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 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.33K+ 24.86% |
$138K - $170K
|
16.7K
$722K
|
|
|
May 12, 2022
Q1 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
3.3K+ 3.03% |
$137K - $168K
|
112K
$4.84M
|
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3.29K+ 4.35% |
$137K - $167K
|
78.9K
$3.4M
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
3.23KNew |
$134K - $164K
|
3.23K
$139K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
3.21KNew |
$133K - $163K
|
3.21K
$139K
|
|
|
May 16, 2022
Q1 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
3.16K+ 9.75% |
$131K - $161K
|
35.6K
$1.54M
|
|
|
Apr 27, 2022
Q1 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
3.14K+ 0.59% |
$130K - $160K
|
536K
$23.1M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.13K+ 4.79% |
$130K - $159K
|
68.6K
$2.96M
|
|
|
May 11, 2022
Q1 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
3.11K+ 68.5% |
$129K - $158K
|
7.64K
$330K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3.03K+ 11.36% |
$126K - $154K
|
29.7K
$1.28M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.99KNew |
$124K - $152K
|
2.99K
$129K
|
|
|
Apr 14, 2022
Q1 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
2.95K+ 22.13% |
$123K - $150K
|
16.3K
$703K
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2.72K+ 189.75% |
$113K - $138K
|
4.16K
$179K
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.71K+ 2.93% |
$113K - $138K
|
95.3K
$4.11M
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.62K+ 1.52% |
$109K - $133K
|
175K
$7.53M
|
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.58K+ 41.46% |
$107K - $131K
|
8.79K
$379K
|
|
|
May 16, 2022
Q1 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2.57K+ 44.19% |
$107K - $131K
|
8.38K
$362K
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.55K+ 3.9% |
$106K - $130K
|
68K
$2.93M
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
2.52K+ 3.94% |
$105K - $128K
|
66.3K
$2.86M
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.51K+ 25.59% |
$104K - $128K
|
12.3K
$532K
|
|
|
Apr 29, 2022
Q1 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.43K+ 26.48% |
$101K - $124K
|
11.6K
$501K
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.39K+ 8.41% |
$99.4K - $122K
|
30.8K
$1.33M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.27K+ 18.81% |
$94.1K - $115K
|
14.3K
$617K
|
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.24K+ 30.08% |
$92.8K - $114K
|
9.67K
$417K
|
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.2K+ 5.45% |
$91.4K - $112K
|
42.5K
$1.83M
|
|
|
May 13, 2022
Q1 2022
|
Easterly Investment Partners LLC
|
BUY
|
- |
2.03K+ 16.18% |
$84.3K - $103K
|
14.6K
$629K
|
|
|
Apr 25, 2022
Q1 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
2.03K+ 3.9% |
$84.3K - $103K
|
54.1K
$2.33M
|
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.03K+ 1.31% |
$84.2K - $103K
|
157K
$6.75M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.97KNew |
$82K - $100K
|
1.97K
$85.1K
|
|
|
May 16, 2022
Q1 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1.92K+ 1.59% |
$79.8K - $97.7K
|
123K
$5.31M
|
|
|
May 06, 2022
Q1 2022
|
Weil Company, Inc.
|
BUY
|
- |
1.92K+ 36.96% |
$79.6K - $97.4K
|
7.1K
$306K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.9K+ 7.02% |
$78.8K - $96.5K
|
29K
$1.25M
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.85K+ 3.19% |
$76.8K - $94K
|
59.8K
$2.58M
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.7K+ 2.89% |
$70.5K - $86.3K
|
60.5K
$2.61M
|
|
|
Oct 16, 2023
Q1 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1.66K+ 3.22% |
$69.1K - $84.6K
|
53.4K
$2.3M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.64K+ 4.87% |
$68.2K - $83.5K
|
35.4K
$1.52M
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.64K+ 4.87% |
$68.2K - $83.5K
|
35.4K
$1.52M
|
|
|
May 16, 2022
Q1 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.63K+ 3.79% |
$67.9K - $83.1K
|
44.8K
$1.93M
|
|
|
May 16, 2022
Q1 2022
|
Credit Agricole S A
|
BUY
|
- |
1.59K+ 30.22% |
$66.2K - $81.1K
|
6.87K
$296K
|
|
|
Apr 12, 2022
Q1 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
1.59K+ 33.35% |
$66.2K - $81K
|
6.37K
$275K
|
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.58K+ 27.7% |
$65.7K - $80.4K
|
7.29K
$314K
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
BUY
|
- |
1.58K+ 0.96% |
$65.6K - $80.3K
|
166K
$7.16M
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.56K+ 8.23% |
$65K - $79.5K
|
20.6K
$887K
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1.54K+ 7.59% |
$64.1K - $78.4K
|
21.8K
$942K
|
|
|
May 16, 2022
Q1 2022
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
1.54K+ 1.96% |
$63.8K - $78.1K
|
79.8K
$3.44M
|
|
|
Apr 08, 2022
Q1 2022
|
Bridges Investment Management Inc
|
BUY
|
- |
1.5K+ 0.93% |
$62.3K - $76.3K
|
163K
$7.04M
|
|
|
Apr 14, 2022
Q1 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
1.5K+ 16.6% |
$62.3K - $76.3K
|
10.5K
$454K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.46K+ 5.94% |
$60.8K - $74.4K
|
26.1K
$1.13M
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.46K+ 3.71% |
$60.6K - $74.1K
|
40.7K
$1.76M
|
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.45K+ 11.91% |
$60.2K - $73.7K
|
13.6K
$587K
|