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 02, 2022
Q1 2022
|
Courier Capital LLC
|
BUY
|
- |
693+ 2.25% |
$28.8K - $35.2K
|
31.5K
$1.4M
|
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
686+ 10.98% |
$28.5K - $34.9K
|
6.93K
$308K
|
|
|
May 09, 2022
Q1 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
657+ 0.4% |
$27.3K - $33.4K
|
167K
$7.4M
|
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
648+ 7.15% |
$26.9K - $33K
|
9.71K
$431K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
645New |
$26.8K - $32.8K
|
645
$28.6K
|
|
|
Apr 08, 2022
Q1 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
627+ 0.58% |
$26K - $31.9K
|
109K
$4.85M
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
625+ 1.07% |
$26K - $31.8K
|
59.1K
$2.62M
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
624+ 7.88% |
$25.9K - $31.7K
|
8.55K
$379K
|
|
|
Apr 19, 2022
Q1 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
615+ 2.48% |
$25.5K - $31.3K
|
25.4K
$1.13M
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
607+ 2.46% |
$25.2K - $30.9K
|
25.2K
$1.12M
|
|
|
May 11, 2022
Q1 2022
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
605+ 5.67% |
$25.1K - $30.8K
|
11.3K
$500K
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
601+ 17.93% |
$25K - $30.6K
|
3.95K
$176K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
592+ 27.52% |
$24.6K - $30.1K
|
2.74K
$122K
|
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
BUY
|
- |
575+ 7.26% |
$23.9K - $29.2K
|
8.5K
$377K
|
|
|
May 04, 2022
Q1 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
536+ 5.12% |
$22.3K - $27.3K
|
11K
$489K
|
|
|
Apr 14, 2022
Q1 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
535+ 1.49% |
$22.2K - $27.2K
|
36.4K
$1.62M
|
|
|
Apr 19, 2022
Q1 2022
|
Cumberland Advisors Inc
|
BUY
|
- |
530+ 9.38% |
$22K - $27K
|
6.18K
$274K
|
|
|
May 16, 2022
Q1 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
488+ 2.62% |
$20.3K - $24.8K
|
19.1K
$850K
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
482+ 0.46% |
$20K - $24.5K
|
105K
$4.68M
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
445+ 0.89% |
$18.5K - $22.6K
|
50.4K
$2.24M
|
|
|
May 13, 2022
Q1 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
443+ 7.33% |
$18.4K - $22.5K
|
6.49K
$288K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
425New |
$17.7K - $21.6K
|
425
$18.9K
|
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
412+ 0.14% |
$17.1K - $21K
|
294K
$13.1M
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
410+ 0.77% |
$17K - $20.8K
|
53.5K
$2.37M
|
|
|
May 10, 2022
Q1 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
400New |
$16.6K - $20.3K
|
400
$17.8K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
400+ 15.57% |
$16.6K - $20.3K
|
2.97K
$132K
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
394+ 2.51% |
$16.4K - $20K
|
16.1K
$714K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
389+ 0.48% |
$16.2K - $19.8K
|
81.7K
$3.63M
|
|
|
Apr 18, 2022
Q1 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
382+ 5.51% |
$15.9K - $19.4K
|
7.31K
$325K
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
361+ 0.77% |
$15K - $18.4K
|
47.1K
$2.09M
|
|
|
May 16, 2022
Q1 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
354+ 1.15% |
$14.7K - $18K
|
31.1K
$1.38M
|
|
|
Apr 12, 2022
Q1 2022
|
Avondale Wealth Management
|
BUY
|
- |
350+ 35.0% |
$14.5K - $17.8K
|
1.35K
$60K
|
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
346+ 4.21% |
$14.4K - $17.6K
|
8.57K
$381K
|
|
|
May 12, 2022
Q1 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
345+ 0.36% |
$14.3K - $17.5K
|
97.2K
$4.32M
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
325+ 0.14% |
$13.5K - $16.5K
|
239K
$10.6M
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
322+ 50.0% |
$13.4K - $16.4K
|
966
$42.9K
|
|
|
May 11, 2022
Q1 2022
|
Kabouter Management, LLC
Chicago, IL |
BUY
|
- |
317+ 1.0% |
$13.2K - $16.1K
|
32K
$1.42M
|
|
|
Apr 12, 2022
Q1 2022
|
E&G Advisors, LP
|
BUY
|
- |
300+ 1.73% |
$12.5K - $15.3K
|
17.6K
$782K
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
294+ 1.15% |
$12.2K - $14.9K
|
25.9K
$1.15M
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
280+ 1.04% |
$11.6K - $14.2K
|
27.2K
$1.21M
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
BUY
|
- |
278+ 2.61% |
$11.5K - $14.1K
|
10.9K
$486K
|
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
278+ 2.39% |
$11.5K - $14.1K
|
11.9K
$529K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
272+ 2.49% |
$11.3K - $13.8K
|
11.2K
$497K
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
269+ 1.19% |
$11.2K - $13.7K
|
22.8K
$1.01M
|
|
|
May 11, 2022
Q1 2022
|
Resolute Advisors LLC
|
BUY
|
- |
253+ 1.42% |
$10.5K - $12.9K
|
18.1K
$804K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
249+ 1.22% |
$10.3K - $12.7K
|
20.6K
$916K
|
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
BUY
|
- |
247+ 0.62% |
$10.3K - $12.6K
|
40.2K
$1.78M
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
245+ 3.58% |
$10.2K - $12.5K
|
7.08K
$315K
|
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
244+ 0.9% |
$10.1K - $12.4K
|
27.4K
$1.22M
|
|
|
May 10, 2022
Q1 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
240+ 1.07% |
$9.97K - $12.2K
|
22.6K
$1M
|