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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-100Closed |
$5.79K - $6.31K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
19New |
$1.1K - $1.2K
|
19
$1.09K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
2.79KNew |
$162K - $176K
|
2.79K
$160K
|
|
|
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
$2.53K
|
|
|
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
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-620Closed |
$27K - $32.8K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
New Potomac Partners, LLC
|
SELL
|
- |
-2.41KClosed |
$105K - $127K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
169New |
$6.69K - $7.68K
|
169
$9.71K
|
|
|
Sep 15, 2021
Q3 2020
|
Cwm, LLC
|
BUY
|
- |
121New |
$4.79K - $5.5K
|
121
$6.95K
|
|
|
Nov 16, 2020
Q3 2020
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
5KNew |
$198K - $227K
|
5K
$287K
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2Closed |
$79.1 - $90.9
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-145Closed |
$5.74K - $6.59K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Apr 05, 2024
Q2 2020
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-9.2KClosed |
$278K - $372K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-223Closed |
$6.74K - $9.02K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-8.46KClosed |
$256K - $342K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-20KClosed |
$604K - $809K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-500Closed |
$15.1K - $20.2K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
M&T Bank Corp
|
SELL
|
- |
-55.3KClosed |
$1.67M - $2.23M
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-77.6KClosed |
$2.34M - $3.14M
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-175Closed |
$5.29K - $7.08K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-9.35KClosed |
$259K - $433K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-5.97KClosed |
$165K - $277K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Truist Financial Corp
|
SELL
|
- |
-18KClosed |
$499K - $835K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-6KClosed |
$166K - $278K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.3KClosed |
$423K - $707K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Matisse Capital
|
SELL
|
- |
-21.6KClosed |
$597K - $998K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Mission Wealth Management, LP
|
SELL
|
- |
-8.03KClosed |
$222K - $372K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-466Closed |
$19.4K - $21.1K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-26.2KClosed |
$1.09M - $1.19M
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-95.8KClosed |
$3.99M - $4.34M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Pittenger & Anderson Inc
|
SELL
|
- |
-300Closed |
$12.6K - $12.9K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-174KClosed |
$7.28M - $7.47M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-505KClosed |
$21.1M - $21.7M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-5.1KClosed |
$213K - $219K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-17Closed |
$711 - $730
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-72Closed |
$3.01K - $3.09K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-960Closed |
$40.2K - $41.2K
|
0
$0
|
|