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
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-4.27K- 4.75% |
$178K - $202K
|
85.6K
$3.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-4.29K- 3.93% |
$179K - $203K
|
105K
$4.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.34K- 18.6% |
$181K - $205K
|
19K
$880K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.35K- 9.07% |
$182K - $206K
|
43.6K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-4.4K- 6.24% |
$184K - $208K
|
66.1K
$3.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-4.63K- 13.7% |
$194K - $219K
|
29.2K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-4.64K- 8.48% |
$194K - $220K
|
50.1K
$2.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-4.65K- 13.73% |
$194K - $220K
|
29.2K
$1.35M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.65K- 24.78% |
$195K - $220K
|
14.1K
$655K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-4.66K- 34.17% |
$195K - $221K
|
8.98K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-4.68K- 37.5% |
$196K - $222K
|
7.8K
$361K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-4.75K- 3.41% |
$198K - $225K
|
134K
$6.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-4.77K- 3.09% |
$200K - $226K
|
150K
$6.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-4.79K- 3.24% |
$200K - $227K
|
143K
$6.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-4.8K- 18.68% |
$201K - $227K
|
20.9K
$969K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-4.96K- 4.21% |
$207K - $235K
|
113K
$5.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-5K- 7.2% |
$209K - $237K
|
64.4K
$2.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-5.07K- 4.64% |
$212K - $240K
|
104K
$4.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-5.25K- 5.08% |
$219K - $249K
|
98K
$4.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-5.33K- 42.5% |
$223K - $253K
|
7.21K
$334K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-5.35K- 46.29% |
$224K - $253K
|
6.2K
$287K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-5.38K- 41.04% |
$225K - $255K
|
7.73K
$358K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-5.48K- 7.64% |
$229K - $260K
|
66.3K
$3.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-5.51K- 15.49% |
$231K - $261K
|
30.1K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5.66K- 32.23% |
$237K - $268K
|
11.9K
$551K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.69K- 40.8% |
$238K - $270K
|
8.26K
$383K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.7K- 14.85% |
$238K - $270K
|
32.7K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-6K- 39.63% |
$251K - $284K
|
9.14K
$424K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6.01K- 3.73% |
$251K - $284K
|
155K
$7.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.04K- 11.38% |
$253K - $286K
|
47K
$2.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-6.09K- 15.23% |
$255K - $288K
|
33.9K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-6.09K- 23.37% |
$255K - $289K
|
20K
$926K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-6.23K- 8.44% |
$261K - $295K
|
67.6K
$3.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-6.37K- 3.02% |
$266K - $302K
|
204K
$9.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.42K- 1.6% |
$269K - $304K
|
394K
$18.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-6.51K- 21.98% |
$272K - $308K
|
23.1K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-6.51K- 10.29% |
$272K - $308K
|
56.8K
$2.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-6.54K- 29.78% |
$274K - $310K
|
15.4K
$715K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-7.09K- 4.18% |
$297K - $336K
|
163K
$7.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-7.13K- 0.61% |
$298K - $338K
|
1.15M
$53.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-7.2K- 1.25% |
$301K - $341K
|
568K
$26.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-7.22K- 36.54% |
$302K - $342K
|
12.5K
$581K
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-7.24K- 2.84% |
$303K - $343K
|
248K
$11.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-7.47K- 11.64% |
$313K - $354K
|
56.7K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-7.75K- 4.0% |
$324K - $367K
|
186K
$8.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-8.38K- 9.28% |
$351K - $397K
|
82K
$3.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-8.42K- 0.26% |
$352K - $399K
|
3.28M
$152M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-8.46K- 17.55% |
$354K - $401K
|
39.7K
$1.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8.62K- 8.37% |
$360K - $408K
|
94.4K
$4.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-8.71K- 10.22% |
$364K - $412K
|
76.5K
$3.54M
|