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 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
7.05K+ 153.3% |
$295K - $334K
|
11.7K
$502K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
7.03KNew |
$294K - $333K
|
7.03K
$303K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
7.02K+ 14.47% |
$294K - $332K
|
55.5K
$2.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
7K+ 38.89% |
$293K - $332K
|
25K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
6.87K+ 68.19% |
$287K - $326K
|
17K
$731K
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
6.87K+ 33.66% |
$287K - $325K
|
27.3K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
6.79KNew |
$284K - $321K
|
6.79K
$293K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.78K+ 36.25% |
$284K - $321K
|
25.5K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
6.7K+ 12.23% |
$280K - $318K
|
61.5K
$2.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.64KNew |
$278K - $314K
|
6.64K
$286K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
6.63K+ 18.54% |
$277K - $314K
|
42.4K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
6.49K+ 17.71% |
$271K - $307K
|
43.1K
$1.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
6.32K+ 16.49% |
$264K - $299K
|
44.7K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
6.28K+ 6.48% |
$263K - $297K
|
103K
$4.45M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
6.18KNew |
$259K - $293K
|
6.18K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
6.18KNew |
$258K - $293K
|
6.18K
$266K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.13K+ 2.4% |
$256K - $290K
|
262K
$11.3M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.03K+ 16.87% |
$252K - $285K
|
41.8K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6KNew |
$251K - $284K
|
6K
$259K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
5.98K+ 134.84% |
$250K - $283K
|
10.4K
$449K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.95K+ 123.34% |
$249K - $282K
|
10.8K
$464K
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
5.89KNew |
$246K - $279K
|
5.89K
$254K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.87K+ 27.54% |
$246K - $278K
|
27.2K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
5.79K+ 8.38% |
$242K - $274K
|
74.8K
$3.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
5.79K+ 3.87% |
$242K - $274K
|
155K
$6.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
5.72K+ 125.79% |
$239K - $271K
|
10.3K
$442K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
5.71K+ 56.61% |
$239K - $271K
|
15.8K
$681K
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
5.61K+ 52.53% |
$235K - $266K
|
16.3K
$702K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
5.58KNew |
$233K - $264K
|
5.58K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
5.51KNew |
$230K - $261K
|
5.51K
$237K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.5KNew |
$230K - $261K
|
5.5K
$237K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
5.5KNew |
$230K - $260K
|
5.5K
$237K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
5.36K+ 3.93% |
$224K - $254K
|
142K
$6.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
5.35KNew |
$224K - $253K
|
5.35K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
5.33KNew |
$223K - $252K
|
5.33K
$230K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.32KNew |
$223K - $252K
|
5.32K
$229K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
5.28K+ 2.66% |
$221K - $250K
|
203K
$8.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
5.1K+ 2.23% |
$213K - $241K
|
234K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5.07K+ 64.03% |
$212K - $240K
|
13K
$560K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.06K+ 70.3% |
$212K - $240K
|
12.3K
$529K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
5.05KNew |
$211K - $239K
|
5.05K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
5KNew |
$209K - $237K
|
5K
$216K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.97KNew |
$208K - $235K
|
4.97K
$214K
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
4.96K+ 1.34% |
$207K - $235K
|
374K
$16.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.94KNew |
$206K - $234K
|
4.94K
$213K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.92K+ 2.03% |
$206K - $233K
|
248K
$10.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.9KNew |
$205K - $232K
|
4.9K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.89K+ 27.66% |
$204K - $231K
|
22.6K
$972K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.87KNew |
$204K - $231K
|
4.87K
$210K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
4.82KNew |
$202K - $228K
|
4.82K
$208K
|