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
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
212+ 1.38% |
$8.81K - $10.8K
|
15.5K
$670K
|
|
|
Apr 20, 2022
Q1 2022
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
211+ 2.41% |
$8.76K - $10.7K
|
8.97K
$387K
|
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
BUY
|
- |
209New |
$8.68K - $10.6K
|
209
$9.01K
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
BUY
|
- |
209+ 0.48% |
$8.68K - $10.6K
|
43.6K
$1.88M
|
|
|
May 02, 2022
Q1 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
203+ 0.27% |
$8.43K - $10.3K
|
76.6K
$3.3M
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
201+ 1.69% |
$8.35K - $10.2K
|
12.1K
$523K
|
|
|
Apr 18, 2022
Q1 2022
|
Hollencrest Capital Management
|
BUY
|
- |
201+ 0.67% |
$8.35K - $10.2K
|
30.1K
$1.3M
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
200New |
$8.31K - $10.2K
|
200
$8.63K
|
|
|
May 12, 2022
Q1 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
200+ 0.42% |
$8.31K - $10.2K
|
48.4K
$2.09M
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
200+ 18.74% |
$8.31K - $10.2K
|
1.27K
$54.6K
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
191+ 0.92% |
$7.93K - $9.71K
|
20.9K
$903K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
183+ 122.0% |
$7.6K - $9.31K
|
333
$14.4K
|
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
181+ 0.7% |
$7.52K - $9.2K
|
26.1K
$1.13M
|
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
170+ 0.32% |
$7.06K - $8.64K
|
53.7K
$2.32M
|
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
160+ 1.04% |
$6.65K - $8.14K
|
15.6K
$673K
|
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
159+ 1.02% |
$6.6K - $8.09K
|
15.8K
$680K
|
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
155+ 1.49% |
$6.44K - $7.88K
|
10.5K
$455K
|
|
|
Apr 22, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
153+ 0.47% |
$6.36K - $7.78K
|
32.7K
$1.41M
|
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
153+ 1.94% |
$6.36K - $7.78K
|
8.05K
$347K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
142+ 11.41% |
$5.9K - $7.22K
|
1.39K
$59.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
138+ 3.21% |
$5.73K - $7.02K
|
4.44K
$192K
|
|
|
May 12, 2022
Q1 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
133+ 0.31% |
$5.52K - $6.76K
|
42.4K
$1.83M
|
|
|
Apr 20, 2022
Q1 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
130+ 2.25% |
$5.4K - $6.61K
|
5.9K
$255K
|
|
|
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
125New |
$5.19K - $6.36K
|
125
$5.39K
|
|
|
May 06, 2022
Q1 2022
|
Ghe, LLC
|
BUY
|
- |
120+ 0.58% |
$4.98K - $6.1K
|
20.9K
$903K
|
|
|
Apr 22, 2022
Q1 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
116+ 0.56% |
$4.82K - $5.9K
|
20.9K
$903K
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
113+ 0.11% |
$4.69K - $5.75K
|
104K
$4.5M
|
|
|
Mar 11, 2024
Q1 2022
|
Nepc LLC
Boston, MA |
BUY
|
- |
111+ 0.23% |
$4.61K - $5.64K
|
48.6K
$2.09M
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
109+ 0.63% |
$4.53K - $5.54K
|
17.4K
$749K
|
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
105+ 0.38% |
$4.36K - $5.34K
|
27.8K
$1.2M
|
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
103+ 1.66% |
$4.28K - $5.24K
|
6.31K
$272K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
102+ 2.52% |
$4.24K - $5.19K
|
4.14K
$179K
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
101+ 0.71% |
$4.2K - $5.14K
|
14.3K
$618K
|
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
100+ 0.79% |
$4.15K - $5.09K
|
12.8K
$553K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
100+ 0.78% |
$4.15K - $5.09K
|
13K
$559K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
90New |
$3.74K - $4.58K
|
90
$3.88K
|
|
|
May 12, 2022
Q1 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
87+ 93.55% |
$3.61K - $4.42K
|
180
$7.76K
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
77New |
$3.2K - $3.92K
|
77
$3.32K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
76New |
$3.16K - $3.86K
|
76
$3.28K
|
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
BUY
|
- |
75+ 0.12% |
$3.12K - $3.81K
|
64.1K
$2.76M
|
|
|
Apr 26, 2022
Q1 2022
|
Crestmont Private Wealth LLC
|
BUY
|
- |
72New |
$2.99K - $3.66K
|
72
$3.11K
|
|
|
May 04, 2022
Q1 2022
|
Verger Capital Management LLC
|
BUY
|
- |
69+ 0.05% |
$2.87K - $3.51K
|
130K
$5.62M
|
|
|
Apr 15, 2022
Q1 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
60New |
$2.49K - $3.05K
|
60
$2.59K
|
|
|
May 05, 2022
Q1 2022
|
Inverness Counsel LLC
|
BUY
|
- |
60+ 0.8% |
$2.49K - $3.05K
|
7.6K
$328K
|
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
51+ 0.23% |
$2.12K - $2.59K
|
22.5K
$972K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
50New |
$2.08K - $2.54K
|
50
$2.16K
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
47+ 1.02% |
$1.95K - $2.39K
|
4.65K
$200K
|
|
|
May 16, 2022
Q1 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
42New |
$1.74K - $2.14K
|
42
$1.81K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
40+ 15.69% |
$1.66K - $2.03K
|
295
$12.7K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
39New |
$1.62K - $1.98K
|
39
$1.68K
|