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 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-2- 0.01% |
$75.4 - $82.7
|
18.2K
$769K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2- 3.85% |
$75.4 - $82.7
|
50
$2.11K
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-4- 0.05% |
$151 - $165
|
7.8K
$330K
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-5- 0.01% |
$188 - $207
|
84.9K
$3.59M
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-8- 0.16% |
$301 - $331
|
5.09K
$215K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-8- 2.39% |
$301 - $331
|
327
$13.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-10- 0.1% |
$377 - $414
|
10K
$423K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-10- 0.2% |
$377 - $414
|
5.06K
$214K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-11- 1.81% |
$414 - $455
|
597
$25.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-14- 8.05% |
$528 - $579
|
160
$6.76K
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-14- 0.1% |
$528 - $579
|
13.4K
$567K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-19- 0.19% |
$716 - $786
|
9.74K
$412K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-19- 0.16% |
$716 - $786
|
11.9K
$504K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-19- 0.72% |
$716 - $786
|
2.62K
$111K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-24- 0.43% |
$904 - $993
|
5.57K
$235K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-25- 12.14% |
$942 - $1.03K
|
181
$7.65K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-25- 1.45% |
$942 - $1.03K
|
1.7K
$71.6K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-30- 0.23% |
$1.13K - $1.24K
|
13.3K
$561K
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-32- 0.35% |
$1.21K - $1.32K
|
9.1K
$385K
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
SELL
|
- |
-45- 0.09% |
$1.7K - $1.86K
|
51.6K
$2.18M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-47- 0.02% |
$1.77K - $1.94K
|
201K
$8.51M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-50- 0.15% |
$1.88K - $2.07K
|
33.2K
$1.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-50- 0.86% |
$1.88K - $2.07K
|
5.78K
$244K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-52- 7.66% |
$1.96K - $2.15K
|
627
$26.5K
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-54- 0.67% |
$2.03K - $2.23K
|
8K
$338K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-55- 0.41% |
$2.07K - $2.27K
|
13.2K
$559K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-56- 0.4% |
$2.11K - $2.32K
|
14.1K
$597K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-64- 0.51% |
$2.41K - $2.65K
|
12.4K
$524K
|
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-64- 0.17% |
$2.41K - $2.65K
|
38.3K
$1.62M
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
SELL
|
- |
-66- 4.43% |
$2.49K - $2.73K
|
1.42K
$60.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-67- 0.4% |
$2.52K - $2.77K
|
16.6K
$700K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-67- 0.41% |
$2.52K - $2.77K
|
16.1K
$681K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-68- 17.48% |
$2.56K - $2.81K
|
321
$13.6K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-69- 0.38% |
$2.6K - $2.85K
|
18.2K
$771K
|
|
|
May 09, 2024
Q1 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-69- 0.1% |
$2.6K - $2.85K
|
69.1K
$2.92M
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
SELL
|
- |
-78- 0.56% |
$2.94K - $3.23K
|
13.8K
$584K
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
SELL
|
- |
-80- 16.06% |
$3.01K - $3.31K
|
418
$17.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-87- 1.49% |
$3.28K - $3.6K
|
5.76K
$244K
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-89- 1.55% |
$3.35K - $3.68K
|
5.64K
$238K
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-95- 0.14% |
$3.58K - $3.93K
|
66.7K
$2.82M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-96- 48.98% |
$3.62K - $3.97K
|
100
$4.23K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-97- 3.0% |
$3.65K - $4.01K
|
3.14K
$133K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-98- 13.05% |
$3.69K - $4.05K
|
653
$27.6K
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-100- 2.0% |
$3.77K - $4.14K
|
4.9K
$207K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-102- 1.46% |
$3.84K - $4.22K
|
6.89K
$291K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-103- 1.18% |
$3.88K - $4.26K
|
8.59K
$363K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-106- 1.31% |
$3.99K - $4.38K
|
8K
$338K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-107- 1.15% |
$4.03K - $4.43K
|
9.23K
$390K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-116- 3.01% |
$4.37K - $4.8K
|
3.74K
$158K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-116- 0.18% |
$4.37K - $4.8K
|
62.8K
$2.66M
|