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 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.7K- 3.28% |
$602K - $668K
|
434K
$23.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-14.8K- 11.03% |
$604K - $671K
|
119K
$6.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-15.1K- 29.54% |
$618K - $687K
|
36.1K
$1.96M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-15.4K- 22.83% |
$630K - $699K
|
52.2K
$2.83M
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-15.5K- 2.62% |
$633K - $704K
|
576K
$31.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-15.7K- 75.3% |
$640K - $711K
|
5.14K
$279K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-15.8K- 15.64% |
$644K - $716K
|
85.1K
$4.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-16.4K- 9.63% |
$668K - $742K
|
154K
$8.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-16.5K- 8.14% |
$673K - $748K
|
186K
$10.1M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-16.8K- 72.66% |
$685K - $761K
|
6.31K
$342K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-16.9K- 71.58% |
$690K - $766K
|
6.71K
$364K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-17.4K- 4.32% |
$712K - $791K
|
386K
$20.9M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-17.5K- 16.84% |
$714K - $793K
|
86.4K
$4.68M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-17.8K- 89.75% |
$727K - $808K
|
2.04K
$110K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-18.2K- 3.58% |
$744K - $826K
|
491K
$26.6M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-18.2K- 5.99% |
$745K - $827K
|
286K
$15.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-18.7K- 97.41% |
$762K - $847K
|
496
$26.9K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-20.4K- 0.84% |
$833K - $926K
|
2.41M
$131M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-21.2K- 10.38% |
$866K - $962K
|
183K
$9.93M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-21.7K- 55.22% |
$885K - $983K
|
17.6K
$953K
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-21.8K- 44.78% |
$889K - $988K
|
26.9K
$1.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-22K- 28.96% |
$898K - $998K
|
54K
$2.93M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-22.7K- 37.41% |
$925K - $1.03M
|
37.9K
$2.05M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-23.2K- 18.64% |
$948K - $1.05M
|
101K
$5.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-23.5K- 22.97% |
$960K - $1.07M
|
78.9K
$4.27M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-23.8K- 9.16% |
$970K - $1.08M
|
236K
$12.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-25.3K- 38.29% |
$1.03M - $1.15M
|
40.8K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-25.6K- 38.41% |
$1.05M - $1.16M
|
41.1K
$2.23M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-26.3K- 22.34% |
$1.07M - $1.19M
|
91.3K
$4.95M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-26.7K- 1.73% |
$1.09M - $1.21M
|
1.52M
$82.4M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-27.2K- 60.23% |
$1.11M - $1.23M
|
18K
$973K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-27.3K- 25.44% |
$1.11M - $1.24M
|
79.9K
$4.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-28.1K- 24.65% |
$1.15M - $1.28M
|
86K
$4.66M
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-28.4K- 20.09% |
$1.16M - $1.29M
|
113K
$6.12M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-28.6K- 20.92% |
$1.17M - $1.3M
|
108K
$5.85M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-28.7K- 1.48% |
$1.17M - $1.3M
|
1.91M
$103M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-28.7K- 35.9% |
$1.17M - $1.3M
|
51.3K
$2.78M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-28.9K- 85.7% |
$1.18M - $1.31M
|
4.83K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-29.2K- 12.96% |
$1.19M - $1.32M
|
196K
$10.6M
|
|
|
May 07, 2025
Q1 2025
|
Thornburg Investment Management Inc
|
SELL
|
- |
-29.5K- 81.15% |
$1.2M - $1.34M
|
6.84K
$371K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-29.7K- 22.41% |
$1.21M - $1.35M
|
103K
$5.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-30.4K- 3.02% |
$1.24M - $1.38M
|
976K
$52.9M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-31.1K- 66.27% |
$1.27M - $1.41M
|
15.8K
$858K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-32.8K- 26.12% |
$1.34M - $1.49M
|
92.7K
$5.02M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-36.1K- 34.37% |
$1.47M - $1.64M
|
68.9K
$3.73M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-37.3K- 3.32% |
$1.52M - $1.69M
|
1.09M
$59M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-37.6K- 25.07% |
$1.53M - $1.7M
|
112K
$6.08M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-38.6K- 99.93% |
$1.57M - $1.75M
|
26
$1.41K
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-39.9K- 13.18% |
$1.63M - $1.81M
|
263K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-40.2K- 72.44% |
$1.64M - $1.82M
|
15.3K
$830K
|