Latest Institutional Purchases of Ishares Msci Emerging Mkts Sma (EEMS)
This list provides information on the latest institutional transactions involving Ishares Msci Emerging Mkts Sma (EEMS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
165New |
$9.48K - $10.2K
|
165
$9.53K
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
36+ 0.41% |
$2.07K - $2.22K
|
8.73K
$504K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26+ 0.23% |
$1.49K - $1.6K
|
11.5K
$667K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
23+ 0.42% |
$1.32K - $1.42K
|
5.47K
$316K
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.03% |
$115 - $123
|
5.75K
$332K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
38.9KNew |
$2.17M - $2.3M
|
38.9K
$2.25M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.09KNew |
$228K - $242K
|
4.09K
$236K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.69K+ 54.73% |
$150K - $159K
|
7.61K
$439K
|
|
May 09, 2024
Q1 2024
|
Kabouter Management, LLC
Chicago, IL |
BUY
|
- |
2.52K+ 25.6% |
$140K - $149K
|
12.3K
$713K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
880New |
$49K - $52.1K
|
880
$50.8K
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
420+ 6.33% |
$23.4K - $24.9K
|
7.05K
$407K
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
178+ 2.06% |
$9.91K - $10.5K
|
8.8K
$508K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
92New |
$5.12K - $5.45K
|
92
$5.31K
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
75New |
$4.18K - $4.44K
|
75
$4.33K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
32+ 3.43% |
$1.78K - $1.9K
|
964
$55.7K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
19.2KNew |
$994K - $1.13M
|
19.2K
$1.11M
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
10.4KNew |
$538K - $608K
|
10.4K
$600K
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
7.65KNew |
$395K - $447K
|
7.65K
$442K
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
1.5K+ 4.27% |
$77.5K - $87.7K
|
36.6K
$2.11M
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
210New |
$10.9K - $12.3K
|
210
$12.1K
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
21+ 2.04% |
$1.09K - $1.23K
|
1.05K
$60.7K
|
|
Q3 2023 | |||||||
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
7.75KNew |
$414K - $442K
|
7.75K
$448K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.12KNew |
$220K - $235K
|
4.12K
$238K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
37New |
$1.98K - $2.11K
|
37
$2.14K
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
17+ 0.32% |
$908 - $970
|
5.29K
$306K
|
|
Q2 2023 | |||||||
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
21.3KNew |
$1.06M - $1.16M
|
21.3K
$1.23M
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
6.5K+ 0.59% |
$323K - $355K
|
1.11M
$64.1M
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
5.3KNew |
$264K - $289K
|
5.3K
$306K
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.6KNew |
$229K - $251K
|
4.6K
$266K
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.55KNew |
$226K - $248K
|
4.55K
$263K
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.74KNew |
$186K - $204K
|
3.74K
$216K
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.63K+ 31.26% |
$81.1K - $89K
|
6.85K
$396K
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
203+ 3.15% |
$10.1K - $11.1K
|
6.64K
$383K
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
140New |
$6.97K - $7.64K
|
140
$8.09K
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
76New |
$3.78K - $4.15K
|
76
$4.39K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
178New |
$8.61K - $9.31K
|
178
$10.3K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2+ 1.09% |
$96.8 - $105
|
186
$10.7K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
22.9KNew |
$1.02M - $1.15M
|
22.9K
$1.32M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.9KNew |
$845K - $954K
|
18.9K
$1.09M
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.37KNew |
$195K - $220K
|
4.37K
$253K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
37+ 1233.33% |
$1.65K - $1.87K
|
40
$2.31K
|
|
Q3 2022 | |||||||
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
1.23K+ 2.18% |
$55.4K - $63.2K
|
57.7K
$3.33M
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
598New |
$26.9K - $30.7K
|
598
$34.5K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
286+ 6.34% |
$12.9K - $14.7K
|
4.8K
$277K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
68New |
$3.06K - $3.49K
|
68
$3.93K
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
17New |
$766 - $872
|
17
$982
|
|
Q2 2022 | |||||||
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.46KNew |
$214K - $263K
|
4.46K
$257K
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
1.43K+ 1588.89% |
$68.5K - $84.3K
|
1.52K
$87.8K
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
682New |
$32.7K - $40.2K
|
682
$39.4K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
359New |
$17.2K - $21.2K
|
359
$20.7K
|