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 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
26.9KNew |
$1.27M - $1.41M
|
26.9K
$1.16M
|
|
|
Feb 15, 2022
Q4 2021
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
26.7KNew |
$1.27M - $1.4M
|
26.7K
$1.15M
|
|
|
Feb 03, 2022
Q4 2021
|
Naviter Wealth, LLC
|
BUY
|
- |
26.6KNew |
$1.26M - $1.4M
|
26.6K
$1.15M
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
26.6KNew |
$1.26M - $1.39M
|
26.6K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
24.7K+ 27.52% |
$1.17M - $1.29M
|
114K
$4.93M
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
24.5KNew |
$1.16M - $1.28M
|
24.5K
$1.06M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24.3K+ 80.79% |
$1.15M - $1.28M
|
54.5K
$2.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
23.6K+ 66.24% |
$1.12M - $1.24M
|
59.1K
$2.55M
|
|
|
Jan 26, 2022
Q4 2021
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
23.4K+ 3.65% |
$1.11M - $1.23M
|
665K
$28.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Gfg Capital, LLC
|
BUY
|
- |
23.4KNew |
$1.11M - $1.23M
|
23.4K
$1.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
23K+ 162.91% |
$1.09M - $1.21M
|
37.1K
$1.6M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
22.6K+ 19.08% |
$1.07M - $1.18M
|
141K
$6.08M
|
|
|
Jan 21, 2022
Q4 2021
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
21.9KNew |
$1.04M - $1.15M
|
21.9K
$946K
|
|
|
Feb 08, 2022
Q4 2021
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
21.8KNew |
$1.04M - $1.15M
|
21.8K
$942K
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
21.5KNew |
$1.02M - $1.13M
|
21.5K
$928K
|
|
|
Jan 20, 2022
Q4 2021
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
21.4KNew |
$1.02M - $1.13M
|
21.4K
$924K
|
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
BUY
|
- |
21.1K+ 158.06% |
$1M - $1.11M
|
34.4K
$1.49M
|
|
|
Jan 28, 2022
Q4 2021
|
Paulson Wealth Management Inc.
|
BUY
|
- |
20.9K+ 7.22% |
$993K - $1.1M
|
311K
$13.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Ghe, LLC
|
BUY
|
- |
20.8KNew |
$988K - $1.09M
|
20.8K
$898K
|
|
|
Feb 03, 2022
Q4 2021
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
20.8KNew |
$988K - $1.09M
|
20.8K
$898K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
20.8K+ 3.09% |
$986K - $1.09M
|
692K
$29.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
20.4KNew |
$967K - $1.07M
|
20.4K
$879K
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
20.1KNew |
$953K - $1.05M
|
20.1K
$866K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
20.1KNew |
$952K - $1.05M
|
20.1K
$866K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
20.1K+ 9.37% |
$952K - $1.05M
|
234K
$10.1M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19.6K+ 57.05% |
$928K - $1.03M
|
53.8K
$2.32M
|
|
|
Feb 10, 2022
Q4 2021
|
Thornburg Investment Management Inc
|
BUY
|
- |
19.4K+ 110.29% |
$920K - $1.02M
|
37K
$1.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
19.3K+ 110.49% |
$915K - $1.01M
|
36.8K
$1.59M
|
|
|
Nov 14, 2022
Q4 2021
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
19.2KNew |
$910K - $1.01M
|
19.2K
$827K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.1K+ 97.83% |
$906K - $1M
|
38.6K
$1.67M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
18.9K+ 431.37% |
$898K - $993K
|
23.3K
$1.01M
|
|
|
Jan 21, 2022
Q4 2021
|
Patton Fund Management, Inc.
|
BUY
|
- |
18.8KNew |
$893K - $988K
|
18.8K
$812K
|
|
|
Feb 11, 2022
Q4 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
18.8K+ 64.67% |
$891K - $987K
|
47.8K
$2.06M
|
|
|
Dec 20, 2022
Q4 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
18.8K+ 64.67% |
$891K - $987K
|
47.8K
$2.06M
|
|
|
Feb 02, 2022
Q4 2021
|
Pathway Financial Advisors LLC
|
BUY
|
- |
18.7K+ 49.69% |
$887K - $981K
|
56.3K
$2.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
18.7KNew |
$885K - $980K
|
18.7K
$805K
|
|
|
Feb 11, 2022
Q4 2021
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
18.7KNew |
$885K - $980K
|
18.7K
$805K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
18.4KNew |
$875K - $968K
|
18.4K
$795K
|
|
|
Jan 19, 2022
Q4 2021
|
Riverview Trust CO
|
BUY
|
- |
17.8KNew |
$843K - $933K
|
17.8K
$766K
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
17.6KNew |
$835K - $924K
|
17.6K
$759K
|
|
|
Jan 28, 2022
Q4 2021
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
17.5KNew |
$830K - $918K
|
17.5K
$754K
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
17.1K+ 62.12% |
$813K - $900K
|
44.7K
$1.93M
|
|
|
Feb 08, 2022
Q4 2021
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
16.9KNew |
$800K - $885K
|
16.9K
$727K
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
16.7K+ 6.46% |
$793K - $878K
|
276K
$11.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
16.7K+ 24.74% |
$793K - $877K
|
84.3K
$3.63M
|
|
|
Feb 09, 2022
Q4 2021
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
16.6K+ 4.51% |
$788K - $872K
|
385K
$16.6M
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
16.3K+ 33.42% |
$775K - $857K
|
65.2K
$2.81M
|
|
|
Feb 15, 2022
Q4 2021
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
16.2KNew |
$770K - $852K
|
16.2K
$700K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
15.7KNew |
$744K - $823K
|
15.7K
$676K
|
|
|
Jan 19, 2022
Q4 2021
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
15.6KNew |
$742K - $821K
|
15.6K
$674K
|