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 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
10.2K+ 97.55% |
$415K - $461K
|
20.6K
$953K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.1K+ 100590.0% |
$411K - $456K
|
10.1K
$466K
|
|
|
May 15, 2025
Q1 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
10KNew |
$408K - $453K
|
10K
$463K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.44K+ 13.33% |
$385K - $428K
|
80.2K
$3.72M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
9.41K+ 171.06% |
$384K - $426K
|
14.9K
$690K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
9.34KNew |
$381K - $423K
|
9.34K
$433K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
9.19KNew |
$375K - $417K
|
9.19K
$426K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
9.08KNew |
$370K - $412K
|
9.08K
$420K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.98K+ 57.89% |
$366K - $407K
|
24.5K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
8.95KNew |
$365K - $406K
|
8.95K
$415K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
8.74KNew |
$357K - $396K
|
8.74K
$405K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.65K+ 17.47% |
$353K - $392K
|
58.2K
$2.69M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
8.43K+ 30.99% |
$344K - $382K
|
35.6K
$1.65M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
8.36K+ 3.41% |
$341K - $379K
|
254K
$11.7M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
8.35KNew |
$341K - $379K
|
8.35K
$387K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
8.25K+ 73.04% |
$337K - $374K
|
19.5K
$906K
|
|
|
May 15, 2025
Q1 2025
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
8KNew |
$326K - $363K
|
8K
$371K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
7.61K+ 10.16% |
$310K - $345K
|
82.5K
$3.82M
|
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
7.43KNew |
$303K - $337K
|
7.43K
$344K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
7.42K+ 1.65% |
$303K - $336K
|
457K
$21.2M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
7.31KNew |
$298K - $332K
|
7.31K
$339K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7.27KNew |
$297K - $329K
|
7.27K
$337K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6.72KNew |
$274K - $305K
|
6.72K
$311K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.54K+ 86.66% |
$267K - $296K
|
14.1K
$652K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.37K+ 4.0% |
$260K - $289K
|
165K
$7.66M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
6.34K+ 6.08% |
$259K - $287K
|
111K
$5.12M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
6.33K+ 6.37% |
$258K - $287K
|
106K
$4.9M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
6.3KNew |
$257K - $286K
|
6.3K
$292K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.23K+ 40.77% |
$254K - $283K
|
21.5K
$997K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.22K+ 11.99% |
$254K - $282K
|
58.1K
$2.69M
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
6.19K+ 6.83% |
$252K - $280K
|
96.8K
$4.48M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6.13KNew |
$250K - $278K
|
6.13K
$284K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
6.04K+ 2.52% |
$247K - $274K
|
246K
$11.4M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.95KNew |
$243K - $270K
|
5.95K
$276K
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
5.95KNew |
$243K - $270K
|
5.95K
$276K
|
|
|
May 15, 2025
Q1 2025
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
5.9K+ 79.0% |
$241K - $267K
|
13.4K
$619K
|
|
|
Apr 29, 2025
Q1 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
5.78K+ 17.88% |
$236K - $262K
|
38.1K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
5.69K+ 8.19% |
$232K - $258K
|
75.2K
$3.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.58K+ 10.09% |
$228K - $253K
|
60.9K
$2.82M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
5.57KNew |
$227K - $253K
|
5.57K
$258K
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
5.56KNew |
$227K - $252K
|
5.56K
$258K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.49KNew |
$224K - $249K
|
5.49K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.43KNew |
$222K - $246K
|
5.43K
$252K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.36K+ 8.72% |
$219K - $243K
|
66.8K
$3.1M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.33K+ 21.85% |
$218K - $242K
|
29.7K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
5.3KNew |
$216K - $240K
|
5.3K
$246K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
5.19KNew |
$212K - $235K
|
5.19K
$240K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
5.18K+ 5.83% |
$211K - $235K
|
93.9K
$4.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
5.18K+ 10.75% |
$211K - $235K
|
53.3K
$2.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
5.14KNew |
$210K - $233K
|
5.14K
$238K
|