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 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.59K- 10.68% |
$60K - $65.8K
|
13.3K
$563K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.62K- 16.91% |
$60.9K - $66.8K
|
7.94K
$336K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.63K- 4.19% |
$61.4K - $67.4K
|
37.2K
$1.57M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.64K- 4.49% |
$61.6K - $67.6K
|
34.8K
$1.47M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.64K- 4.12% |
$61.9K - $68K
|
38.3K
$1.62M
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.66K- 7.01% |
$62.5K - $68.7K
|
22K
$931K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.67K- 22.73% |
$62.7K - $68.9K
|
5.66K
$239K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.68K- 6.69% |
$63.2K - $69.3K
|
23.4K
$987K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.68K- 12.79% |
$63.5K - $69.7K
|
11.5K
$485K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.69K- 8.85% |
$63.8K - $70K
|
17.4K
$736K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.72K- 4.39% |
$64.7K - $71K
|
37.4K
$1.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.76K- 19.38% |
$66.4K - $72.9K
|
7.33K
$310K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-1.79K- 11.42% |
$67.3K - $73.9K
|
13.9K
$586K
|
|
|
May 08, 2024
Q1 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-1.81K- 2.53% |
$68.2K - $74.8K
|
69.8K
$2.95M
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.83K- 2.15% |
$69K - $75.7K
|
83.2K
$3.52M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.84K- 13.5% |
$69.3K - $76.1K
|
11.8K
$499K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.85K- 2.99% |
$69.9K - $76.7K
|
60.2K
$2.54M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.86K- 61.11% |
$69.9K - $76.8K
|
1.18K
$49.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.86K- 8.46% |
$70K - $76.8K
|
20.1K
$850K
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.87K- 1.39% |
$70.4K - $77.3K
|
133K
$5.6M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.94K- 98.93% |
$73.2K - $80.3K
|
21
$888
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.95K- 6.8% |
$73.3K - $80.5K
|
26.7K
$1.13M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.04K- 10.74% |
$77K - $84.5K
|
17K
$718K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-2.07K- 7.38% |
$78K - $85.7K
|
26K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-2.08K- 2.11% |
$78.5K - $86.2K
|
96.6K
$4.08M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.1K- 25.9% |
$79.1K - $86.8K
|
6K
$254K
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
SELL
|
- |
-2.1K- 0.4% |
$79.1K - $86.8K
|
518K
$21.9M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.12K- 16.88% |
$79.9K - $87.7K
|
10.4K
$441K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.13K- 1.29% |
$80.1K - $87.9K
|
162K
$6.86M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-2.15K- 5.01% |
$80.8K - $88.7K
|
40.6K
$1.72M
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-2.16K- 19.43% |
$81.4K - $89.3K
|
8.96K
$379K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.19K- 10.61% |
$82.6K - $90.7K
|
18.5K
$781K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.23K- 8.63% |
$83.8K - $92K
|
23.6K
$995K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.25K- 0.81% |
$84.8K - $93.1K
|
277K
$11.7M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-2.25K- 23.44% |
$84.9K - $93.2K
|
7.36K
$311K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.25K- 11.19% |
$84.9K - $93.2K
|
17.9K
$756K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.26K- 79.6% |
$85.3K - $93.6K
|
580
$24.5K
|
|
|
May 08, 2024
Q1 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.35K- 6.28% |
$88.6K - $97.2K
|
35.1K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.38K- 2.43% |
$89.6K - $98.3K
|
95.4K
$4.03M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.45K- 28.1% |
$92.3K - $101K
|
6.27K
$265K
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-2.46K- 3.78% |
$92.7K - $102K
|
62.7K
$2.65M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.47K- 28.04% |
$93K - $102K
|
6.34K
$268K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.5K- 27.52% |
$94.2K - $103K
|
6.58K
$278K
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-2.52K- 5.1% |
$94.8K - $104K
|
46.9K
$1.98M
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.54K- 7.2% |
$95.7K - $105K
|
32.7K
$1.38M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.55K- 1.67% |
$96.2K - $106K
|
151K
$6.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-2.55K- 10.32% |
$96.2K - $106K
|
22.2K
$938K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.55K- 6.3% |
$96.2K - $106K
|
38K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-2.59K- 16.5% |
$97.6K - $107K
|
13.1K
$554K
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-2.64K- 3.98% |
$99.3K - $109K
|
63.5K
$2.68M
|