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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
80New |
$3.06K - $3.28K
|
80
$3.37K
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-1K- 93.37% |
$38.2K - $41K
|
71
$2.99K
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-120- 2.27% |
$4.58K - $4.92K
|
5.16K
$217K
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
155+ 17.17% |
$5.92K - $6.36K
|
1.06K
$44.5K
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.86K+ 28.21% |
$70.9K - $76.1K
|
8.44K
$355K
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1- 0.01% |
$38.2 - $41
|
6.98K
$294K
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-50- 0.1% |
$1.91K - $2.05K
|
48.7K
$2.05M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.32K- 4.55% |
$88.6K - $95.2K
|
48.6K
$2.05M
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 1.03% |
$38.2 - $41
|
98
$4.12K
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-235- 2.82% |
$8.97K - $9.64K
|
8.11K
$341K
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
8.94KNew |
$341K - $367K
|
8.94K
$376K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
633New |
$24.2K - $26K
|
633
$26.6K
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
129KNew |
$4.92M - $5.28M
|
129K
$5.42M
|
|
Aug 04, 2023
Q2 2023
|
Mkp Capital Management, L.L.C.
New York, NY |
BUY
|
- |
615KNew |
$23.5M - $25.2M
|
615K
$25.9M
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-290- 46.47% |
$11.1K - $11.9K
|
334
$14.1K
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
PUT |
-7.7K- 26.19% |
$294K - $316K
|
21.7K
$913K
|
|
Aug 03, 2023
Q2 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-152- 0.99% |
$5.8K - $6.24K
|
15.2K
$641K
|
|
Aug 03, 2023
Q2 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-39- 0.19% |
$1.49K - $1.6K
|
20.3K
$854K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
20New |
$764 - $820
|
20
$842
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
152KNew |
$5.8M - $6.23M
|
152K
$6.4M
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
18.9K+ 36.56% |
$721K - $774K
|
70.5K
$2.97M
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-4.59K- 1.65% |
$175K - $188K
|
273K
$11.5M
|
|
Aug 01, 2023
Q2 2023
|
P&S Credit Management, L.P.
New York, NY |
BUY
|
CALL |
160K+ 128.0% |
$6.11M - $6.56M
|
285K
$12M
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
20.3K+ 1035.13% |
$776K - $834K
|
22.3K
$938K
|
|
Aug 01, 2023
Q2 2023
|
Segantii Capital Management LTD
|
BUY
|
- |
150KNew |
$5.73M - $6.15M
|
150K
$6.31M
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-4.65K- 2.56% |
$178K - $191K
|
177K
$7.45M
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-87- 16.6% |
$3.32K - $3.57K
|
437
$18.4K
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
18+ 0.33% |
$687 - $738
|
5.54K
$233K
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
SELL
|
- |
-8.85K- 57.89% |
$338K - $363K
|
6.43K
$271K
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-343- 2.32% |
$13.1K - $14.1K
|
14.4K
$608K
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
266New |
$10.2K - $10.9K
|
266
$11.2K
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
SELL
|
CALL |
-810K- 58.27% |
$30.9M - $33.2M
|
580K
$24.4M
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
4.1KNew |
$156K - $168K
|
4.1K
$172K
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
2.44KNew |
$93.2K - $100K
|
2.44K
$103K
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.78K- 39.89% |
$67.9K - $73K
|
2.68K
$113K
|
|
Jul 26, 2023
Q2 2023
|
Sageworth Trust CO
|
SELL
|
- |
-905- 3.45% |
$34.6K - $37.1K
|
25.3K
$1.07M
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.58% |
$115 - $123
|
516
$21.7K
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-40- 52.63% |
$1.53K - $1.64K
|
36
$1.52K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-1.13K- 5.05% |
$43.3K - $46.5K
|
21.3K
$898K
|
|
Jul 24, 2023
Q2 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
5.67KNew |
$216K - $232K
|
5.67K
$238K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$38.2 - $41
|
62.3K
$2.62M
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
575New |
$22K - $23.6K
|
575
$24.2K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
1.5KNew |
$57.3K - $61.5K
|
1.5K
$63.1K
|
|
Jul 20, 2023
Q2 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-20.9K- 6.77% |
$797K - $856K
|
287K
$12.1M
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.58K- 23.74% |
$60.5K - $64.9K
|
5.09K
$214K
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
89+ 0.54% |
$3.4K - $3.65K
|
16.7K
$702K
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-113- 1.23% |
$4.32K - $4.64K
|
9.09K
$383K
|
|
Jul 20, 2023
Q2 2023
|
Guild Investment Management, Inc.
|
BUY
|
- |
291+ 0.4% |
$11.1K - $11.9K
|
72.7K
$3.06M
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
9+ 0.28% |
$344 - $369
|
3.25K
$137K
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
SELL
|
- |
-251- 1.08% |
$9.59K - $10.3K
|
22.9K
$966K
|