Purchases and Sales Made in Q1 2022 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q1 2022. 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 13, 2022
Q1 2022
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
- |
5.4KNew |
$224K - $275K
|
5.4K
$233K
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
5.21KNew |
$216K - $265K
|
5.21K
$225K
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.18K+ 5.79% |
$215K - $263K
|
94.6K
$4.08M
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.18K+ 5.79% |
$215K - $263K
|
94.6K
$4.08M
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.13K+ 51.08% |
$213K - $261K
|
15.2K
$654K
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
5.12K+ 28.8% |
$213K - $260K
|
22.9K
$987K
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.1K+ 7.43% |
$212K - $259K
|
73.7K
$3.18M
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
5.08KNew |
$211K - $258K
|
5.08K
$219K
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
5.01K+ 50.14% |
$208K - $255K
|
15K
$647K
|
|
May 13, 2022
Q1 2022
|
Ing Groep Nv
|
BUY
|
- |
5K+ 1.83% |
$208K - $254K
|
279K
$12M
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.97K+ 38.87% |
$206K - $253K
|
17.7K
$765K
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.93K+ 30.08% |
$205K - $251K
|
21.3K
$920K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.93K+ 1.64% |
$205K - $250K
|
305K
$13.2M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.91K+ 9.24% |
$204K - $250K
|
58.1K
$2.5M
|
|
May 09, 2022
Q1 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.91K+ 37.37% |
$204K - $250K
|
18.1K
$779K
|
|
May 12, 2022
Q1 2022
|
Bahl & Gaynor Inc
|
BUY
|
- |
4.91KNew |
$204K - $249K
|
4.91K
$212K
|
|
Apr 13, 2022
Q1 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
4.9K+ 21.02% |
$203K - $249K
|
28.2K
$1.22M
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
4.87K+ 2.5% |
$202K - $248K
|
200K
$8.61M
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.86K+ 3.57% |
$202K - $247K
|
141K
$6.08M
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4.84K+ 2933.33% |
$201K - $246K
|
5.01K
$216K
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.79K+ 3.29% |
$199K - $243K
|
150K
$6.49M
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
BUY
|
- |
4.7K+ 44.4% |
$195K - $239K
|
15.3K
$660K
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.68K+ 15.87% |
$194K - $238K
|
34.1K
$1.47M
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.65K+ 15.89% |
$193K - $236K
|
33.9K
$1.46M
|
|
May 18, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
4.64KNew |
$193K - $236K
|
4.64K
$200K
|
|
May 13, 2022
Q1 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
4.62KNew |
$192K - $235K
|
4.62K
$199K
|
|
May 10, 2022
Q1 2022
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
4.6K+ 1.58% |
$191K - $234K
|
295K
$12.7M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
4.59K+ 26.13% |
$191K - $234K
|
22.2K
$956K
|
|
May 06, 2022
Q1 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
4.58K+ 2.3% |
$190K - $233K
|
204K
$8.79M
|
|
May 16, 2022
Q1 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
4.55K+ 3.17% |
$189K - $231K
|
148K
$6.37M
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
4.54KNew |
$188K - $231K
|
4.54K
$196K
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.43K+ 1.02% |
$184K - $225K
|
438K
$18.9M
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.42K+ 14.84% |
$184K - $225K
|
34.2K
$1.48M
|
|
Apr 26, 2022
Q1 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
4.41K+ 50.05% |
$183K - $224K
|
13.2K
$570K
|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.36K+ 0.43% |
$181K - $222K
|
1.02M
$43.8M
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.32K+ 19.58% |
$179K - $219K
|
26.4K
$1.14M
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
BUY
|
- |
4.28K+ 40.35% |
$178K - $218K
|
14.9K
$643K
|
|
May 16, 2022
Q1 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
4.25K+ 75.28% |
$177K - $216K
|
9.9K
$427K
|
|
May 12, 2022
Q1 2022
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
4.17K+ 8.9% |
$173K - $212K
|
51K
$2.2M
|
|
May 12, 2022
Q1 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
4K+ 49.69% |
$166K - $203K
|
12.1K
$520K
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
3.94K+ 78.27% |
$164K - $200K
|
8.97K
$387K
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.92K+ 29.06% |
$163K - $199K
|
17.4K
$750K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3.9K+ 13.49% |
$162K - $198K
|
32.8K
$1.41M
|
|
Apr 20, 2022
Q1 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
3.85K+ 11.39% |
$160K - $196K
|
37.6K
$1.62M
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.55KNew |
$148K - $181K
|
3.55K
$153K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.51K+ 2.31% |
$146K - $178K
|
155K
$6.7M
|
|
Apr 27, 2022
Q1 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
3.41K+ 21.94% |
$142K - $173K
|
18.9K
$817K
|
|
May 16, 2022
Q1 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
3.35K+ 37.64% |
$139K - $170K
|
12.2K
$528K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
3.35K+ 24.26% |
$139K - $170K
|
17.1K
$740K
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
3.34K+ 19.53% |
$139K - $170K
|
20.4K
$881K
|