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 |
---|---|---|---|---|---|---|---|
Jul 19, 2022
Q2 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.28K- 0.7% |
$50.4K - $59.7K
|
183K
$7.89M
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.28K- 1.59% |
$50.5K - $59.9K
|
79.1K
$3.42M
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-1.29K- 5.98% |
$50.7K - $60.1K
|
20.2K
$874K
|
|
Feb 27, 2023
Q2 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.3K- 4.14% |
$51K - $60.5K
|
30K
$1.3M
|
|
Jul 22, 2022
Q2 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.32K- 6.3% |
$52K - $61.6K
|
19.6K
$847K
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.32K- 7.01% |
$52K - $61.7K
|
17.5K
$757K
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.33K- 17.48% |
$52.4K - $62.2K
|
6.29K
$272K
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.34KClosed |
$52.6K - $62.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.34K- 1.1% |
$52.9K - $62.7K
|
120K
$5.21M
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
SELL
|
- |
-1.36K- 3.37% |
$53.4K - $63.3K
|
38.8K
$1.68M
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.36K- 2.43% |
$53.4K - $63.3K
|
54.3K
$2.35M
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.36K- 17.76% |
$53.5K - $63.4K
|
6.29K
$272K
|
|
Aug 08, 2022
Q2 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.38K- 10.39% |
$54.5K - $64.6K
|
11.9K
$516K
|
|
Aug 15, 2022
Q2 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-1.39KClosed |
$54.8K - $64.9K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.4KClosed |
$55K - $65.2K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.41K- 5.03% |
$55.4K - $65.7K
|
26.5K
$1.15M
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-1.41K- 20.19% |
$55.7K - $66K
|
5.59K
$241K
|
|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.41K- 4.76% |
$55.7K - $66K
|
28.3K
$1.22M
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.43K- 2.21% |
$56.1K - $66.6K
|
63K
$2.72M
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.44K- 4.08% |
$56.8K - $67.4K
|
33.9K
$1.47M
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.44K- 4.08% |
$56.8K - $67.4K
|
33.9K
$1.47M
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.45K- 0.68% |
$57K - $67.5K
|
211K
$9.12M
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-1.45K- 19.35% |
$57.1K - $67.7K
|
6.05K
$261K
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
SELL
|
- |
-1.45K- 1.16% |
$57.3K - $67.9K
|
124K
$5.35M
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.46K- 3.05% |
$57.6K - $68.3K
|
46.5K
$2.01M
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.49K- 6.73% |
$58.5K - $69.4K
|
20.6K
$890K
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.49K- 5.37% |
$58.9K - $69.8K
|
26.3K
$1.14M
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.57K- 1.11% |
$61.7K - $73.1K
|
139K
$6.03M
|
|
Aug 01, 2022
Q2 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.57K- 3.81% |
$61.9K - $73.4K
|
39.6K
$1.71M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.58KClosed |
$62.4K - $73.9K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.58K- 7.14% |
$62.4K - $73.9K
|
20.6K
$890K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.59K- 7.33% |
$62.6K - $74.2K
|
20.1K
$868K
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.6K- 20.03% |
$63K - $74.7K
|
6.39K
$276K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.64K- 21.44% |
$64.6K - $76.6K
|
6.01K
$260K
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.64K- 59.86% |
$64.7K - $76.7K
|
1.1K
$47.6K
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
SELL
|
- |
-1.65K- 24.66% |
$64.8K - $76.8K
|
5.03K
$217K
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.65K- 3.27% |
$64.9K - $76.9K
|
48.7K
$2.11M
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.7K- 4.19% |
$67K - $79.4K
|
38.9K
$1.68M
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-1.7K- 10.13% |
$67.1K - $79.5K
|
15.1K
$652K
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.71K- 3.21% |
$67.5K - $80.1K
|
51.7K
$2.24M
|
|
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.77K- 8.57% |
$69.9K - $82.9K
|
18.9K
$818K
|
|
Aug 05, 2022
Q2 2022
|
Northeast Investment Management
|
SELL
|
- |
-1.78K- 3.47% |
$70K - $83K
|
49.4K
$2.13M
|
|
Aug 01, 2022
Q2 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-1.8K- 51.43% |
$70.9K - $84.1K
|
1.7K
$73.5K
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.83K- 14.85% |
$72.2K - $85.6K
|
10.5K
$454K
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.85K- 1.31% |
$72.9K - $86.4K
|
139K
$6.02M
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.89K- 16.36% |
$74.3K - $88.1K
|
9.64K
$417K
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.9K- 3.14% |
$74.8K - $88.7K
|
58.6K
$2.53M
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.91K- 5.58% |
$75.1K - $89K
|
32.2K
$1.39M
|
|
Jul 25, 2022
Q2 2022
|
Brightworth
|
SELL
|
- |
-1.91K- 23.23% |
$75.1K - $89.1K
|
6.3K
$272K
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.96K- 50.18% |
$77K - $91.3K
|
1.94K
$83.9K
|