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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-10- 0.11% |
$580 - $642
|
9.37K
$540K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-10- 9.26% |
$580 - $642
|
98
$5.65K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-11- 0.69% |
$638 - $706
|
1.58K
$91K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-11- 0.22% |
$638 - $706
|
5.02K
$289K
|
|
|
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
$20.2K
|
|
|
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 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-213- 0.19% |
$12.3K - $13.7K
|
113K
$6.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-298- 1.82% |
$17.3K - $19.1K
|
16.1K
$926K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-381- 1.17% |
$22.1K - $24.5K
|
32.1K
$1.85M
|
|
|
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
$636K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-531- 2.0% |
$30.8K - $34.1K
|
26K
$1.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-569- 12.17% |
$33K - $36.5K
|
4.11K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-602- 5.12% |
$34.9K - $38.6K
|
11.1K
$642K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-691- 1.34% |
$40.1K - $44.4K
|
50.8K
$2.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-700- 14.68% |
$40.6K - $44.9K
|
4.07K
$234K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-932- 16.54% |
$54K - $59.8K
|
4.7K
$271K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.5K- 2.43% |
$87K - $96.4K
|
60.4K
$3.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-2.96K- 28.01% |
$171K - $190K
|
7.6K
$438K
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-3.48K- 9.92% |
$202K - $224K
|
31.6K
$1.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.59K- 2.27% |
$208K - $230K
|
154K
$8.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5.55K- 17.18% |
$322K - $357K
|
26.8K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.87K- 15.34% |
$340K - $377K
|
32.4K
$1.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.32K- 11.64% |
$366K - $406K
|
48K
$2.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-6.81K- 4.38% |
$395K - $437K
|
149K
$8.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.89K- 84.38% |
$457K - $506K
|
1.46K
$84.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.3K- 15.23% |
$596K - $660K
|
57.2K
$3.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-15.1K- 44.94% |
$875K - $970K
|
18.5K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-27.9K- 24.01% |
$1.61M - $1.79M
|
88.1K
$5.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-33.4K- 12.78% |
$1.94M - $2.14M
|
228K
$13.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-41.4K- 21.9% |
$2.4M - $2.66M
|
148K
$8.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-52.2K- 55.91% |
$3.03M - $3.35M
|
41.2K
$2.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-79.2K- 99.79% |
$4.59M - $5.09M
|
165
$9.51K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-118K- 73.41% |
$6.86M - $7.59M
|
42.9K
$2.47M
|