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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.09KNew |
$228K - $242K
|
4.09K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
178+ 2.06% |
$9.91K - $10.5K
|
8.8K
$524K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-163- 3.8% |
$9.08K - $9.66K
|
4.13K
$245K
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-470- 6.26% |
$26.2K - $27.9K
|
7.04K
$419K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
880New |
$49K - $52.1K
|
880
$52.3K
|
|
|
May 09, 2024
Q1 2024
|
Kabouter Management, LLC
Chicago, IL |
BUY
|
- |
2.52K+ 25.6% |
$140K - $149K
|
12.3K
$735K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.69K+ 54.73% |
$150K - $159K
|
7.61K
$453K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-20- 0.52% |
$1.11K - $1.19K
|
3.85K
$229K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
92New |
$5.12K - $5.45K
|
92
$5.47K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
75New |
$4.18K - $4.44K
|
75
$4.46K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1- 1.72% |
$55.7 - $59.3
|
57
$3.39K
|
|
| Q4 2023 | |||||||
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
1.5K+ 4.27% |
$77.5K - $87.7K
|
36.6K
$2.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
19.2KNew |
$994K - $1.13M
|
19.2K
$1.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
7.65KNew |
$395K - $447K
|
7.65K
$455K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
21+ 2.04% |
$1.09K - $1.23K
|
1.05K
$62.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
210New |
$10.9K - $12.3K
|
210
$12.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-105- 2.1% |
$5.43K - $6.15K
|
4.89K
$291K
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
10.4KNew |
$538K - $608K
|
10.4K
$618K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
37New |
$1.98K - $2.11K
|
37
$2.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.12KNew |
$220K - $235K
|
4.12K
$245K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-57- 0.59% |
$3.04K - $3.25K
|
9.62K
$572K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-430- 66.77% |
$23K - $24.5K
|
214
$12.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
17+ 0.32% |
$908 - $970
|
5.29K
$315K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
7.75KNew |
$414K - $442K
|
7.75K
$461K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-65.5K- 99.38% |
$3.5M - $3.74M
|
408
$24.3K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
6.5K+ 0.59% |
$323K - $355K
|
1.11M
$66.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
76New |
$3.78K - $4.15K
|
76
$4.52K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.6KNew |
$229K - $251K
|
4.6K
$274K
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.25K- 20.64% |
$62.3K - $68.3K
|
4.81K
$286K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
140New |
$6.97K - $7.64K
|
140
$8.33K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3K- 28.78% |
$149K - $164K
|
7.42K
$442K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.63K+ 31.26% |
$81.1K - $89K
|
6.85K
$407K
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.55KNew |
$226K - $248K
|
4.55K
$271K
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
21.3KNew |
$1.06M - $1.16M
|
21.3K
$1.27M
|
|
|
Aug 03, 2023
Q2 2023
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
SELL
|
- |
-56K- 22.13% |
$2.79M - $3.05M
|
197K
$11.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.74KNew |
$186K - $204K
|
3.74K
$222K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
203+ 3.15% |
$10.1K - $11.1K
|
6.64K
$395K
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
5.3KNew |
$264K - $289K
|
5.3K
$315K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-46- 7.53% |
$2.29K - $2.51K
|
565
$33.6K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-42.9K- 99.25% |
$2.07M - $2.24M
|
324
$19.3K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-722- 10.46% |
$34.9K - $37.8K
|
6.18K
$368K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
178New |
$8.61K - $9.31K
|
178
$10.6K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1- 0.07% |
$48.4 - $52.3
|
1.5K
$89.2K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2+ 1.09% |
$96.8 - $105
|
186
$11.1K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.9KNew |
$845K - $954K
|
18.9K
$1.13M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-233- 44.05% |
$10.4K - $11.7K
|
296
$17.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Employees Retirement System Of Texas
|
SELL
|
- |
-8K- 62.26% |
$357K - $403K
|
4.85K
$288K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
22.9KNew |
$1.02M - $1.15M
|
22.9K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-8K- 62.26% |
$357K - $403K
|
4.85K
$288K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.37KNew |
$195K - $220K
|
4.37K
$260K
|
|