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 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-6.85K- 4.91% |
$280K - $311K
|
133K
$7.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-6.9K- 25.15% |
$282K - $313K
|
20.5K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.94K- 12.48% |
$283K - $315K
|
48.6K
$2.64M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-7.1K- 3.85% |
$290K - $322K
|
177K
$9.61M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.5K- 3.08% |
$306K - $340K
|
236K
$12.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-7.74K- 51.55% |
$316K - $351K
|
7.28K
$394K
|
|
|
Sep 17, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-8K- 10.99% |
$326K - $363K
|
64.8K
$3.51M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-8.04K- 9.37% |
$328K - $364K
|
77.8K
$4.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-8.04K- 14.48% |
$328K - $365K
|
47.5K
$2.57M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-8.07K- 5.79% |
$329K - $366K
|
131K
$7.12M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-8.23K- 6.29% |
$336K - $373K
|
123K
$6.65M
|
|
|
May 09, 2025
Q1 2025
|
Washington Growth Strategies LLC
Washington, DC |
SELL
|
- |
-8.4K- 99.48% |
$343K - $381K
|
44
$2.38K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.53K- 70.76% |
$348K - $387K
|
3.53K
$191K
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-8.62K- 27.46% |
$352K - $391K
|
22.8K
$1.23M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-8.66K- 8.26% |
$353K - $393K
|
96.2K
$5.21M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-8.79K- 3.55% |
$359K - $399K
|
239K
$12.9M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-8.8K- 8.2% |
$359K - $399K
|
98.6K
$5.34M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
SELL
|
- |
-8.95K- 19.41% |
$365K - $406K
|
37.2K
$2.01M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-8.98K- 13.95% |
$367K - $407K
|
55.4K
$3M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-9.06K- 22.81% |
$370K - $411K
|
30.7K
$1.66M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.26K- 36.96% |
$378K - $420K
|
15.8K
$856K
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-9.28K- 58.18% |
$379K - $421K
|
6.67K
$362K
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-9.43K- 28.95% |
$385K - $428K
|
23.2K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-9.59K- 12.9% |
$391K - $435K
|
64.7K
$3.51M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-9.75K- 0.3% |
$398K - $442K
|
3.27M
$177M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-9.75K- 79.48% |
$398K - $442K
|
2.52K
$136K
|
|
|
May 15, 2025
Q1 2025
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-10K- 50.0% |
$408K - $453K
|
10K
$542K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-10K- 61.61% |
$410K - $455K
|
6.25K
$339K
|
|
|
May 13, 2025
Q1 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-10.3K- 22.73% |
$422K - $469K
|
35.2K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-10.4K- 13.04% |
$423K - $470K
|
69.2K
$3.75M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-10.6K- 18.35% |
$433K - $481K
|
47.2K
$2.56M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-10.7K- 6.73% |
$437K - $485K
|
148K
$8.04M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-10.8K- 2.8% |
$443K - $492K
|
377K
$20.4M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-11K- 27.74% |
$451K - $501K
|
28.8K
$1.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11.3K- 2.65% |
$459K - $510K
|
413K
$22.4M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.3K- 51.25% |
$461K - $512K
|
10.7K
$582K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-11.3K- 10.13% |
$462K - $513K
|
100K
$5.44M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-11.4K- 22.14% |
$467K - $519K
|
40.2K
$2.18M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-11.6K- 16.85% |
$474K - $527K
|
57.4K
$3.11M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-11.8K- 45.47% |
$482K - $535K
|
14.2K
$767K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-12K- 6.22% |
$491K - $546K
|
182K
$9.84M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-12.3K- 56.4% |
$503K - $559K
|
9.53K
$517K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.5K- 49.02% |
$510K - $567K
|
13K
$704K
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-12.5K- 49.02% |
$510K - $567K
|
13K
$704K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-12.8K- 28.31% |
$521K - $579K
|
32.4K
$1.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-13K- 37.36% |
$530K - $589K
|
21.8K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-13.5K- 9.78% |
$551K - $612K
|
125K
$6.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-13.6K- 73.29% |
$555K - $617K
|
4.96K
$269K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-13.7K- 10.93% |
$561K - $623K
|
112K
$6.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-13.8K- 35.09% |
$561K - $624K
|
25.4K
$1.38M
|