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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.2K+ 8.07% |
$69.6K - $77.1K
|
16.1K
$917K
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
3.85KNew |
$223K - $247K
|
3.85K
$220K
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.58K+ 14.83% |
$323K - $358K
|
43.2K
$2.46M
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
451New |
$26.1K - $29K
|
451
$25.7K
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
378KNew |
$21.9M - $24.3M
|
378K
$21.6M
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-700- 14.68% |
$40.6K - $44.9K
|
4.07K
$232K
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
387+ 2.15% |
$22.4K - $24.8K
|
18.4K
$1.05M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43+ 0.88% |
$2.49K - $2.76K
|
4.91K
$280K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
615New |
$35.6K - $39.5K
|
615
$35.1K
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
24K+ 355.9% |
$1.39M - $1.54M
|
30.8K
$1.76M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
48.9KNew |
$2.84M - $3.14M
|
48.9K
$2.79M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
984New |
$57K - $63.2K
|
984
$56.1K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.99K+ 20.64% |
$116K - $128K
|
11.6K
$664K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
100New |
$5.8K - $6.42K
|
100
$5.7K
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.46KNew |
$84.3K - $93.4K
|
1.46K
$83K
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-27.9K- 24.01% |
$1.61M - $1.79M
|
88.1K
$5.03M
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
61.4K+ 57.52% |
$3.56M - $3.94M
|
168K
$9.58M
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.32K- 11.64% |
$366K - $406K
|
48K
$2.74M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-569- 12.17% |
$33K - $36.5K
|
4.11K
$234K
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-11- 0.22% |
$638 - $706
|
5.02K
$286K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
18+ 0.79% |
$1.04K - $1.16K
|
2.29K
$131K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
64+ 6.67% |
$3.71K - $4.11K
|
1.02K
$58.3K
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-932- 16.54% |
$54K - $59.8K
|
4.7K
$268K
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-11- 0.69% |
$638 - $706
|
1.58K
$90.1K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-10- 9.26% |
$580 - $642
|
98
$5.59K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.5K- 2.43% |
$87K - $96.4K
|
60.4K
$3.44M
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3.05K+ 18.25% |
$177K - $196K
|
19.7K
$1.13M
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-213- 0.19% |
$12.3K - $13.7K
|
113K
$6.44M
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
27+ 0.4% |
$1.56K - $1.73K
|
6.7K
$382K
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-20- 5.41% |
$1.16K - $1.28K
|
350
$20K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
630New |
$36.5K - $40.4K
|
630
$35.9K
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-467- 2.0% |
$27.1K - $30K
|
22.9K
$1.31M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-502- 4.35% |
$29.1K - $32.2K
|
11K
$630K
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-298- 1.82% |
$17.3K - $19.1K
|
16.1K
$916K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-109- 0.57% |
$6.32K - $7K
|
19.2K
$1.09M
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-15- 0.04% |
$869 - $963
|
39.4K
$2.25M
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
292+ 2.36% |
$16.9K - $18.7K
|
12.6K
$721K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
40+ 0.45% |
$2.32K - $2.57K
|
8.92K
$509K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
314+ 4.05% |
$18.2K - $20.2K
|
8.07K
$460K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
118+ 2.16% |
$6.84K - $7.58K
|
5.59K
$319K
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
719+ 4.24% |
$41.7K - $46.2K
|
17.7K
$1.01M
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-531- 2.0% |
$30.8K - $34.1K
|
26K
$1.48M
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.7KNew |
$98.2K - $109K
|
1.7K
$96.7K
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5.55K- 17.18% |
$322K - $357K
|
26.8K
$1.53M
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
3.64K+ 5.56% |
$211K - $233K
|
69.1K
$3.94M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
78+ 2.3% |
$4.52K - $5.01K
|
3.46K
$197K
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1.48K+ 1.18% |
$85.7K - $94.9K
|
127K
$7.24M
|
|
Q3 2024 | |||||||
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
168New |
$9.61K - $10.8K
|
168
$9.58K
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
115+ 1.25% |
$6.58K - $7.38K
|
9.35K
$533K
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
20+ 0.19% |
$1.14K - $1.28K
|
10.4K
$593K
|