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 14, 2021
Q1 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
2.03K+ 18.93% |
$105K - $118K
|
12.8K
$594K
|
|
May 03, 2021
Q1 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.02K+ 95.73% |
$104K - $117K
|
4.13K
$192K
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.01K+ 51.08% |
$104K - $117K
|
5.95K
$277K
|
|
Apr 29, 2021
Q1 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.01K+ 10.02% |
$104K - $116K
|
22.1K
$1.03M
|
|
Apr 20, 2021
Q1 2021
|
Foster Group, Inc.
|
BUY
|
- |
2K+ 19.73% |
$103K - $116K
|
12.1K
$566K
|
|
May 10, 2021
Q1 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.96K+ 3.06% |
$101K - $113K
|
66K
$3.08M
|
|
May 17, 2021
Q1 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.94K+ 22.21% |
$100K - $112K
|
10.7K
$497K
|
|
May 13, 2021
Q1 2021
|
First City Capital Management, Inc.
|
BUY
|
- |
1.9K+ 33.81% |
$98.2K - $110K
|
7.52K
$351K
|
|
May 11, 2021
Q1 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.89K+ 14.76% |
$97.7K - $110K
|
14.7K
$685K
|
|
May 11, 2021
Q1 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.88K+ 19.95% |
$97.3K - $109K
|
11.3K
$528K
|
|
May 13, 2021
Q1 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.83K+ 8.44% |
$94.6K - $106K
|
23.5K
$1.1M
|
|
Apr 12, 2021
Q1 2021
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.82K+ 30.64% |
$94.1K - $105K
|
7.76K
$362K
|
|
Apr 19, 2021
Q1 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.8K+ 5.33% |
$93K - $104K
|
35.6K
$1.66M
|
|
Apr 23, 2021
Q1 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.8K+ 24.84% |
$93K - $104K
|
9.05K
$422K
|
|
May 12, 2021
Q1 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.77K+ 1.73% |
$91.6K - $103K
|
104K
$4.86M
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.77K+ 6.3% |
$91.4K - $103K
|
29.8K
$1.39M
|
|
May 12, 2021
Q1 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.76K+ 3.35% |
$91.1K - $102K
|
54.4K
$2.54M
|
|
May 07, 2021
Q1 2021
|
Brighton Jones LLC
|
BUY
|
- |
1.76K+ 1.45% |
$91K - $102K
|
123K
$5.73M
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.76K+ 45.02% |
$90.8K - $102K
|
5.66K
$264K
|
|
May 05, 2021
Q1 2021
|
Providence First Trust CO
|
BUY
|
- |
1.75K+ 2.95% |
$90.4K - $101K
|
61K
$2.84M
|
|
May 12, 2021
Q1 2021
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.73K+ 1.83% |
$89.6K - $100K
|
96.4K
$4.49M
|
|
Apr 30, 2021
Q1 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.7K+ 21.38% |
$87.9K - $98.5K
|
9.65K
$450K
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.69K+ 0.62% |
$87.5K - $98.1K
|
275K
$12.8M
|
|
Apr 27, 2021
Q1 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
1.69K+ 14.15% |
$87.3K - $98K
|
13.6K
$635K
|
|
May 10, 2021
Q1 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.66K+ 2.13% |
$85.8K - $96.3K
|
79.8K
$3.72M
|
|
May 14, 2021
Q1 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.59K+ 15.57% |
$82.3K - $92.3K
|
11.8K
$551K
|
|
Apr 29, 2021
Q1 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
1.59K+ 10.99% |
$81.9K - $91.9K
|
16K
$746K
|
|
May 14, 2021
Q1 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.57K+ 4.91% |
$81.3K - $91.2K
|
33.6K
$1.57M
|
|
Apr 29, 2021
Q1 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.57K+ 21.98% |
$80.9K - $90.8K
|
8.69K
$405K
|
|
May 05, 2021
Q1 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.53K+ 21.94% |
$79.2K - $88.8K
|
8.51K
$397K
|
|
May 05, 2021
Q1 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
1.51K+ 2.69% |
$77.8K - $87.3K
|
57.5K
$2.68M
|
|
May 04, 2021
Q1 2021
|
Redw Wealth LLC
|
BUY
|
- |
1.45K+ 21.18% |
$74.9K - $84K
|
8.3K
$387K
|
|
May 06, 2021
Q1 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.43K+ 12.32% |
$73.6K - $82.6K
|
13K
$605K
|
|
May 07, 2021
Q1 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.4K+ 10.02% |
$72.4K - $81.1K
|
15.4K
$716K
|
|
May 11, 2021
Q1 2021
|
Colony Family Offices, LLC
|
BUY
|
- |
1.39K+ 3.49% |
$71.6K - $80.3K
|
41.1K
$1.92M
|
|
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.38K+ 9.38% |
$71.1K - $79.7K
|
16K
$747K
|
|
May 17, 2021
Q1 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.36K+ 10.87% |
$70.1K - $78.6K
|
13.8K
$645K
|
|
Apr 27, 2021
Q1 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.32K+ 19.49% |
$68.2K - $76.5K
|
8.09K
$377K
|
|
Apr 05, 2021
Q1 2021
|
Woodstock Corp
|
BUY
|
- |
1.32K+ 8.78% |
$68K - $76.2K
|
16.3K
$759K
|
|
Apr 12, 2021
Q1 2021
|
E Rn Financial, LLC
|
BUY
|
- |
1.3K+ 1.57% |
$67K - $75.1K
|
83.6K
$3.9M
|
|
Apr 16, 2021
Q1 2021
|
Steph & CO
|
BUY
|
- |
1.26K+ 5.01% |
$65.3K - $73.3K
|
26.5K
$1.24M
|
|
Apr 12, 2021
Q1 2021
|
Courier Capital LLC
|
BUY
|
- |
1.26K+ 4.12% |
$65.1K - $73K
|
31.8K
$1.48M
|
|
Apr 19, 2021
Q1 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.26K+ 1.6% |
$65.1K - $73K
|
79.9K
$3.72M
|
|
May 17, 2021
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.25K+ 19.32% |
$64.7K - $72.5K
|
7.73K
$360K
|
|
Jan 27, 2023
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.25K+ 19.32% |
$64.7K - $72.5K
|
7.73K
$360K
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
BUY
|
- |
1.2K+ 17.21% |
$61.9K - $69.4K
|
8.15K
$380K
|
|
Apr 29, 2021
Q1 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.18K+ 1.93% |
$61K - $68.5K
|
62.4K
$2.91M
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
BUY
|
- |
1.16K+ 4.95% |
$60K - $67.3K
|
24.6K
$1.15M
|
|
May 04, 2021
Q1 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
1.16KNew |
$59.8K - $67.1K
|
1.16K
$53.9K
|
|
May 06, 2021
Q1 2021
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.14K+ 4.66% |
$58.8K - $65.9K
|
25.6K
$1.19M
|