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 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
738+ 1.53% |
$30.9K - $35K
|
49.1K
$2.12M
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
732New |
$30.6K - $34.7K
|
732
$31.5K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
699+ 0.76% |
$29.2K - $33.1K
|
92.2K
$3.97M
|
|
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
$321K
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
679New |
$28.4K - $32.2K
|
679
$29.3K
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
673New |
$28.1K - $31.9K
|
673
$29K
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
659New |
$27.6K - $31.2K
|
659
$28.4K
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
648+ 6.84% |
$27.1K - $30.7K
|
10.1K
$437K
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
634+ 3.46% |
$26.5K - $30K
|
19K
$818K
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
626+ 12.46% |
$26.2K - $29.6K
|
5.65K
$244K
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
607+ 0.55% |
$25.4K - $28.7K
|
110K
$4.75M
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
583+ 1.66% |
$24.4K - $27.6K
|
35.7K
$1.54M
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
576+ 0.55% |
$24.1K - $27.3K
|
106K
$4.55M
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
556+ 12.13% |
$23.3K - $26.3K
|
5.14K
$221K
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
545+ 12.47% |
$22.8K - $25.8K
|
4.92K
$212K
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
538New |
$22.5K - $25.5K
|
538
$23.2K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
535+ 2.51% |
$22.4K - $25.3K
|
21.9K
$942K
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
530+ 1.53% |
$22.2K - $25.1K
|
35.1K
$1.51M
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
527+ 25.48% |
$22K - $25K
|
2.6K
$112K
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
522+ 0.35% |
$21.8K - $24.7K
|
148K
$6.38M
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
508+ 1.63% |
$21.2K - $24.1K
|
31.7K
$1.37M
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
502+ 6.42% |
$21K - $23.8K
|
8.33K
$359K
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
BUY
|
- |
500+ 8.66% |
$20.9K - $23.7K
|
6.28K
$270K
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
485+ 6.14% |
$20.3K - $23K
|
8.39K
$362K
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
469+ 5.8% |
$19.6K - $22.2K
|
8.56K
$369K
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
457New |
$19.1K - $21.6K
|
457
$19.7K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
457New |
$19.1K - $21.6K
|
457
$19.7K
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
448+ 1.72% |
$18.7K - $21.2K
|
26.5K
$1.14M
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
447+ 12.31% |
$18.7K - $21.2K
|
4.08K
$176K
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
434+ 3.13% |
$18.1K - $20.6K
|
14.3K
$616K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
434+ 5.82% |
$18.1K - $20.6K
|
7.89K
$340K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
429+ 1.06% |
$17.9K - $20.3K
|
40.8K
$1.76M
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
423New |
$17.7K - $20K
|
423
$18.2K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
415+ 4.12% |
$17.4K - $19.7K
|
10.5K
$452K
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
400+ 8.81% |
$16.7K - $18.9K
|
4.94K
$213K
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
400+ 1.02% |
$16.7K - $18.9K
|
39.6K
$1.71M
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
395+ 0.53% |
$16.5K - $18.7K
|
75.1K
$3.24M
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
383New |
$16K - $18.1K
|
383
$16.5K
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
374+ 4.7% |
$15.6K - $17.7K
|
8.33K
$359K
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
373+ 1.33% |
$15.6K - $17.7K
|
28.5K
$1.23M
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
368New |
$15.4K - $17.4K
|
368
$15.9K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
360New |
$15.1K - $17K
|
360
$15.5K
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
360+ 1.46% |
$15.1K - $17K
|
25.1K
$1.08M
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
349+ 40.02% |
$14.6K - $16.5K
|
1.22K
$52.6K
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
338+ 1.64% |
$14.1K - $16K
|
20.9K
$902K
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
331+ 7.11% |
$13.8K - $15.7K
|
4.99K
$215K
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
316+ 0.52% |
$13.2K - $15K
|
61.5K
$2.65M
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
314+ 0.35% |
$13.1K - $14.9K
|
89.2K
$3.85M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
312New |
$13K - $14.8K
|
312
$13.4K
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
310+ 0.67% |
$13K - $14.7K
|
46.9K
$2.02M
|