Purchases and Sales Made in Q1 2025 in Ishares Msci Emerging Mkts Sma (EEMS)
This table provides information about the institutional ownership of Ishares Msci Emerging Mkts Sma (EEMS) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES MSCI EMERGING MKTS SMA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
189K+ 128.22% |
$10.4M - $11M
|
337K
$20.7M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.9K+ 195.29% |
$1.21M - $1.28M
|
33.1K
$2.03M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.4K+ 91.51% |
$1.12M - $1.19M
|
42.7K
$2.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
12.5K+ 7.43% |
$688K - $729K
|
181K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.1K+ 22.66% |
$610K - $647K
|
60K
$3.68M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.6K+ 6.6% |
$586K - $621K
|
172K
$10.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
10.2K+ 51.48% |
$560K - $593K
|
29.9K
$1.83M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.04K+ 184.08% |
$498K - $528K
|
14K
$856K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
7.82K+ 15.39% |
$431K - $457K
|
58.6K
$3.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.09K+ 15.5% |
$391K - $414K
|
52.9K
$3.24M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.84K+ 264.71% |
$377K - $399K
|
9.42K
$578K
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
BUY
|
- |
6.17K+ 5.46% |
$340K - $360K
|
119K
$7.3M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.07K+ 6.34% |
$334K - $354K
|
102K
$6.24M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
5.62K+ 79.77% |
$310K - $328K
|
12.7K
$777K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.26KNew |
$179K - $190K
|
3.26K
$200K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
2.72K+ 3.94% |
$150K - $159K
|
71.8K
$4.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.89K+ 4.38% |
$104K - $110K
|
45.1K
$2.77M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.52K+ 8.6% |
$83.7K - $88.7K
|
19.2K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.25K+ 1.18% |
$68.6K - $72.7K
|
106K
$6.53M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.21K+ 7.52% |
$66.6K - $70.6K
|
17.3K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.04K+ 24.24% |
$57.2K - $60.6K
|
5.33K
$327K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
757+ 9.39% |
$41.7K - $44.2K
|
8.82K
$541K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
739New |
$40.7K - $43.1K
|
739
$45.3K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
617+ 0.4% |
$34K - $36K
|
155K
$9.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
480+ 7.17% |
$26.4K - $28K
|
7.18K
$440K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
476+ 0.79% |
$26.2K - $27.8K
|
60.9K
$3.73M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
450New |
$24.8K - $26.3K
|
450
$27.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
300+ 300.0% |
$16.5K - $17.5K
|
400
$24.5K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
227+ 23.07% |
$12.5K - $13.2K
|
1.21K
$74.3K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
150+ 10.0% |
$8.26K - $8.76K
|
1.65K
$101K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
109+ 1.43% |
$6K - $6.36K
|
7.71K
$473K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
60+ 0.57% |
$3.3K - $3.5K
|
10.6K
$648K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
42New |
$2.31K - $2.45K
|
42
$2.58K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-36- 10.29% |
$1.98K - $2.1K
|
314
$19.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-46- 15.33% |
$2.53K - $2.69K
|
254
$15.6K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-112- 7.09% |
$6.17K - $6.54K
|
1.47K
$90K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-113- 7.74% |
$6.22K - $6.6K
|
1.35K
$82.6K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-151- 1.93% |
$8.31K - $8.81K
|
7.69K
$471K
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-151- 1.19% |
$8.31K - $8.81K
|
12.5K
$766K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-224- 5.81% |
$12.3K - $13.1K
|
3.63K
$223K
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-235- 0.19% |
$12.9K - $13.7K
|
127K
$7.77M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-579- 16.72% |
$31.9K - $33.8K
|
2.88K
$177K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-714- 2.67% |
$39.3K - $41.7K
|
26.1K
$1.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-772- 75.46% |
$42.5K - $45.1K
|
251
$15.4K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-775- 4.04% |
$42.7K - $45.2K
|
18.4K
$1.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-955- 5.94% |
$52.6K - $55.7K
|
15.1K
$927K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.2K- 23.92% |
$66.1K - $70K
|
3.82K
$234K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.3K- 11.67% |
$71.6K - $75.9K
|
9.85K
$604K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.49K- 5.74% |
$82.2K - $87.1K
|
24.5K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1.88K- 8.22% |
$104K - $110K
|
21K
$1.29M
|