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 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
251New |
$10.2K - $11.4K
|
251
$11.6K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
248+ 3.77% |
$10.1K - $11.2K
|
6.83K
$316K
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
245+ 2.68% |
$10K - $11.1K
|
9.38K
$435K
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
231New |
$9.43K - $10.5K
|
231
$10.7K
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
213New |
$8.69K - $9.66K
|
213
$9.87K
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
208+ 2.39% |
$8.49K - $9.43K
|
8.91K
$413K
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
200+ 3.43% |
$8.16K - $9.07K
|
6.03K
$279K
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
196+ 51.17% |
$8K - $8.89K
|
579
$26.8K
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
193+ 2.34% |
$7.88K - $8.75K
|
8.45K
$392K
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
187+ 0.91% |
$7.63K - $8.48K
|
20.7K
$959K
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
185+ 1.9% |
$7.55K - $8.39K
|
9.94K
$460K
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
170+ 0.57% |
$6.94K - $7.71K
|
30.3K
$1.4M
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
160+ 0.68% |
$6.53K - $7.25K
|
23.6K
$1.1M
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
156+ 1.33% |
$6.37K - $7.07K
|
11.9K
$550K
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
156+ 29.66% |
$6.37K - $7.07K
|
682
$31.6K
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
138+ 2.59% |
$5.63K - $6.26K
|
5.47K
$254K
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
135+ 1.13% |
$5.51K - $6.12K
|
12.1K
$562K
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
131+ 1.76% |
$5.35K - $5.94K
|
7.59K
$352K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
123+ 121.78% |
$5.02K - $5.58K
|
224
$10.4K
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
123+ 1.44% |
$5.02K - $5.58K
|
8.69K
$402K
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
120New |
$4.9K - $5.44K
|
120
$5.56K
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
117+ 1.56% |
$4.77K - $5.3K
|
7.61K
$353K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
116+ 0.36% |
$4.73K - $5.26K
|
32.8K
$1.52M
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
115+ 0.92% |
$4.69K - $5.21K
|
12.6K
$585K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
111+ 19.24% |
$4.53K - $5.03K
|
688
$31.9K
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
110+ 0.29% |
$4.49K - $4.99K
|
37.9K
$1.76M
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
105+ 0.34% |
$4.29K - $4.76K
|
31.1K
$1.44M
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
105+ 0.03% |
$4.29K - $4.76K
|
404K
$18.7M
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
100+ 0.99% |
$4.08K - $4.53K
|
10.2K
$473K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
96+ 0.08% |
$3.92K - $4.35K
|
114K
$5.27M
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
95+ 2.38% |
$3.88K - $4.31K
|
4.09K
$190K
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
93+ 1.67% |
$3.8K - $4.22K
|
5.67K
$263K
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
91+ 7.04% |
$3.71K - $4.13K
|
1.38K
$64.1K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
90+ 0.93% |
$3.67K - $4.08K
|
9.75K
$452K
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
90New |
$3.67K - $4.08K
|
90
$4.17K
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
78New |
$3.18K - $3.54K
|
78
$3.61K
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
71+ 0.62% |
$2.9K - $3.22K
|
11.5K
$531K
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
67+ 0.21% |
$2.73K - $3.04K
|
31.3K
$1.45M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
61+ 0.13% |
$2.49K - $2.77K
|
48.6K
$2.25M
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
55+ 0.16% |
$2.24K - $2.49K
|
34.8K
$1.61M
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
52+ 0.13% |
$2.12K - $2.36K
|
38.9K
$1.8M
|
|
May 15, 2025
Q1 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
51New |
$2.08K - $2.31K
|
51
$2.36K
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
50New |
$2.04K - $2.27K
|
50
$2.32K
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
48+ 0.23% |
$1.96K - $2.18K
|
20.9K
$968K
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
45+ 0.1% |
$1.84K - $2.04K
|
43.6K
$2.02M
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
41New |
$1.67K - $1.86K
|
41
$1.9K
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
41New |
$1.67K - $1.86K
|
41
$1.9K
|
|
May 15, 2025
Q1 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
30+ 0.06% |
$1.22K - $1.36K
|
47.4K
$2.2M
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
30+ 25.64% |
$1.22K - $1.36K
|
147
$6.81K
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
29+ 0.05% |
$1.18K - $1.31K
|
59.6K
$2.76M
|