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 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
40+ 1.79% |
$1.51K - $1.68K
|
2.28K
$125K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.72K- 14.45% |
$64.9K - $72.2K
|
10.2K
$560K
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-9.58K- 62.21% |
$362K - $402K
|
5.82K
$320K
|
|
|
Nov 13, 2023
Q3 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
6KNew |
$227K - $252K
|
6K
$330K
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-342- 2.4% |
$12.9K - $14.3K
|
13.9K
$764K
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-8.88K- 2.38% |
$335K - $372K
|
365K
$20M
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.66K- 1.49% |
$62.5K - $69.5K
|
109K
$6M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinnbrook Capital Management LP
|
BUY
|
CALL |
400K+ 50.0% |
$15.1M - $16.8M
|
1.2M
$66M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
99.1KNew |
$3.74M - $4.16M
|
99.1K
$5.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-885- 13.17% |
$33.4K - $37.1K
|
5.84K
$321K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2.8K+ 73.81% |
$106K - $118K
|
6.6K
$363K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.74K- 4.87% |
$65.8K - $73.1K
|
34.1K
$1.87M
|
|
|
Nov 09, 2023
Q3 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
14KNew |
$528K - $587K
|
14K
$768K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-31.7K- 61.87% |
$1.2M - $1.33M
|
19.6K
$1.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-818- 29.03% |
$30.9K - $34.3K
|
2K
$110K
|
|
|
Nov 08, 2023
Q3 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-4.94K- 44.97% |
$186K - $207K
|
6.04K
$332K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-106- 19.59% |
$4K - $4.45K
|
435
$23.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
4.47K+ 41.75% |
$169K - $187K
|
15.2K
$833K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-16.3K- 1.23% |
$614K - $682K
|
1.31M
$71.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
SELL
|
- |
-461- 5.89% |
$17.4K - $19.3K
|
7.36K
$405K
|
|
|
Nov 03, 2023
Q3 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
225+ 3.12% |
$8.5K - $9.44K
|
7.44K
$409K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1.89K- 3.69% |
$71.2K - $79.1K
|
49.3K
$2.71M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
PUT |
100New |
$3.78K - $4.2K
|
100
$5.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-337- 4.57% |
$12.7K - $14.1K
|
7.04K
$387K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
2.03KNew |
$76.5K - $85K
|
2.03K
$111K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-35- 47.3% |
$1.32K - $1.47K
|
39
$2.14K
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.03K- 1.95% |
$76.7K - $85.2K
|
102K
$5.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
35KNew |
$1.32M - $1.47M
|
35K
$1.92M
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-39.8K- 99.21% |
$1.5M - $1.67M
|
316
$17.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Ing Groep Nv
|
BUY
|
- |
23.6K+ 4.32% |
$891K - $990K
|
570K
$31.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-1.71K- 17.11% |
$64.7K - $71.9K
|
8.3K
$456K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
11KNew |
$417K - $463K
|
11K
$607K
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-46.2K- 83.69% |
$1.74M - $1.94M
|
9K
$495K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.57K- 2.25% |
$97.1K - $108K
|
112K
$6.13M
|
|
|
Oct 25, 2023
Q3 2023
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-31.8K- 53.1% |
$1.2M - $1.33M
|
28.1K
$1.54M
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
5.94KNew |
$224K - $249K
|
5.94K
$326K
|
|
|
Oct 24, 2023
Q3 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
20.1K+ 3.79% |
$758K - $842K
|
550K
$30.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
BUY
|
- |
6.17KNew |
$233K - $259K
|
6.17K
$339K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
524New |
$19.8K - $22K
|
524
$28.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.29KNew |
$48.8K - $54.2K
|
1.29K
$71K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
5.33KNew |
$201K - $224K
|
5.33K
$293K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
85New |
$3.21K - $3.57K
|
85
$4.67K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-749- 20.93% |
$28.3K - $31.4K
|
2.83K
$156K
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-13- 26.53% |
$491 - $545
|
36
$1.98K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
70New |
$2.64K - $2.94K
|
70
$3.85K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-700- 8.51% |
$26.4K - $29.4K
|
7.52K
$413K
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-169- 52.98% |
$6.38K - $7.09K
|
150
$8.24K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-35- 67.31% |
$1.32K - $1.47K
|
17
$934
|
|
|
Oct 13, 2023
Q3 2023
|
Fulcrum Capital LLC
|
BUY
|
- |
3.4K+ 6.63% |
$128K - $143K
|
54.7K
$3M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-2.11K- 13.34% |
$79.5K - $88.3K
|
13.7K
$752K
|
|