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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
6.92KNew |
$368K - $395K
|
6.92K
$434K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-3.03K- 39.24% |
$161K - $173K
|
4.69K
$295K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
6.17KNew |
$329K - $353K
|
6.17K
$388K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
14.5K+ 24.21% |
$772K - $828K
|
74.4K
$4.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
14New |
$746 - $800
|
14
$879
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-72- 1.74% |
$3.83K - $4.11K
|
4.07K
$256K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-7.45K- 27.43% |
$397K - $426K
|
19.7K
$1.24M
|
|
| Q2 2023 | |||||||
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
261+ 4.06% |
$14.2K - $14.8K
|
6.69K
$420K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.98KClosed |
$162K - $168K
|
0
$0
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-13.8KClosed |
$754K - $783K
|
0
$0
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-160K- 96.21% |
$8.7M - $9.03M
|
6.3K
$395K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.39% |
$109 - $113
|
516
$32.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-20K- 41.86% |
$1.09M - $1.13M
|
27.8K
$1.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.13K- 22.81% |
$61.3K - $63.7K
|
3.81K
$239K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4+ 0.79% |
$218 - $226
|
513
$32.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-486- 6.77% |
$26.5K - $27.5K
|
6.69K
$420K
|
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-159K- 88.92% |
$8.68M - $9.01M
|
19.9K
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
462New |
$25.2K - $26.1K
|
462
$29K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
8.78KNew |
$478K - $496K
|
8.78K
$551K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.88KNew |
$211K - $219K
|
3.88K
$244K
|
|
|
Aug 09, 2023
Q2 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
31.8KNew |
$1.73M - $1.8M
|
31.8K
$2M
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1.5KNew |
$81.8K - $84.9K
|
1.5K
$94.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-372- 9.16% |
$20.3K - $21K
|
3.69K
$232K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
11New |
$599 - $622
|
11
$691
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-554- 17.21% |
$30.2K - $31.3K
|
2.67K
$167K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
31New |
$1.69K - $1.75K
|
31
$1.95K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
95+ 316.67% |
$5.18K - $5.37K
|
125
$7.85K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1- 0.17% |
$54.5 - $56.5
|
579
$36.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.85K+ 40.83% |
$101K - $104K
|
6.36K
$400K
|
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
BUY
|
- |
26+ 0.64% |
$1.42K - $1.47K
|
4.1K
$257K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-48Closed |
$2.62K - $2.71K
|
0
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.41K- 9.87% |
$76.9K - $79.8K
|
12.9K
$809K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.77KNew |
$260K - $270K
|
4.77K
$300K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-729- 16.48% |
$39.7K - $41.2K
|
3.69K
$232K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
2+ 0.05% |
$109 - $113
|
4.14K
$260K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.39KNew |
$75.7K - $78.6K
|
1.39K
$87.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-233K- 92.14% |
$12.7M - $13.2M
|
19.9K
$1.25M
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.75K- 12.99% |
$95.2K - $98.8K
|
11.7K
$735K
|
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-662- 13.86% |
$36.1K - $37.4K
|
4.11K
$258K
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.71KNew |
$202K - $210K
|
3.71K
$233K
|
|
| Q1 2023 | |||||||
|
Feb 13, 2025
Q1 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-10.2KClosed |
$532K - $568K
|
0
$0
|
|
|
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
$11.4K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-20.2K- 98.36% |
$1.06M - $1.13M
|
336
$21.1K
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
7.34KNew |
$384K - $410K
|
7.34K
$461K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.28K- 30.8% |
$66.9K - $71.4K
|
2.87K
$180K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.19K- 6.31% |
$219K - $234K
|
62.2K
$3.91M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.38K- 84.15% |
$125K - $133K
|
449
$28.2K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-155- 2.97% |
$8.12K - $8.66K
|
5.07K
$318K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-324- 30.0% |
$17K - $18.1K
|
756
$47.5K
|
|