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 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-392- 1.23% |
$16K - $17.8K
|
31.5K
$1.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-394- 1.76% |
$16.1K - $17.9K
|
22K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-395- 1.96% |
$16.1K - $17.9K
|
19.8K
$916K
|
|
|
May 06, 2025
Q1 2025
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-396- 3.21% |
$16.2K - $18K
|
11.9K
$553K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-406- 0.69% |
$16.6K - $18.4K
|
58.4K
$2.71M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-417- 5.66% |
$17K - $18.9K
|
6.94K
$322K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-419- 1.02% |
$17.1K - $19K
|
40.5K
$1.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-434- 0.82% |
$17.7K - $19.7K
|
52.5K
$2.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-450- 1.24% |
$18.4K - $20.4K
|
35.9K
$1.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-461- 8.55% |
$18.8K - $20.9K
|
4.93K
$228K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-463- 7.82% |
$18.9K - $21K
|
5.46K
$253K
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-463- 47.29% |
$18.9K - $21K
|
516
$23.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-465- 0.62% |
$19K - $21.1K
|
74.4K
$3.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-467- 4.97% |
$19.1K - $21.2K
|
8.93K
$414K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-485- 2.16% |
$19.8K - $22K
|
22K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-493- 6.54% |
$20.1K - $22.4K
|
7.05K
$327K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-497- 9.75% |
$20.3K - $22.5K
|
4.6K
$213K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-498- 7.34% |
$20.3K - $22.6K
|
6.29K
$291K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-512- 61.84% |
$20.9K - $23.2K
|
316
$14.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-517- 8.71% |
$21.1K - $23.4K
|
5.42K
$251K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-525- 8.47% |
$21.4K - $23.8K
|
5.68K
$263K
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-525- 1.8% |
$21.4K - $23.8K
|
28.6K
$1.33M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-530- 7.59% |
$21.6K - $24K
|
6.45K
$299K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-534- 3.28% |
$21.8K - $24.2K
|
15.7K
$729K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-535- 4.43% |
$21.8K - $24.3K
|
11.6K
$535K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-537- 34.07% |
$21.9K - $24.3K
|
1.04K
$48.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-540- 3.93% |
$22K - $24.5K
|
13.2K
$611K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-550- 2.41% |
$22.4K - $24.9K
|
22.3K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-559- 4.68% |
$22.8K - $25.3K
|
11.4K
$527K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-565- 18.34% |
$23.1K - $25.6K
|
2.52K
$117K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-568- 8.56% |
$23.2K - $25.8K
|
6.07K
$281K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-595- 1.22% |
$24.3K - $27K
|
48.1K
$2.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-596- 2.38% |
$24.3K - $27K
|
24.5K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-597- 7.64% |
$24.4K - $27.1K
|
7.22K
$334K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-604- 4.23% |
$24.6K - $27.4K
|
13.7K
$634K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-604- 1.72% |
$24.6K - $27.4K
|
34.5K
$1.6M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-610- 1.62% |
$24.9K - $27.7K
|
37K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-610- 0.8% |
$24.9K - $27.7K
|
76.1K
$3.52M
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-614- 5.08% |
$25.1K - $27.8K
|
11.5K
$531K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-625- 1.89% |
$25.5K - $28.3K
|
32.5K
$1.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-636- 0.75% |
$26K - $28.8K
|
84K
$3.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-637- 2.64% |
$26K - $28.9K
|
23.4K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-654- 0.73% |
$26.7K - $29.7K
|
88.6K
$4.1M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-660- 68.75% |
$26.9K - $29.9K
|
300
$13.9K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-662- 8.08% |
$27K - $30K
|
7.53K
$349K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-670- 2.73% |
$27.3K - $30.4K
|
23.8K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-675- 12.67% |
$27.5K - $30.6K
|
4.65K
$216K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-684- 8.55% |
$27.9K - $31K
|
7.32K
$339K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-689- 2.68% |
$28.1K - $31.2K
|
25K
$1.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-693- 4.47% |
$28.3K - $31.4K
|
14.8K
$686K
|