Purchases and Sales Made in Q4 2021 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
7+ 0.28% |
$332 - $368
|
2.51K
$108K
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
7New |
$332 - $368
|
7
$301
|
|
|
Jan 27, 2022
Q4 2021
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
6+ 0.03% |
$285 - $315
|
18.8K
$808K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6+ 0.09% |
$285 - $315
|
6.88K
$296K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
5+ 0.19% |
$237 - $263
|
2.62K
$112K
|
|
|
Feb 14, 2022
Q4 2021
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
5+ 1.07% |
$237 - $263
|
474
$20.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
5+ 0.31% |
$237 - $263
|
1.61K
$69K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 2.12% |
$190 - $210
|
193
$8.29K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3+ 0.02% |
$142 - $158
|
12.7K
$546K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
3+ 0.01% |
$142 - $158
|
24.8K
$1.06M
|
|
|
Jan 31, 2022
Q4 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
3+ 1.44% |
$142 - $158
|
211
$9.06K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.69% |
$94.9 - $105
|
290
$12.4K
|
|
|
Jan 24, 2022
Q4 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
2+ 0.01% |
$94.9 - $105
|
20.9K
$898K
|
|
|
Jan 07, 2022
Q4 2021
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.85% |
$47.4 - $52.5
|
119
$5.11K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 1.54% |
$47.4 - $52.5
|
66
$2.83K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.06% |
$47.4 - $52.5
|
1.58K
$68K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1- 3.23% |
$47.4 - $52.5
|
30
$1.29K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1- 0.01% |
$47.4 - $52.5
|
9.55K
$410K
|
|
|
Feb 04, 2022
Q4 2021
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-3- 7.69% |
$142 - $158
|
36
$1.55K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3Closed |
$142 - $158
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-5- 0.03% |
$237 - $263
|
14.6K
$628K
|
|
|
Jan 24, 2022
Q4 2021
|
Members Trust CO
|
SELL
|
- |
-6- 0.03% |
$285 - $315
|
23K
$986K
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-9- 0.13% |
$427 - $473
|
6.98K
$300K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 3.41% |
$427 - $473
|
255
$10.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-10- 0.14% |
$474 - $525
|
7.24K
$311K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11- 0.24% |
$522 - $578
|
4.51K
$194K
|
|
|
Jan 28, 2022
Q4 2021
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-15- 0.32% |
$712 - $788
|
4.72K
$203K
|
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-18Closed |
$854 - $945
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
SELL
|
- |
-20- 0.38% |
$949 - $1.05K
|
5.24K
$225K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-24- 0.41% |
$1.14K - $1.26K
|
5.86K
$252K
|
|
|
Jan 31, 2022
Q4 2021
|
Life Pro Asset Management
|
SELL
|
- |
-25- 0.45% |
$1.19K - $1.31K
|
5.5K
$236K
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-25- 0.43% |
$1.19K - $1.31K
|
5.76K
$247K
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-26- 0.26% |
$1.23K - $1.37K
|
10.1K
$432K
|
|
|
Jan 25, 2022
Q4 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-26- 0.09% |
$1.23K - $1.37K
|
28.8K
$1.24M
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-30- 0.09% |
$1.42K - $1.58K
|
33.7K
$1.45M
|
|
|
Feb 17, 2022
Q4 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-37- 0.17% |
$1.76K - $1.94K
|
22.4K
$960K
|
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-37- 0.21% |
$1.76K - $1.94K
|
17.4K
$748K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-38- 0.61% |
$1.8K - $2K
|
6.23K
$267K
|
|
|
Feb 04, 2022
Q4 2021
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-38- 0.54% |
$1.8K - $2K
|
7.03K
$302K
|
|
|
Jan 10, 2022
Q4 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-40- 0.24% |
$1.9K - $2.1K
|
16.5K
$709K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-45Closed |
$2.13K - $2.36K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-46Closed |
$2.18K - $2.42K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-47Closed |
$2.23K - $2.47K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-50- 0.48% |
$2.37K - $2.63K
|
10.3K
$444K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-50Closed |
$2.37K - $2.63K
|
0
$0
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-50- 0.14% |
$2.37K - $2.63K
|
36K
$1.54M
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-52- 0.34% |
$2.47K - $2.73K
|
15.3K
$657K
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-54- 0.35% |
$2.56K - $2.84K
|
15.2K
$652K
|
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
SELL
|
- |
-55- 1.07% |
$2.61K - $2.89K
|
5.1K
$219K
|