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 30, 2025
Q3 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
199+ 0.32% |
$12.7K - $13.8K
|
62.9K
$4.33M
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
932+ 4.65% |
$59.5K - $64.4K
|
21K
$1.45M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.05K+ 15.96% |
$66.8K - $72.3K
|
7.6K
$524K
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
140+ 2.88% |
$8.94K - $9.68K
|
5K
$344K
|
|
|
Oct 28, 2025
Q3 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
455+ 3.41% |
$29.1K - $31.4K
|
13.8K
$951K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-70- 0.8% |
$4.47K - $4.84K
|
8.71K
$600K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.31K+ 2.14% |
$83.5K - $90.3K
|
62.4K
$4.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.7K+ 8.43% |
$108K - $117K
|
21.8K
$1.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.71K- 23.02% |
$173K - $187K
|
9.06K
$625K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-3- 0.04% |
$192 - $207
|
7.19K
$495K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
11.5K+ 30.91% |
$734K - $795K
|
48.7K
$3.36M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
27+ 0.11% |
$1.72K - $1.87K
|
25.3K
$1.74M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
373+ 0.81% |
$23.8K - $25.8K
|
46.6K
$3.21M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.69KNew |
$108K - $116K
|
1.69K
$116K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-300- 8.34% |
$19.2K - $20.7K
|
3.3K
$227K
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
10.6K+ 25.68% |
$676K - $732K
|
51.8K
$3.57M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-772- 6.37% |
$49.3K - $53.4K
|
11.3K
$782K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-50- 15.92% |
$3.19K - $3.46K
|
264
$18.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.36K- 81.2% |
$151K - $163K
|
546
$37.6K
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-110- 0.32% |
$7.03K - $7.6K
|
34.4K
$2.37M
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
770KNew |
$38.8M - $49.9M
|
770K
$53M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
350+ 21.21% |
$17.7K - $22.7K
|
2K
$138K
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.3K+ 0.75% |
$65.6K - $84.3K
|
174K
$12M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3+ 0.67% |
$151 - $195
|
454
$31.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-80- 0.83% |
$4.04K - $5.19K
|
9.59K
$661K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-260- 11.35% |
$13.1K - $16.9K
|
2.03K
$140K
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.5KNew |
$177K - $227K
|
3.5K
$242K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
110New |
$5.55K - $7.13K
|
110
$7.58K
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
770KNew |
$38.8M - $49.9M
|
770K
$53M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.81KNew |
$293K - $377K
|
5.81K
$400K
|
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.47K- 5.68% |
$124K - $160K
|
40.9K
$2.82M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
12+ 0.13% |
$606 - $778
|
8.94K
$616K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-54- 94.74% |
$2.73K - $3.5K
|
3
$207
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
2+ 0.68% |
$101 - $130
|
295
$20.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
125+ 0.68% |
$6.31K - $8.11K
|
18.5K
$1.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-3.81K- 39.51% |
$192K - $247K
|
5.83K
$402K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
39+ 0.35% |
$1.97K - $2.53K
|
11.1K
$764K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
2.04KNew |
$103K - $132K
|
2.04K
$141K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-23- 1.57% |
$1.16K - $1.49K
|
1.45K
$99.6K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-25.7K- 17.24% |
$1.41M - $1.5M
|
123K
$8.49M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
5.62K+ 79.77% |
$310K - $328K
|
12.7K
$874K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-3.85K- 26.79% |
$212K - $225K
|
10.5K
$725K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.26KNew |
$179K - $190K
|
3.26K
$225K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-224- 5.81% |
$12.3K - $13.1K
|
3.63K
$250K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-46- 15.33% |
$2.53K - $2.69K
|
254
$17.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
42New |
$2.31K - $2.45K
|
42
$2.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-772- 75.46% |
$42.5K - $45.1K
|
251
$17.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
300+ 300.0% |
$16.5K - $17.5K
|
400
$27.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-235- 0.19% |
$12.9K - $13.7K
|
127K
$8.74M
|
|