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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
557+ 7.03% |
$26.4K - $29.2K
|
8.48K
$362K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
555+ 1.07% |
$26.3K - $29.1K
|
52.5K
$2.24M
|
|
|
Jan 19, 2022
Q4 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
546+ 11.25% |
$25.9K - $28.7K
|
5.4K
$231K
|
|
|
Jan 18, 2022
Q4 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
544+ 2.9% |
$25.8K - $28.6K
|
19.3K
$826K
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
539+ 9.46% |
$25.6K - $28.3K
|
6.23K
$266K
|
|
|
Feb 01, 2022
Q4 2021
|
Main Street Investment Advisors LLC
|
BUY
|
- |
535+ 6.28% |
$25.4K - $28.1K
|
9.06K
$387K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
533+ 1.29% |
$25.3K - $28K
|
41.7K
$1.78M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
525New |
$24.9K - $27.6K
|
525
$22.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
523+ 4.38% |
$24.8K - $27.5K
|
12.5K
$532K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
519+ 0.42% |
$24.6K - $27.2K
|
123K
$5.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
519+ 9.08% |
$24.6K - $27.2K
|
6.23K
$266K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
510+ 5.48% |
$24.2K - $26.8K
|
9.82K
$420K
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
506New |
$24K - $26.6K
|
506
$21.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
500+ 5.08% |
$23.7K - $26.3K
|
10.3K
$442K
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
500+ 1.99% |
$23.7K - $26.3K
|
25.7K
$1.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
499+ 0.48% |
$23.7K - $26.2K
|
104K
$4.45M
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
491+ 3.43% |
$23.3K - $25.8K
|
14.8K
$632K
|
|
|
Feb 11, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
484+ 2847.06% |
$23K - $25.4K
|
501
$21.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
477+ 1.6% |
$22.6K - $25K
|
30.4K
$1.3M
|
|
|
Jan 13, 2022
Q4 2021
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
468+ 5.65% |
$22.2K - $24.6K
|
8.75K
$374K
|
|
|
Feb 14, 2022
Q4 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
419+ 4.21% |
$19.9K - $22K
|
10.4K
$443K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
417+ 4.0% |
$19.8K - $21.9K
|
10.8K
$463K
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
400+ 2.4% |
$19K - $21K
|
17.1K
$730K
|
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
395+ 4.49% |
$18.7K - $20.7K
|
9.19K
$393K
|
|
|
Jan 12, 2022
Q4 2021
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
389+ 1.2% |
$18.5K - $20.4K
|
32.8K
$1.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
383+ 3.73% |
$18.2K - $20.1K
|
10.7K
$456K
|
|
|
Feb 15, 2022
Q4 2021
|
Kabouter Management, LLC
Chicago, IL |
BUY
|
- |
379+ 1.21% |
$18K - $19.9K
|
31.7K
$1.35M
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
379+ 5.29% |
$18K - $19.9K
|
7.54K
$322K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
372New |
$17.6K - $19.5K
|
372
$15.9K
|
|
|
Oct 18, 2023
Q4 2021
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
371+ 0.7% |
$17.6K - $19.5K
|
53.3K
$2.28M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
368+ 7.95% |
$17.5K - $19.3K
|
5K
$214K
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
362+ 0.42% |
$17.2K - $19K
|
86.8K
$3.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
360+ 6.02% |
$17.1K - $18.9K
|
6.34K
$271K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
356+ 76.72% |
$16.9K - $18.7K
|
820
$35K
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
351+ 0.68% |
$16.7K - $18.4K
|
52.3K
$2.23M
|
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
350+ 6.36% |
$16.6K - $18.4K
|
5.85K
$250K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
350+ 1.73% |
$16.6K - $18.4K
|
20.6K
$879K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
336New |
$15.9K - $17.6K
|
336
$14.4K
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
335+ 3.71% |
$15.9K - $17.6K
|
9.36K
$400K
|
|
|
Jan 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
325+ 7.42% |
$15.4K - $17.1K
|
4.71K
$201K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
325+ 0.49% |
$15.4K - $17.1K
|
66.6K
$2.85M
|
|
|
Jan 26, 2022
Q4 2021
|
Cim, LLC
|
BUY
|
- |
323+ 6.13% |
$15.3K - $17K
|
5.6K
$239K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
321+ 0.95% |
$15.2K - $16.9K
|
34K
$1.45M
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
321+ 14.28% |
$15.2K - $16.9K
|
2.57K
$110K
|
|
|
Jan 19, 2022
Q4 2021
|
Ti Trust, Inc
|
BUY
|
- |
319+ 2.24% |
$15.1K - $16.7K
|
14.5K
$621K
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
300+ 2.52% |
$14.2K - $15.8K
|
12.2K
$522K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
300+ 32.61% |
$14.2K - $15.8K
|
1.22K
$52.1K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
299New |
$14.2K - $15.7K
|
299
$12.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
298+ 149.0% |
$14.1K - $15.6K
|
498
$21.3K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
295New |
$14K - $15.5K
|
295
$12.6K
|