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
|
Element Wealth, LLC
|
BUY
|
- |
1.47K+ 14.4% |
$61.6K - $69.8K
|
11.7K
$504K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.45K+ 4.22% |
$60.7K - $68.8K
|
35.9K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
1.45K+ 13.33% |
$60.7K - $68.7K
|
12.3K
$532K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.4K+ 2.14% |
$58.7K - $66.4K
|
66.9K
$2.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.4K+ 0.73% |
$58.6K - $66.4K
|
194K
$8.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.38K+ 16.85% |
$57.8K - $65.5K
|
9.58K
$413K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.36KNew |
$57K - $64.6K
|
1.36K
$58.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.34K+ 0.85% |
$56K - $63.4K
|
159K
$6.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.31K+ 0.46% |
$54.9K - $62.2K
|
288K
$12.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.31K+ 4.53% |
$54.8K - $62.1K
|
30.2K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.31K+ 92.36% |
$54.6K - $61.9K
|
2.72K
$117K
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
1.3K+ 10.42% |
$54.3K - $61.5K
|
13.8K
$593K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.29K+ 4.48% |
$53.7K - $60.9K
|
29.9K
$1.29M
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
1.29K+ 2.79% |
$53.7K - $60.9K
|
47.4K
$2.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.25K+ 2.93% |
$52.4K - $59.3K
|
44.1K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.22K+ 5.05% |
$50.9K - $57.7K
|
25.3K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
1.22KNew |
$50.9K - $57.6K
|
1.22K
$52.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
1.21K+ 1.15% |
$50.7K - $57.4K
|
107K
$4.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
1.17K+ 2.23% |
$49.1K - $55.6K
|
53.8K
$2.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.17KNew |
$48.9K - $55.4K
|
1.17K
$50.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.16K+ 3.35% |
$48.5K - $54.9K
|
35.7K
$1.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
1.15K+ 6.03% |
$48K - $54.4K
|
20.2K
$869K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
1.14K+ 3.52% |
$47.8K - $54.1K
|
33.6K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.13K+ 7.97% |
$47.3K - $53.6K
|
15.3K
$660K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
1.11K+ 8.16% |
$46.4K - $52.5K
|
14.7K
$634K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.1K+ 1.88% |
$46K - $52.1K
|
59.6K
$2.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.06K+ 21.53% |
$44.2K - $50.1K
|
5.97K
$257K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.06K+ 2.79% |
$44.2K - $50K
|
38.9K
$1.68M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
1.04K+ 21.59% |
$43.3K - $49K
|
5.83K
$251K
|
|
|
Feb 11, 2025
Q4 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
1.02K+ 0.78% |
$42.8K - $48.4K
|
131K
$5.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
989New |
$41.4K - $46.8K
|
989
$42.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
986+ 14.51% |
$41.2K - $46.7K
|
7.78K
$335K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
952+ 67.14% |
$39.8K - $45.1K
|
2.37K
$102K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
950+ 4.79% |
$39.7K - $45K
|
20.8K
$895K
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
949New |
$39.7K - $44.9K
|
949
$40.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
918+ 8.97% |
$38.4K - $43.5K
|
11.2K
$481K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
902+ 0.55% |
$37.7K - $42.7K
|
166K
$7.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
900New |
$37.6K - $42.6K
|
900
$38.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
900+ 2.34% |
$37.6K - $42.6K
|
39.4K
$1.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
857+ 4.24% |
$35.8K - $40.6K
|
21.1K
$908K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
854New |
$35.7K - $40.4K
|
854
$36.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
853+ 7.73% |
$35.7K - $40.4K
|
11.9K
$512K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
844+ 4.91% |
$35.3K - $40K
|
18K
$778K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
843+ 6.27% |
$35.3K - $39.9K
|
14.3K
$616K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
804+ 5.77% |
$33.6K - $38.1K
|
14.7K
$636K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
800New |
$33.5K - $37.9K
|
800
$34.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
753+ 6.17% |
$31.5K - $35.7K
|
13K
$559K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
750+ 1.42% |
$31.4K - $35.5K
|
53.5K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
748+ 6.07% |
$31.3K - $35.4K
|
13.1K
$564K
|
|
|
Feb 06, 2025
Q4 2024
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
743+ 5.91% |
$31.1K - $35.2K
|
13.3K
$574K
|