Purchases and Sales Made in Q2 2024 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
51.9K+ 14.35% |
$2.06M - $2.27M
|
413K
$17.7M
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
49.4K+ 1914.22% |
$1.96M - $2.16M
|
52K
$2.23M
|
|
Aug 14, 2024
Q2 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
49KNew |
$1.95M - $2.15M
|
49K
$2.11M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
49K+ 3.04% |
$1.95M - $2.15M
|
1.66M
$71.3M
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
46.9K+ 215.84% |
$1.86M - $2.06M
|
68.7K
$2.95M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
46.8KNew |
$1.86M - $2.05M
|
46.8K
$2.01M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
46.4K+ 12.74% |
$1.84M - $2.03M
|
411K
$17.6M
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
46.1K+ 31.16% |
$1.83M - $2.02M
|
194K
$8.32M
|
|
Aug 13, 2024
Q2 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
45K+ 25.23% |
$1.79M - $1.97M
|
223K
$9.59M
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
45KNew |
$1.79M - $1.97M
|
45K
$1.93M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
40.8K+ 4.92% |
$1.62M - $1.79M
|
871K
$37.4M
|
|
Jul 29, 2024
Q2 2024
|
F
|
BUY
|
- |
39KNew |
$1.55M - $1.71M
|
39K
$1.67M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
38.9K+ 13.89% |
$1.55M - $1.7M
|
319K
$13.7M
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
38.1K+ 69.49% |
$1.51M - $1.67M
|
93K
$3.99M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
37.9K+ 43.03% |
$1.5M - $1.66M
|
126K
$5.4M
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
37.7KNew |
$1.5M - $1.65M
|
37.7K
$1.62M
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
37.5K+ 106.06% |
$1.49M - $1.64M
|
72.8K
$3.12M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.3K+ 1.8% |
$1.4M - $1.55M
|
2M
$85.7M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
34.1K+ 6.3% |
$1.35M - $1.49M
|
575K
$24.7M
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
32.5K+ 21.59% |
$1.29M - $1.43M
|
183K
$7.87M
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
31.8K+ 77.88% |
$1.26M - $1.39M
|
72.6K
$3.12M
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
31.5KNew |
$1.25M - $1.38M
|
31.5K
$1.35M
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
30.7K+ 22.94% |
$1.22M - $1.34M
|
164K
$7.05M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
29.3KNew |
$1.16M - $1.28M
|
29.3K
$1.26M
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
29.2K+ 11.24% |
$1.16M - $1.28M
|
289K
$12.4M
|
|
Aug 05, 2024
Q2 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
28.8K+ 12.83% |
$1.14M - $1.26M
|
253K
$10.9M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
28.6KNew |
$1.13M - $1.25M
|
28.6K
$1.23M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
28.3K+ 5.6% |
$1.12M - $1.24M
|
533K
$22.9M
|
|
Aug 09, 2024
Q2 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
28K+ 8.85% |
$1.11M - $1.23M
|
345K
$14.8M
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
27.9KNew |
$1.11M - $1.22M
|
27.9K
$1.2M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
26.7K+ 10.32% |
$1.06M - $1.17M
|
285K
$12.2M
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
25.9KNew |
$1.03M - $1.13M
|
25.9K
$1.11M
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
25.3K+ 52.52% |
$1.01M - $1.11M
|
73.6K
$3.16M
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
25K+ 25.85% |
$993K - $1.1M
|
122K
$5.23M
|
|
Aug 13, 2024
Q2 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
24.8KNew |
$986K - $1.09M
|
24.8K
$1.07M
|
|
Aug 13, 2024
Q2 2024
|
Credit Agricole S A
|
BUY
|
- |
24.5K+ 389.8% |
$973K - $1.07M
|
30.8K
$1.32M
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
24.3K+ 49.71% |
$964K - $1.06M
|
73.1K
$3.14M
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
23.8KNew |
$945K - $1.04M
|
23.8K
$1.02M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
23.6K+ 963.08% |
$937K - $1.03M
|
26.1K
$1.12M
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
22.8K+ 30.72% |
$907K - $1M
|
97.2K
$4.17M
|
|
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
22KNew |
$874K - $964K
|
22K
$945K
|
|
Aug 13, 2024
Q2 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
21.5KNew |
$854K - $941K
|
21.5K
$923K
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
21.4K+ 177.51% |
$851K - $939K
|
33.5K
$1.44M
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
20.8KNew |
$824K - $909K
|
20.8K
$891K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
19.6K+ 70.21% |
$777K - $857K
|
47.4K
$2.04M
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
15.7K+ 195.68% |
$622K - $686K
|
23.7K
$1.02M
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
15.4K+ 31.64% |
$612K - $675K
|
64.2K
$2.75M
|
|
Aug 06, 2024
Q2 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
14.3K+ 0.97% |
$567K - $625K
|
1.48M
$63.7M
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
14.1K+ 7.82% |
$560K - $618K
|
195K
$8.35M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.9K+ 3.3% |
$552K - $609K
|
435K
$18.7M
|