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 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
728+ 2.86% |
$29.7K - $33K
|
26.2K
$1.21M
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
714+ 0.1% |
$29.1K - $32.4K
|
681K
$31.6M
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
689+ 7.19% |
$28.1K - $31.2K
|
10.3K
$476K
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
674+ 1.3% |
$27.5K - $30.6K
|
52.5K
$2.43M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
624New |
$25.5K - $28.3K
|
624
$28.9K
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
610+ 18.02% |
$24.9K - $27.7K
|
4K
$185K
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
600+ 0.93% |
$24.5K - $27.2K
|
65.1K
$3.01M
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
565+ 0.92% |
$23.1K - $25.6K
|
62.1K
$2.88M
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
560+ 4.94% |
$22.9K - $25.4K
|
11.9K
$551K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
549+ 0.39% |
$22.4K - $24.9K
|
141K
$6.53M
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
BUY
|
- |
547+ 4.6% |
$22.3K - $24.8K
|
12.4K
$576K
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
525+ 5.65% |
$21.4K - $23.8K
|
9.82K
$455K
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
520New |
$21.2K - $23.6K
|
520
$24.1K
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
520+ 1.24% |
$21.2K - $23.6K
|
42.5K
$1.97M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
489+ 5.16% |
$20K - $22.2K
|
9.96K
$462K
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
484+ 18.45% |
$19.8K - $21.9K
|
3.11K
$144K
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
482+ 2.81% |
$19.7K - $21.9K
|
17.7K
$818K
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
478+ 2.78% |
$19.5K - $21.7K
|
17.7K
$820K
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
475New |
$19.4K - $21.5K
|
475
$22K
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
460+ 0.71% |
$18.8K - $20.9K
|
65K
$3.01M
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
458+ 3.45% |
$18.7K - $20.8K
|
13.7K
$637K
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
457+ 5.49% |
$18.7K - $20.7K
|
8.78K
$407K
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
447+ 7.27% |
$18.2K - $20.3K
|
6.6K
$306K
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
431+ 1.2% |
$17.6K - $19.5K
|
36.3K
$1.68M
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
429+ 0.97% |
$17.5K - $19.5K
|
44.5K
$2.06M
|
|
May 14, 2025
Q1 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
415+ 3.2% |
$16.9K - $18.8K
|
13.4K
$621K
|
|
Apr 09, 2025
Q1 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
408+ 0.4% |
$16.7K - $18.5K
|
103K
$4.77M
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
403+ 3.54% |
$16.4K - $18.3K
|
11.8K
$546K
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
402+ 1.15% |
$16.4K - $18.2K
|
35.5K
$1.64M
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
402+ 4.67% |
$16.4K - $18.2K
|
9.01K
$418K
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
394New |
$16.1K - $17.9K
|
394
$18.3K
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
385+ 2.94% |
$15.7K - $17.5K
|
13.5K
$624K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
384+ 7.61% |
$15.7K - $17.4K
|
5.43K
$251K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
383+ 0.78% |
$15.6K - $17.4K
|
49.6K
$2.3M
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
362+ 4.32% |
$14.8K - $16.4K
|
8.75K
$405K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
352+ 100.0% |
$14.4K - $16K
|
704
$32.6K
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
351+ 0.9% |
$14.3K - $15.9K
|
39.4K
$1.83M
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
348+ 3.28% |
$14.2K - $15.8K
|
11K
$508K
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
340+ 0.84% |
$13.9K - $15.4K
|
40.6K
$1.88M
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
334+ 196.47% |
$13.6K - $15.1K
|
504
$23.4K
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
318+ 1.06% |
$13K - $14.4K
|
30.5K
$1.41M
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
309+ 0.58% |
$12.6K - $14K
|
53.3K
$2.47M
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
307+ 0.5% |
$12.5K - $13.9K
|
61.6K
$2.85M
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
289+ 1.89% |
$11.8K - $13.1K
|
15.6K
$723K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
289+ 2.43% |
$11.8K - $13.1K
|
12.2K
$565K
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
281New |
$11.5K - $12.7K
|
281
$13K
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
272+ 0.83% |
$11.1K - $12.3K
|
33.2K
$1.54M
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
266+ 5.12% |
$10.9K - $12.1K
|
5.46K
$253K
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
260+ 1.75% |
$10.6K - $11.8K
|
15.1K
$700K
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
260+ 1.98% |
$10.6K - $11.8K
|
13.4K
$619K
|