Purchases and Sales Made in Q1 2024 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-118- 0.42% |
$4.45K - $4.88K
|
28.1K
$1.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-119- 1.35% |
$4.48K - $4.92K
|
8.69K
$367K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-121- 0.99% |
$4.56K - $5K
|
12.1K
$510K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-121- 15.9% |
$4.56K - $5K
|
640
$27.1K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-123- 0.11% |
$4.63K - $5.09K
|
116K
$4.89M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-124- 1.72% |
$4.67K - $5.13K
|
7.1K
$300K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-124- 43.36% |
$4.67K - $5.13K
|
162
$6.85K
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-125- 1.85% |
$4.71K - $5.17K
|
6.63K
$280K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-128- 1.0% |
$4.82K - $5.29K
|
12.7K
$538K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-134- 1.66% |
$5.05K - $5.54K
|
7.96K
$336K
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-135- 1.11% |
$5.09K - $5.58K
|
12K
$507K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-137- 0.69% |
$5.16K - $5.67K
|
19.7K
$833K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-145- 0.26% |
$5.46K - $6K
|
55.9K
$2.36M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-147- 1.12% |
$5.54K - $6.08K
|
13K
$551K
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-147- 0.44% |
$5.54K - $6.08K
|
32.9K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-150- 2.44% |
$5.65K - $6.2K
|
5.99K
$253K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-150- 2.97% |
$5.65K - $6.2K
|
4.9K
$207K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-153- 44.35% |
$5.77K - $6.33K
|
192
$8.12K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-154- 2.7% |
$5.8K - $6.37K
|
5.55K
$235K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-156- 0.6% |
$5.88K - $6.45K
|
25.8K
$1.09M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-169- 0.98% |
$6.37K - $6.99K
|
17.1K
$722K
|
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-170- 0.83% |
$6.41K - $7.03K
|
20.3K
$860K
|
|
|
May 15, 2024
Q1 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-171- 0.15% |
$6.44K - $7.07K
|
114K
$4.82M
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-190- 0.88% |
$7.16K - $7.86K
|
21.4K
$903K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-195- 1.98% |
$7.35K - $8.07K
|
9.65K
$408K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-200- 6.92% |
$7.54K - $8.27K
|
2.69K
$114K
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-200- 2.82% |
$7.54K - $8.27K
|
6.89K
$291K
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-200- 0.38% |
$7.54K - $8.27K
|
52.7K
$2.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-210- 1.54% |
$7.91K - $8.69K
|
13.5K
$569K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-210- 1.79% |
$7.91K - $8.69K
|
11.5K
$488K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-210- 26.89% |
$7.91K - $8.69K
|
571
$24.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-213- 0.81% |
$8.03K - $8.81K
|
26.2K
$1.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-217- 0.42% |
$8.18K - $8.98K
|
51K
$2.15M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-220- 72.61% |
$8.29K - $9.1K
|
83
$3.51K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-222- 1.03% |
$8.36K - $9.18K
|
21.3K
$898K
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-232- 1.86% |
$8.74K - $9.6K
|
12.2K
$517K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-235- 0.66% |
$8.85K - $9.72K
|
35.5K
$1.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-235- 2.9% |
$8.85K - $9.72K
|
7.87K
$333K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-236- 3.48% |
$8.89K - $9.76K
|
6.55K
$277K
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-246- 0.09% |
$9.27K - $10.2K
|
266K
$11.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-246- 1.53% |
$9.27K - $10.2K
|
15.8K
$670K
|
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-246- 0.09% |
$9.27K - $10.2K
|
266K
$11.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-251- 1.07% |
$9.46K - $10.4K
|
23.2K
$982K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-260- 0.73% |
$9.8K - $10.8K
|
35.2K
$1.49M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-265- 17.43% |
$9.99K - $11K
|
1.26K
$53K
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-276- 4.31% |
$10.4K - $11.4K
|
6.13K
$259K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-276- 1.36% |
$10.4K - $11.4K
|
20K
$844K
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-280- 4.44% |
$10.6K - $11.6K
|
6.02K
$254K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-287- 4.54% |
$10.8K - $11.9K
|
6.04K
$255K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-288- 2.41% |
$10.9K - $11.9K
|
11.7K
$493K
|