Purchases and Sales Made in Q1 2025 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q1 2025. 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 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
48+ 0.23% |
$1.96K - $2.18K
|
20.9K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
45+ 0.1% |
$1.84K - $2.04K
|
43.6K
$2.36M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
41New |
$1.67K - $1.86K
|
41
$2.22K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
41New |
$1.67K - $1.86K
|
41
$2.22K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
30+ 25.64% |
$1.22K - $1.36K
|
147
$7.97K
|
|
|
May 15, 2025
Q1 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
30+ 0.06% |
$1.22K - $1.36K
|
47.4K
$2.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
29+ 0.05% |
$1.18K - $1.31K
|
59.6K
$3.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
27+ 11.84% |
$1.1K - $1.22K
|
255
$13.8K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
19+ 0.23% |
$775 - $861
|
8.25K
$447K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
18New |
$735 - $816
|
18
$975
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
17+ 0.06% |
$694 - $771
|
26.5K
$1.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
10+ 0.08% |
$408 - $453
|
13K
$703K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.11% |
$408 - $453
|
9.11K
$494K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
8+ 0.04% |
$326 - $363
|
22.3K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
8+ 0.06% |
$326 - $363
|
14.3K
$775K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
7+ 46.67% |
$286 - $317
|
22
$1.19K
|
|
|
May 13, 2025
Q1 2025
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
7New |
$286 - $317
|
7
$379
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
6+ 0.06% |
$245 - $272
|
9.65K
$523K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
6+ 0.05% |
$245 - $272
|
11K
$595K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
5+ 0.65% |
$204 - $227
|
769
$41.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
4New |
$163 - $181
|
4
$217
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3+ 0.25% |
$122 - $136
|
1.22K
$66.3K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 1.26% |
$122 - $136
|
241
$13.1K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 0.65% |
$40.8 - $45.3
|
155
$8.4K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 12.5% |
$40.8 - $45.3
|
7
$379
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-1- 0.01% |
$40.8 - $45.3
|
6.81K
$369K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1- -0.0% |
$40.8 - $45.3
|
25.8K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-1- 1.64% |
$40.8 - $45.3
|
60
$3.25K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2- 0.72% |
$81.6 - $90.7
|
274
$14.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-5- 0.01% |
$204 - $227
|
58.8K
$3.19M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5- 0.02% |
$204 - $227
|
22.5K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-7- 0.1% |
$286 - $317
|
7K
$379K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-12- 36.36% |
$490 - $544
|
21
$1.14K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-13- 0.23% |
$531 - $589
|
5.71K
$310K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-15- 0.11% |
$612 - $680
|
13.5K
$733K
|
|
|
May 05, 2025
Q1 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-15- 0.01% |
$612 - $680
|
131K
$7.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-16- 0.15% |
$653 - $725
|
10.5K
$568K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-16- 0.62% |
$653 - $725
|
2.58K
$140K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-19- 0.39% |
$775 - $861
|
4.84K
$262K
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-19- 0.18% |
$775 - $861
|
10.8K
$583K
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-20- 0.39% |
$816 - $907
|
5.07K
$275K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.86% |
$939 - $1.04K
|
2.64K
$143K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-25- 0.05% |
$1.02K - $1.13K
|
51.4K
$2.79M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-27- 0.17% |
$1.1K - $1.22K
|
15.6K
$845K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-35- 0.21% |
$1.43K - $1.59K
|
17K
$919K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-37- 0.18% |
$1.51K - $1.68K
|
20.3K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-42- 0.1% |
$1.71K - $1.9K
|
43.9K
$2.38M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-45- 0.3% |
$1.84K - $2.04K
|
15.2K
$822K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-46- 0.34% |
$1.88K - $2.09K
|
13.3K
$723K
|