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 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.43K+ 44.32% |
$163K - $180K
|
11.2K
$477K
|
|
|
Jan 27, 2022
Q4 2021
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
3.43K+ 1.63% |
$162K - $180K
|
214K
$9.13M
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
3.4K+ 10.15% |
$161K - $179K
|
36.9K
$1.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.38K+ 23.51% |
$160K - $178K
|
17.8K
$759K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
3.32KNew |
$158K - $174K
|
3.32K
$142K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.25K+ 20.48% |
$154K - $171K
|
19.1K
$817K
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
3.24K+ 3.07% |
$154K - $170K
|
109K
$4.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.19K+ 18.31% |
$151K - $167K
|
20.6K
$880K
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
3.16K+ 3.89% |
$150K - $166K
|
84.3K
$3.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.16K+ 23.83% |
$150K - $166K
|
16.4K
$700K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.14K+ 9.38% |
$149K - $165K
|
36.6K
$1.56M
|
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
3.1K+ 4.51% |
$147K - $163K
|
71.8K
$3.07M
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
3.08K+ 6.03% |
$146K - $161K
|
54.1K
$2.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.07K+ 1.45% |
$146K - $161K
|
215K
$9.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
3.02K+ 912.39% |
$143K - $159K
|
3.35K
$143K
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
3.02K+ 94.22% |
$143K - $158K
|
6.22K
$266K
|
|
|
Feb 14, 2022
Q4 2021
|
Telemetry Investments, L.L.C.
New York, NY |
BUY
|
- |
3K+ 75.0% |
$142K - $158K
|
7K
$299K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.84K+ 1.59% |
$135K - $149K
|
181K
$7.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.83K+ 44.95% |
$134K - $148K
|
9.12K
$389K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.82KNew |
$134K - $148K
|
2.82K
$120K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2.78KNew |
$132K - $146K
|
2.78K
$119K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
2.78KNew |
$132K - $146K
|
2.78K
$119K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.69K+ 1.15% |
$128K - $141K
|
236K
$10.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
2.65K+ 3.31% |
$126K - $139K
|
82.6K
$3.53M
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.6KNew |
$123K - $137K
|
2.6K
$111K
|
|
|
Feb 02, 2022
Q4 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.57K+ 26.62% |
$122K - $135K
|
12.2K
$523K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.56K+ 63.92% |
$121K - $134K
|
6.57K
$280K
|
|
|
Feb 11, 2022
Q4 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
2.55KNew |
$121K - $134K
|
2.55K
$109K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.55KNew |
$121K - $134K
|
2.55K
$109K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.52K+ 18.79% |
$120K - $132K
|
15.9K
$681K
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.51K+ 3.18% |
$119K - $132K
|
81.4K
$3.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.5K+ 18.29% |
$119K - $131K
|
16.2K
$691K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.48K+ 22.29% |
$118K - $130K
|
13.6K
$582K
|
|
|
Jun 20, 2024
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
2.4K+ 24.85% |
$114K - $126K
|
12.1K
$515K
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.36K+ 52.26% |
$112K - $124K
|
6.87K
$293K
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
2.33K+ 3.57% |
$110K - $122K
|
67.5K
$2.88M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.25K+ 6.2% |
$107K - $118K
|
38.6K
$1.65M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.25KNew |
$107K - $118K
|
2.25K
$96.1K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.2K+ 774.65% |
$104K - $116K
|
2.48K
$106K
|
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2.17K+ 6.13% |
$103K - $114K
|
37.6K
$1.61M
|
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2.17K+ 0.97% |
$103K - $114K
|
225K
$9.63M
|
|
|
Feb 04, 2022
Q4 2021
|
Omnia Family Wealth, LLC
|
BUY
|
- |
2.15K+ 41.68% |
$102K - $113K
|
7.3K
$312K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.12K+ 40.02% |
$101K - $112K
|
7.43K
$317K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
2.05K+ 17.26% |
$97K - $107K
|
13.9K
$593K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
2KNew |
$95K - $105K
|
2K
$85.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
2K+ 12.8% |
$94.8K - $105K
|
17.6K
$752K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.99K+ 0.97% |
$94.5K - $105K
|
206K
$8.81M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.99KNew |
$94.4K - $104K
|
1.99K
$85K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.99K+ 19.11% |
$94.4K - $104K
|
12.4K
$530K
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.98K+ 20.47% |
$93.8K - $104K
|
11.6K
$497K
|