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
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-259- 5.27% |
$14.8K - $16.6K
|
4.66K
$264K
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-42.4K- 88.45% |
$2.43M - $2.72M
|
5.54K
$314K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15.5K- 24.84% |
$888K - $996K
|
47K
$2.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
8.3KNew |
$475K - $533K
|
8.3K
$471K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-160- 3.92% |
$9.16K - $10.3K
|
3.92K
$223K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
36+ 0.41% |
$2.07K - $2.22K
|
8.73K
$496K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-141K- 93.39% |
$8.11M - $8.71M
|
9.99K
$568K
|
|
|
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
$16.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.31KNew |
$190K - $204K
|
3.31K
$188K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-857- 19.23% |
$49.2K - $52.9K
|
3.6K
$204K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
165New |
$9.48K - $10.2K
|
165
$9.37K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-536- 2.02% |
$30.8K - $33.1K
|
26K
$1.48M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.06K- 22.85% |
$61K - $65.5K
|
3.59K
$204K
|
|
| Q1 2024 | |||||||
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-20- 10.0% |
$1.11K - $1.19K
|
180
$10.2K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
32+ 3.43% |
$1.78K - $1.9K
|
964
$54.8K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
38.9KNew |
$2.17M - $2.3M
|
38.9K
$2.21M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-427- 89.52% |
$23.8K - $25.3K
|
50
$2.84K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
178+ 2.06% |
$9.91K - $10.5K
|
8.8K
$500K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
420+ 6.33% |
$23.4K - $24.9K
|
7.05K
$400K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.09KNew |
$228K - $242K
|
4.09K
$232K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-163- 3.8% |
$9.08K - $9.66K
|
4.13K
$234K
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-470- 6.26% |
$26.2K - $27.9K
|
7.04K
$400K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
880New |
$49K - $52.1K
|
880
$50K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.69K+ 54.73% |
$150K - $159K
|
7.61K
$432K
|
|
|
May 09, 2024
Q1 2024
|
Kabouter Management, LLC
Chicago, IL |
BUY
|
- |
2.52K+ 25.6% |
$140K - $149K
|
12.3K
$701K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-20- 0.52% |
$1.11K - $1.19K
|
3.85K
$219K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
75New |
$4.18K - $4.44K
|
75
$4.26K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
92New |
$5.12K - $5.45K
|
92
$5.23K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1- 1.72% |
$55.7 - $59.3
|
57
$3.24K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
19.2KNew |
$994K - $1.13M
|
19.2K
$1.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
7.65KNew |
$395K - $447K
|
7.65K
$434K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
21+ 2.04% |
$1.09K - $1.23K
|
1.05K
$59.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
210New |
$10.9K - $12.3K
|
210
$11.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-105- 2.1% |
$5.43K - $6.15K
|
4.89K
$278K
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
10.4KNew |
$538K - $608K
|
10.4K
$590K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.12KNew |
$220K - $235K
|
4.12K
$234K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-57- 0.59% |
$3.04K - $3.25K
|
9.62K
$546K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-430- 66.77% |
$23K - $24.5K
|
214
$12.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
17+ 0.32% |
$908 - $970
|
5.29K
$301K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
7.75KNew |
$414K - $442K
|
7.75K
$440K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-65.5K- 99.38% |
$3.5M - $3.74M
|
408
$23.2K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
6.5K+ 0.59% |
$323K - $355K
|
1.11M
$63.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
76New |
$3.78K - $4.15K
|
76
$4.32K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.6KNew |
$229K - $251K
|
4.6K
$261K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
140New |
$6.97K - $7.64K
|
140
$7.95K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3K- 28.78% |
$149K - $164K
|
7.42K
$422K
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.25K- 20.64% |
$62.3K - $68.3K
|
4.81K
$273K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.63K+ 31.26% |
$81.1K - $89K
|
6.85K
$389K
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.55KNew |
$226K - $248K
|
4.55K
$258K
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
21.3KNew |
$1.06M - $1.16M
|
21.3K
$1.21M
|
|