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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
42New |
$2.31K - $2.45K
|
42
$2.59K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-955- 5.94% |
$52.6K - $55.7K
|
15.1K
$931K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.49K- 5.74% |
$82.2K - $87.1K
|
24.5K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
476+ 0.79% |
$26.2K - $27.8K
|
60.9K
$3.75M
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-151- 1.19% |
$8.31K - $8.81K
|
12.5K
$770K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-772- 75.46% |
$42.5K - $45.1K
|
251
$15.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.89K+ 4.38% |
$104K - $110K
|
45.1K
$2.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
757+ 9.39% |
$41.7K - $44.2K
|
8.82K
$544K
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4.92K- 12.5% |
$271K - $287K
|
34.5K
$2.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
10.2K+ 51.48% |
$560K - $593K
|
29.9K
$1.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
300+ 300.0% |
$16.5K - $17.5K
|
400
$24.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-235- 0.19% |
$12.9K - $13.7K
|
127K
$7.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-36- 10.29% |
$1.98K - $2.1K
|
314
$19.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-8.87K- 47.92% |
$488K - $518K
|
9.64K
$594K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-579- 16.72% |
$31.9K - $33.8K
|
2.88K
$178K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.92K- 63.97% |
$517K - $573K
|
5.03K
$310K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
6+ 2.09% |
$348 - $385
|
293
$18.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
197New |
$11.4K - $12.6K
|
197
$12.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-52.2K- 55.91% |
$3.03M - $3.35M
|
41.2K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
9K+ 5.5% |
$522K - $578K
|
173K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11+ 7.59% |
$638 - $706
|
156
$9.61K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-79.2K- 99.79% |
$4.59M - $5.09M
|
165
$10.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-10- 0.11% |
$580 - $642
|
9.37K
$577K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
70New |
$4.06K - $4.49K
|
70
$4.31K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
879+ 40.05% |
$50.9K - $56.4K
|
3.07K
$189K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
70+ 1.31% |
$4.06K - $4.49K
|
5.43K
$335K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
717New |
$41.6K - $46K
|
717
$44.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
387+ 2.15% |
$22.4K - $24.8K
|
18.4K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-700- 14.68% |
$40.6K - $44.9K
|
4.07K
$251K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
378KNew |
$21.9M - $24.3M
|
378K
$23.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
451New |
$26.1K - $29K
|
451
$27.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
615New |
$35.6K - $39.5K
|
615
$37.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.46KNew |
$84.3K - $93.4K
|
1.46K
$89.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-569- 12.17% |
$33K - $36.5K
|
4.11K
$253K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
18+ 0.79% |
$1.04K - $1.16K
|
2.29K
$141K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-10- 9.26% |
$580 - $642
|
98
$6.04K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-932- 16.54% |
$54K - $59.8K
|
4.7K
$290K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-502- 4.35% |
$29.1K - $32.2K
|
11K
$680K
|
|
|
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
$344K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
40+ 0.45% |
$2.32K - $2.57K
|
8.92K
$550K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.7KNew |
$98.2K - $109K
|
1.7K
$104K
|
|
| Q3 2024 | |||||||
|
May 19, 2025
Q3 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-2.63K- 6.66% |
$151K - $169K
|
36.9K
$2.27M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
168New |
$9.61K - $10.8K
|
168
$10.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.6K- 69.58% |
$665K - $746K
|
5.08K
$313K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.3KNew |
$246K - $276K
|
4.3K
$265K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
143+ 3.87% |
$8.18K - $9.18K
|
3.84K
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1+ 1.61% |
$57.2 - $64.2
|
63
$3.88K
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
6K+ 8.87% |
$343K - $385K
|
73.6K
$4.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
57New |
$3.26K - $3.66K
|
57
$3.51K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
244New |
$14K - $15.7K
|
244
$15K
|
|