Purchases and Sales Made in Q4 2024 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
189+ 0.04% |
$7.9K - $8.95K
|
433K
$20.1M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
184+ 27.59% |
$7.69K - $8.71K
|
851
$39.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
182+ 0.8% |
$7.61K - $8.62K
|
22.8K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
180+ 22.28% |
$7.53K - $8.52K
|
988
$45.8K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
179+ 2.3% |
$7.49K - $8.48K
|
7.96K
$369K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
175+ 0.51% |
$7.32K - $8.29K
|
34.8K
$1.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
172+ 1.08% |
$7.19K - $8.15K
|
16.1K
$744K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
172+ 2.35% |
$7.19K - $8.15K
|
7.5K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
172+ 0.79% |
$7.19K - $8.15K
|
21.9K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
170New |
$7.11K - $8.05K
|
170
$7.88K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
168New |
$7.03K - $7.96K
|
168
$7.78K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
167+ 0.84% |
$6.98K - $7.91K
|
20.2K
$934K
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
BUY
|
- |
165+ 20.27% |
$6.9K - $7.81K
|
979
$45.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
160+ 0.88% |
$6.69K - $7.58K
|
18.4K
$853K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
158+ 0.17% |
$6.61K - $7.48K
|
93.3K
$4.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
156+ 0.26% |
$6.52K - $7.39K
|
60.4K
$2.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
155+ 0.69% |
$6.48K - $7.34K
|
22.7K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
153+ 11.31% |
$6.4K - $7.25K
|
1.51K
$69.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
153+ 1.23% |
$6.4K - $7.25K
|
12.6K
$586K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
152+ 1.79% |
$6.36K - $7.2K
|
8.64K
$400K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
145New |
$6.06K - $6.87K
|
145
$6.72K
|
|
|
Feb 04, 2025
Q4 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
142+ 0.77% |
$5.94K - $6.73K
|
18.5K
$857K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
135New |
$5.65K - $6.39K
|
135
$6.25K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
135New |
$5.65K - $6.39K
|
135
$6.25K
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
134+ 1.73% |
$5.6K - $6.35K
|
7.89K
$366K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
133+ 1.33% |
$5.56K - $6.3K
|
10.1K
$470K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
132+ 0.5% |
$5.52K - $6.25K
|
26.4K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
125+ 0.13% |
$5.23K - $5.92K
|
98.4K
$4.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
124+ 17.27% |
$5.19K - $5.87K
|
842
$39K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
122+ 4.77% |
$5.1K - $5.78K
|
2.68K
$124K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
118+ 0.72% |
$4.93K - $5.59K
|
16.6K
$768K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
113+ 0.13% |
$4.73K - $5.35K
|
84.6K
$3.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
110+ 1.72% |
$4.6K - $5.21K
|
6.49K
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
107+ 0.24% |
$4.47K - $5.07K
|
45.2K
$2.09M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
102+ 3.98% |
$4.27K - $4.83K
|
2.66K
$123K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
100New |
$4.18K - $4.74K
|
100
$4.63K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$4.18K - $4.74K
|
100
$4.63K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
98+ 0.79% |
$4.1K - $4.64K
|
12.5K
$580K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
97+ 0.28% |
$4.06K - $4.59K
|
34.8K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
94+ 1.71% |
$3.93K - $4.45K
|
5.59K
$259K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
92New |
$3.85K - $4.36K
|
92
$4.26K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
92New |
$3.85K - $4.36K
|
92
$4.26K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
90New |
$3.76K - $4.26K
|
90
$4.17K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
89+ 0.53% |
$3.72K - $4.22K
|
16.9K
$784K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
87New |
$3.64K - $4.12K
|
87
$4.03K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
84+ 1.72% |
$3.51K - $3.98K
|
4.97K
$230K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
81+ 0.06% |
$3.39K - $3.84K
|
134K
$6.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
81+ 1.29% |
$3.39K - $3.84K
|
6.34K
$294K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
76+ 1.49% |
$3.18K - $3.6K
|
5.18K
$240K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
76+ 24.6% |
$3.18K - $3.6K
|
385
$17.8K
|