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
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
521+ 20.92% |
$20.5K - $24.3K
|
3.01K
$134K
|
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
503+ 3.92% |
$19.8K - $23.5K
|
13.3K
$591K
|
|
|
Jul 07, 2022
Q2 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
501+ 50.0% |
$19.7K - $23.4K
|
1.5K
$66.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
484+ 2.56% |
$19.1K - $22.6K
|
19.4K
$862K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
477+ 35.36% |
$18.8K - $22.3K
|
1.83K
$81.1K
|
|
|
Jul 08, 2022
Q2 2022
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
475+ 5.3% |
$18.7K - $22.2K
|
9.44K
$419K
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
474+ 3.31% |
$18.7K - $22.1K
|
14.8K
$657K
|
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
471+ 0.54% |
$18.6K - $22K
|
87.3K
$3.88M
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
461+ 45.87% |
$18.2K - $21.5K
|
1.47K
$65.1K
|
|
|
Jul 06, 2022
Q2 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
457+ 0.6% |
$18K - $21.3K
|
77K
$3.42M
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
450+ 15.7% |
$17.7K - $21K
|
3.32K
$147K
|
|
|
Jul 13, 2022
Q2 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
430+ 7.64% |
$16.9K - $20.1K
|
6.06K
$269K
|
|
|
Jul 11, 2022
Q2 2022
|
Avondale Wealth Management
|
BUY
|
- |
400+ 29.63% |
$15.8K - $18.7K
|
1.75K
$77.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
400+ 3.83% |
$15.8K - $18.7K
|
10.9K
$482K
|
|
|
Aug 01, 2022
Q2 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
395+ 0.6% |
$15.6K - $18.5K
|
66.7K
$2.96M
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
393New |
$15.5K - $18.4K
|
393
$17.5K
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
387+ 0.91% |
$15.2K - $18.1K
|
42.7K
$1.9M
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
386New |
$15.2K - $18K
|
386
$17.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
376+ 0.65% |
$14.8K - $17.6K
|
57.9K
$2.57M
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
369+ 2.05% |
$14.5K - $17.2K
|
18.3K
$814K
|
|
|
Aug 11, 2022
Q2 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
366+ 1.15% |
$14.4K - $17.1K
|
32.1K
$1.43M
|
|
|
Aug 12, 2022
Q2 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
365+ 4.35% |
$14.4K - $17K
|
8.75K
$388K
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
355+ 2.98% |
$14K - $16.6K
|
12.3K
$545K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
346+ 3.95% |
$13.6K - $16.2K
|
9.1K
$404K
|
|
|
Jul 12, 2022
Q2 2022
|
Webster Bank, N. A.
|
BUY
|
- |
344+ 1.95% |
$13.6K - $16.1K
|
18K
$798K
|
|
|
Aug 09, 2022
Q2 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
337+ 1.25% |
$13.3K - $15.7K
|
27.2K
$1.21M
|
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
BUY
|
- |
318+ 3.35% |
$12.5K - $14.9K
|
9.8K
$435K
|
|
|
Sep 25, 2024
Q2 2022
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
308+ 5.67% |
$12.1K - $14.4K
|
5.74K
$255K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
298+ 149.0% |
$11.7K - $13.9K
|
498
$22.1K
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
BUY
|
- |
286+ 5.55% |
$11.3K - $13.4K
|
5.44K
$242K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
283New |
$11.2K - $13.2K
|
283
$12.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
282+ 4.0% |
$11.1K - $13.2K
|
7.33K
$325K
|
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
275+ 2.61% |
$10.8K - $12.8K
|
10.8K
$481K
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
268+ 5.48% |
$10.6K - $12.5K
|
5.16K
$229K
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
257+ 0.29% |
$10.1K - $12K
|
89K
$3.95M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
248+ 0.95% |
$9.77K - $11.6K
|
26.2K
$1.16M
|
|
|
Jul 29, 2022
Q2 2022
|
Noesis Capital Mangement Corp
|
BUY
|
- |
232+ 0.92% |
$9.14K - $10.8K
|
25.5K
$1.13M
|
|
|
Aug 03, 2022
Q2 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
227+ 58.96% |
$8.94K - $10.6K
|
612
$27.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
227+ 1.31% |
$8.94K - $10.6K
|
17.6K
$781K
|
|
|
Aug 08, 2022
Q2 2022
|
Resolute Advisors LLC
|
BUY
|
- |
222+ 1.23% |
$8.75K - $10.4K
|
18.3K
$814K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
212+ 0.33% |
$8.35K - $9.9K
|
63.9K
$2.84M
|
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
211+ 6.35% |
$8.31K - $9.86K
|
3.54K
$157K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
205+ 1.43% |
$8.08K - $9.58K
|
14.5K
$645K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
203+ 4.64% |
$8K - $9.48K
|
4.58K
$203K
|
|
|
Oct 16, 2023
Q2 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
196+ 0.37% |
$7.72K - $9.16K
|
53.5K
$2.38M
|
|
|
Jul 11, 2022
Q2 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
195+ 354.55% |
$7.68K - $9.11K
|
250
$11.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
188+ 0.09% |
$7.41K - $8.78K
|
217K
$9.63M
|
|
|
Jul 25, 2022
Q2 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
183+ 0.42% |
$7.21K - $8.55K
|
43.4K
$1.93M
|
|
|
Aug 16, 2022
Q2 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
180+ 1.55% |
$7.09K - $8.41K
|
11.8K
$524K
|
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
BUY
|
- |
178+ 3.16% |
$7.01K - $8.31K
|
5.81K
$258K
|