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 |
---|---|---|---|---|---|---|---|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-580- 1.47% |
$21.9K - $24K
|
39K
$1.65M
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-604- 5.93% |
$22.8K - $25K
|
9.58K
$405K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-608- 3.45% |
$22.9K - $25.1K
|
17K
$718K
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-610- 6.45% |
$23K - $25.2K
|
8.85K
$374K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-610- 7.79% |
$23K - $25.2K
|
7.22K
$305K
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-612- 6.05% |
$23.1K - $25.3K
|
9.51K
$402K
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-612- 42.0% |
$23.1K - $25.3K
|
845
$35.7K
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-638- 0.77% |
$24K - $26.4K
|
82K
$3.47M
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-652- 3.33% |
$24.6K - $27K
|
18.9K
$799K
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-656- 10.23% |
$24.7K - $27.1K
|
5.76K
$243K
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-661- 40.75% |
$24.9K - $27.3K
|
961
$40.6K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-663- 55.48% |
$25K - $27.4K
|
532
$22.5K
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-665- 2.56% |
$25.1K - $27.5K
|
25.3K
$1.07M
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-671- 11.9% |
$25.3K - $27.8K
|
4.97K
$210K
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-691- 12.14% |
$26K - $28.6K
|
5K
$211K
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-696- 7.57% |
$26.2K - $28.8K
|
8.5K
$359K
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-700- 4.74% |
$26.4K - $29K
|
14.1K
$595K
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
SELL
|
- |
-705- 9.91% |
$26.6K - $29.2K
|
6.41K
$271K
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-710- 1.51% |
$26.8K - $29.4K
|
46.2K
$1.95M
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-727- 0.8% |
$27.4K - $30.1K
|
90.5K
$3.83M
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-733- 30.36% |
$27.6K - $30.3K
|
1.68K
$71.1K
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-745- 8.87% |
$28.1K - $30.8K
|
7.65K
$323K
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-748- 52.27% |
$28.2K - $30.9K
|
683
$28.9K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-750- 23.43% |
$28.3K - $31K
|
2.45K
$104K
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-750- 8.51% |
$28.3K - $31K
|
8.06K
$341K
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-750- 10.26% |
$28.3K - $31K
|
6.56K
$277K
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-754- 1.7% |
$28.4K - $31.2K
|
43.5K
$1.84M
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-755- 6.77% |
$28.4K - $31.2K
|
10.4K
$440K
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-757- 5.53% |
$28.5K - $31.3K
|
12.9K
$547K
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-758- 8.13% |
$28.6K - $31.4K
|
8.56K
$362K
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-766- 1.97% |
$28.9K - $31.7K
|
38.1K
$1.61M
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-770- 7.83% |
$29K - $31.8K
|
9.07K
$383K
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-780- 6.46% |
$29.4K - $32.3K
|
11.3K
$477K
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-788- 3.51% |
$29.7K - $32.6K
|
21.6K
$915K
|
|
May 15, 2024
Q1 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-794- 8.94% |
$29.9K - $32.8K
|
8.09K
$342K
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-804- 5.04% |
$30.3K - $33.3K
|
15.2K
$640K
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-807- 7.01% |
$30.4K - $33.4K
|
10.7K
$453K
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-810- 5.48% |
$30.5K - $33.5K
|
14K
$591K
|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-810- 0.78% |
$30.5K - $33.5K
|
102K
$4.33M
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-830- 8.18% |
$31.3K - $34.3K
|
9.32K
$394K
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-830- 5.0% |
$31.3K - $34.3K
|
15.8K
$667K
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-839- 8.72% |
$31.6K - $34.7K
|
8.78K
$371K
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-846- 1.29% |
$31.9K - $35K
|
64.5K
$2.73M
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-850- 0.89% |
$32K - $35.2K
|
94.6K
$4M
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-870- 14.31% |
$32.8K - $36K
|
5.21K
$220K
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-878- 56.32% |
$33.1K - $36.3K
|
681
$28.8K
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-892- 8.7% |
$33.6K - $36.9K
|
9.36K
$396K
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-909- 4.57% |
$34.3K - $37.6K
|
19K
$803K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-923- 6.85% |
$34.8K - $38.2K
|
12.5K
$530K
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-930- 0.84% |
$35K - $38.5K
|
110K
$4.67M
|