Purchases and Sales Made in Q3 2024 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-915- 3.16% |
$37K - $42.7K
|
28K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-925- 0.45% |
$37.4K - $43.2K
|
204K
$8.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-944- 3.93% |
$38.2K - $44.1K
|
23.1K
$971K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-945- 2.34% |
$38.2K - $44.1K
|
39.4K
$1.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-950- 13.37% |
$38.4K - $44.4K
|
6.16K
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-950- 1.82% |
$38.4K - $44.4K
|
51.2K
$2.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-960- 4.19% |
$38.8K - $44.8K
|
22K
$925K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-980- 9.99% |
$39.6K - $45.8K
|
8.83K
$372K
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-1K- 9.09% |
$40.4K - $46.7K
|
10K
$421K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1K- 4.94% |
$40.4K - $46.7K
|
19.2K
$809K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1K- 3.4% |
$40.5K - $46.8K
|
28.5K
$1.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.04K- 4.99% |
$42K - $48.6K
|
19.8K
$834K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.04K- 2.92% |
$42.1K - $48.7K
|
34.7K
$1.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.06K- 4.09% |
$42.6K - $49.3K
|
24.7K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-1.06K- 0.84% |
$42.7K - $49.3K
|
125K
$5.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.08K- 6.46% |
$43.5K - $50.2K
|
15.6K
$656K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-1.08K- 7.47% |
$43.7K - $50.4K
|
13.4K
$563K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.09K- 8.3% |
$44.2K - $51K
|
12.1K
$509K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.1K- 2.84% |
$44.5K - $51.4K
|
37.7K
$1.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.12K- 1.33% |
$45.3K - $52.3K
|
82.9K
$3.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.13K- 2.38% |
$45.7K - $52.8K
|
46.5K
$1.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.13K- 1.06% |
$45.8K - $52.9K
|
106K
$4.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.14K- 9.69% |
$46K - $53.2K
|
10.6K
$447K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.14K- 16.0% |
$46.1K - $53.2K
|
5.99K
$252K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.18K- 11.06% |
$47.7K - $55.1K
|
9.49K
$399K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.2K- 1.39% |
$48.3K - $55.8K
|
84.5K
$3.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.24K- 0.83% |
$50K - $57.7K
|
147K
$6.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.24K- 2.35% |
$50K - $57.8K
|
51.3K
$2.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.25K- 5.77% |
$50.6K - $58.4K
|
20.4K
$860K
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.28K- 2.5% |
$51.7K - $59.8K
|
50K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.3K- 1.71% |
$52.6K - $60.8K
|
74.7K
$3.14M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.31K- 2.47% |
$53K - $61.3K
|
51.7K
$2.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.38K- 3.93% |
$55.8K - $64.4K
|
33.8K
$1.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.43K- 5.39% |
$57.8K - $66.7K
|
25.1K
$1.06M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-1.45K- 1.34% |
$58.5K - $67.6K
|
106K
$4.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.47K- 14.18% |
$59.3K - $68.6K
|
8.89K
$374K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.48K- 24.9% |
$60K - $69.3K
|
4.48K
$188K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.49K- 10.84% |
$60.3K - $69.7K
|
12.3K
$517K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.51K- 1.9% |
$60.9K - $70.3K
|
77.6K
$3.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.51K- 1.51% |
$61K - $70.5K
|
98.3K
$4.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.51K- 3.5% |
$61.2K - $70.7K
|
41.7K
$1.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.54K- 24.14% |
$62.4K - $72.1K
|
4.85K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.6K- 5.77% |
$64.6K - $74.6K
|
26.1K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.61K- 0.81% |
$65.2K - $75.4K
|
197K
$8.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Vista Finance, LLC
|
SELL
|
- |
-1.63K- 0.84% |
$66K - $76.2K
|
193K
$8.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.67K- 1.19% |
$67.7K - $78.2K
|
139K
$5.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.7K- 6.59% |
$68.7K - $79.4K
|
24.1K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.75K- 1.74% |
$70.7K - $81.6K
|
98.6K
$4.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-1.8K- 16.53% |
$72.8K - $84.2K
|
9.1K
$383K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.81K- 7.73% |
$73.1K - $84.4K
|
21.6K
$908K
|