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
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-668- 11.39% |
$27.9K - $31.6K
|
5.2K
$224K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-670- 14.89% |
$28K - $31.7K
|
3.83K
$165K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-674- 7.5% |
$28.2K - $31.9K
|
8.31K
$358K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-700- 8.96% |
$29.3K - $33.2K
|
7.12K
$307K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-710- 6.9% |
$29.7K - $33.6K
|
9.58K
$413K
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-712- 4.17% |
$29.8K - $33.7K
|
16.4K
$706K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-726- 13.0% |
$30.4K - $34.4K
|
4.86K
$209K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-746- 6.87% |
$31.2K - $35.3K
|
10.1K
$436K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-755- 3.08% |
$31.6K - $35.8K
|
23.7K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-756- 1.23% |
$31.6K - $35.8K
|
60.6K
$2.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-770- 2.91% |
$32.2K - $36.5K
|
25.7K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-772- 8.8% |
$32.3K - $36.6K
|
8K
$345K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-775- 1.51% |
$32.4K - $36.7K
|
50.5K
$2.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-790- 12.78% |
$33K - $37.4K
|
5.39K
$232K
|
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-800- 1.08% |
$33.5K - $37.9K
|
73.6K
$3.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-809- 28.04% |
$33.8K - $38.3K
|
2.08K
$89.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-813- 6.54% |
$34K - $38.5K
|
11.6K
$500K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-827- 2.47% |
$34.6K - $39.2K
|
32.6K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-834- 8.33% |
$34.9K - $39.5K
|
9.18K
$396K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-835- 5.6% |
$34.9K - $39.5K
|
14.1K
$607K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-847- 2.23% |
$35.4K - $40.1K
|
37.1K
$1.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-849- 3.39% |
$35.5K - $40.2K
|
24.2K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-867- 0.78% |
$36.3K - $41.1K
|
110K
$4.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-869- 6.71% |
$36.3K - $41.2K
|
12.1K
$521K
|
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-885- 2.0% |
$37K - $41.9K
|
43.4K
$1.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-900- 12.62% |
$37.6K - $42.6K
|
6.23K
$269K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-900- 14.66% |
$37.6K - $42.6K
|
5.24K
$226K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-933- 1.87% |
$39K - $44.2K
|
49.1K
$2.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-935- 8.6% |
$39.1K - $44.3K
|
9.94K
$428K
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-938- 3.35% |
$39.2K - $44.4K
|
27.1K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-947- 11.82% |
$39.6K - $44.8K
|
7.07K
$305K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-952- 8.98% |
$39.8K - $45.1K
|
9.65K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-957- 13.01% |
$40K - $45.3K
|
6.4K
$276K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-958- 7.27% |
$40.1K - $45.4K
|
12.2K
$526K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1K- 12.0% |
$41.8K - $47.4K
|
7.33K
$316K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.03K- 2.68% |
$42.9K - $48.6K
|
37.3K
$1.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.04K- 10.31% |
$43.4K - $49.2K
|
9.03K
$389K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.05K- 9.18% |
$44K - $49.9K
|
10.4K
$449K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-1.09K- 1.21% |
$45.6K - $51.6K
|
88.8K
$3.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.09K- 1.75% |
$45.7K - $51.8K
|
61.3K
$2.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.11K- 3.43% |
$46.4K - $52.5K
|
31.3K
$1.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.11K- 4.07% |
$46.4K - $52.6K
|
26.2K
$1.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.15K- 0.8% |
$48.2K - $54.6K
|
143K
$6.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-1.16K- 9.02% |
$48.5K - $54.9K
|
11.7K
$504K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.16K- 4.96% |
$48.6K - $55.1K
|
22.3K
$960K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.18K- 2.54% |
$49.3K - $55.9K
|
45.2K
$1.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-1.19K- 14.0% |
$49.6K - $56.1K
|
7.28K
$314K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-1.2K- 1.75% |
$50.2K - $56.8K
|
67.4K
$2.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.26K- 0.35% |
$52.9K - $59.9K
|
359K
$15.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.27K- 1.3% |
$53.2K - $60.3K
|
96.3K
$4.15M
|