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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-222- 36.94% |
$10.5K - $11.7K
|
379
$16.3K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-222- 82.84% |
$10.5K - $11.7K
|
46
$1.97K
|
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-235- 0.76% |
$11.1K - $12.3K
|
30.6K
$1.31M
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-240- 1.2% |
$11.4K - $12.6K
|
19.7K
$845K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-248- 38.27% |
$11.8K - $13K
|
400
$17.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-250Closed |
$11.9K - $13.1K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-250Closed |
$11.9K - $13.1K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-250- 50.0% |
$11.9K - $13.1K
|
250
$10.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
SELL
|
- |
-255- 0.63% |
$12.1K - $13.4K
|
39.9K
$1.71M
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
SELL
|
- |
-258- 3.58% |
$12.2K - $13.5K
|
6.95K
$298K
|
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-266- 1.34% |
$12.6K - $14K
|
19.6K
$843K
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-268- 0.16% |
$12.7K - $14.1K
|
163K
$7.01M
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-271- 8.41% |
$12.9K - $14.2K
|
2.95K
$127K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-272- 16.68% |
$12.9K - $14.3K
|
1.36K
$58.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-280- 0.91% |
$13.3K - $14.7K
|
30.6K
$1.31M
|
|
|
Feb 07, 2022
Q4 2021
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-294- 1.37% |
$13.9K - $15.4K
|
21.2K
$910K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-297- 16.25% |
$14.1K - $15.6K
|
1.53K
$65.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-300- 6.8% |
$14.2K - $15.8K
|
4.12K
$177K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
SELL
|
- |
-305- 23.21% |
$14.5K - $16K
|
1.01K
$43.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-310- 3.31% |
$14.7K - $16.3K
|
9.07K
$389K
|
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-315- 3.63% |
$14.9K - $16.5K
|
8.36K
$359K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-320- 0.6% |
$15.2K - $16.8K
|
53K
$2.28M
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
SELL
|
- |
-320- 10.85% |
$15.2K - $16.8K
|
2.63K
$113K
|
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-320- 2.31% |
$15.2K - $16.8K
|
13.5K
$580K
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-321- 3.75% |
$15.2K - $16.9K
|
8.24K
$354K
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-322- 4.06% |
$15.3K - $16.9K
|
7.61K
$326K
|
|
|
Jan 24, 2022
Q4 2021
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-327- 7.07% |
$15.5K - $17.2K
|
4.3K
$185K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-327- 2.66% |
$15.5K - $17.2K
|
12K
$514K
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-331- 5.0% |
$15.7K - $17.4K
|
6.29K
$270K
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-332- 0.87% |
$15.8K - $17.4K
|
37.7K
$1.62M
|
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-335- 0.54% |
$15.9K - $17.6K
|
62.2K
$2.67M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-343- 2.61% |
$16.3K - $18K
|
12.8K
$549K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-347- 3.03% |
$16.5K - $18.2K
|
11.1K
$477K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-351- 1.47% |
$16.7K - $18.4K
|
23.6K
$1.01M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-352Closed |
$16.7K - $18.5K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-370- 5.73% |
$17.6K - $19.4K
|
6.09K
$261K
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-379- 4.43% |
$18K - $19.9K
|
8.17K
$351K
|
|
|
Jan 24, 2022
Q4 2021
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-390- 1.0% |
$18.5K - $20.5K
|
38.8K
$1.66M
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-396- 3.01% |
$18.8K - $20.8K
|
12.8K
$547K
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-400- 1.83% |
$19K - $21K
|
21.5K
$923K
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-428- 4.19% |
$20.3K - $22.5K
|
9.79K
$420K
|
|
|
Jan 24, 2022
Q4 2021
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-433- 2.64% |
$20.5K - $22.7K
|
16K
$687K
|
|
|
Feb 02, 2022
Q4 2021
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-434- 0.73% |
$20.6K - $22.8K
|
58.7K
$2.52M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorchester Wealth Management CO
|
SELL
|
- |
-435- 9.01% |
$20.6K - $22.8K
|
4.4K
$189K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-445- 0.5% |
$21.1K - $23.4K
|
89.4K
$3.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-446- 0.5% |
$21.2K - $23.4K
|
89.4K
$3.84M
|
|
|
Jan 27, 2022
Q4 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-450- 6.22% |
$21.3K - $23.6K
|
6.79K
$291K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-469- 1.77% |
$22.2K - $24.6K
|
26.1K
$1.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-475- 2.11% |
$22.5K - $24.9K
|
22.1K
$947K
|
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
SELL
|
- |
-496- 0.66% |
$23.5K - $26K
|
74.3K
$3.19M
|