Purchases and Sales Made in Q4 2021 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2022
Q4 2021
|
Efficient Advisors, LLC
|
BUY
|
- |
1.94K+ 1.67% |
$92K - $102K
|
118K
$5.12M
|
|
|
Feb 02, 2022
Q4 2021
|
Colony Family Offices, LLC
|
BUY
|
- |
1.91K+ 4.11% |
$90.6K - $100K
|
48.4K
$2.09M
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
1.9K+ 78.78% |
$90K - $99.6K
|
4.31K
$186K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.89K+ 3.94% |
$89.8K - $99.3K
|
49.9K
$2.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.89KNew |
$89.7K - $99.2K
|
1.89K
$81.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
1.88KNew |
$89K - $98.5K
|
1.88K
$81K
|
|
|
Jan 14, 2022
Q4 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.87K+ 158.19% |
$88.9K - $98.3K
|
3.06K
$132K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.87K+ 16.4% |
$88.9K - $98.3K
|
13.3K
$574K
|
|
|
Feb 11, 2022
Q4 2021
|
Prudence Investment Management (Hong Kong) Ltd.
12 Harcourt Road Central, K3 |
BUY
|
- |
1.85KNew |
$87.8K - $97.1K
|
1.85K
$79.9K
|
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.85K+ 1.64% |
$87.7K - $97.1K
|
115K
$4.95M
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.83K+ 572.19% |
$86.9K - $96.1K
|
2.15K
$92.9K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
1.8K+ 5.64% |
$85.4K - $94.5K
|
33.7K
$1.46M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.8K+ 5.64% |
$85.4K - $94.5K
|
33.7K
$1.46M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.79K+ 6.6% |
$84.7K - $93.8K
|
28.9K
$1.25M
|
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
1.78K+ 34.63% |
$84.4K - $93.5K
|
6.92K
$299K
|
|
|
Feb 02, 2022
Q4 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
1.75K+ 7.58% |
$82.8K - $91.7K
|
24.8K
$1.07M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.74KNew |
$82.6K - $91.5K
|
1.74K
$75.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.74KNew |
$82.6K - $91.5K
|
1.74K
$75.3K
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
1.71K+ 2.82% |
$81.2K - $89.8K
|
62.3K
$2.69M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
1.68K+ 10.36% |
$79.8K - $88.3K
|
17.9K
$774K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.66K+ 2.77% |
$78.7K - $87K
|
61.5K
$2.66M
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.66K+ 2.77% |
$78.7K - $87K
|
61.5K
$2.66M
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.64K+ 0.87% |
$78K - $86.3K
|
190K
$8.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.63K+ 1.08% |
$77.5K - $85.8K
|
152K
$6.59M
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.61K+ 22.45% |
$76.5K - $84.6K
|
8.79K
$380K
|
|
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.61K+ 15.7% |
$76.5K - $84.6K
|
11.9K
$513K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.58K+ 0.23% |
$74.8K - $82.7K
|
678K
$29.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
1.57K+ 0.87% |
$74.6K - $82.6K
|
183K
$7.89M
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.56K+ 6.84% |
$73.9K - $81.8K
|
24.3K
$1.05M
|
|
|
Jan 28, 2022
Q4 2021
|
Berkshire Bank
|
BUY
|
- |
1.5K+ 10.64% |
$71.2K - $78.8K
|
15.6K
$674K
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
1.48K+ 296.2% |
$70.3K - $77.8K
|
1.98K
$85.6K
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
1.46K+ 1.26% |
$69.1K - $76.5K
|
117K
$5.04M
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
1.45K+ 9.84% |
$68.8K - $76.1K
|
16.2K
$699K
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.44K+ 728.28% |
$68.4K - $75.7K
|
1.64K
$70.8K
|
|
|
Jan 19, 2022
Q4 2021
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1.43K+ 1.93% |
$67.6K - $74.8K
|
75.3K
$3.25M
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.42K+ 4.83% |
$67.2K - $74.4K
|
30.7K
$1.33M
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.4K+ 80.82% |
$66.2K - $73.2K
|
3.12K
$135K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
1.39KNew |
$66K - $73.1K
|
1.39K
$60.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.38K+ 5.1% |
$65.5K - $72.5K
|
28.4K
$1.23M
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.33K+ 2.16% |
$63.2K - $70K
|
62.9K
$2.72M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
1.32K+ 25.94% |
$62.6K - $69.2K
|
6.4K
$277K
|
|
|
Feb 09, 2022
Q4 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.29K+ 1.4% |
$61.2K - $67.7K
|
93.3K
$4.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.28K+ 5.59% |
$60.8K - $67.3K
|
24.2K
$1.05M
|
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.23K+ 6.32% |
$58.2K - $64.4K
|
20.6K
$891K
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.22K+ 4.11% |
$58K - $64.2K
|
30.9K
$1.34M
|
|
|
Jan 28, 2022
Q4 2021
|
Newport Capital Group, LLC
|
BUY
|
- |
1.21K+ 7.06% |
$57.5K - $63.7K
|
18.4K
$795K
|
|
|
Feb 11, 2022
Q4 2021
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1.21K+ 2.71% |
$57.3K - $63.4K
|
45.8K
$1.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1.2K+ 6.7% |
$57K - $63.1K
|
19.1K
$826K
|
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.2K+ 25.6% |
$57K - $63.1K
|
5.89K
$255K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
1.2K+ 105.83% |
$56.9K - $62.9K
|
2.33K
$101K
|