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 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
100+ 0.85% |
$4.04K - $4.67K
|
11.8K
$493K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
99New |
$4K - $4.62K
|
99
$4.13K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
97+ 0.66% |
$3.92K - $4.53K
|
14.9K
$621K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
94+ 34.69% |
$3.8K - $4.39K
|
365
$15.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
92+ 1.27% |
$3.72K - $4.3K
|
7.32K
$306K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
90+ 0.9% |
$3.64K - $4.2K
|
10.1K
$423K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
86+ 1.29% |
$3.48K - $4.02K
|
6.75K
$282K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
86+ 57.72% |
$3.48K - $4.02K
|
235
$9.81K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
84+ 0.52% |
$3.4K - $3.92K
|
16.2K
$675K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
80+ 0.05% |
$3.23K - $3.74K
|
147K
$6.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
74+ 6.76% |
$2.99K - $3.46K
|
1.17K
$48.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
73+ 0.12% |
$2.95K - $3.41K
|
60.6K
$2.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
70+ 0.04% |
$2.83K - $3.27K
|
194K
$8.08M
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
65+ 0.18% |
$2.63K - $3.04K
|
35.7K
$1.49M
|
|
|
Oct 09, 2024
Q3 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
62+ 0.06% |
$2.51K - $2.9K
|
99.5K
$4.16M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
62+ 7.52% |
$2.51K - $2.9K
|
886
$37K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
55+ 0.65% |
$2.22K - $2.57K
|
8.47K
$354K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
50+ 0.44% |
$2.02K - $2.34K
|
11.3K
$473K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
44+ 5.31% |
$1.78K - $2.05K
|
872
$36.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
34+ 0.68% |
$1.37K - $1.59K
|
5.03K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
32+ 0.13% |
$1.29K - $1.49K
|
25.1K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
26+ 1.02% |
$1.05K - $1.21K
|
2.59K
$108K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
22+ 0.4% |
$889 - $1.03K
|
5.51K
$230K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
22+ 0.22% |
$889 - $1.03K
|
10.1K
$421K
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
22+ 0.41% |
$889 - $1.03K
|
5.45K
$227K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
20+ 8.33% |
$808 - $934
|
260
$10.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
20+ 0.05% |
$808 - $934
|
37.9K
$1.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
19New |
$768 - $887
|
19
$793
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
17+ 13.39% |
$687 - $794
|
144
$6.01K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
13+ 0.15% |
$525 - $607
|
8.67K
$362K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
12+ 0.22% |
$485 - $560
|
5.5K
$230K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
10+ 0.06% |
$404 - $467
|
17K
$710K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6+ 5.0% |
$243 - $280
|
126
$5.26K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
5+ 0.02% |
$202 - $234
|
24.8K
$1.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3+ 0.23% |
$121 - $140
|
1.28K
$53.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3- 6.82% |
$121 - $140
|
41
$1.71K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-3- 0.57% |
$121 - $140
|
522
$21.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-3- 0.01% |
$121 - $140
|
39.2K
$1.64M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-5- 0.06% |
$202 - $234
|
8.99K
$375K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-7- 0.05% |
$283 - $327
|
13.3K
$557K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-9- 0.03% |
$364 - $420
|
28.7K
$1.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-10- 0.15% |
$404 - $467
|
6.8K
$284K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-12- 0.01% |
$485 - $560
|
80.7K
$3.37M
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-14- 1.27% |
$566 - $654
|
1.09K
$45.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-15- 0.2% |
$606 - $701
|
7.46K
$311K
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-20- 0.26% |
$808 - $934
|
7.82K
$326K
|
|
|
Oct 28, 2024
Q3 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-20- 0.16% |
$808 - $934
|
12.5K
$524K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-20- 80.0% |
$808 - $934
|
5
$209
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-20- 0.32% |
$808 - $934
|
6.22K
$260K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-24- 0.09% |
$970 - $1.12K
|
25.6K
$1.07M
|