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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
950+ 4.79% |
$39.7K - $45K
|
20.8K
$962K
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
949New |
$39.7K - $44.9K
|
949
$44K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
918+ 8.97% |
$38.4K - $43.5K
|
11.2K
$517K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
902+ 0.55% |
$37.7K - $42.7K
|
166K
$7.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
900New |
$37.6K - $42.6K
|
900
$41.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
900+ 2.34% |
$37.6K - $42.6K
|
39.4K
$1.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
857+ 4.24% |
$35.8K - $40.6K
|
21.1K
$976K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
854New |
$35.7K - $40.4K
|
854
$39.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
853+ 7.73% |
$35.7K - $40.4K
|
11.9K
$551K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
844+ 4.91% |
$35.3K - $40K
|
18K
$836K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
843+ 6.27% |
$35.3K - $39.9K
|
14.3K
$662K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
804+ 5.77% |
$33.6K - $38.1K
|
14.7K
$683K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
800New |
$33.5K - $37.9K
|
800
$37.1K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
794New |
$33.2K - $37.6K
|
794
$36.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
753+ 6.17% |
$31.5K - $35.7K
|
13K
$600K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
750+ 1.42% |
$31.4K - $35.5K
|
53.5K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
748+ 6.07% |
$31.3K - $35.4K
|
13.1K
$606K
|
|
|
Feb 06, 2025
Q4 2024
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
743+ 5.91% |
$31.1K - $35.2K
|
13.3K
$617K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
738+ 1.53% |
$30.9K - $35K
|
49.1K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
732New |
$30.6K - $34.7K
|
732
$33.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
699+ 0.76% |
$29.2K - $33.1K
|
92.2K
$4.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
684+ 10.1% |
$28.6K - $32.4K
|
7.46K
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
679New |
$28.4K - $32.2K
|
679
$31.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
673New |
$28.1K - $31.9K
|
673
$31.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
659New |
$27.6K - $31.2K
|
659
$30.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
648+ 6.84% |
$27.1K - $30.7K
|
10.1K
$469K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
634+ 3.46% |
$26.5K - $30K
|
19K
$879K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
626+ 12.46% |
$26.2K - $29.6K
|
5.65K
$262K
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
614+ 5.35% |
$25.7K - $29.1K
|
12.1K
$560K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
607+ 0.55% |
$25.4K - $28.7K
|
110K
$5.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
583+ 1.66% |
$24.4K - $27.6K
|
35.7K
$1.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
576+ 0.55% |
$24.1K - $27.3K
|
106K
$4.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
556+ 12.13% |
$23.3K - $26.3K
|
5.14K
$238K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
545+ 12.47% |
$22.8K - $25.8K
|
4.92K
$228K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
538New |
$22.5K - $25.5K
|
538
$24.9K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
535+ 2.51% |
$22.4K - $25.3K
|
21.9K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
530+ 1.53% |
$22.2K - $25.1K
|
35.1K
$1.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
527+ 25.48% |
$22K - $25K
|
2.6K
$120K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
522+ 0.35% |
$21.8K - $24.7K
|
148K
$6.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
508+ 1.63% |
$21.2K - $24.1K
|
31.7K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
502+ 6.42% |
$21K - $23.8K
|
8.33K
$386K
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
BUY
|
- |
500+ 8.66% |
$20.9K - $23.7K
|
6.28K
$291K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
485+ 6.14% |
$20.3K - $23K
|
8.39K
$389K
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
469+ 5.8% |
$19.6K - $22.2K
|
8.56K
$397K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
457New |
$19.1K - $21.6K
|
457
$21.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
457New |
$19.1K - $21.6K
|
457
$21.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
448+ 1.72% |
$18.7K - $21.2K
|
26.5K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
447+ 12.31% |
$18.7K - $21.2K
|
4.08K
$189K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
434+ 3.13% |
$18.1K - $20.6K
|
14.3K
$662K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
434+ 5.82% |
$18.1K - $20.6K
|
7.89K
$365K
|