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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
286+ 6.34% |
$12.9K - $14.7K
|
4.8K
$293K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-381- 57.99% |
$17.2K - $19.5K
|
276
$16.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
598New |
$26.9K - $30.7K
|
598
$36.6K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
1.23K+ 2.18% |
$55.4K - $63.2K
|
57.7K
$3.53M
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
17New |
$766 - $872
|
17
$1.04K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
68New |
$3.06K - $3.49K
|
68
$4.16K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
359New |
$17.2K - $21.2K
|
359
$21.9K
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-4.25KClosed |
$204K - $251K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.46KNew |
$214K - $263K
|
4.46K
$272K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-6Closed |
$287 - $354
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
1.43K+ 1588.89% |
$68.5K - $84.3K
|
1.52K
$92.9K
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-122- 4.61% |
$5.85K - $7.19K
|
2.53K
$154K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
682New |
$32.7K - $40.2K
|
682
$41.7K
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-49.7KClosed |
$2.38M - $2.93M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
New Century Advisors, LLC
|
SELL
|
- |
-13.6KClosed |
$649K - $799K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
180+ 26.83% |
$8.62K - $10.6K
|
851
$52K
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.75KClosed |
$228K - $280K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-2.55KClosed |
$122K - $150K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Mar 11, 2024
Q1 2022
|
Nepc LLC
Boston, MA |
SELL
|
- |
-37.7KClosed |
$1.98M - $2.29M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-26.5KClosed |
$1.39M - $1.61M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-50Closed |
$2.63K - $3.05K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-188- 27.33% |
$9.89K - $11.5K
|
500
$30.6K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-4.12KClosed |
$217K - $251K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-10- 4.9% |
$526 - $609
|
194
$11.9K
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-149KClosed |
$7.82M - $9.06M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
450New |
$23.7K - $27.4K
|
450
$27.5K
|
|
|
May 04, 2022
Q1 2022
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-5.83KClosed |
$307K - $355K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.81KNew |
$148K - $171K
|
2.81K
$172K
|
|
|
Apr 21, 2022
Q1 2022
|
Strs Ohio
|
SELL
|
- |
-224KClosed |
$11.8M - $13.6M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-340- 61.82% |
$19.7K - $21.4K
|
210
$12.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-100Closed |
$5.79K - $6.31K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
4.16KNew |
$241K - $262K
|
4.16K
$254K
|
|
|
Feb 14, 2022
Q4 2021
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-4.15KClosed |
$240K - $262K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
19New |
$1.1K - $1.2K
|
19
$1.16K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
2.79KNew |
$162K - $176K
|
2.79K
$171K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-54Closed |
$3.13K - $3.41K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-64Closed |
$3.71K - $4.04K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-9.17KClosed |
$539K - $578K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
10+ 29.41% |
$588 - $630
|
44
$2.69K
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-132Closed |
$7.76K - $8.32K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-218Closed |
$12.8K - $13.7K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-315Closed |
$18.2K - $19.9K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-51Closed |
$2.94K - $3.22K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-890Closed |
$51.3K - $56.1K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-350Closed |
$20.2K - $22.1K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-93Closed |
$5.36K - $5.86K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1Closed |
$57.6 - $63.1
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-300Closed |
$17.3K - $18.9K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-4.05KClosed |
$214K - $235K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Hall Laurie J Trustee
|
SELL
|
- |
-16Closed |
$844 - $929
|
0
$0
|
|