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 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.21K+ 5.59% |
$48.8K - $56.4K
|
22.8K
$971K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.81K+ 7.63% |
$73K - $84.3K
|
25.5K
$1.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
844+ 1.42% |
$34.1K - $39.4K
|
60.2K
$2.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-284- 5.46% |
$11.5K - $13.3K
|
4.92K
$209K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-187- 2.15% |
$7.56K - $8.73K
|
8.51K
$362K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.56KNew |
$225K - $260K
|
5.56K
$237K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
893+ 16.69% |
$36.1K - $41.7K
|
6.25K
$266K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-325- 5.19% |
$13.1K - $15.2K
|
5.93K
$253K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-310- 3.65% |
$12.5K - $14.5K
|
8.19K
$348K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-195- 7.67% |
$7.88K - $9.11K
|
2.35K
$100K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
92+ 1.27% |
$3.72K - $4.3K
|
7.32K
$312K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.6K+ 17.04% |
$548K - $634K
|
93.2K
$3.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
135+ 0.28% |
$5.46K - $6.3K
|
48.3K
$2.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-915- 3.16% |
$37K - $42.7K
|
28K
$1.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-121K- 8.51% |
$4.9M - $5.67M
|
1.3M
$55.5M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
280+ 2.63% |
$11.3K - $13.1K
|
10.9K
$465K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
457+ 1.35% |
$18.5K - $21.3K
|
34.3K
$1.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.5KNew |
$182K - $210K
|
4.5K
$192K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
12+ 0.22% |
$485 - $560
|
5.5K
$234K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.72K+ 3.57% |
$69.4K - $80.2K
|
49.8K
$2.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
136+ 0.4% |
$5.5K - $6.35K
|
33.8K
$1.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.83K- 17.67% |
$114K - $132K
|
13.2K
$561K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-29.5K- 81.64% |
$1.19M - $1.38M
|
6.64K
$283K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.39K- 26.39% |
$96.4K - $111K
|
6.65K
$283K
|
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
CALL |
119KNew |
$4.8M - $5.55M
|
119K
$5.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
231+ 1.78% |
$9.34K - $10.8K
|
13.2K
$564K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-11.5K- 0.93% |
$464K - $536K
|
1.22M
$51.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-700- 23.68% |
$28.3K - $32.7K
|
2.26K
$96K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-41- 0.16% |
$1.66K - $1.91K
|
25.8K
$1.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
62+ 7.52% |
$2.51K - $2.9K
|
886
$37.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-23.6K- 2.93% |
$955K - $1.1M
|
782K
$33.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-696- 8.45% |
$28.1K - $32.5K
|
7.54K
$321K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-406- 0.79% |
$16.4K - $19K
|
51.3K
$2.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-18.3K- 12.24% |
$741K - $856K
|
131K
$5.59M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-210- 3.83% |
$8.49K - $9.81K
|
5.28K
$225K
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
20+ 0.05% |
$808 - $934
|
37.9K
$1.62M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
146+ 2.68% |
$5.9K - $6.82K
|
5.59K
$238K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-526- 10.48% |
$21.3K - $24.6K
|
4.49K
$191K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
16.3K+ 217.75% |
$657K - $760K
|
23.7K
$1.01M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
203+ 4.05% |
$8.21K - $9.48K
|
5.22K
$222K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-225- 4.73% |
$9.09K - $10.5K
|
4.53K
$193K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-206- 0.53% |
$8.33K - $9.62K
|
38.9K
$1.66M
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4.95KNew |
$200K - $231K
|
4.95K
$211K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
76.4KNew |
$3.09M - $3.57M
|
76.4K
$3.25M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
19.5K+ 60.13% |
$787K - $909K
|
51.9K
$2.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-422- 4.02% |
$17.1K - $19.7K
|
10.1K
$429K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.33KNew |
$94K - $109K
|
2.33K
$99K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
902+ 6.97% |
$36.5K - $42.1K
|
13.9K
$590K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
4.88KNew |
$197K - $228K
|
4.88K
$208K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
500+ 1.59% |
$20.2K - $23.4K
|
32K
$1.36M
|