Latest Institutional Purchases of Ishares Msci Emerging Mkts Sma (EEMS)
This list provides information on the latest institutional transactions involving Ishares Msci Emerging Mkts Sma (EEMS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
17+ 0.32% |
$908 - $970
|
5.29K
$365K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
21.3KNew |
$1.06M - $1.16M
|
21.3K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
6.5K+ 0.59% |
$323K - $355K
|
1.11M
$76.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
5.3KNew |
$264K - $289K
|
5.3K
$365K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.6KNew |
$229K - $251K
|
4.6K
$317K
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.55KNew |
$226K - $248K
|
4.55K
$314K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.74KNew |
$186K - $204K
|
3.74K
$257K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.63K+ 31.26% |
$81.1K - $89K
|
6.85K
$472K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
203+ 3.15% |
$10.1K - $11.1K
|
6.64K
$458K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
140New |
$6.97K - $7.64K
|
140
$9.65K
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
76New |
$3.78K - $4.15K
|
76
$5.24K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
178New |
$8.61K - $9.31K
|
178
$12.3K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2+ 1.09% |
$96.8 - $105
|
186
$12.8K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
22.9KNew |
$1.02M - $1.15M
|
22.9K
$1.58M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.9KNew |
$845K - $954K
|
18.9K
$1.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.37KNew |
$195K - $220K
|
4.37K
$301K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
37+ 1233.33% |
$1.65K - $1.87K
|
40
$2.76K
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
1.23K+ 2.18% |
$55.4K - $63.2K
|
57.7K
$3.98M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
598New |
$26.9K - $30.7K
|
598
$41.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
286+ 6.34% |
$12.9K - $14.7K
|
4.8K
$331K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
68New |
$3.06K - $3.49K
|
68
$4.69K
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
17New |
$766 - $872
|
17
$1.17K
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.46KNew |
$214K - $263K
|
4.46K
$307K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
1.43K+ 1588.89% |
$68.5K - $84.3K
|
1.52K
$105K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
682New |
$32.7K - $40.2K
|
682
$47K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
180+ 26.83% |
$8.62K - $10.6K
|
851
$58.7K
|
|
| Q1 2022 | |||||||
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.81KNew |
$148K - $171K
|
2.81K
$194K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
450New |
$23.7K - $27.4K
|
450
$31K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
4.16KNew |
$241K - $262K
|
4.16K
$286K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
2.79KNew |
$162K - $176K
|
2.79K
$192K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
19New |
$1.1K - $1.2K
|
19
$1.31K
|
|
| Q3 2021 | |||||||
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
10+ 29.41% |
$588 - $630
|
44
$3.03K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
5KNew |
$198K - $227K
|
5K
$345K
|
|
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
169New |
$6.69K - $7.68K
|
169
$11.6K
|
|
|
Sep 15, 2021
Q3 2020
|
Cwm, LLC
|
BUY
|
- |
121New |
$4.79K - $5.5K
|
121
$8.34K
|
|
| Q1 2019 | |||||||
|
Apr 30, 2019
Q1 2019
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
486New |
N/A
|
486
$33.5K
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
11.5KNew |
N/A
|
11.5K
$793K
|
|
| Q1 2018 | |||||||
|
Apr 12, 2018
Q1 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
778New |
N/A
|
778
$53.6K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$68.9
|
|