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 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.56K+ 4.72% |
$101K - $120K
|
56.8K
$2.46M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
2.54K+ 6.37% |
$100K - $119K
|
42.5K
$1.84M
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
2.54K+ 8.46% |
$100K - $119K
|
32.6K
$1.41M
|
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.53K+ 9.25% |
$99.8K - $118K
|
29.9K
$1.29M
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.51KNew |
$98.8K - $117K
|
2.51K
$108K
|
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
BUY
|
- |
2.36K+ 15.84% |
$93K - $110K
|
17.3K
$746K
|
|
|
Jul 20, 2022
Q2 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.36K+ 24.43% |
$93K - $110K
|
12K
$520K
|
|
|
Jul 27, 2022
Q2 2022
|
Davidson Trust CO
|
BUY
|
- |
2.35K+ 19.2% |
$92.4K - $110K
|
14.6K
$629K
|
|
|
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.34K+ 6.34% |
$92K - $109K
|
39.2K
$1.69M
|
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.32K+ 7.85% |
$91.4K - $108K
|
31.9K
$1.38M
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2.26KNew |
$88.9K - $105K
|
2.26K
$97.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2.25K+ 11.71% |
$88.8K - $105K
|
21.5K
$929K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.22K+ 125.85% |
$87.3K - $103K
|
3.98K
$172K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
2.2K+ 6.23% |
$86.8K - $103K
|
37.5K
$1.62M
|
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.15K+ 47.24% |
$84.7K - $100K
|
6.7K
$290K
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.15K+ 4.37% |
$84.6K - $100K
|
51.3K
$2.22M
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
2K+ 4.95% |
$78.6K - $93.2K
|
42.3K
$1.83M
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.97K+ 8.23% |
$77.5K - $91.9K
|
25.9K
$1.12M
|
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.92K+ 4.5% |
$75.6K - $89.7K
|
44.6K
$1.93M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.92K+ 1.96% |
$75.5K - $89.5K
|
99.6K
$4.3M
|
|
|
Jul 28, 2022
Q2 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
1.91K+ 9.12% |
$75.3K - $89.2K
|
22.8K
$987K
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.86K+ 4.38% |
$73.4K - $87K
|
44.4K
$1.92M
|
|
|
Aug 03, 2022
Q2 2022
|
Estate Counselors, LLC
|
BUY
|
- |
1.85KNew |
$72.9K - $86.4K
|
1.85K
$80K
|
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.84K+ 6.72% |
$72.7K - $86.1K
|
29.3K
$1.27M
|
|
|
Jul 13, 2022
Q2 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.84K+ 13.93% |
$72.6K - $86.1K
|
15.1K
$651K
|
|
|
Jul 28, 2022
Q2 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
1.8K+ 16.35% |
$70.9K - $84K
|
12.8K
$553K
|
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.8K+ 7.89% |
$70.8K - $83.9K
|
24.6K
$1.06M
|
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.7K+ 37.46% |
$67.1K - $79.5K
|
6.25K
$270K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.69K+ 5.69% |
$66.6K - $78.9K
|
31.4K
$1.36M
|
|
|
Aug 15, 2022
Q2 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1.68K+ 1.36% |
$66K - $78.2K
|
125K
$5.39M
|
|
|
Jul 18, 2022
Q2 2022
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
1.66K+ 16.63% |
$65.3K - $77.4K
|
11.6K
$502K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.66K+ 4.64% |
$65.3K - $77.4K
|
37.3K
$1.61M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.65K+ 9.83% |
$64.8K - $76.8K
|
18.4K
$795K
|
|
|
Jul 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.6K+ 20.92% |
$63K - $74.6K
|
9.24K
$399K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.55K+ 9.67% |
$61.2K - $72.5K
|
17.6K
$762K
|
|
|
Jul 19, 2022
Q2 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.54K+ 1.6% |
$60.5K - $71.7K
|
97.7K
$4.22M
|
|
|
Aug 10, 2022
Q2 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
1.53K+ 22.38% |
$60.3K - $71.5K
|
8.37K
$362K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.51K+ 452.55% |
$59.4K - $70.4K
|
1.84K
$79.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.5K+ 1.58% |
$59.3K - $70.3K
|
96.4K
$4.17M
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.48K+ 106.63% |
$58.3K - $69.1K
|
2.87K
$124K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.46K+ 1.54% |
$57.4K - $68.1K
|
96K
$4.15M
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.46K+ 1.54% |
$57.4K - $68.1K
|
96K
$4.15M
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.45K+ 8.77% |
$57.1K - $67.7K
|
18K
$777K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.43KNew |
$56.5K - $67K
|
1.43K
$62K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.42K+ 0.78% |
$55.9K - $66.2K
|
183K
$7.93M
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
1.32K+ 6.24% |
$52K - $61.7K
|
22.5K
$971K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.28K+ 663.73% |
$50.5K - $59.8K
|
1.47K
$63.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.26KNew |
$49.6K - $58.9K
|
1.26K
$54.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.26K+ 9.58% |
$49.5K - $58.7K
|
14.4K
$622K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 2.94% |
$47.2K - $56K
|
41.9K
$1.81M
|