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
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.4K+ 10.12% |
$57.2K - $63.6K
|
15.3K
$707K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.37K+ 2.91% |
$55.7K - $61.9K
|
48.3K
$2.24M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.34K+ 17.02% |
$54.8K - $60.9K
|
9.23K
$428K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
1.3K+ 25.32% |
$53.1K - $59K
|
6.44K
$298K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
1.27K+ 1.19% |
$52K - $57.8K
|
108K
$5.01M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.27K+ 0.89% |
$51.9K - $57.6K
|
144K
$6.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.26K+ 10.35% |
$51.6K - $57.3K
|
13.5K
$624K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
1.24K+ 5.9% |
$50.7K - $56.4K
|
22.3K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.24K+ 7.64% |
$50.6K - $56.3K
|
17.5K
$810K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
1.23K+ 10.03% |
$50.3K - $55.9K
|
13.5K
$626K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.23K+ 3.27% |
$50K - $55.6K
|
38.7K
$1.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.22K+ 7.87% |
$49.8K - $55.3K
|
16.7K
$775K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.19K+ 4.51% |
$48.5K - $53.9K
|
27.6K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.18K+ 0.32% |
$48.3K - $53.7K
|
375K
$17.4M
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
1.18K+ 8.11% |
$48.2K - $53.5K
|
15.7K
$730K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.17K+ 16.0% |
$47.9K - $53.2K
|
8.5K
$394K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.15K+ 23.79% |
$46.9K - $52.1K
|
5.98K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
1.15K+ 4.58% |
$46.7K - $51.9K
|
26.1K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.14K+ 23.03% |
$46.4K - $51.6K
|
6.07K
$281K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.13K+ 0.66% |
$46.2K - $51.3K
|
171K
$7.94M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
1.13K+ 10.61% |
$45.9K - $51K
|
11.7K
$543K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.12K+ 4.08% |
$45.7K - $50.8K
|
28.6K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.1K+ 111.54% |
$45K - $50K
|
2.09K
$96.8K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.1KNew |
$44.7K - $49.6K
|
1.1K
$50.7K
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.07K+ 0.74% |
$43.5K - $48.3K
|
146K
$6.75M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.05K+ 3.53% |
$42.9K - $47.6K
|
30.8K
$1.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.02K+ 2.27% |
$41.7K - $46.4K
|
46.1K
$2.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
1K+ 6.37% |
$40.8K - $45.3K
|
16.7K
$774K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1KNew |
$40.8K - $45.3K
|
1K
$46.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1K+ 220.75% |
$40.8K - $45.3K
|
1.45K
$67.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
985+ 2.99% |
$40.2K - $44.7K
|
33.9K
$1.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
960+ 1.74% |
$39.2K - $43.5K
|
56K
$2.59M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
949+ 0.18% |
$38.7K - $43K
|
538K
$24.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
943+ 1.34% |
$38.5K - $42.8K
|
71.2K
$3.3M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
940+ 17.7% |
$38.4K - $42.6K
|
6.25K
$290K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
937New |
$38.2K - $42.5K
|
937
$43.4K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
900+ 15.7% |
$36.7K - $40.8K
|
6.63K
$307K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
889+ 11.26% |
$36.3K - $40.3K
|
8.78K
$407K
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
881+ 1.88% |
$36K - $39.9K
|
47.8K
$2.21M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
839+ 6.38% |
$34.2K - $38K
|
14K
$648K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
805+ 1.22% |
$32.9K - $36.5K
|
66.9K
$3.1M
|
|
|
May 06, 2025
Q1 2025
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
797+ 5.99% |
$32.5K - $36.1K
|
14.1K
$653K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
797+ 4.89% |
$32.5K - $36.1K
|
17.1K
$792K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
796+ 589.63% |
$32.5K - $36.1K
|
931
$43.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
791+ 99.62% |
$32.3K - $35.9K
|
1.59K
$73.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
774+ 2.71% |
$31.6K - $35.1K
|
29.3K
$1.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
767+ 2.14% |
$31.3K - $34.8K
|
36.6K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
742+ 112.59% |
$30.3K - $33.6K
|
1.4K
$64.9K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
736+ 8.97% |
$30K - $33.4K
|
8.94K
$414K
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
732+ 1.09% |
$29.9K - $33.2K
|
68.1K
$3.15M
|