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 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4.8K- 7.28% |
$181K - $199K
|
61.2K
$2.59M
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-4.88K- 87.93% |
$184K - $202K
|
669
$28.3K
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-4.89K- 13.2% |
$184K - $202K
|
32.2K
$1.36M
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-5K- 2.48% |
$188K - $207K
|
197K
$8.31M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-5.02K- 25.45% |
$189K - $208K
|
14.7K
$622K
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-5.15K- 4.39% |
$194K - $213K
|
112K
$4.74M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-5.22K- 19.73% |
$197K - $216K
|
21.2K
$897K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-5.22K- 48.9% |
$197K - $216K
|
5.46K
$231K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.27K- 4.64% |
$199K - $218K
|
108K
$4.58M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-5.28K- 6.21% |
$199K - $218K
|
79.8K
$3.37M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-5.4K- 3.5% |
$203K - $223K
|
149K
$6.29M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.52K- 2.44% |
$208K - $228K
|
221K
$9.34M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.53K- 15.57% |
$208K - $229K
|
30K
$1.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-5.56K- 8.59% |
$209K - $230K
|
59.2K
$2.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-5.65K- 26.9% |
$213K - $234K
|
15.3K
$649K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.69K- 6.83% |
$214K - $235K
|
77.6K
$3.28M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-5.71K- 14.69% |
$215K - $236K
|
33.1K
$1.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-5.83K- 9.15% |
$220K - $241K
|
57.9K
$2.45M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-5.84K- 13.77% |
$220K - $241K
|
36.6K
$1.55M
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-5.88K- 3.38% |
$221K - $243K
|
168K
$7.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-5.89K- 12.62% |
$222K - $244K
|
40.8K
$1.72M
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-5.96K- 5.8% |
$225K - $247K
|
96.8K
$4.09M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-5.96K- 4.7% |
$225K - $247K
|
121K
$5.11M
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-5.98K- 17.09% |
$225K - $247K
|
29K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-6.2K- 17.86% |
$234K - $256K
|
28.5K
$1.2M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6.35K- 1.01% |
$239K - $263K
|
621K
$26.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-6.41K- 22.92% |
$242K - $265K
|
21.6K
$912K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-6.56K- 49.99% |
$247K - $271K
|
6.56K
$277K
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-6.6K- 3.08% |
$249K - $273K
|
207K
$8.77M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.64K- 16.33% |
$250K - $275K
|
34K
$1.44M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-6.65K- 13.53% |
$250K - $275K
|
42.5K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.68K- 8.71% |
$252K - $276K
|
70K
$2.96M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-6.88K- 5.41% |
$259K - $285K
|
120K
$5.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-7K- 88.71% |
$264K - $290K
|
891
$37.7K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-7.02K- 5.72% |
$264K - $290K
|
116K
$4.89M
|
|
|
May 14, 2024
Q1 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-7.04K- 12.72% |
$265K - $291K
|
48.3K
$2.04M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.06K- 50.2% |
$266K - $292K
|
7K
$296K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-7.13K- 35.76% |
$269K - $295K
|
12.8K
$541K
|
|
|
May 06, 2024
Q1 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-7.2K- 38.84% |
$271K - $298K
|
11.3K
$479K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.21K- 32.55% |
$272K - $298K
|
14.9K
$632K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-7.32K- 10.12% |
$276K - $303K
|
65K
$2.75M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-7.34K- 7.96% |
$276K - $303K
|
84.8K
$3.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.39K- 7.37% |
$279K - $306K
|
92.9K
$3.93M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-7.4K- 35.9% |
$279K - $306K
|
13.2K
$558K
|
|
|
Oct 15, 2024
Q1 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-7.44K- 7.39% |
$280K - $308K
|
93.2K
$3.94M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-7.45K- 30.16% |
$281K - $308K
|
17.3K
$729K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.49K- 26.88% |
$282K - $310K
|
20.4K
$861K
|
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-7.49K- 50.0% |
$282K - $310K
|
7.49K
$317K
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-7.56K- 3.25% |
$285K - $313K
|
225K
$9.5M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-7.58K- 51.48% |
$286K - $313K
|
7.14K
$302K
|