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 25, 2025
Q1 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-700- 4.62% |
$28.6K - $31.7K
|
14.4K
$669K
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-726- 11.35% |
$29.6K - $32.9K
|
5.67K
$263K
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-735- 1.73% |
$30K - $33.3K
|
41.8K
$1.93M
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-741- 5.06% |
$30.2K - $33.6K
|
13.9K
$644K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-747- 35.5% |
$30.5K - $33.9K
|
1.36K
$62.9K
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-781- 7.36% |
$31.9K - $35.4K
|
9.83K
$455K
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-793- 7.54% |
$32.4K - $36K
|
9.73K
$451K
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-794- 10.81% |
$32.4K - $36K
|
6.55K
$304K
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-805- 12.86% |
$32.9K - $36.5K
|
5.45K
$253K
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-817- 14.31% |
$33.3K - $37K
|
4.89K
$227K
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-818- 1.07% |
$33.4K - $37.1K
|
75.3K
$3.49M
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-825- 1.35% |
$33.7K - $37.4K
|
60.5K
$2.8M
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-825- 2.19% |
$33.7K - $37.4K
|
36.8K
$1.71M
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
SELL
|
- |
-837- 5.85% |
$34.2K - $37.9K
|
13.5K
$624K
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-854- 5.48% |
$34.9K - $38.7K
|
14.7K
$682K
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-861- 1.75% |
$35.1K - $39K
|
48.4K
$2.24M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-863- 1.15% |
$35.2K - $39.1K
|
74.2K
$3.44M
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-868- 13.38% |
$35.4K - $39.4K
|
5.62K
$260K
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-879- 11.46% |
$35.9K - $39.9K
|
6.79K
$315K
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-881- 3.34% |
$36K - $39.9K
|
25.5K
$1.18M
|
|
May 12, 2025
Q1 2025
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-890- 0.8% |
$36.3K - $40.4K
|
111K
$5.13M
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-900- 13.69% |
$36.7K - $40.8K
|
5.68K
$263K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-903- 1.45% |
$36.9K - $40.9K
|
61.4K
$2.84M
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-911- 2.01% |
$37.2K - $41.3K
|
44.3K
$2.05M
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-916- 1.73% |
$37.4K - $41.5K
|
52.1K
$2.41M
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-917- 10.1% |
$37.4K - $41.6K
|
8.16K
$378K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-933- 4.67% |
$38.1K - $42.3K
|
19K
$882K
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-938- 2.53% |
$38.3K - $42.5K
|
36.2K
$1.68M
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-939- 15.45% |
$38.3K - $42.6K
|
5.14K
$238K
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-942- 13.87% |
$38.4K - $42.7K
|
5.85K
$271K
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-952- 40.17% |
$38.9K - $43.2K
|
1.42K
$65.7K
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-955- 10.4% |
$39K - $43.3K
|
8.23K
$381K
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-965- 5.84% |
$39.4K - $43.8K
|
15.6K
$721K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-984- 1.6% |
$40.2K - $44.6K
|
60.5K
$2.8M
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.01K- 4.73% |
$41.3K - $45.9K
|
20.4K
$945K
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.01K- 3.4% |
$41.3K - $45.9K
|
28.7K
$1.33M
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.02K- 3.63% |
$41.5K - $46.2K
|
27K
$1.25M
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.04K- 13.31% |
$42.3K - $47K
|
6.75K
$313K
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.05K- 25.3% |
$42.6K - $47.4K
|
3.09K
$143K
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.06K- 5.09% |
$43.1K - $47.9K
|
19.7K
$913K
|
|
Apr 11, 2025
Q1 2025
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-1.1K- 0.49% |
$44.9K - $49.9K
|
226K
$10.5M
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-1.11K- 2.13% |
$45.3K - $50.4K
|
51.1K
$2.37M
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-1.12K- 17.85% |
$45.9K - $51K
|
5.17K
$240K
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-1.14K- 10.12% |
$46.6K - $51.8K
|
10.1K
$470K
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.15K- 7.56% |
$46.9K - $52.1K
|
14K
$651K
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-1.16K- 43.89% |
$47.2K - $52.4K
|
1.48K
$68.5K
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-1.19K- 6.14% |
$48.5K - $53.9K
|
18.1K
$841K
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-1.2K- 12.47% |
$49K - $54.5K
|
8.43K
$391K
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
SELL
|
- |
-1.21K- 4.78% |
$49.4K - $54.9K
|
24.1K
$1.12M
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-1.23K- 5.87% |
$50.1K - $55.6K
|
19.7K
$912K
|