Purchases and Sales Made in Q1 2022 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES MSCI EMERGING MARKETS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
40+ 15.69% |
$1.66K - $2.03K
|
295
$12.7K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
39New |
$1.62K - $1.98K
|
39
$1.68K
|
|
|
May 06, 2022
Q1 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
35+ 0.26% |
$1.45K - $1.78K
|
13.5K
$583K
|
|
|
May 16, 2022
Q1 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
33+ 0.04% |
$1.37K - $1.68K
|
76.8K
$3.31M
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
29+ 53.7% |
$1.2K - $1.47K
|
83
$3.58K
|
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
BUY
|
- |
25+ 0.14% |
$1.04K - $1.27K
|
17.5K
$752K
|
|
|
Apr 12, 2022
Q1 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
23+ 0.1% |
$955 - $1.17K
|
22K
$949K
|
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
20+ 0.15% |
$831 - $1.02K
|
13.3K
$575K
|
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
BUY
|
- |
20+ 0.39% |
$831 - $1.02K
|
5.15K
$222K
|
|
|
May 10, 2022
Q1 2022
|
American Investment Services, Inc.
|
BUY
|
- |
20+ 0.15% |
$831 - $1.02K
|
13.5K
$583K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
20+ 21.28% |
$831 - $1.02K
|
114
$4.91K
|
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
18+ 0.02% |
$748 - $915
|
86.8K
$3.74M
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
15+ 0.03% |
$623 - $763
|
58.6K
$2.53M
|
|
|
May 12, 2022
Q1 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
15+ 0.26% |
$623 - $763
|
5.87K
$253K
|
|
|
Apr 13, 2022
Q1 2022
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
14+ 0.04% |
$582 - $712
|
32.8K
$1.42M
|
|
|
Apr 15, 2022
Q1 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
14+ 0.05% |
$582 - $712
|
26.9K
$1.16M
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
13+ 0.89% |
$540 - $661
|
1.47K
$63.2K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.05% |
$540 - $661
|
26.1K
$1.13M
|
|
|
May 16, 2022
Q1 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
9+ 0.04% |
$374 - $458
|
20.6K
$889K
|
|
|
Apr 01, 2022
Q1 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
9+ 0.14% |
$374 - $458
|
6.23K
$269K
|
|
|
Apr 20, 2022
Q1 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
6+ 0.05% |
$249 - $305
|
12.2K
$525K
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
5+ 2.2% |
$208 - $254
|
232
$10K
|
|
|
May 18, 2022
Q1 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
5+ 0.04% |
$208 - $254
|
12.9K
$557K
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5+ 0.06% |
$208 - $254
|
8.75K
$377K
|
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
BUY
|
- |
4+ 0.04% |
$166 - $203
|
11.2K
$482K
|
|
|
May 13, 2022
Q1 2022
|
St. Louis Trust CO
|
BUY
|
- |
4+ 0.03% |
$166 - $203
|
15.1K
$652K
|
|
|
Apr 14, 2022
Q1 2022
|
Schwab Charitable Fund
|
BUY
|
- |
3+ 0.06% |
$125 - $153
|
5.2K
$224K
|
|
|
May 10, 2022
Q1 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3+ 0.06% |
$125 - $153
|
5.21K
$225K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
2+ 0.02% |
$83.1 - $102
|
9.36K
$403K
|
|
|
May 16, 2022
Q1 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2+ 0.03% |
$83.1 - $102
|
6.18K
$266K
|
|
|
Apr 28, 2022
Q1 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
2+ 0.03% |
$83.1 - $102
|
6.79K
$293K
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2+ 0.03% |
$83.1 - $102
|
5.92K
$255K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 1.52% |
$41.5 - $50.9
|
67
$2.89K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$41.5 - $50.9
|
2.17K
$93.4K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.0% |
$41.5 - $50.9
|
24.8K
$1.07M
|
|
|
May 02, 2022
Q1 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1+ 0.02% |
$41.5 - $50.9
|
4.73K
$204K
|
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.02% |
$41.5 - $50.9
|
5.88K
$254K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.03% |
$41.5 - $50.9
|
3.97K
$171K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1+ 0.01% |
$41.5 - $50.9
|
8.68K
$374K
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$41.5 - $50.9
|
42.9K
$1.85M
|
|
|
May 09, 2022
Q1 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$41.5 - $50.9
|
3.06K
$132K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1+ 0.02% |
$41.5 - $50.9
|
4.91K
$211K
|
|
|
May 16, 2022
Q1 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1+ 0.02% |
$41.5 - $50.9
|
4.81K
$207K
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.01% |
$41.5 - $50.9
|
16.3K
$702K
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1+ 0.02% |
$41.5 - $50.9
|
5.2K
$224K
|
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.01% |
$41.5 - $50.9
|
15.9K
$684K
|
|
|
Aug 10, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1- 0.52% |
$41.5 - $50.9
|
192
$8.28K
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-2Closed |
$83.1 - $102
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2- -0.0% |
$83.1 - $102
|
41.7K
$1.8M
|