Purchases and Sales Made in Q1 2022 in Ishares Msci Emerging Mkts Sma (EEMS)
This table provides information about the institutional ownership of Ishares Msci Emerging Mkts Sma (EEMS) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES MSCI EMERGING MKTS SMA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-160- 19.51% |
$8.42K - $9.75K
|
660
$39.6K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-188- 27.33% |
$9.89K - $11.5K
|
500
$30K
|
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-212- 3.09% |
$11.2K - $12.9K
|
6.66K
$400K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-348- 0.72% |
$18.3K - $21.2K
|
47.9K
$2.88M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-473- 0.28% |
$24.9K - $28.8K
|
167K
$10.1M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.19K- 79.92% |
$62.8K - $72.8K
|
300
$18K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.47K- 3.58% |
$77.5K - $89.7K
|
39.6K
$2.38M
|
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-1.58K- 1.05% |
$83.4K - $96.5K
|
149K
$8.95M
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.71K- 11.97% |
$90K - $104K
|
12.6K
$755K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.95K- 16.07% |
$103K - $119K
|
10.2K
$612K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.33K- 37.97% |
$123K - $142K
|
3.81K
$229K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.44K- 28.49% |
$181K - $210K
|
8.64K
$519K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.02KClosed |
$211K - $245K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-4.12KClosed |
$217K - $251K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.3KClosed |
$226K - $262K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.36K- 1.78% |
$230K - $266K
|
241K
$14.5M
|
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-4.8K- 54.94% |
$253K - $293K
|
3.94K
$237K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.26KClosed |
$277K - $320K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-5.83KClosed |
$307K - $355K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.04K- 41.2% |
$423K - $490K
|
11.5K
$689K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.54K- 9.58% |
$502K - $581K
|
90K
$5.4M
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.7KClosed |
$562K - $651K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-19.3K- 31.42% |
$1.02M - $1.18M
|
42.2K
$2.54M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-26.5KClosed |
$1.39M - $1.61M
|
0
$0
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-27K- 70.2% |
$1.42M - $1.65M
|
11.5K
$689K
|
|
|
May 04, 2022
Q1 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-31.4K- 81.84% |
$1.65M - $1.92M
|
6.98K
$419K
|
|
|
Mar 11, 2024
Q1 2022
|
Nepc LLC
Boston, MA |
SELL
|
- |
-37.7KClosed |
$1.98M - $2.29M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-68.2K- 9.66% |
$3.59M - $4.15M
|
637K
$38.3M
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-83.8KClosed |
$4.41M - $5.1M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-149KClosed |
$7.82M - $9.06M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Strs Ohio
|
SELL
|
- |
-224KClosed |
$11.8M - $13.6M
|
0
$0
|