ 2.98% |
$357K - $400K
|
239K
$10.2M
|
|
Apr 14, 2021
Q1 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
6.88K+ 58.96% |
$356K - $399K
|
18.6K
$790K
|
|
May 14, 2021
Q1 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
6.79KNew |
$351K - $393K
|
6.79K
$289K
|
|
Apr 21, 2021
Q1 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
6.65K+ 10.09% |
$344K - $385K
|
72.6K
$3.09M
|
|
May 12, 2021
Q1 2021
|
First Bancorp, Inc
|
BUY
|
- |
6.64KNew |
$343K - $385K
|
6.64K
$283K
|
|
Apr 20, 2021
Q1 2021
|
Telemus Capital, LLC
|
BUY
|
- |
6.59K+ 13.79% |
$341K - $382K
|
54.4K
$2.32M
|
|
May 14, 2021
Q1 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6.13K+ 13.26% |
$317K - $355K
|
52.4K
$2.23M
|
|
May 05, 2021
Q1 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
6.12K+ 4.87% |
$316K - $355K
|
132K
$5.61M
|
|
May 11, 2021
Q1 2021
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
6.11K+ 38.18% |
$316K - $354K
|
22.1K
$941K
|
|
Apr 14, 2021
Q1 2021
|
Welch & Forbes LLC
|
BUY
|
- |
6.06K+ 13.19% |
$313K - $351K
|
52K
$2.21M
|
|
May 14, 2021
Q1 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
5.96KNew |
$308K - $345K
|
5.96K
$254K
|
|
May 17, 2021
Q1 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
5.95K+ 31.13% |
$307K - $345K
|
25K
$1.07M
|
|
May 14, 2021
Q1 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.92K+ 51.22% |
$306K - $343K
|
17.5K
$745K
|
|
May 13, 2021
Q1 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
5.82KNew |
$301K - $337K
|
5.82K
$248K
|
|
Apr 26, 2021
Q1 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
5.81KNew |
$300K - $337K
|
5.81K
$247K
|
|
May 11, 2021
Q1 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
5.74K+ 5.24% |
$296K - $332K
|
115K
$4.91M
|
|
May 10, 2021
Q1 2021
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
5.69KNew |
$294K - $330K
|
5.69K
$242K
|
|
Apr 30, 2021
Q1 2021
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
5.61K+ 15.06% |
$290K - $325K
|
42.8K
$1.82M
|
|
May 12, 2021
Q1 2021
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
5.59KNew |
$289K - $324K
|
5.59K
$238K
|
|
May 12, 2021
Q1 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.56K+ 54.69% |
$287K - $322K
|
15.7K
$669K
|
|
Apr 20, 2021
Q1 2021
|
Schwab Charitable Fund
|
BUY
|
- |
5.54KNew |
$287K - $321K
|
5.54K
$236K
|
|
May 06, 2021
Q1 2021
|
Middleton & CO Inc
|
BUY
|
- |
5.5K+ 15.7% |
$284K - $319K
|
40.5K
$1.73M
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5.49K+ 10.52% |
$284K - $318K
|
57.6K
$2.45M
|
|
Apr 06, 2021
Q1 2021
|
Private Trust CO Na
|
BUY
|
- |
5.43K+ 8.75% |
$280K - $314K
|
67.4K
$2.87M
|
|
Apr 08, 2021
Q1 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
5.37K+ 34.36% |
$278K - $311K
|
21K
$895K
|
|
Apr 21, 2021
Q1 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
5.36KNew |
$277K - $311K
|
5.36K
$228K
|
|
Apr 19, 2021
Q1 2021
|
Peoples Bank
|
BUY
|
- |
5.36KNew |
$277K - $311K
|
5.36K
$228K
|
|
Apr 28, 2021
Q1 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.35KNew |
$276K - $310K
|
5.35K
$228K
|
|
Apr 29, 2021
Q1 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.27K+ 51.17% |
$272K - $305K
|
15.6K
$663K
|
|
May 14, 2021
Q1 2021
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
5.26KNew |
$272K - $305K
|
5.26K
$224K
|
|
May 04, 2021
Q1 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
5.2KNew |
$268K - $301K
|
5.2K
$221K
|
|
May 17, 2021
Q1 2021
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
5.08KNew |
$263K - $294K
|
5.08K
$216K
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.08K+ 4.4% |
$262K - $294K
|
121K
$5.13M
|
|
Apr 08, 2021
Q1 2021
|
Nbt Bank N A
|
BUY
|
- |
5.06K+ 5.09% |
$262K - $293K
|
105K
$4.45M
|
|
May 10, 2021
Q1 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.01KNew |
$259K - $291K
|
5.01K
$214K
|
|
Apr 23, 2021
Q1 2021
|
Welch Group, LLC
|
BUY
|
- |
4.99KNew |
$258K - $289K
|
4.99K
$213K
|
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.99K+ 50.16% |
$258K - $289K
|
14.9K
$636K
|
|
May 03, 2021
Q1 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
4.96KNew |
$256K - $287K
|
4.96K
$211K
|
|
May 13, 2021
Q1 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
4.96KNew |
$256K - $287K
|
4.96K
$211K
|
|
May 17, 2021
Q1 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.88KNew |
$252K - $283K
|
4.88K
$208K
|
|
Apr 26, 2021
Q1 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.85KNew |
$251K - $281K
|
4.85K
$207K
|
|
Apr 27, 2021
Q1 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
4.8K+ 10.38% |
$248K - $278K
|
51K
$2.17M
|
|
May 17, 2021
Q1 2021
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
4.79K+ 9.92% |
$248K - $278K
|
53.1K
$2.26M
|