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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-2.08K- 11.42% |
$70.4K - $82K
|
16.1K
$677K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-100- 1.61% |
$3.39K - $3.95K
|
6.12K
$258K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
550New |
$18.7K - $21.7K
|
550
$23.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-1K- 14.02% |
$33.9K - $39.5K
|
6.14K
$258K
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.65K- 52.38% |
$56K - $65.2K
|
1.5K
$63.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
18.8KNew |
$639K - $745K
|
18.8K
$793K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-905- 98.8% |
$30.7K - $35.8K
|
11
$463
|
|
|
Feb 06, 2023
Q4 2022
|
Boundary Creek Advisors LP
|
BUY
|
CALL |
500KNew |
$17M - $19.8M
|
500K
$21M
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.21KNew |
$41.2K - $48K
|
1.21K
$51.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-465- 14.29% |
$15.8K - $18.4K
|
2.79K
$117K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
13.6KNew |
$461K - $537K
|
13.6K
$571K
|
|
|
Feb 02, 2023
Q4 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-2.57K- 24.62% |
$87K - $101K
|
7.85K
$330K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-29.6KClosed |
$1.01M - $1.17M
|
0
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-4.11K- 27.89% |
$139K - $162K
|
10.6K
$447K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
67.5KNew |
$2.29M - $2.67M
|
67.5K
$2.84M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.06K- 58.87% |
$36K - $42K
|
742
$31.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
5.61K+ 1.07% |
$190K - $222K
|
531K
$22.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
11.9KNew |
$405K - $472K
|
11.9K
$503K
|
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
62.6KNew |
$2.12M - $2.47M
|
62.6K
$2.63M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-153- 4.6% |
$5.19K - $6.05K
|
3.18K
$134K
|
|
|
Jan 27, 2023
Q4 2022
|
First Bank & Trust
|
BUY
|
- |
26.9KNew |
$914K - $1.07M
|
26.9K
$1.13M
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-758- 4.46% |
$25.7K - $30K
|
16.2K
$683K
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
57KNew |
$1.93M - $2.25M
|
57K
$2.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
150New |
$5.09K - $5.93K
|
150
$6.31K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
6.63KNew |
$225K - $262K
|
6.63K
$279K
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.35KNew |
$182K - $212K
|
5.35K
$225K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4.15KClosed |
$141K - $164K
|
0
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-37.4K- 53.12% |
$1.27M - $1.48M
|
33K
$1.39M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-21.8K- 54.16% |
$738K - $860K
|
18.4K
$775K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-400- 5.05% |
$13.6K - $15.8K
|
7.53K
$317K
|
|
|
Jan 20, 2023
Q4 2022
|
Sequent Asset Management, LLC
|
BUY
|
- |
15.2KNew |
$516K - $602K
|
15.2K
$641K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
5.43KNew |
$184K - $215K
|
5.43K
$228K
|
|
|
Jan 20, 2023
Q4 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
6.74KNew |
$229K - $266K
|
6.74K
$284K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
3K+ 80.6% |
$102K - $118K
|
6.71K
$283K
|
|
|
Jan 20, 2023
Q4 2022
|
International City Management Association Retirement Corp
Washington, DC |
BUY
|
- |
99.8KNew |
$3.39M - $3.95M
|
99.8K
$4.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.03K- 11.68% |
$34.8K - $40.5K
|
7.75K
$326K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
60New |
$2.04K - $2.37K
|
60
$2.53K
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
BUY
|
- |
6.44KNew |
$218K - $254K
|
6.44K
$271K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.62KNew |
$55K - $64.1K
|
1.62K
$68.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-7.77K- 3.77% |
$264K - $307K
|
199K
$8.36M
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-16.1K- 22.24% |
$547K - $637K
|
56.3K
$2.37M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
670New |
$22.7K - $26.5K
|
670
$28.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.68KNew |
$90.9K - $106K
|
2.68K
$113K
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
SELL
|
- |
-413- 5.26% |
$14K - $16.3K
|
7.45K
$313K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
384New |
$13K - $15.2K
|
384
$16.2K
|
|
|
Jan 06, 2023
Q4 2022
|
Avondale Wealth Management
|
SELL
|
- |
-1.75K- 77.78% |
$59.4K - $69.2K
|
500
$21K
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-286- 4.54% |
$9.7K - $11.3K
|
6.01K
$253K
|
|
| Q3 2022 | |||||||
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.19KClosed |
$181K - $213K
|
0
$0
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-878Closed |
$30.6K - $36K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-17.3K- 42.88% |
$605K - $712K
|
23.1K
$973K
|
|