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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.92K- 3.07% |
$160K - $178K
|
124K
$5.73M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-4.13K- 3.49% |
$169K - $187K
|
114K
$5.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-4.35K- 12.36% |
$177K - $197K
|
30.8K
$1.43M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-4.41K- 15.1% |
$180K - $200K
|
24.8K
$1.15M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.47K- 4.02% |
$182K - $203K
|
107K
$4.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-4.5K- 23.98% |
$184K - $204K
|
14.3K
$661K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-4.58K- 4.44% |
$187K - $208K
|
98.6K
$4.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.62K- 18.02% |
$188K - $209K
|
21K
$973K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-4.62K- 36.57% |
$189K - $210K
|
8.02K
$372K
|
|
|
May 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
SELL
|
- |
-4.69K- 33.25% |
$191K - $212K
|
9.41K
$436K
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-4.72K- 8.77% |
$193K - $214K
|
49.1K
$2.27M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-4.83K- 9.56% |
$197K - $219K
|
45.6K
$2.11M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.03K- 11.84% |
$205K - $228K
|
37.5K
$1.74M
|
|
|
May 13, 2025
Q1 2025
|
Independent Family Office, LLC
|
SELL
|
- |
-5.07K- 19.67% |
$207K - $230K
|
20.7K
$958K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.1K- 33.78% |
$208K - $231K
|
10K
$463K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-5.17K- 1.45% |
$211K - $234K
|
351K
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.29K- 6.92% |
$216K - $240K
|
71.2K
$3.3M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-5.44K- 6.9% |
$222K - $246K
|
73.3K
$3.4M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.45KClosed |
$222K - $247K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
SELL
|
- |
-5.47K- 3.19% |
$223K - $248K
|
166K
$7.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-5.47K- 27.49% |
$223K - $248K
|
14.4K
$669K
|
|
|
Apr 16, 2025
Q1 2025
|
Vista Finance, LLC
|
SELL
|
- |
-5.6K- 3.05% |
$228K - $254K
|
178K
$8.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-5.64K- 35.71% |
$230K - $256K
|
10.2K
$471K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-5.65K- 20.07% |
$231K - $256K
|
22.5K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-5.68K- 4.19% |
$232K - $258K
|
130K
$6.01M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-5.72K- 14.85% |
$233K - $259K
|
32.8K
$1.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-5.75K- 5.38% |
$235K - $261K
|
101K
$4.69M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-5.81K- 20.61% |
$237K - $263K
|
22.4K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.89K- 6.11% |
$240K - $267K
|
90.4K
$4.19M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.95K- 45.23% |
$243K - $270K
|
7.21K
$334K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-6.01K- 5.5% |
$245K - $272K
|
103K
$4.78M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-6.1K- 2.0% |
$249K - $277K
|
299K
$13.8M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-6.18K- 16.16% |
$252K - $280K
|
32.1K
$1.49M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-6.46K- 4.8% |
$264K - $293K
|
128K
$5.93M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-6.48K- 3.49% |
$264K - $294K
|
179K
$8.31M
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-6.49K- 15.04% |
$265K - $294K
|
36.6K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-6.7K- 2.72% |
$273K - $304K
|
240K
$11.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-6.73K- 5.57% |
$275K - $305K
|
114K
$5.28M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-6.77K- 6.76% |
$276K - $307K
|
93.3K
$4.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-6.78K- 4.75% |
$277K - $307K
|
136K
$6.3M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-6.81K- 13.56% |
$278K - $309K
|
43.4K
$2.01M
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-6.85K- 4.91% |
$280K - $311K
|
133K
$6.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-6.9K- 25.15% |
$282K - $313K
|
20.5K
$951K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.94K- 12.48% |
$283K - $315K
|
48.6K
$2.25M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-7.1K- 3.85% |
$290K - $322K
|
177K
$8.22M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.5K- 3.08% |
$306K - $340K
|
236K
$10.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-7.74K- 51.55% |
$316K - $351K
|
7.28K
$337K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-8.04K- 9.37% |
$328K - $364K
|
77.8K
$3.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-8.04K- 14.48% |
$328K - $365K
|
47.5K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-8.07K- 5.79% |
$329K - $366K
|
131K
$6.08M
|