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 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
20+ 0.19% |
$836 - $947
|
10.6K
$458K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
18+ 0.36% |
$753 - $852
|
5K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
18+ 4.81% |
$753 - $852
|
392
$16.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
16+ 1.71% |
$669 - $758
|
952
$41K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
16New |
$669 - $758
|
16
$690
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
16+ 0.12% |
$669 - $758
|
13.9K
$598K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
15+ 0.24% |
$627 - $710
|
6.16K
$266K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
15New |
$627 - $710
|
15
$647
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
14+ 1.68% |
$585 - $663
|
847
$36.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
14+ 0.54% |
$585 - $663
|
2.62K
$113K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.15% |
$544 - $616
|
8.44K
$364K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
12+ 0.2% |
$502 - $568
|
5.9K
$254K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
12+ 0.2% |
$502 - $568
|
5.95K
$256K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11+ 1.77% |
$460 - $521
|
632
$27.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
10+ 1.8% |
$418 - $474
|
566
$24.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
10+ 0.31% |
$418 - $474
|
3.29K
$142K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
8+ 1.72% |
$335 - $379
|
473
$20.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
8+ 1.16% |
$335 - $379
|
700
$30.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7+ 0.15% |
$293 - $332
|
4.6K
$198K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 1.25% |
$293 - $332
|
566
$24.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
7+ 1.07% |
$293 - $332
|
663
$28.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6+ 0.08% |
$251 - $284
|
7.54K
$325K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5+ 0.39% |
$209 - $237
|
1.29K
$55.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
5+ 0.03% |
$209 - $237
|
16.4K
$707K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
5+ 0.01% |
$209 - $237
|
66K
$2.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
4+ 36.36% |
$167 - $189
|
15
$647
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4+ 1.54% |
$167 - $189
|
264
$11.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 1.95% |
$125 - $142
|
157
$6.77K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 1.28% |
$125 - $142
|
238
$10.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3+ 1.99% |
$125 - $142
|
154
$6.64K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
2+ 0.03% |
$83.6 - $94.7
|
6.15K
$265K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2+ 0.41% |
$83.6 - $94.7
|
489
$21.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
1+ 0.03% |
$41.8 - $47.4
|
4K
$172K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 3.23% |
$41.8 - $47.4
|
32
$1.38K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1+ 0.02% |
$41.8 - $47.4
|
4.85K
$209K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1+ 1.96% |
$41.8 - $47.4
|
52
$2.24K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.2% |
$41.8 - $47.4
|
506
$21.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1+ 0.0% |
$41.8 - $47.4
|
80K
$3.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
1+ 1.25% |
$41.8 - $47.4
|
81
$3.49K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-1- -0.0% |
$41.8 - $47.4
|
88.1K
$3.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-1- 0.01% |
$41.8 - $47.4
|
11.3K
$486K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-3- 0.02% |
$125 - $142
|
15.6K
$672K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-4- 0.94% |
$167 - $189
|
420
$18.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-7- 0.01% |
$293 - $332
|
58.8K
$2.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-8- 0.1% |
$335 - $379
|
8.37K
$361K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-15- 0.09% |
$627 - $710
|
17K
$732K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-18- 0.16% |
$753 - $852
|
11.4K
$493K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-18- 1.13% |
$753 - $852
|
1.58K
$67.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-22- 0.22% |
$920 - $1.04K
|
10.1K
$436K
|