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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
135New |
$5.65K - $6.39K
|
135
$5.82K
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
134+ 1.73% |
$5.6K - $6.35K
|
7.89K
$340K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
133+ 1.33% |
$5.56K - $6.3K
|
10.1K
$437K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
132+ 0.5% |
$5.52K - $6.25K
|
26.4K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
125+ 0.13% |
$5.23K - $5.92K
|
98.4K
$4.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
124+ 17.27% |
$5.19K - $5.87K
|
842
$36.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
122+ 4.77% |
$5.1K - $5.78K
|
2.68K
$115K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
118+ 0.72% |
$4.93K - $5.59K
|
16.6K
$715K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
113+ 0.13% |
$4.73K - $5.35K
|
84.6K
$3.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
110+ 1.72% |
$4.6K - $5.21K
|
6.49K
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
107+ 0.24% |
$4.47K - $5.07K
|
45.2K
$1.95M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
102+ 3.98% |
$4.27K - $4.83K
|
2.66K
$115K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
100New |
$4.18K - $4.74K
|
100
$4.31K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$4.18K - $4.74K
|
100
$4.31K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
98+ 0.79% |
$4.1K - $4.64K
|
12.5K
$540K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
97+ 0.28% |
$4.06K - $4.59K
|
34.8K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
94+ 1.71% |
$3.93K - $4.45K
|
5.59K
$241K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
92New |
$3.85K - $4.36K
|
92
$3.97K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
92New |
$3.85K - $4.36K
|
92
$3.97K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
90New |
$3.76K - $4.26K
|
90
$3.88K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
89+ 0.53% |
$3.72K - $4.22K
|
16.9K
$730K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
87New |
$3.64K - $4.12K
|
87
$3.75K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
84+ 1.72% |
$3.51K - $3.98K
|
4.97K
$214K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
81+ 0.06% |
$3.39K - $3.84K
|
134K
$5.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
81+ 1.29% |
$3.39K - $3.84K
|
6.34K
$273K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
76+ 1.49% |
$3.18K - $3.6K
|
5.18K
$223K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
76+ 24.6% |
$3.18K - $3.6K
|
385
$16.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
74+ 1.4% |
$3.09K - $3.5K
|
5.37K
$231K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
63+ 1.14% |
$2.63K - $2.98K
|
5.57K
$240K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
61New |
$2.55K - $2.89K
|
61
$2.63K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
51+ 4.67% |
$2.13K - $2.42K
|
1.14K
$49.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
50+ 1.11% |
$2.09K - $2.37K
|
4.55K
$196K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
50New |
$2.09K - $2.37K
|
50
$2.16K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
48+ 0.1% |
$2.01K - $2.27K
|
50.2K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
47+ 1.82% |
$1.97K - $2.23K
|
2.63K
$114K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
45+ 0.29% |
$1.88K - $2.13K
|
15.5K
$668K
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
42+ 0.1% |
$1.76K - $1.99K
|
43.9K
$1.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
33New |
$1.38K - $1.56K
|
33
$1.42K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
32+ 0.11% |
$1.34K - $1.52K
|
30.1K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
32+ 0.02% |
$1.34K - $1.52K
|
132K
$5.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
29New |
$1.21K - $1.37K
|
29
$1.25K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
28New |
$1.17K - $1.33K
|
28
$1.21K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
26+ 0.37% |
$1.09K - $1.23K
|
7.13K
$307K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
26+ 0.15% |
$1.09K - $1.23K
|
17.8K
$769K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
25+ 0.42% |
$1.05K - $1.18K
|
6.02K
$259K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
25+ 12.5% |
$1.05K - $1.18K
|
225
$9.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
24+ 0.02% |
$1K - $1.14K
|
145K
$6.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
23+ 1.77% |
$962 - $1.09K
|
1.33K
$57.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
21+ 0.27% |
$878 - $995
|
7.72K
$333K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
20+ 0.03% |
$836 - $947
|
64.5K
$2.78M
|