Purchases and Sales Made in Q2 2022 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.26K+ 9.58% |
$49.5K - $58.7K
|
14.4K
$620K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 2.94% |
$47.2K - $56K
|
41.9K
$1.81M
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.2K+ 10.89% |
$47.2K - $55.9K
|
12.2K
$525K
|
|
|
Jul 19, 2022
Q2 2022
|
Verger Capital Management LLC
|
BUY
|
- |
1.18K+ 0.91% |
$46.6K - $55.3K
|
132K
$5.67M
|
|
|
Jul 12, 2022
Q2 2022
|
Bridges Investment Management Inc
|
BUY
|
- |
1.18K+ 0.72% |
$46.3K - $54.9K
|
164K
$7.09M
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.17K+ 3.36% |
$46.2K - $54.8K
|
36.1K
$1.56M
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
1.14K+ 60.02% |
$45.1K - $53.4K
|
3.05K
$131K
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
1.11K+ 6.83% |
$43.9K - $52K
|
17.4K
$750K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.11K+ 2.13% |
$43.6K - $51.7K
|
53.1K
$2.29M
|
|
|
Jul 12, 2022
Q2 2022
|
626 Financial, LLC
|
BUY
|
- |
1.1K+ 14.87% |
$43.5K - $51.6K
|
8.53K
$367K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.07KNew |
$42.2K - $50K
|
1.07K
$46.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.05K+ 5.8% |
$41.5K - $49.2K
|
19.2K
$828K
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.05K+ 3.05% |
$41.2K - $48.8K
|
35.3K
$1.52M
|
|
|
Aug 15, 2022
Q2 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.03K+ 4.36% |
$40.5K - $48.1K
|
24.6K
$1.06M
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
989+ 13.96% |
$39K - $46.2K
|
8.07K
$348K
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
981+ 21.12% |
$38.7K - $45.8K
|
5.63K
$242K
|
|
|
Jul 28, 2022
Q2 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
977+ 0.44% |
$38.5K - $45.6K
|
221K
$9.51M
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
955+ 6.22% |
$37.6K - $44.6K
|
16.3K
$703K
|
|
|
Jul 20, 2022
Q2 2022
|
Inverness Counsel LLC
|
BUY
|
- |
950+ 12.5% |
$37.4K - $44.4K
|
8.55K
$369K
|
|
|
Aug 12, 2022
Q2 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
949+ 9.25% |
$37.4K - $44.3K
|
11.2K
$483K
|
|
|
Aug 10, 2022
Q2 2022
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
940+ 0.32% |
$37K - $43.9K
|
296K
$12.8M
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
935+ 5.49% |
$36.8K - $43.7K
|
18K
$775K
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
932+ 1.25% |
$36.7K - $43.5K
|
75.2K
$3.24M
|
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
898+ 16.49% |
$35.4K - $41.9K
|
6.34K
$273K
|
|
|
Aug 04, 2022
Q2 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
894+ 6.6% |
$35.2K - $41.8K
|
14.4K
$622K
|
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
866+ 1.8% |
$34.1K - $40.5K
|
49K
$2.11M
|
|
|
Aug 03, 2022
Q2 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
853+ 1.58% |
$33.6K - $39.8K
|
55K
$2.37M
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
813+ 3.11% |
$32K - $38K
|
26.9K
$1.16M
|
|
|
Jul 25, 2022
Q2 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
809+ 17.25% |
$31.9K - $37.8K
|
5.5K
$237K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
795+ 34.03% |
$31.3K - $37.1K
|
3.13K
$135K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
790New |
$31.1K - $36.9K
|
790
$34K
|
|
|
Aug 01, 2022
Q2 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
775+ 1.83% |
$30.5K - $36.2K
|
43K
$1.85M
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
771+ 2.17% |
$30.4K - $36K
|
36.4K
$1.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
751+ 4.63% |
$29.6K - $35.1K
|
17K
$732K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
740+ 2.42% |
$29.2K - $34.6K
|
31.4K
$1.35M
|
|
|
Jul 29, 2022
Q2 2022
|
Grove Bank & Trust
|
BUY
|
- |
732+ 1.04% |
$28.8K - $34.2K
|
70.8K
$3.05M
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
713+ 1.02% |
$28.1K - $33.3K
|
70.8K
$3.05M
|
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
700+ 5.61% |
$27.6K - $32.7K
|
13.2K
$568K
|
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
700+ 7.26% |
$27.6K - $32.7K
|
10.3K
$446K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
677+ 75.31% |
$26.7K - $31.6K
|
1.58K
$67.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
644+ 4.43% |
$25.4K - $30.1K
|
15.2K
$655K
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
631+ 6.79% |
$24.9K - $29.5K
|
9.92K
$428K
|
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
623+ 0.58% |
$24.5K - $29.1K
|
108K
$4.65M
|
|
|
Jul 27, 2022
Q2 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
620+ 10.78% |
$24.4K - $29K
|
6.37K
$275K
|
|
|
Aug 15, 2022
Q2 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
605+ 0.44% |
$23.8K - $28.3K
|
137K
$5.92M
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
593+ 60.33% |
$23.4K - $27.7K
|
1.58K
$67.9K
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
580+ 2.08% |
$22.9K - $27.1K
|
28.5K
$1.23M
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
579+ 10.05% |
$22.8K - $27K
|
6.34K
$273K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
554+ 3.71% |
$21.8K - $25.9K
|
15.5K
$667K
|
|
|
Aug 12, 2022
Q2 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
531+ 8.74% |
$20.9K - $24.8K
|
6.61K
$285K
|