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
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.6K+ 161.7% |
$569K - $644K
|
22K
$1.02M
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
13.6KNew |
$568K - $644K
|
13.6K
$630K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
13.6K+ 36.19% |
$568K - $643K
|
51.1K
$2.37M
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
13.4KNew |
$562K - $637K
|
13.4K
$623K
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
13.2K+ 41.16% |
$550K - $623K
|
45.1K
$2.09M
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
13.1K+ 39763.64% |
$549K - $621K
|
13.2K
$609K
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
13K+ 8.18% |
$542K - $614K
|
171K
$7.94M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.9K+ 139.17% |
$538K - $609K
|
22.1K
$1.02M
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
11.6KNew |
$485K - $549K
|
11.6K
$537K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
11.4KNew |
$475K - $538K
|
11.4K
$526K
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
11.3K+ 11.79% |
$473K - $535K
|
107K
$4.96M
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11.3K+ 5.81% |
$472K - $535K
|
206K
$9.52M
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.2K+ 75.85% |
$468K - $530K
|
26K
$1.2M
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.1K+ 1105.4% |
$462K - $524K
|
12.1K
$558K
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
11K+ 11.15% |
$459K - $519K
|
109K
$5.07M
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
11K+ 123.38% |
$458K - $519K
|
19.8K
$920K
|
|
Apr 11, 2025
Q4 2024
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
10.8KNew |
$451K - $511K
|
10.8K
$500K
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
10.7K+ 59.69% |
$446K - $505K
|
28.5K
$1.32M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.6K+ 27.92% |
$443K - $502K
|
48.6K
$2.25M
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
10.6K+ 5.63% |
$442K - $501K
|
199K
$9.2M
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
10.5K+ 15.88% |
$438K - $497K
|
76.5K
$3.54M
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.4K+ 7.96% |
$433K - $490K
|
140K
$6.5M
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
10.3KNew |
$431K - $488K
|
10.3K
$477K
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
10.2K+ 27.21% |
$425K - $481K
|
47.5K
$2.2M
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
10.2KNew |
$425K - $481K
|
10.2K
$471K
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
10.1K+ 9.69% |
$422K - $478K
|
114K
$5.29M
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
10.1KNew |
$421K - $477K
|
10.1K
$466K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
10K+ 10.28% |
$418K - $474K
|
107K
$4.97M
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
10K+ 3.99% |
$418K - $474K
|
260K
$12.1M
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
9.83K+ 163.7% |
$411K - $465K
|
15.8K
$733K
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
9.65K+ 64.92% |
$404K - $457K
|
24.5K
$1.14M
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
9.39KNew |
$393K - $445K
|
9.39K
$435K
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
9.37K+ 1.85% |
$392K - $444K
|
515K
$23.9M
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
9.26K+ 5.61% |
$387K - $439K
|
174K
$8.08M
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
9.22KNew |
$385K - $436K
|
9.22K
$427K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.21K+ 28.97% |
$385K - $436K
|
41K
$1.9M
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
9.19KNew |
$384K - $435K
|
9.19K
$426K
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
9.17K+ 8.75% |
$383K - $434K
|
114K
$5.28M
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9.09K+ 10.85% |
$380K - $430K
|
92.8K
$4.3M
|
|
Feb 06, 2025
Q4 2024
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
8.72KNew |
$365K - $413K
|
8.72K
$404K
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.72K+ 36.73% |
$365K - $413K
|
32.5K
$1.5M
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
8.5K+ 9.59% |
$355K - $402K
|
97.1K
$4.5M
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.27K+ 2.44% |
$346K - $392K
|
347K
$16.1M
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
8.23KNew |
$344K - $390K
|
8.23K
$381K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.19K+ 28.41% |
$342K - $388K
|
37K
$1.71M
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
8.07K+ 5.91% |
$338K - $382K
|
145K
$6.7M
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
8.02K+ 5.76% |
$335K - $380K
|
147K
$6.83M
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.96KNew |
$333K - $377K
|
7.96K
$369K
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
7.92K+ 10.17% |
$331K - $375K
|
85.8K
$3.97M
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
7.88K+ 17.17% |
$330K - $373K
|
53.8K
$2.49M
|