Purchases and Sales Made in Q4 2024 in Ishares Msci Emerging Mkts Sma (EEMS)
This table provides information about the institutional ownership of Ishares Msci Emerging Mkts Sma (EEMS) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
3.64K+ 5.56% |
$211K - $233K
|
69.1K
$3.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.7KNew |
$98.2K - $109K
|
1.7K
$97.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1.48K+ 1.18% |
$85.7K - $94.9K
|
127K
$7.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
719+ 4.24% |
$41.7K - $46.2K
|
17.7K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
630New |
$36.5K - $40.4K
|
630
$36.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
314+ 4.05% |
$18.2K - $20.2K
|
8.07K
$464K
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
292+ 2.36% |
$16.9K - $18.7K
|
12.6K
$728K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
118+ 2.16% |
$6.84K - $7.58K
|
5.59K
$321K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
78+ 2.3% |
$4.52K - $5.01K
|
3.46K
$199K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
40+ 0.45% |
$2.32K - $2.57K
|
8.92K
$513K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6- 0.62% |
$348 - $385
|
959
$55.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-15- 0.04% |
$869 - $963
|
39.4K
$2.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-20- 5.41% |
$1.16K - $1.28K
|
350
$20.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-109- 0.57% |
$6.32K - $7K
|
19.2K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-298- 1.82% |
$17.3K - $19.1K
|
16.1K
$924K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-467- 2.0% |
$27.1K - $30K
|
22.9K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-502- 4.35% |
$29.1K - $32.2K
|
11K
$635K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-531- 2.0% |
$30.8K - $34.1K
|
26K
$1.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5.55K- 17.18% |
$322K - $357K
|
26.8K
$1.54M
|