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
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
10.2K+ 4.63% |
$482K - $533K
|
230K
$9.9M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10KNew |
$476K - $527K
|
10K
$433K
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
BUY
|
- |
10K+ 35.41% |
$475K - $526K
|
38.3K
$1.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
9.85KNew |
$467K - $517K
|
9.85K
$425K
|
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
9.83KNew |
$466K - $516K
|
9.83K
$424K
|
|
|
Feb 10, 2022
Q4 2021
|
Td Asset Management Inc
|
BUY
|
- |
9.8K+ 1.27% |
$465K - $515K
|
784K
$33.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
9.76K+ 30.63% |
$463K - $512K
|
41.6K
$1.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
9.71KNew |
$461K - $510K
|
9.71K
$419K
|
|
|
Jan 10, 2022
Q4 2021
|
Bremer Bank National Association
|
BUY
|
- |
9.68K+ 6.55% |
$459K - $508K
|
157K
$6.79M
|
|
|
Jan 24, 2022
Q4 2021
|
Hixon Zuercher, LLC
|
BUY
|
- |
9.64KNew |
$457K - $506K
|
9.64K
$416K
|
|
|
Feb 09, 2022
Q4 2021
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
9.64KNew |
$457K - $506K
|
9.64K
$416K
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
9.53KNew |
$452K - $500K
|
9.53K
$411K
|
|
|
Feb 14, 2022
Q4 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
9.52K+ 7.2% |
$451K - $500K
|
142K
$6.11M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.48K+ 1.43% |
$450K - $498K
|
674K
$29.1M
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.36KNew |
$444K - $491K
|
9.36K
$403K
|
|
|
Feb 10, 2022
Q4 2021
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
9.27K+ 20.23% |
$440K - $487K
|
55.1K
$2.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
9.16KNew |
$434K - $481K
|
9.16K
$395K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
9.13KNew |
$433K - $479K
|
9.13K
$394K
|
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
9.11KNew |
$432K - $478K
|
9.11K
$393K
|
|
|
Feb 16, 2022
Q4 2021
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
8.82KNew |
$418K - $463K
|
8.82K
$380K
|
|
|
Jan 27, 2022
Q4 2021
|
Nova R Wealth, Inc.
|
BUY
|
- |
8.54KNew |
$405K - $448K
|
8.54K
$368K
|
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8.38KNew |
$398K - $440K
|
8.38K
$362K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
8.38K+ 37.59% |
$397K - $440K
|
30.7K
$1.32M
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
8.19KNew |
$389K - $430K
|
8.19K
$353K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8.08K+ 78.62% |
$383K - $424K
|
18.3K
$791K
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
7.98K+ 2.55% |
$378K - $419K
|
320K
$13.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
7.92KNew |
$376K - $416K
|
7.92K
$342K
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
7.89KNew |
$374K - $414K
|
7.89K
$340K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.84K+ 2.68% |
$372K - $412K
|
300K
$12.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
7.79KNew |
$369K - $409K
|
7.79K
$336K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
7.68K+ 25.84% |
$364K - $403K
|
37.4K
$1.61M
|
|
|
Feb 09, 2022
Q4 2021
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
7.65KNew |
$363K - $402K
|
7.65K
$330K
|
|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
7.64KNew |
$362K - $401K
|
7.64K
$329K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.63K+ 15.01% |
$362K - $400K
|
58.4K
$2.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.62KNew |
$361K - $400K
|
7.62K
$329K
|
|
|
Feb 01, 2022
Q4 2021
|
Tag Stone Capital, Inc.
|
BUY
|
- |
7.61KNew |
$361K - $399K
|
7.61K
$328K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.51K+ 165.52% |
$356K - $394K
|
12K
$519K
|
|
|
Jan 19, 2022
Q4 2021
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
7.44KNew |
$353K - $390K
|
7.44K
$321K
|
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
7.37KNew |
$350K - $387K
|
7.37K
$318K
|
|
|
Mar 03, 2022
Q4 2021
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
7.31KNew |
$347K - $384K
|
7.31K
$315K
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
7.28KNew |
$345K - $382K
|
7.28K
$314K
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
7.24KNew |
$344K - $380K
|
7.24K
$312K
|
|
|
Feb 18, 2022
Q4 2021
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
7.22KNew |
$343K - $379K
|
7.22K
$312K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.22K+ 3.15% |
$342K - $379K
|
236K
$10.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Finance, LLC
|
BUY
|
- |
7.19KNew |
$341K - $378K
|
7.19K
$310K
|
|
|
Apr 06, 2022
Q4 2021
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
7.13KNew |
$338K - $374K
|
7.13K
$307K
|
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
7.07KNew |
$335K - $371K
|
7.07K
$305K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.06KNew |
$335K - $370K
|
7.06K
$304K
|
|
|
Feb 17, 2022
Q4 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
6.94K+ 13.82% |
$329K - $364K
|
57.1K
$2.46M
|
|
|
Feb 09, 2022
Q4 2021
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6.93KNew |
$329K - $364K
|
6.93K
$299K
|