Latest Institutional Transactions on Ishares Msci Emerging Mkts Sma (EEMS)
This table provides information on the latest institutional transactions involving Ishares Msci Emerging Mkts Sma (EEMS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
100New |
$5.8K - $6.42K
|
100
$5.76K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.46KNew |
$84.3K - $93.4K
|
1.46K
$83.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.32K- 11.64% |
$366K - $406K
|
48K
$2.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-27.9K- 24.01% |
$1.61M - $1.79M
|
88.1K
$5.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
61.4K+ 57.52% |
$3.56M - $3.94M
|
168K
$9.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-569- 12.17% |
$33K - $36.5K
|
4.11K
$236K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-11- 0.22% |
$638 - $706
|
5.02K
$289K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
18+ 0.79% |
$1.04K - $1.16K
|
2.29K
$132K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
64+ 6.67% |
$3.71K - $4.11K
|
1.02K
$58.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-932- 16.54% |
$54K - $59.8K
|
4.7K
$271K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-11- 0.69% |
$638 - $706
|
1.58K
$91K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-10- 9.26% |
$580 - $642
|
98
$5.65K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.5K- 2.43% |
$87K - $96.4K
|
60.4K
$3.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3.05K+ 18.25% |
$177K - $196K
|
19.7K
$1.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-213- 0.19% |
$12.3K - $13.7K
|
113K
$6.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
27+ 0.4% |
$1.56K - $1.73K
|
6.7K
$386K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-20- 5.41% |
$1.16K - $1.28K
|
350
$20.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
630New |
$36.5K - $40.4K
|
630
$36.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-298- 1.82% |
$17.3K - $19.1K
|
16.1K
$926K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-467- 2.0% |
$27.1K - $30K
|
22.9K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-502- 4.35% |
$29.1K - $32.2K
|
11K
$636K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-109- 0.57% |
$6.32K - $7K
|
19.2K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-15- 0.04% |
$869 - $963
|
39.4K
$2.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
40+ 0.45% |
$2.32K - $2.57K
|
8.92K
$514K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
118+ 2.16% |
$6.84K - $7.58K
|
5.59K
$322K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
314+ 4.05% |
$18.2K - $20.2K
|
8.07K
$465K
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
292+ 2.36% |
$16.9K - $18.7K
|
12.6K
$728K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-531- 2.0% |
$30.8K - $34.1K
|
26K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
719+ 4.24% |
$41.7K - $46.2K
|
17.7K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.7KNew |
$98.2K - $109K
|
1.7K
$97.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5.55K- 17.18% |
$322K - $357K
|
26.8K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
3.64K+ 5.56% |
$211K - $233K
|
69.1K
$3.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1.48K+ 1.18% |
$85.7K - $94.9K
|
127K
$7.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
78+ 2.3% |
$4.52K - $5.01K
|
3.46K
$200K
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
168New |
$9.61K - $10.8K
|
168
$9.68K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
20+ 0.19% |
$1.14K - $1.28K
|
10.4K
$599K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.3KNew |
$246K - $276K
|
4.3K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.6K- 69.58% |
$665K - $746K
|
5.08K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
143+ 3.87% |
$8.18K - $9.18K
|
3.84K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1+ 1.61% |
$57.2 - $64.2
|
63
$3.63K
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
6K+ 8.87% |
$343K - $385K
|
73.6K
$4.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
57New |
$3.26K - $3.66K
|
57
$3.28K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
244New |
$14K - $15.7K
|
244
$14.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.27KNew |
$187K - $210K
|
3.27K
$188K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1- 0.01% |
$57.2 - $64.2
|
14.4K
$828K
|
|
|
Nov 04, 2024
Q3 2024
|
Van Berkom & Associates Inc.
|
BUY
|
- |
1.15KNew |
$66K - $74K
|
1.15K
$66.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-259- 5.27% |
$14.8K - $16.6K
|
4.66K
$268K
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-42.4K- 88.45% |
$2.43M - $2.72M
|
5.54K
$319K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2- 0.66% |
$114 - $128
|
300
$17.3K
|
|