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
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.91KNew |
$79.8K - $90.4K
|
1.91K
$103K
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.89K+ 17.62% |
$79.2K - $89.7K
|
12.6K
$685K
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.88K+ 7.07% |
$78.5K - $88.8K
|
28.4K
$1.54M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.87K+ 8.21% |
$78.4K - $88.8K
|
24.7K
$1.34M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.85K+ 3.58% |
$77.5K - $87.8K
|
53.6K
$2.9M
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.85K+ 3.06% |
$77.4K - $87.6K
|
62.4K
$3.38M
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.84K+ 1.72% |
$76.9K - $87K
|
108K
$5.88M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.81K+ 4.01% |
$75.9K - $85.9K
|
47K
$2.55M
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.79K+ 0.46% |
$74.8K - $84.7K
|
388K
$21M
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.78K+ 31.93% |
$74.4K - $84.2K
|
7.35K
$398K
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.76K+ 5.29% |
$73.7K - $83.4K
|
35.1K
$1.9M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.76K+ 7.55% |
$73.6K - $83.4K
|
25.1K
$1.36M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.72K+ 2.84% |
$72K - $81.6K
|
62.3K
$3.38M
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.72KNew |
$71.8K - $81.3K
|
1.72K
$93K
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.69K+ 8.99% |
$70.8K - $80.1K
|
20.5K
$1.11M
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.68K+ 16.83% |
$70.1K - $79.4K
|
11.6K
$631K
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
1.64K+ 13.59% |
$68.7K - $77.8K
|
13.7K
$744K
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.64K+ 2.41% |
$68.5K - $77.5K
|
69.5K
$3.77M
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1.59K+ 7.76% |
$66.4K - $75.2K
|
22.1K
$1.19M
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.55K+ 5.5% |
$64.9K - $73.5K
|
29.7K
$1.61M
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.54K+ 2.24% |
$64.5K - $73K
|
70.3K
$3.81M
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.53K+ 3.04% |
$63.8K - $72.2K
|
51.6K
$2.8M
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1.51K+ 1.22% |
$63.3K - $71.7K
|
126K
$6.81M
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.51K+ 4.6% |
$63.2K - $71.6K
|
34.4K
$1.86M
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.5K+ 61.67% |
$62.9K - $71.2K
|
3.94K
$214K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.5K+ 22.97% |
$62.5K - $70.8K
|
8K
$434K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.49K+ 9.23% |
$62.4K - $70.6K
|
17.7K
$957K
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.48K+ 25.25% |
$61.8K - $70K
|
7.33K
$397K
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.47K+ 1.83% |
$61.6K - $69.8K
|
81.9K
$4.44M
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.47K+ 14.4% |
$61.6K - $69.8K
|
11.7K
$634K
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.45K+ 4.22% |
$60.7K - $68.8K
|
35.9K
$1.94M
|
|
Feb 13, 2025
Q4 2024
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
1.45K+ 13.33% |
$60.7K - $68.7K
|
12.3K
$668K
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.4K+ 2.14% |
$58.7K - $66.4K
|
66.9K
$3.63M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.4K+ 0.73% |
$58.6K - $66.4K
|
194K
$10.5M
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.38K+ 16.85% |
$57.8K - $65.5K
|
9.58K
$519K
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.36KNew |
$57K - $64.6K
|
1.36K
$73.9K
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.34K+ 0.85% |
$56K - $63.4K
|
159K
$8.62M
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.31K+ 0.46% |
$54.9K - $62.2K
|
288K
$15.6M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.31K+ 4.53% |
$54.8K - $62.1K
|
30.2K
$1.64M
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.31K+ 92.36% |
$54.6K - $61.9K
|
2.72K
$147K
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
1.3K+ 10.42% |
$54.3K - $61.5K
|
13.8K
$746K
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.29K+ 4.48% |
$53.7K - $60.9K
|
29.9K
$1.62M
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
1.29K+ 2.79% |
$53.7K - $60.9K
|
47.4K
$2.57M
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.25K+ 2.93% |
$52.4K - $59.3K
|
44.1K
$2.39M
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.22K+ 5.05% |
$50.9K - $57.7K
|
25.3K
$1.37M
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
1.22KNew |
$50.9K - $57.6K
|
1.22K
$65.9K
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
1.21K+ 1.15% |
$50.7K - $57.4K
|
107K
$5.8M
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
1.17K+ 2.23% |
$49.1K - $55.6K
|
53.8K
$2.92M
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.17KNew |
$48.9K - $55.4K
|
1.17K
$63.3K
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.16K+ 3.35% |
$48.5K - $54.9K
|
35.7K
$1.94M
|