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 |
---|---|---|---|---|---|---|---|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
201+ 0.08% |
$8.12K - $9.39K
|
240K
$10.2M
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
437New |
$17.7K - $20.4K
|
437
$18.6K
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.33K+ 22.8% |
$175K - $202K
|
23.3K
$993K
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-606- 9.17% |
$24.5K - $28.3K
|
6.01K
$256K
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-109- 6.4% |
$4.41K - $5.09K
|
1.59K
$67.9K
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3.06K- 20.94% |
$124K - $143K
|
11.5K
$492K
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-499- 1.47% |
$20.2K - $23.3K
|
33.4K
$1.42M
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
20K+ 46.26% |
$809K - $935K
|
63.3K
$2.69M
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
4.46K+ 1.76% |
$180K - $208K
|
258K
$11M
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
1.52K+ 7.34% |
$61.6K - $71.1K
|
22.3K
$949K
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7.42K- 4.05% |
$300K - $346K
|
176K
$7.49M
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-25- 0.45% |
$1.01K - $1.17K
|
5.57K
$237K
|
|
Oct 29, 2024
Q3 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
757+ 14.38% |
$30.6K - $35.4K
|
6.02K
$256K
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-2.57K- 3.61% |
$104K - $120K
|
68.6K
$2.92M
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-10.4K- 63.54% |
$422K - $488K
|
5.99K
$255K
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
1.19K+ 11.91% |
$48.2K - $55.7K
|
11.2K
$477K
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-347- 1.56% |
$14K - $16.2K
|
21.9K
$933K
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-377- 0.3% |
$15.2K - $17.6K
|
125K
$5.32M
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-273K- 66.01% |
$11M - $12.7M
|
140K
$5.98M
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
10.9K+ 356.79% |
$439K - $507K
|
13.9K
$592K
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-207- 2.26% |
$8.37K - $9.67K
|
8.95K
$381K
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-980- 9.99% |
$39.6K - $45.8K
|
8.83K
$376K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.14K- 3.6% |
$329K - $380K
|
218K
$9.29M
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-433- 1.52% |
$17.5K - $20.2K
|
28.1K
$1.2M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-89K- 2.64% |
$3.6M - $4.15M
|
3.29M
$140M
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-43- 0.55% |
$1.74K - $2.01K
|
7.78K
$331K
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
8.25KNew |
$333K - $385K
|
8.25K
$351K
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-397- 2.25% |
$16K - $18.5K
|
17.3K
$735K
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
973+ 7.78% |
$39.3K - $45.4K
|
13.5K
$574K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-24.4K- 20.05% |
$987K - $1.14M
|
97.4K
$4.14M
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-14.3K- 9.72% |
$577K - $667K
|
133K
$5.64M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
84+ 0.52% |
$3.4K - $3.92K
|
16.2K
$688K
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2.42KNew |
$97.9K - $113K
|
2.42K
$103K
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
1.01K+ 2.21% |
$40.8K - $47.1K
|
46.6K
$1.98M
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.18K- 11.06% |
$47.7K - $55.1K
|
9.49K
$404K
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-160- 3.32% |
$6.47K - $7.47K
|
4.67K
$199K
|
|
Oct 28, 2024
Q3 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
120+ 0.26% |
$4.85K - $5.6K
|
45.5K
$1.94M
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-141- 2.23% |
$5.7K - $6.58K
|
6.18K
$263K
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
353+ 0.6% |
$14.3K - $16.5K
|
59.6K
$2.54M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.88K+ 32.3% |
$197K - $228K
|
20K
$851K
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.14K- 16.0% |
$46.1K - $53.2K
|
5.99K
$255K
|
|
Oct 25, 2024
Q3 2024
|
Vista Finance, LLC
|
SELL
|
- |
-1.63K- 0.84% |
$66K - $76.2K
|
193K
$8.21M
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
4.69KNew |
$190K - $219K
|
4.69K
$200K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14.4K- 60.98% |
$584K - $674K
|
9.24K
$393K
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-185- 1.59% |
$7.48K - $8.64K
|
11.5K
$488K
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
6.19K+ 6.32% |
$250K - $289K
|
104K
$4.43M
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-326- 0.72% |
$13.2K - $15.2K
|
45.2K
$1.92M
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-4.14K- 11.93% |
$167K - $193K
|
30.6K
$1.3M
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-210K- 69.73% |
$8.48M - $9.79M
|
91K
$3.88M
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
74+ 6.76% |
$2.99K - $3.46K
|
1.17K
$49.8K
|