Latest Institutional Transactions on Ishares Msci Emerging Markets (EEMV)
This table provides information on the latest institutional transactions involving Ishares Msci Emerging Markets (EEMV) 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.13K- 22.81% |
$61.3K - $63.7K
|
3.81K
$220K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4+ 0.79% |
$218 - $226
|
513
$29.7K
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-486- 6.77% |
$26.5K - $27.5K
|
6.69K
$387K
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-159K- 88.92% |
$8.68M - $9.01M
|
19.9K
$1.15M
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
462New |
$25.2K - $26.1K
|
462
$26.7K
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
8.78KNew |
$478K - $496K
|
8.78K
$508K
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.88KNew |
$211K - $219K
|
3.88K
$224K
|
|
Aug 09, 2023
Q2 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
31.8KNew |
$1.73M - $1.8M
|
31.8K
$1.84M
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-55.7K- 13.82% |
$3.03M - $3.15M
|
347K
$20.1M
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1.5KNew |
$81.8K - $84.9K
|
1.5K
$86.8K
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-372- 9.16% |
$20.3K - $21K
|
3.69K
$213K
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
11New |
$599 - $622
|
11
$636
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-554- 17.21% |
$30.2K - $31.3K
|
2.67K
$154K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
31New |
$1.69K - $1.75K
|
31
$1.79K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
95+ 316.67% |
$5.18K - $5.37K
|
125
$7.23K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1- 0.17% |
$54.5 - $56.5
|
579
$33.5K
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.85K+ 40.83% |
$101K - $104K
|
6.36K
$368K
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
BUY
|
- |
26+ 0.64% |
$1.42K - $1.47K
|
4.1K
$237K
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-48Closed |
$2.62K - $2.71K
|
0
$0
|
|
Jul 26, 2023
Q2 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-147- 2.67% |
$8.01K - $8.31K
|
5.36K
$310K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.41K- 9.87% |
$76.9K - $79.8K
|
12.9K
$745K
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.77KNew |
$260K - $270K
|
4.77K
$276K
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-729- 16.48% |
$39.7K - $41.2K
|
3.69K
$214K
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
2+ 0.05% |
$109 - $113
|
4.14K
$240K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.39KNew |
$75.7K - $78.6K
|
1.39K
$80.4K
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-233K- 92.14% |
$12.7M - $13.2M
|
19.9K
$1.15M
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.75K- 12.99% |
$95.2K - $98.8K
|
11.7K
$677K
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-662- 13.86% |
$36.1K - $37.4K
|
4.11K
$238K
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.71KNew |
$202K - $210K
|
3.71K
$214K
|
|
Q1 2023 | |||||||
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-5.68KClosed |
$297K - $317K
|
0
$0
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-10.3K- 98.27% |
$538K - $574K
|
181
$10.5K
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-20.2K- 98.36% |
$1.06M - $1.13M
|
336
$19.4K
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
7.34KNew |
$384K - $410K
|
7.34K
$424K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.28K- 30.8% |
$66.9K - $71.4K
|
2.87K
$166K
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.19K- 6.31% |
$219K - $234K
|
62.2K
$3.6M
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.38K- 84.15% |
$125K - $133K
|
449
$26K
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-155- 2.97% |
$8.12K - $8.66K
|
5.07K
$293K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-324- 30.0% |
$17K - $18.1K
|
756
$43.7K
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-2.03K- 0.9% |
$106K - $113K
|
223K
$12.9M
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-35.8K- 61.91% |
$1.87M - $2M
|
22K
$1.27M
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-73.2K- 86.73% |
$3.83M - $4.09M
|
11.2K
$647K
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
5.07KNew |
$266K - $284K
|
5.07K
$293K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
340New |
$17.8K - $19K
|
340
$19.7K
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1New |
$52.4 - $55.9
|
1
$57.8
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
60New |
$3.14K - $3.35K
|
60
$3.47K
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-54- 1.15% |
$2.83K - $3.02K
|
4.66K
$269K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
497+ 741.79% |
$26K - $27.8K
|
564
$32.6K
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
455New |
$23.8K - $25.4K
|
455
$26.3K
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.95KNew |
$259K - $276K
|
4.95K
$286K
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-271- 5.6% |
$14.2K - $15.1K
|
4.57K
$264K
|