Latest Institutional Transactions on Ishares Msci Emerging Mkts Sma (EEMS)
This table provides information on the latest institutional transactions involving Ishares Msci Emerging Mkts Sma (EEMS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.4K- 31.48% |
$678K - $871K
|
29.2K
$1.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
1.22K+ 1.7% |
$61.7K - $79.2K
|
73K
$4.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
110New |
$5.55K - $7.13K
|
110
$7.16K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.85K- 7.42% |
$194K - $250K
|
48K
$3.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
560+ 10.52% |
$28.3K - $36.3K
|
5.89K
$383K
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
770KNew |
$38.8M - $49.9M
|
770K
$50.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-431- 1.71% |
$21.8K - $28K
|
24.8K
$1.61M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.81KNew |
$293K - $377K
|
5.81K
$378K
|
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.47K- 5.68% |
$124K - $160K
|
40.9K
$2.67M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
18+ 1.49% |
$909 - $1.17K
|
1.23K
$80K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.52K- 31.91% |
$278K - $358K
|
11.8K
$767K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
125KNew |
$6.32M - $8.12M
|
125K
$8.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.33K+ 2.27% |
$67.1K - $86.3K
|
60K
$3.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.2K+ 15.6% |
$60.7K - $78K
|
8.91K
$581K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
12+ 0.13% |
$606 - $778
|
8.94K
$582K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-35- 0.72% |
$1.77K - $2.27K
|
4.86K
$316K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.45K- 2.74% |
$73.1K - $94K
|
51.4K
$3.35M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.74K- 35.66% |
$138K - $178K
|
4.95K
$322K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-54- 94.74% |
$2.73K - $3.5K
|
3
$195
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.48K+ 113.14% |
$176K - $226K
|
6.55K
$427K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-219- 5.74% |
$11.1K - $14.2K
|
3.6K
$234K
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
2+ 0.68% |
$101 - $130
|
295
$19.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
11.3K+ 37.85% |
$572K - $734K
|
41.2K
$2.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
13+ 0.18% |
$656 - $843
|
7.19K
$468K
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-958- 4.56% |
$48.4K - $62.1K
|
20.1K
$1.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
254+ 0.42% |
$12.8K - $16.5K
|
61.1K
$3.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
11.1K+ 42.68% |
$562K - $722K
|
37.2K
$2.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-501- 2.73% |
$25.3K - $32.5K
|
17.9K
$1.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
94.4K+ 52.27% |
$4.76M - $6.12M
|
275K
$17.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
710+ 2.89% |
$35.8K - $46K
|
25.2K
$1.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-46- 0.52% |
$2.32K - $2.98K
|
8.78K
$572K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-2.99K- 19.8% |
$151K - $194K
|
12.1K
$789K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
125+ 0.68% |
$6.31K - $8.11K
|
18.5K
$1.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-3.81K- 39.51% |
$192K - $247K
|
5.83K
$380K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
38+ 0.68% |
$1.92K - $2.46K
|
5.62K
$366K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
39+ 0.35% |
$1.97K - $2.53K
|
11.1K
$722K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
2.04KNew |
$103K - $132K
|
2.04K
$133K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
936+ 4.88% |
$47.2K - $60.7K
|
20.1K
$1.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 0.69% |
$1.01K - $1.3K
|
2.9K
$189K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-23- 1.57% |
$1.16K - $1.49K
|
1.45K
$94.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.18K+ 2.61% |
$59.4K - $76.3K
|
46.3K
$3.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
16+ 0.05% |
$808 - $1.04K
|
34.5K
$2.25M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.84K+ 264.71% |
$377K - $399K
|
9.42K
$614K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.03K- 3.96% |
$497K - $527K
|
219K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-25.7K- 17.24% |
$1.41M - $1.5M
|
123K
$8.02M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
150+ 10.0% |
$8.26K - $8.76K
|
1.65K
$107K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-120K- 41.74% |
$6.58M - $6.98M
|
167K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
60+ 0.57% |
$3.3K - $3.5K
|
10.6K
$689K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
5.62K+ 79.77% |
$310K - $328K
|
12.7K
$825K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
189K+ 128.22% |
$10.4M - $11M
|
337K
$21.9M
|
|