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 |
|---|---|---|---|---|---|---|---|
|
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
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
11.1K+ 42.68% |
$562K - $722K
|
37.2K
$2.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
254+ 0.42% |
$12.8K - $16.5K
|
61.1K
$3.98M
|
|
|
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 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 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
|
Maseco LLP
London, |
BUY
|
- |
2.04KNew |
$103K - $132K
|
2.04K
$133K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
39+ 0.35% |
$1.97K - $2.53K
|
11.1K
$722K
|
|
|
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 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
5.62K+ 79.77% |
$310K - $328K
|
12.7K
$825K
|
|
|
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
|
Old Mission Capital LLC
|
BUY
|
- |
189K+ 128.22% |
$10.4M - $11M
|
337K
$21.9M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.02K- 14.04% |
$331K - $351K
|
36.8K
$2.4M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
739New |
$40.7K - $43.1K
|
739
$48.1K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-3.85K- 26.79% |
$212K - $225K
|
10.5K
$685K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-113- 7.74% |
$6.22K - $6.6K
|
1.35K
$87.7K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.26KNew |
$179K - $190K
|
3.26K
$212K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-224- 5.81% |
$12.3K - $13.1K
|
3.63K
$236K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-46- 15.33% |
$2.53K - $2.69K
|
254
$16.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
42New |
$2.31K - $2.45K
|
42
$2.74K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-772- 75.46% |
$42.5K - $45.1K
|
251
$16.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
300+ 300.0% |
$16.5K - $17.5K
|
400
$26.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-235- 0.19% |
$12.9K - $13.7K
|
127K
$8.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-36- 10.29% |
$1.98K - $2.1K
|
314
$20.5K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
197New |
$11.4K - $12.6K
|
197
$12.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11+ 7.59% |
$638 - $706
|
156
$10.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-52.2K- 55.91% |
$3.03M - $3.35M
|
41.2K
$2.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
70+ 1.31% |
$4.06K - $4.49K
|
5.43K
$354K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
70New |
$4.06K - $4.49K
|
70
$4.56K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-10- 0.11% |
$580 - $642
|
9.37K
$610K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-79.2K- 99.79% |
$4.59M - $5.09M
|
165
$10.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
717New |
$41.6K - $46K
|
717
$46.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
378KNew |
$21.9M - $24.3M
|
378K
$24.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
615New |
$35.6K - $39.5K
|
615
$40.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.46KNew |
$84.3K - $93.4K
|
1.46K
$94.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-569- 12.17% |
$33K - $36.5K
|
4.11K
$267K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-932- 16.54% |
$54K - $59.8K
|
4.7K
$306K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.7KNew |
$98.2K - $109K
|
1.7K
$110K
|
|
| Q3 2024 | |||||||
|
May 19, 2025
Q3 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-2.63K- 6.66% |
$151K - $169K
|
36.9K
$2.4M
|
|