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
|
Crewe Advisors LLC
|
BUY
|
- |
15.5K+ 1434.63% |
$733K - $811K
|
16.5K
$713K
|
|
|
Jan 26, 2022
Q4 2021
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
15.4K+ 4.82% |
$733K - $811K
|
336K
$14.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
15.4K+ 13.91% |
$730K - $808K
|
126K
$5.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
15.3K+ 8.54% |
$724K - $801K
|
194K
$8.37M
|
|
|
Jan 27, 2022
Q4 2021
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
15.3K+ 102.14% |
$724K - $801K
|
30.2K
$1.3M
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
15.2K+ 22.81% |
$721K - $798K
|
81.9K
$3.53M
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
15.1KNew |
$717K - $793K
|
15.1K
$652K
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
15.1KNew |
$714K - $791K
|
15.1K
$650K
|
|
|
Feb 09, 2022
Q4 2021
|
Pembroke Management, LTD
|
BUY
|
- |
14.6K+ 20.48% |
$695K - $769K
|
86.2K
$3.72M
|
|
|
Feb 07, 2022
Q4 2021
|
Gen Trust, LLC
|
BUY
|
- |
14.6KNew |
$693K - $767K
|
14.6K
$630K
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
13.9KNew |
$660K - $731K
|
13.9K
$600K
|
|
|
Feb 08, 2022
Q4 2021
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
13.9K+ 3.96% |
$659K - $730K
|
365K
$15.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.9K+ 21.91% |
$659K - $729K
|
77.2K
$3.33M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
13.8KNew |
$655K - $724K
|
13.8K
$595K
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
13.7K+ 17.43% |
$652K - $721K
|
92.6K
$3.99M
|
|
|
Feb 10, 2022
Q4 2021
|
Anchor Capital Advisors LLC
|
BUY
|
- |
13.7K+ 303.33% |
$648K - $717K
|
18.2K
$783K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
13.5K+ 170.77% |
$642K - $710K
|
21.5K
$925K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
13.5K+ 6.83% |
$640K - $709K
|
211K
$9.11M
|
|
|
Jan 18, 2022
Q4 2021
|
Henry James International Management Inc.
|
BUY
|
- |
13.5KNew |
$639K - $707K
|
13.5K
$581K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.4KNew |
$636K - $704K
|
13.4K
$578K
|
|
|
Feb 02, 2022
Q4 2021
|
Verger Capital Management LLC
|
BUY
|
- |
13.3K+ 11.42% |
$633K - $701K
|
130K
$5.62M
|
|
|
Jan 27, 2022
Q4 2021
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
13.3KNew |
$633K - $701K
|
13.3K
$576K
|
|
|
Feb 17, 2022
Q4 2021
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
13.1KNew |
$624K - $690K
|
13.1K
$567K
|
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
13.1KNew |
$623K - $689K
|
13.1K
$566K
|
|
|
Aug 02, 2022
Q4 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
12.5KNew |
$595K - $659K
|
12.5K
$541K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
12.5K+ 1391.78% |
$594K - $658K
|
13.4K
$579K
|
|
|
Feb 09, 2022
Q4 2021
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
12.5K+ 903.33% |
$591K - $654K
|
13.8K
$597K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
12.3K+ 6.67% |
$586K - $648K
|
198K
$8.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
12.3K+ 135.62% |
$582K - $644K
|
21.3K
$920K
|
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
BUY
|
- |
12K+ 2294.29% |
$571K - $632K
|
12.6K
$542K
|
|
|
Feb 15, 2022
Q4 2021
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
12KNew |
$571K - $631K
|
12K
$519K
|
|
|
Feb 01, 2022
Q4 2021
|
Field & Main Bank
|
BUY
|
- |
12KNew |
$569K - $630K
|
12K
$518K
|
|
|
Feb 08, 2022
Q4 2021
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
11.9K+ 73.46% |
$565K - $625K
|
28.1K
$1.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
11.8KNew |
$558K - $617K
|
11.8K
$507K
|
|
|
Feb 02, 2022
Q4 2021
|
Wp Advisors, LLC
|
BUY
|
- |
11.7KNew |
$555K - $614K
|
11.7K
$505K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
11.7K+ 89.48% |
$553K - $612K
|
24.7K
$1.07M
|
|
|
Feb 10, 2022
Q4 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
11.6K+ 5.94% |
$552K - $611K
|
208K
$8.95M
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
11.6KNew |
$551K - $609K
|
11.6K
$501K
|
|
|
Feb 03, 2022
Q4 2021
|
Flower City Capital
|
BUY
|
- |
11.1KNew |
$529K - $585K
|
11.1K
$481K
|
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
11K+ 24.29% |
$523K - $579K
|
56.4K
$2.43M
|
|
|
Jan 18, 2022
Q4 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
11KNew |
$521K - $577K
|
11K
$474K
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
10.9KNew |
$517K - $573K
|
10.9K
$470K
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.7K+ 165.4% |
$506K - $559K
|
17.1K
$738K
|
|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
10.6K+ 155.57% |
$504K - $558K
|
17.5K
$753K
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
10.6KNew |
$504K - $557K
|
10.6K
$458K
|
|
|
Feb 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
10.5K+ 11.51% |
$498K - $551K
|
102K
$4.39M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.5K+ 18.05% |
$497K - $550K
|
68.6K
$2.96M
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
10.4K+ 6287.27% |
$492K - $545K
|
10.5K
$455K
|
|
|
Feb 11, 2022
Q4 2021
|
Rex Capital Advisors, LLC
Providence, RI |
BUY
|
- |
10.3KNew |
$488K - $540K
|
10.3K
$444K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
10.2K+ 45.48% |
$485K - $536K
|
32.7K
$1.41M
|