Latest Institutional Transactions on Ishares Msci Emerging Markets (EEM)
This table provides information on the latest institutional transactions involving Ishares Msci Emerging Markets (EEM) 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
310+ 6.2% |
$13K - $14.7K
|
5.31K
$224K
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-2.45K- 2.3% |
$102K - $116K
|
104K
$4.37M
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.64K+ 1.68% |
$110K - $125K
|
160K
$6.73M
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-300- 1.32% |
$12.5K - $14.2K
|
22.5K
$946K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-10.3K- 29.5% |
$432K - $489K
|
24.7K
$1.04M
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
81+ 1.29% |
$3.39K - $3.84K
|
6.34K
$267K
|
|
Feb 10, 2025
Q4 2024
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-9.96K- 16.98% |
$416K - $471K
|
48.7K
$2.05M
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
448+ 1.72% |
$18.7K - $21.2K
|
26.5K
$1.11M
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
205+ 0.53% |
$8.57K - $9.71K
|
39.1K
$1.64M
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
24.2K+ 54.19% |
$1.01M - $1.15M
|
69K
$2.9M
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
118K+ 373.05% |
$4.94M - $5.6M
|
150K
$6.31M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-87.7K- 1.75% |
$3.67M - $4.15M
|
4.91M
$207M
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
3.74KNew |
$156K - $177K
|
3.74K
$157K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.62K+ 40.73% |
$109K - $124K
|
9.04K
$380K
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-345- 3.91% |
$14.4K - $16.3K
|
8.48K
$357K
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.69K+ 8.99% |
$70.8K - $80.1K
|
20.5K
$863K
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-131- 1.57% |
$5.48K - $6.2K
|
8.19K
$345K
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
673New |
$28.1K - $31.9K
|
673
$28.3K
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.36KNew |
$57K - $64.6K
|
1.36K
$57.4K
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-1- 0.01% |
$41.8 - $47.4
|
11.3K
$475K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-41.4K- 12.2% |
$1.73M - $1.96M
|
298K
$12.5M
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.38K- 4.4% |
$99.5K - $113K
|
51.7K
$2.18M
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.54K+ 2.24% |
$64.5K - $73K
|
70.3K
$2.96M
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-439- 0.51% |
$18.4K - $20.8K
|
85K
$3.58M
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-900- 12.62% |
$37.6K - $42.6K
|
6.23K
$262K
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.37K- 6.41% |
$57.3K - $64.8K
|
20K
$841K
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-5.35K- 46.29% |
$224K - $253K
|
6.2K
$261K
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
23+ 1.77% |
$962 - $1.09K
|
1.33K
$55.8K
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-152- 0.12% |
$6.36K - $7.2K
|
125K
$5.25M
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-6.09K- 15.23% |
$255K - $288K
|
33.9K
$1.43M
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-85- 0.37% |
$3.55K - $4.03K
|
22.8K
$960K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
17.6KNew |
$736K - $834K
|
17.6K
$741K
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.31K+ 0.46% |
$54.9K - $62.2K
|
288K
$12.1M
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.51K+ 4.6% |
$63.2K - $71.6K
|
34.4K
$1.45M
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.42K+ 22.15% |
$185K - $210K
|
24.4K
$1.03M
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-775- 1.51% |
$32.4K - $36.7K
|
50.5K
$2.12M
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-263- 1.99% |
$11K - $12.5K
|
13K
$546K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.53K- 2.0% |
$63.8K - $72.3K
|
74.9K
$3.15M
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
29KNew |
$1.21M - $1.37M
|
29K
$1.22M
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
97+ 0.28% |
$4.06K - $4.59K
|
34.8K
$1.46M
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
400+ 8.81% |
$16.7K - $18.9K
|
4.94K
$208K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
81K+ 7.76% |
$3.39M - $3.84M
|
1.13M
$47.4M
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
222+ 4.55% |
$9.28K - $10.5K
|
5.1K
$215K
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.78K+ 31.93% |
$74.4K - $84.2K
|
7.35K
$309K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.86K- 20.42% |
$77.7K - $88K
|
7.24K
$305K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.13K+ 2.4% |
$256K - $290K
|
262K
$11M
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-61.4K- 6.9% |
$2.57M - $2.91M
|
828K
$34.8M
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-2.58K- 16.19% |
$108K - $122K
|
13.4K
$562K
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
338+ 1.64% |
$14.1K - $16K
|
20.9K
$881K
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
10.7K+ 59.69% |
$446K - $505K
|
28.5K
$1.2M
|