Purchases and Sales Made in Q2 2022 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
20+ 1.58% |
$788 - $934
|
1.29K
$55.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
20+ 0.17% |
$788 - $934
|
12K
$519K
|
|
|
Jul 18, 2022
Q2 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
17+ 0.23% |
$670 - $794
|
7.33K
$317K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
14+ 4.83% |
$552 - $654
|
304
$13.1K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
14+ 0.65% |
$552 - $654
|
2.18K
$94.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
14+ 0.25% |
$552 - $654
|
5.58K
$241K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 0.03% |
$394 - $467
|
37.9K
$1.64M
|
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
10+ 0.31% |
$394 - $467
|
3.23K
$140K
|
|
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
10+ 0.12% |
$394 - $467
|
8.06K
$348K
|
|
|
Aug 02, 2022
Q2 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
7+ 0.23% |
$276 - $327
|
3.07K
$132K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
7New |
$276 - $327
|
7
$303
|
|
|
Aug 12, 2022
Q2 2022
|
Burney CO
Reston, VA |
BUY
|
- |
7+ 0.04% |
$276 - $327
|
17.5K
$755K
|
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7+ 0.13% |
$276 - $327
|
5.19K
$224K
|
|
|
Jul 29, 2022
Q2 2022
|
Colorado Capital Management, Inc.
|
BUY
|
- |
6+ 0.02% |
$236 - $280
|
36.8K
$1.59M
|
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
5+ 0.97% |
$197 - $234
|
522
$22.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
BUY
|
- |
5+ 0.33% |
$197 - $234
|
1.51K
$65.3K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
5+ 1.0% |
$197 - $234
|
505
$21.8K
|
|
|
Aug 04, 2022
Q2 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
5+ 0.01% |
$197 - $234
|
38K
$1.64M
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.89% |
$197 - $234
|
567
$24.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
3+ 0.63% |
$118 - $140
|
477
$20.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3+ 0.79% |
$118 - $140
|
382
$16.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3+ 0.03% |
$118 - $140
|
10.1K
$437K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 1.34% |
$78.8 - $93.4
|
151
$6.53K
|
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2+ 0.01% |
$78.8 - $93.4
|
20.9K
$905K
|
|
|
Aug 16, 2022
Q2 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2+ 0.95% |
$78.8 - $93.4
|
213
$9.21K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.68% |
$78.8 - $93.4
|
297
$12.8K
|
|
|
Jul 18, 2022
Q2 2022
|
Provence Wealth Management Group
|
BUY
|
- |
1+ 0.01% |
$39.4 - $46.7
|
9.11K
$394K
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$39.4 - $46.7
|
10K
$434K
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1New |
$39.4 - $46.7
|
1
$43.2
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$39.4 - $46.7
|
1
$43.2
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.08% |
$39.4 - $46.7
|
1.21K
$52.3K
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
SELL
|
- |
-1- 0.25% |
$39.4 - $46.7
|
396
$17.1K
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1- 0.01% |
$39.4 - $46.7
|
14K
$607K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3- 0.03% |
$118 - $140
|
8.7K
$376K
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
SELL
|
- |
-3- 0.01% |
$118 - $140
|
34.3K
$1.48M
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
SELL
|
- |
-7Closed |
$276 - $327
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-8- 4.12% |
$315 - $374
|
186
$8.04K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-10- 14.93% |
$394 - $467
|
57
$2.46K
|
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-11- 0.12% |
$433 - $514
|
9.25K
$400K
|
|
|
Sep 06, 2022
Q2 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-12- 0.1% |
$473 - $561
|
12.4K
$534K
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-14Closed |
$552 - $654
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-15- 0.74% |
$591 - $701
|
2.01K
$86.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-16- 4.26% |
$630 - $747
|
360
$15.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-18- 0.02% |
$709 - $841
|
78.2K
$3.38M
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-22- 0.37% |
$867 - $1.03K
|
5.87K
$254K
|
|
|
Aug 03, 2022
Q2 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-25- 0.28% |
$985 - $1.17K
|
8.99K
$388K
|
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-27- 0.01% |
$1.06K - $1.26K
|
216K
$9.35M
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-29- 4.67% |
$1.14K - $1.35K
|
592
$25.6K
|