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 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
79+ 1.15% |
$3.75K - $4.15K
|
6.95K
$300K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
78+ 4.8% |
$3.7K - $4.1K
|
1.7K
$73.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Schwab Charitable Fund
|
BUY
|
- |
77+ 1.5% |
$3.65K - $4.04K
|
5.2K
$225K
|
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
75+ 1.24% |
$3.56K - $3.94K
|
6.14K
$265K
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
73+ 1.25% |
$3.46K - $3.83K
|
5.92K
$256K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
72+ 0.11% |
$3.42K - $3.78K
|
66.8K
$2.88M
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
67+ 0.77% |
$3.18K - $3.52K
|
8.74K
$378K
|
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
62+ 0.5% |
$2.94K - $3.26K
|
12.4K
$535K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
61+ 0.25% |
$2.89K - $3.2K
|
24.7K
$1.07M
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
60+ 0.29% |
$2.85K - $3.15K
|
20.9K
$902K
|
|
|
Jan 25, 2022
Q4 2021
|
Sterling Investment Advisors LLC
|
BUY
|
- |
60+ 1.46% |
$2.85K - $3.15K
|
4.18K
$181K
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
56+ 0.48% |
$2.66K - $2.94K
|
11.6K
$503K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
54New |
$2.56K - $2.84K
|
54
$2.33K
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
54+ 0.2% |
$2.56K - $2.84K
|
27.7K
$1.2M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
53New |
$2.51K - $2.78K
|
53
$2.29K
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
50+ 1.97% |
$2.37K - $2.63K
|
2.59K
$112K
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
BUY
|
- |
50+ 0.98% |
$2.37K - $2.63K
|
5.13K
$222K
|
|
|
Jan 24, 2022
Q4 2021
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
45+ 0.01% |
$2.13K - $2.36K
|
337K
$14.6M
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
44+ 1.93% |
$2.09K - $2.31K
|
2.32K
$100K
|
|
|
Feb 07, 2022
Q4 2021
|
Inverness Counsel LLC
|
BUY
|
- |
40+ 0.53% |
$1.9K - $2.1K
|
7.54K
$326K
|
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
40New |
$1.9K - $2.1K
|
40
$1.73K
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
38+ 0.71% |
$1.8K - $2K
|
5.37K
$232K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
36+ 0.83% |
$1.71K - $1.89K
|
4.37K
$189K
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
34+ 0.73% |
$1.61K - $1.79K
|
4.68K
$202K
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
34+ 0.71% |
$1.61K - $1.79K
|
4.81K
$208K
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
BUY
|
- |
33+ 0.05% |
$1.57K - $1.73K
|
63.2K
$2.73M
|
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
32+ 0.33% |
$1.52K - $1.68K
|
9.85K
$426K
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
28+ 0.42% |
$1.33K - $1.47K
|
6.62K
$286K
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
27+ 0.06% |
$1.28K - $1.42K
|
42.9K
$1.85M
|
|
|
Jan 24, 2022
Q4 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
27+ 0.6% |
$1.28K - $1.42K
|
4.55K
$197K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
24+ 4.46% |
$1.14K - $1.26K
|
562
$24.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
23+ 0.14% |
$1.09K - $1.21K
|
16.3K
$704K
|
|
|
Jan 19, 2022
Q4 2021
|
Ht Partners LLC
|
BUY
|
- |
20+ 0.01% |
$949 - $1.05K
|
306K
$13.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
20+ 0.42% |
$949 - $1.05K
|
4.73K
$204K
|
|
|
Feb 11, 2022
Q4 2021
|
Baldwin Investment Management, LLC
|
BUY
|
- |
20+ 0.48% |
$949 - $1.05K
|
4.15K
$179K
|
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
20New |
$949 - $1.05K
|
20
$864
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
19+ 25.33% |
$901 - $998
|
94
$4.06K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
18+ 1.47% |
$854 - $945
|
1.25K
$53.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
17New |
$806 - $893
|
17
$734
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
17+ 0.53% |
$806 - $893
|
3.23K
$140K
|
|
|
Feb 02, 2022
Q4 2021
|
Oak Family Advisors, LLC
|
BUY
|
- |
14+ 0.31% |
$664 - $735
|
4.46K
$193K
|
|
|
Jan 18, 2022
Q4 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
13+ 0.06% |
$617 - $683
|
22K
$950K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
11+ 4.58% |
$522 - $578
|
251
$10.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
11+ 0.04% |
$522 - $578
|
25.9K
$1.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10+ 0.46% |
$474 - $525
|
2.16K
$93.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 0.12% |
$474 - $525
|
8.37K
$362K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
9+ 0.51% |
$427 - $473
|
1.78K
$76.8K
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
8+ 1.57% |
$380 - $420
|
517
$22.3K
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
BUY
|
- |
8+ 0.53% |
$380 - $420
|
1.51K
$65.1K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
8+ 0.2% |
$380 - $420
|
3.97K
$171K
|