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 17, 2024
Q2 2024
|
Strid Group, LLC
|
BUY
|
- |
73+ 0.43% |
$2.9K - $3.2K
|
16.9K
$783K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
68+ 0.31% |
$2.7K - $2.98K
|
21.7K
$1.01M
|
|
|
Apr 28, 2025
Q2 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
67+ 1.0% |
$2.66K - $2.93K
|
6.8K
$315K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
61+ 0.11% |
$2.42K - $2.67K
|
53.9K
$2.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
61+ 0.69% |
$2.42K - $2.67K
|
8.88K
$411K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
59+ 0.54% |
$2.34K - $2.58K
|
11K
$510K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
56+ 0.03% |
$2.22K - $2.45K
|
186K
$8.61M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
55+ 0.65% |
$2.18K - $2.41K
|
8.47K
$392K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
53+ 0.81% |
$2.1K - $2.32K
|
6.61K
$306K
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
53+ 0.68% |
$2.1K - $2.32K
|
7.85K
$364K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
51+ 0.24% |
$2.03K - $2.23K
|
21.7K
$1M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
47+ 23.5% |
$1.87K - $2.06K
|
247
$11.4K
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
45+ 0.58% |
$1.79K - $1.97K
|
7.79K
$361K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
43+ 0.66% |
$1.71K - $1.88K
|
6.59K
$305K
|
|
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
41+ 0.03% |
$1.63K - $1.8K
|
119K
$5.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
38+ 0.7% |
$1.51K - $1.66K
|
5.49K
$254K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
36+ 0.03% |
$1.43K - $1.58K
|
125K
$5.81M
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
36+ 0.56% |
$1.43K - $1.58K
|
6.5K
$301K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
35+ 0.57% |
$1.39K - $1.53K
|
6.15K
$285K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
32New |
$1.27K - $1.4K
|
32
$1.48K
|
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
31+ 0.56% |
$1.23K - $1.36K
|
5.55K
$257K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.36% |
$1.19K - $1.31K
|
8.43K
$391K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
29+ 0.57% |
$1.15K - $1.27K
|
5.11K
$237K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
27+ 2.53% |
$1.07K - $1.18K
|
1.1K
$50.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
27+ 0.28% |
$1.07K - $1.18K
|
9.7K
$449K
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
BUY
|
- |
25+ 0.22% |
$993 - $1.09K
|
11.3K
$523K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
25+ 0.27% |
$993 - $1.09K
|
9.25K
$429K
|
|
|
Aug 05, 2024
Q2 2024
|
Covenant Partners, LLC
|
BUY
|
- |
24New |
$953 - $1.05K
|
24
$1.11K
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
22+ 0.02% |
$874 - $963
|
133K
$6.14M
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
18+ 1.66% |
$715 - $788
|
1.11K
$51.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
18+ 0.35% |
$715 - $788
|
5.2K
$241K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
15+ 0.19% |
$596 - $657
|
7.79K
$361K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
13+ 0.5% |
$516 - $569
|
2.62K
$122K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
13+ 0.11% |
$516 - $569
|
11.9K
$553K
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
10+ 0.17% |
$397 - $438
|
5.99K
$278K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
10+ 0.14% |
$397 - $438
|
7.11K
$329K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
10+ 0.12% |
$397 - $438
|
8.2K
$380K
|
|
|
Aug 13, 2024
Q2 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
10+ 0.1% |
$397 - $438
|
9.58K
$444K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
9+ 0.66% |
$357 - $394
|
1.37K
$63.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 0.15% |
$318 - $350
|
5.48K
$254K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
8+ 0.63% |
$318 - $350
|
1.28K
$59.2K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5+ 0.76% |
$199 - $219
|
667
$30.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5+ 0.02% |
$199 - $219
|
23.6K
$1.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
5+ 0.69% |
$199 - $219
|
732
$33.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
4+ 0.75% |
$159 - $175
|
536
$24.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.72% |
$159 - $175
|
556
$25.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 0.65% |
$159 - $175
|
621
$28.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.58% |
$159 - $175
|
692
$32.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 0.16% |
$159 - $175
|
2.47K
$114K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3+ 0.02% |
$119 - $131
|
14.1K
$654K
|