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 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
2.59K+ 11.82% |
$108K - $123K
|
24.5K
$1.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
2.59K+ 35.09% |
$108K - $122K
|
9.95K
$429K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.58K+ 2.52% |
$108K - $122K
|
105K
$4.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.47K+ 16.66% |
$103K - $117K
|
17.3K
$745K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.36K+ 26.24% |
$98.9K - $112K
|
11.4K
$490K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.35K+ 52.21% |
$98.2K - $111K
|
6.85K
$295K
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
2.35K+ 2.66% |
$98.2K - $111K
|
90.6K
$3.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.26K+ 8.74% |
$94.5K - $107K
|
28.1K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
2.23K+ 35.44% |
$93.3K - $106K
|
8.53K
$367K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.2K+ 11.98% |
$91.8K - $104K
|
20.5K
$885K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.18K+ 24.74% |
$91K - $103K
|
11K
$473K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.17K+ 8.34% |
$90.7K - $103K
|
28.2K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
2.16K+ 2.92% |
$90.4K - $102K
|
76.2K
$3.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
2.13KNew |
$89.2K - $101K
|
2.13K
$91.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.1K+ 1.71% |
$87.8K - $99.4K
|
125K
$5.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.09KNew |
$87.2K - $98.8K
|
2.09K
$89.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.02K+ 27.74% |
$84.4K - $95.6K
|
9.29K
$400K
|
|
|
Feb 03, 2025
Q4 2024
|
Verger Capital Management LLC
|
BUY
|
- |
2.01K+ 0.9% |
$83.9K - $95.1K
|
224K
$9.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.94K+ 1.66% |
$81.1K - $91.9K
|
119K
$5.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
1.93KNew |
$80.8K - $91.5K
|
1.93K
$83.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.92K+ 3.23% |
$80.5K - $91.1K
|
61.5K
$2.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.91KNew |
$79.8K - $90.4K
|
1.91K
$82.2K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.89K+ 17.62% |
$79.2K - $89.7K
|
12.6K
$545K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.88K+ 7.07% |
$78.5K - $88.8K
|
28.4K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.87K+ 8.21% |
$78.4K - $88.8K
|
24.7K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.85K+ 3.58% |
$77.5K - $87.8K
|
53.6K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.85K+ 3.06% |
$77.4K - $87.6K
|
62.4K
$2.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.84K+ 1.72% |
$76.9K - $87K
|
108K
$4.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.81K+ 4.01% |
$75.9K - $85.9K
|
47K
$2.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.79K+ 0.46% |
$74.8K - $84.7K
|
388K
$16.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.78K+ 31.93% |
$74.4K - $84.2K
|
7.35K
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.76K+ 5.29% |
$73.7K - $83.4K
|
35.1K
$1.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.76K+ 7.55% |
$73.6K - $83.4K
|
25.1K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.72K+ 2.84% |
$72K - $81.6K
|
62.3K
$2.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.72KNew |
$71.8K - $81.3K
|
1.72K
$74K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.69K+ 8.99% |
$70.8K - $80.1K
|
20.5K
$884K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.68K+ 16.83% |
$70.1K - $79.4K
|
11.6K
$502K
|
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
1.64K+ 13.59% |
$68.7K - $77.8K
|
13.7K
$592K
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.64K+ 2.41% |
$68.5K - $77.5K
|
69.5K
$3M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1.59K+ 7.76% |
$66.4K - $75.2K
|
22.1K
$950K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.55K+ 5.5% |
$64.9K - $73.5K
|
29.7K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.54K+ 2.24% |
$64.5K - $73K
|
70.3K
$3.03M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.53K+ 3.04% |
$63.8K - $72.2K
|
51.6K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1.51K+ 1.22% |
$63.3K - $71.7K
|
126K
$5.42M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.51K+ 4.6% |
$63.2K - $71.6K
|
34.4K
$1.48M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.5K+ 61.67% |
$62.9K - $71.2K
|
3.94K
$170K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.5K+ 22.97% |
$62.5K - $70.8K
|
8K
$345K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.49K+ 9.23% |
$62.4K - $70.6K
|
17.7K
$761K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.48K+ 25.25% |
$61.8K - $70K
|
7.33K
$316K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.47K+ 1.83% |
$61.6K - $69.8K
|
81.9K
$3.53M
|