Purchases and Sales Made in Q4 2021 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES MSCI EMERGING MARKETS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.08K- 8.39% |
$51.1K - $56.6K
|
11.8K
$507K
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.08K- 0.95% |
$51.2K - $56.7K
|
113K
$4.86M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.15K- 8.17% |
$54.3K - $60.1K
|
12.9K
$555K
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
SELL
|
- |
-1.15K- 4.83% |
$54.5K - $60.3K
|
22.7K
$977K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.15K- 6.16% |
$54.7K - $60.6K
|
17.6K
$758K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.16K- 6.32% |
$54.8K - $60.6K
|
17.1K
$738K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.16K- 11.53% |
$55K - $60.8K
|
8.89K
$383K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.16KClosed |
$55K - $60.8K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.17K- 13.37% |
$55.3K - $61.2K
|
7.55K
$325K
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.17K- 2.52% |
$55.6K - $61.5K
|
45.4K
$1.96M
|
|
|
Jan 12, 2022
Q4 2021
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.21K- 5.19% |
$57.3K - $63.4K
|
22.1K
$951K
|
|
|
Feb 02, 2022
Q4 2021
|
Everett Harris & CO
|
SELL
|
- |
-1.25K- 3.79% |
$59.1K - $65.4K
|
31.6K
$1.36M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.25K- 12.6% |
$59.3K - $65.7K
|
8.68K
$374K
|
|
|
Feb 02, 2022
Q4 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.25K- 1.63% |
$59.5K - $65.8K
|
75.6K
$3.26M
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.3K- 2.65% |
$61.4K - $68K
|
47.6K
$2.05M
|
|
|
Jan 26, 2022
Q4 2021
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.34K- 0.67% |
$63.3K - $70.1K
|
198K
$8.55M
|
|
|
Jan 19, 2022
Q4 2021
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1.35K- 24.19% |
$63.9K - $70.8K
|
4.22K
$182K
|
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-1.37K- 17.68% |
$64.8K - $71.7K
|
6.36K
$274K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
SELL
|
- |
-1.38K- 3.42% |
$65.6K - $72.6K
|
39.1K
$1.69M
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-1.42K- 2.74% |
$67.3K - $74.4K
|
50.3K
$2.17M
|
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1.46K- 1.35% |
$69.1K - $76.5K
|
107K
$4.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.46K- 2.99% |
$69.5K - $76.9K
|
47.5K
$2.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-1.47K- 53.22% |
$69.7K - $77.1K
|
1.29K
$55.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.47K- 7.4% |
$69.9K - $77.3K
|
18.4K
$795K
|
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.5K- 18.3% |
$71.2K - $78.8K
|
6.7K
$289K
|
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.54K- 0.98% |
$72.9K - $80.7K
|
155K
$6.66M
|
|
|
Nov 18, 2022
Q4 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.54K- 16.02% |
$73K - $80.8K
|
8.07K
$348K
|
|
|
Jan 31, 2022
Q4 2021
|
Act Wealth Management, LLC
|
SELL
|
- |
-1.58K- 24.81% |
$74.8K - $82.7K
|
4.78K
$206K
|
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.61K- 9.83% |
$76.1K - $84.3K
|
14.7K
$635K
|
|
|
Jan 18, 2022
Q4 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-1.63K- 9.64% |
$77.5K - $85.8K
|
15.3K
$660K
|
|
|
Feb 14, 2022
Q4 2021
|
Orin Green Financial, LLC
|
SELL
|
- |
-1.65K- 3.86% |
$78K - $86.4K
|
40.9K
$1.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.69K- 1.01% |
$80.3K - $88.9K
|
166K
$7.14M
|
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
SELL
|
- |
-1.7K- 5.05% |
$80.6K - $89.3K
|
32K
$1.38M
|
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
SELL
|
- |
-1.7K- 12.99% |
$80.6K - $89.3K
|
11.4K
$491K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.71K- 3.86% |
$81.1K - $89.8K
|
42.6K
$1.84M
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.72KClosed |
$81.5K - $90.2K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sp Asset Management
|
SELL
|
- |
-1.72K- 1.69% |
$81.6K - $90.3K
|
99.8K
$4.3M
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
SELL
|
- |
-1.74KClosed |
$82.3K - $91.1K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-1.74K- 19.59% |
$82.4K - $91.1K
|
7.13K
$307K
|
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-1.75K- 17.0% |
$83.1K - $91.9K
|
8.55K
$369K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-1.8KClosed |
$85.4K - $94.5K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.82K- 0.73% |
$86.3K - $95.6K
|
249K
$10.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-1.85K- 5.77% |
$87.6K - $97K
|
30.2K
$1.3M
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.85K- 18.52% |
$87.7K - $97K
|
8.13K
$350K
|
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.86K- 5.21% |
$88.1K - $97.5K
|
33.8K
$1.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.88KClosed |
$89.2K - $98.7K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-1.9K- 2.08% |
$90K - $99.6K
|
89.1K
$3.84M
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.9K- 5.54% |
$90K - $99.6K
|
32.3K
$1.39M
|
|
|
Feb 09, 2022
Q4 2021
|
Emerson Wealth, LLC
|
SELL
|
- |
-1.93K- 3.58% |
$91.7K - $101K
|
52.1K
$2.24M
|
|
|
Jan 18, 2022
Q4 2021
|
Private Wealth Group, LLC
|
SELL
|
- |
-1.98K- 7.82% |
$93.7K - $104K
|
23.3K
$1M
|