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 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-508- 1.78% |
$21.2K - $24.1K
|
28.1K
$1.3M
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-514- 1.35% |
$21.5K - $24.3K
|
37.7K
$1.74M
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-525- 61.69% |
$22K - $24.9K
|
326
$15.1K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-528- 1.06% |
$22.1K - $25K
|
49.2K
$2.28M
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-529- 11.88% |
$22.1K - $25.1K
|
3.93K
$182K
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-529- 0.28% |
$22.1K - $25.1K
|
190K
$8.79M
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-530- 1.35% |
$22.2K - $25.1K
|
38.6K
$1.79M
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-554- 0.8% |
$23.2K - $26.2K
|
68.9K
$3.19M
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-569- 2.78% |
$23.8K - $26.9K
|
19.9K
$923K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-570- 2.89% |
$23.8K - $27K
|
19.2K
$889K
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-580- 4.4% |
$24.3K - $27.5K
|
12.6K
$584K
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-582- 2.52% |
$24.3K - $27.6K
|
22.5K
$1.04M
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-585- 8.97% |
$24.5K - $27.7K
|
5.94K
$275K
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
SELL
|
- |
-587- 3.47% |
$24.5K - $27.8K
|
16.3K
$756K
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-595- 1.28% |
$24.9K - $28.2K
|
45.9K
$2.13M
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-600- 71.01% |
$25.1K - $28.4K
|
245
$11.4K
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-600- 9.97% |
$25.1K - $28.4K
|
5.42K
$251K
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-611- 5.97% |
$25.6K - $28.9K
|
9.63K
$446K
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-620- 1.6% |
$25.9K - $29.4K
|
38K
$1.76M
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-625- 2.06% |
$26.1K - $29.6K
|
29.8K
$1.38M
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-632- 2.87% |
$26.4K - $29.9K
|
21.4K
$992K
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-635- 1.74% |
$26.6K - $30.1K
|
35.9K
$1.66M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-638- 1.84% |
$26.7K - $30.2K
|
34K
$1.58M
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-641- 2.23% |
$26.8K - $30.4K
|
28.1K
$1.3M
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-668- 2.32% |
$27.9K - $31.6K
|
28.1K
$1.3M
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-668- 11.39% |
$27.9K - $31.6K
|
5.2K
$241K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-670- 14.89% |
$28K - $31.7K
|
3.83K
$177K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-674- 7.5% |
$28.2K - $31.9K
|
8.31K
$385K
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-700- 8.96% |
$29.3K - $33.2K
|
7.12K
$330K
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-710- 6.9% |
$29.7K - $33.6K
|
9.58K
$444K
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-712- 4.17% |
$29.8K - $33.7K
|
16.4K
$759K
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-726- 13.0% |
$30.4K - $34.4K
|
4.86K
$225K
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-746- 6.87% |
$31.2K - $35.3K
|
10.1K
$469K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-755- 3.08% |
$31.6K - $35.8K
|
23.7K
$1.1M
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-756- 1.23% |
$31.6K - $35.8K
|
60.6K
$2.81M
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-770- 2.91% |
$32.2K - $36.5K
|
25.7K
$1.19M
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-772- 8.8% |
$32.3K - $36.6K
|
8K
$371K
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-775- 1.51% |
$32.4K - $36.7K
|
50.5K
$2.34M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-790- 12.78% |
$33K - $37.4K
|
5.39K
$250K
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-800- 1.08% |
$33.5K - $37.9K
|
73.6K
$3.41M
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-800- 8.01% |
$33.5K - $37.9K
|
9.19K
$426K
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-809- 28.04% |
$33.8K - $38.3K
|
2.08K
$96.2K
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-813- 6.54% |
$34K - $38.5K
|
11.6K
$538K
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-827- 2.47% |
$34.6K - $39.2K
|
32.6K
$1.51M
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-834- 8.33% |
$34.9K - $39.5K
|
9.18K
$425K
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-835- 5.6% |
$34.9K - $39.5K
|
14.1K
$653K
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-847- 2.23% |
$35.4K - $40.1K
|
37.1K
$1.72M
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-849- 3.39% |
$35.5K - $40.2K
|
24.2K
$1.12M
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-867- 0.78% |
$36.3K - $41.1K
|
110K
$5.11M
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-869- 6.71% |
$36.3K - $41.2K
|
12.1K
$560K
|