Latest Institutional Transactions on Ishares J.P. Morgan Em High Yi (EMHY)
This table provides information on the latest institutional transactions involving Ishares J.P. Morgan Em High Yi (EMHY) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
613+ 1251.02% |
$22.3K - $23.1K
|
662
$26.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.99KNew |
$291K - $300K
|
7.99K
$321K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-90- 98.9% |
$3.21K - $3.38K
|
1
$40.2
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
4.52KNew |
$161K - $170K
|
4.52K
$182K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
39New |
$1.39K - $1.47K
|
39
$1.57K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.5KNew |
$590K - $621K
|
16.5K
$665K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.5K+ 130.85% |
$482K - $507K
|
23.8K
$958K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
133+ 5.64% |
$4.75K - $5K
|
2.49K
$100K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.33K- 49.98% |
$47.6K - $50.1K
|
1.33K
$53.6K
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4.41KNew |
$146K - $161K
|
4.41K
$178K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
100New |
$3.31K - $3.65K
|
100
$4.02K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14New |
$464 - $511
|
14
$563
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3K+ 42.86% |
$99.3K - $110K
|
10K
$402K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
434New |
$14.8K - $15.5K
|
434
$17.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
7.93KNew |
$270K - $283K
|
7.93K
$319K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2.5KNew |
$85.1K - $89.3K
|
2.5K
$101K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-273- 70.91% |
$9.29K - $9.75K
|
112
$4.51K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
50New |
$1.7K - $1.79K
|
50
$2.01K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
17+ 34.69% |
$579 - $607
|
66
$2.66K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.7KNew |
$57.9K - $60.7K
|
1.7K
$68.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
70New |
$2.38K - $2.5K
|
70
$2.82K
|
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.35KNew |
$46.1K - $48.4K
|
1.35K
$54.5K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
10New |
$337 - $351
|
10
$402
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
93+ 1.43% |
$3.14K - $3.27K
|
6.6K
$265K
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-16.9K- 70.56% |
$571K - $594K
|
7.06K
$284K
|
|
| Q1 2023 | |||||||
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-6.12KClosed |
$210K - $226K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
9.56KNew |
$328K - $353K
|
9.56K
$385K
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-271K- 61.95% |
$9.3M - $10M
|
167K
$6.7M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
12+ 1.14% |
$412 - $444
|
1.07K
$43K
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.2K+ 40.88% |
$110K - $118K
|
11K
$444K
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
80New |
$2.75K - $2.96K
|
80
$3.22K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
26.4KNew |
$908K - $978K
|
26.4K
$1.06M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.8KNew |
$199K - $215K
|
5.8K
$234K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
6.8KNew |
$233K - $251K
|
6.8K
$274K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.5KNew |
$47.6K - $53.6K
|
1.5K
$60.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
421New |
$13.3K - $15K
|
421
$16.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
56.4KNew |
$1.79M - $2.01M
|
56.4K
$2.27M
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.09K- 24.25% |
$66.2K - $74.5K
|
6.53K
$263K
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
21New |
$665 - $749
|
21
$845
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
53New |
$1.68K - $1.89K
|
53
$2.13K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
499+ 4.36% |
$16.1K - $18.1K
|
12K
$481K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.15K- 37.44% |
$166K - $187K
|
8.61K
$346K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 50.0% |
$1.61K - $1.81K
|
50
$2.01K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
600New |
$19.3K - $21.7K
|
600
$24.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
30KNew |
$967K - $1.09M
|
30K
$1.21M
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-8.99K- 15.79% |
$290K - $325K
|
47.9K
$1.93M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.19K+ 9.0% |
$38.4K - $43.2K
|
14.4K
$581K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-8.57KClosed |
$293K - $342K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.12KNew |
$38.4K - $44.8K
|
1.12K
$45.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.01KClosed |
$274K - $320K
|
0
$0
|
|