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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-108- 22.59% |
$6.18K - $6.93K
|
370
$22K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
496+ 6.84% |
$28.4K - $31.8K
|
7.75K
$461K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.23K- 7.74% |
$127K - $143K
|
26.6K
$1.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16+ 17.39% |
$916 - $1.03K
|
108
$6.42K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1K- 1.59% |
$57.3K - $64.2K
|
61.9K
$3.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
168+ 3.65% |
$9.61K - $10.8K
|
4.77K
$284K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
690+ 4.24% |
$39.5K - $44.3K
|
17K
$1.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-42.4K- 88.45% |
$2.43M - $2.72M
|
5.54K
$329K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
250+ 5.23% |
$14.3K - $16K
|
5.03K
$299K
|
|
|
Oct 23, 2024
Q3 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
45+ 0.37% |
$2.57K - $2.89K
|
12.4K
$735K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2- 0.66% |
$114 - $128
|
300
$17.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.03K+ 6.06% |
$58.7K - $65.8K
|
18K
$1.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-11- 0.69% |
$629 - $706
|
1.59K
$94.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
BUY
|
- |
2.92K+ 2.65% |
$167K - $188K
|
113K
$6.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15.5K- 24.84% |
$888K - $996K
|
47K
$2.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.5K+ 11.21% |
$85.8K - $96.2K
|
14.9K
$885K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7+ 0.73% |
$401 - $449
|
965
$57.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7.27K+ 28.99% |
$416K - $466K
|
32.3K
$1.92M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
238+ 11.7% |
$13.6K - $15.3K
|
2.27K
$135K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
8.3KNew |
$475K - $533K
|
8.3K
$494K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-160- 3.92% |
$9.16K - $10.3K
|
3.92K
$233K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 0.3% |
$572 - $642
|
3.39K
$201K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-105- 1.17% |
$6.01K - $6.74K
|
8.88K
$528K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.9K- 18.04% |
$850K - $954K
|
67.5K
$4.02M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.39K+ 25.81% |
$251K - $282K
|
21.4K
$1.27M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1.8K- 7.16% |
$103K - $116K
|
23.4K
$1.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
5.6K+ 9.36% |
$320K - $359K
|
65.5K
$3.89M
|
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-2.98K- 2.32% |
$171K - $191K
|
125K
$7.46M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-679- 1.77% |
$38.9K - $43.6K
|
37.6K
$2.24M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
681+ 4.66% |
$39.1K - $42K
|
15.3K
$909K
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
36+ 0.41% |
$2.07K - $2.22K
|
8.73K
$519K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
164KNew |
$9.4M - $10.1M
|
164K
$9.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-141K- 93.39% |
$8.11M - $8.71M
|
9.99K
$594K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-25- 0.27% |
$1.44K - $1.54K
|
9.38K
$558K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
23+ 0.42% |
$1.32K - $1.42K
|
5.47K
$325K
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.03% |
$115 - $123
|
5.75K
$342K
|
|
|
Aug 08, 2024
Q2 2024
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
20.7K+ 7.72% |
$1.19M - $1.28M
|
289K
$17.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.31KNew |
$190K - $204K
|
3.31K
$197K
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-25- 0.37% |
$1.44K - $1.54K
|
6.67K
$397K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26+ 0.23% |
$1.49K - $1.6K
|
11.5K
$686K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
165New |
$9.48K - $10.2K
|
165
$9.81K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-857- 19.23% |
$49.2K - $52.9K
|
3.6K
$214K
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.3K- 7.24% |
$74.9K - $80.4K
|
16.7K
$993K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-536- 2.02% |
$30.8K - $33.1K
|
26K
$1.55M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.06K- 22.85% |
$61K - $65.5K
|
3.59K
$213K
|
|
| Q1 2024 | |||||||
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-20- 10.0% |
$1.11K - $1.19K
|
180
$10.7K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
32+ 3.43% |
$1.78K - $1.9K
|
964
$57.3K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
38.9KNew |
$2.17M - $2.3M
|
38.9K
$2.31M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-427- 89.52% |
$23.8K - $25.3K
|
50
$2.97K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
420+ 6.33% |
$23.4K - $24.9K
|
7.05K
$419K
|
|