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 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
879+ 40.05% |
$50.9K - $56.4K
|
3.07K
$175K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
70+ 1.31% |
$4.06K - $4.49K
|
5.43K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.43K+ 25.37% |
$315K - $349K
|
26.8K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.75K+ 5.05% |
$449K - $497K
|
161K
$9.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-6.81K- 4.38% |
$395K - $437K
|
149K
$8.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.89K- 84.38% |
$457K - $506K
|
1.46K
$82.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
717New |
$41.6K - $46K
|
717
$40.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-41.4K- 21.9% |
$2.4M - $2.66M
|
148K
$8.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.1K+ 17.32% |
$819K - $907K
|
95.7K
$5.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
271+ 6.75% |
$15.7K - $17.4K
|
4.29K
$243K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.59K- 2.27% |
$208K - $230K
|
154K
$8.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
7.05KNew |
$409K - $453K
|
7.05K
$400K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.2K+ 8.07% |
$69.6K - $77.1K
|
16.1K
$913K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
451New |
$26.1K - $29K
|
451
$25.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
378KNew |
$21.9M - $24.3M
|
378K
$21.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-700- 14.68% |
$40.6K - $44.9K
|
4.07K
$231K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
387+ 2.15% |
$22.4K - $24.8K
|
18.4K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43+ 0.88% |
$2.49K - $2.76K
|
4.91K
$279K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
615New |
$35.6K - $39.5K
|
615
$34.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
48.9KNew |
$2.84M - $3.14M
|
48.9K
$2.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.99K+ 20.64% |
$116K - $128K
|
11.6K
$662K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.46KNew |
$84.3K - $93.4K
|
1.46K
$82.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.32K- 11.64% |
$366K - $406K
|
48K
$2.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-27.9K- 24.01% |
$1.61M - $1.79M
|
88.1K
$5.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-569- 12.17% |
$33K - $36.5K
|
4.11K
$233K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
18+ 0.79% |
$1.04K - $1.16K
|
2.29K
$130K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-932- 16.54% |
$54K - $59.8K
|
4.7K
$267K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-10- 9.26% |
$580 - $642
|
98
$5.57K
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-213- 0.19% |
$12.3K - $13.7K
|
113K
$6.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
630New |
$36.5K - $40.4K
|
630
$35.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-467- 2.0% |
$27.1K - $30K
|
22.9K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-502- 4.35% |
$29.1K - $32.2K
|
11K
$627K
|
|
|
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 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
40+ 0.45% |
$2.32K - $2.57K
|
8.92K
$507K
|
|
|
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
$317K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
719+ 4.24% |
$41.7K - $46.2K
|
17.7K
$1M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.7KNew |
$98.2K - $109K
|
1.7K
$96.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5.55K- 17.18% |
$322K - $357K
|
26.8K
$1.52M
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
168New |
$9.61K - $10.8K
|
168
$9.54K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.3KNew |
$246K - $276K
|
4.3K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.6K- 69.58% |
$665K - $746K
|
5.08K
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
143+ 3.87% |
$8.18K - $9.18K
|
3.84K
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1+ 1.61% |
$57.2 - $64.2
|
63
$3.58K
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
6K+ 8.87% |
$343K - $385K
|
73.6K
$4.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
244New |
$14K - $15.7K
|
244
$13.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
57New |
$3.26K - $3.66K
|
57
$3.24K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.27KNew |
$187K - $210K
|
3.27K
$186K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1- 0.01% |
$57.2 - $64.2
|
14.4K
$816K
|
|
|
Nov 04, 2024
Q3 2024
|
Van Berkom & Associates Inc.
|
BUY
|
- |
1.15KNew |
$66K - $74K
|
1.15K
$65.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|