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 |
---|---|---|---|---|---|---|---|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-292- 0.24% |
$11.8K - $13.6K
|
120K
$5.12M
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-321- 5.86% |
$13K - $15K
|
5.16K
$220K
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6.55K+ 1.75% |
$265K - $306K
|
380K
$16.2M
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
5+ 0.02% |
$202 - $234
|
24.8K
$1.06M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.54K+ 9.96% |
$103K - $119K
|
28K
$1.19M
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
173+ 0.89% |
$6.99K - $8.08K
|
19.7K
$838K
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
17.3K+ 12.4% |
$701K - $810K
|
157K
$6.69M
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
3.32K+ 94.02% |
$134K - $155K
|
6.84K
$291K
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-4.1K- 3.36% |
$166K - $191K
|
118K
$5.01M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-15- 0.2% |
$606 - $701
|
7.46K
$317K
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.04K+ 1.1% |
$82.6K - $95.4K
|
188K
$8M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-99- 1.3% |
$4K - $4.62K
|
7.54K
$321K
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.24K- 0.83% |
$50K - $57.7K
|
147K
$6.28M
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
30K+ 8.71% |
$1.21M - $1.4M
|
375K
$15.9M
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-40.2K- 22.67% |
$1.62M - $1.88M
|
137K
$5.83M
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
SELL
|
- |
-4.86K- 22.15% |
$196K - $227K
|
17.1K
$727K
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
12.6K+ 14.69% |
$509K - $588K
|
98.4K
$4.19M
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.1K+ 9.83% |
$84.8K - $98K
|
23.4K
$998K
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-39.6K- 3.9% |
$1.6M - $1.85M
|
977K
$41.6M
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.53KNew |
$183K - $212K
|
4.53K
$193K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.65K+ 20.66% |
$107K - $124K
|
15.5K
$659K
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
623+ 3.12% |
$25.2K - $29.1K
|
20.6K
$876K
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3.62K+ 1.86% |
$146K - $169K
|
198K
$8.43M
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.48K- 24.9% |
$60K - $69.3K
|
4.48K
$191K
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
4.23K+ 12.19% |
$171K - $198K
|
39K
$1.66M
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4.51KNew |
$182K - $211K
|
4.51K
$192K
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.11K- 2.78% |
$85.4K - $98.7K
|
73.8K
$3.14M
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-4.45K- 17.42% |
$180K - $208K
|
21.1K
$898K
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-36- 81.82% |
$1.46K - $1.68K
|
8
$341
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
8.2KNew |
$332K - $383K
|
8.2K
$349K
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-480- 8.06% |
$19.4K - $22.4K
|
5.48K
$233K
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
10.9KNew |
$439K - $507K
|
10.9K
$462K
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
44.9KNew |
$1.81M - $2.1M
|
44.9K
$1.91M
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
125+ 5.47% |
$5.05K - $5.84K
|
2.41K
$103K
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
1.19K+ 8.09% |
$48.2K - $55.7K
|
15.9K
$679K
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-3.06K- 10.38% |
$124K - $143K
|
26.4K
$1.13M
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
677+ 2.0% |
$27.4K - $31.6K
|
34.6K
$1.47M
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-62- 19.31% |
$2.51K - $2.9K
|
259
$11K
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
47.4K+ 97.63% |
$1.91M - $2.21M
|
95.9K
$4.08M
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.1K- 2.84% |
$44.5K - $51.4K
|
37.7K
$1.6M
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-800- 2.05% |
$32.3K - $37.4K
|
38.2K
$1.63M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.14K- 9.69% |
$46K - $53.2K
|
10.6K
$452K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-3- 0.57% |
$121 - $140
|
522
$22.2K
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6+ 5.0% |
$243 - $280
|
126
$5.36K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
63.6K+ 729.05% |
$2.57M - $2.97M
|
72.3K
$3.08M
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-778- 2.44% |
$31.4K - $36.3K
|
31.1K
$1.33M
|
|
Oct 30, 2024
Q3 2024
|
Nipun Capital, L.P.
Foster City, CA |
BUY
|
- |
86.2KNew |
$3.48M - $4.03M
|
86.2K
$3.67M
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.06K- 4.09% |
$42.6K - $49.3K
|
24.7K
$1.05M
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-4.88K- 6.0% |
$197K - $228K
|
76.4K
$3.25M
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.59K- 16.41% |
$105K - $121K
|
13.2K
$561K
|