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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.09K+ 9.51% |
$84.6K - $97.7K
|
24.1K
$1.01M
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.07K+ 14.17% |
$83.8K - $96.8K
|
16.7K
$698K
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
2.06K+ 0.14% |
$83.1K - $96K
|
1.49M
$62.1M
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.04K+ 1.1% |
$82.6K - $95.4K
|
188K
$7.85M
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
2.04K+ 2.83% |
$82.3K - $95.1K
|
74K
$3.09M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2K+ 3.2% |
$80.7K - $93.3K
|
64.5K
$2.69M
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.84K+ 37.29% |
$74.5K - $86K
|
6.78K
$283K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.82K+ 33.69% |
$73.4K - $84.8K
|
7.2K
$301K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.81K+ 7.63% |
$73K - $84.3K
|
25.5K
$1.06M
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.75K+ 5.15% |
$70.7K - $81.7K
|
35.7K
$1.49M
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.72K+ 15.98% |
$69.6K - $80.4K
|
12.5K
$522K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.72K+ 3.57% |
$69.4K - $80.2K
|
49.8K
$2.08M
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
1.7K+ 15.53% |
$68.9K - $79.6K
|
12.7K
$529K
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.54K+ 471.25% |
$62.3K - $72K
|
1.87K
$78K
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
1.52K+ 7.34% |
$61.6K - $71.1K
|
22.3K
$931K
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.5K+ 9.2% |
$60.7K - $70.1K
|
17.8K
$744K
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.48K+ 20.81% |
$59.9K - $69.2K
|
8.6K
$359K
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.47K+ 0.66% |
$59.5K - $68.7K
|
224K
$9.35M
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.45K+ 10.22% |
$58.6K - $67.7K
|
15.6K
$653K
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
1.42KNew |
$57.3K - $66.2K
|
1.42K
$59.2K
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.41KNew |
$57.2K - $66K
|
1.41K
$59K
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.37K+ 2.92% |
$55.5K - $64.2K
|
48.4K
$2.02M
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.37K+ 25.4% |
$55.5K - $64.1K
|
6.77K
$283K
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.34K+ 2.16% |
$54.2K - $62.6K
|
63.5K
$2.65M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.3K+ 9.13% |
$52.7K - $60.9K
|
15.6K
$650K
|
|
Nov 15, 2024
Q3 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
1.3K+ 1.15% |
$52.5K - $60.7K
|
114K
$4.77M
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
1.28K+ 0.93% |
$51.8K - $59.9K
|
139K
$5.82M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.27K+ 1.99% |
$51.4K - $59.4K
|
65.3K
$2.73M
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.25K+ 9.01% |
$50.6K - $58.5K
|
15.1K
$632K
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.25K+ 12.93% |
$50.3K - $58.1K
|
10.9K
$454K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.24K+ 103.93% |
$50.2K - $58K
|
2.44K
$102K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.21K+ 5.59% |
$48.8K - $56.4K
|
22.8K
$953K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.21K+ 0.47% |
$48.7K - $56.3K
|
256K
$10.7M
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.2K+ 13.69% |
$48.5K - $56K
|
9.96K
$416K
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
1.19K+ 8.09% |
$48.2K - $55.7K
|
15.9K
$666K
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
1.19K+ 11.91% |
$48.2K - $55.7K
|
11.2K
$468K
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.19K+ 20.85% |
$48.2K - $55.7K
|
6.91K
$289K
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
1.18K+ 17.07% |
$47.7K - $55.1K
|
8.09K
$338K
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.12K+ 9.04% |
$45.1K - $52.1K
|
13.5K
$562K
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.06K+ 1.43% |
$42.9K - $49.6K
|
75.6K
$3.15M
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.06K+ 3.18% |
$42.8K - $49.5K
|
34.4K
$1.44M
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.05K+ 13.18% |
$42.4K - $49K
|
9.01K
$376K
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.01K+ 3.86% |
$40.9K - $47.2K
|
27.2K
$1.14M
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
1.01K+ 2.21% |
$40.8K - $47.1K
|
46.6K
$1.94M
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
1K+ 6.48% |
$40.4K - $46.7K
|
16.4K
$687K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
994+ 17.03% |
$40.2K - $46.4K
|
6.83K
$285K
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
973+ 7.78% |
$39.3K - $45.4K
|
13.5K
$563K
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
948+ 13.42% |
$38.3K - $44.3K
|
8.01K
$335K
|
|
Nov 13, 2024
Q3 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
946+ 12.79% |
$38.2K - $44.2K
|
8.34K
$348K
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
935+ 3.43% |
$37.8K - $43.7K
|
28.2K
$1.18M
|