Purchases and Sales Made in Q1 2024 in Ishares Msci Emerging Markets (EEMV)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEMV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.08K- 30.8% |
$111K - $119K
|
4.68K
$272K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-2.12K- 7.42% |
$113K - $121K
|
26.5K
$1.54M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.25K- 5.7% |
$120K - $129K
|
37.2K
$2.17M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.25K- 2.59% |
$120K - $129K
|
84.7K
$4.93M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.28K- 21.78% |
$122K - $131K
|
8.18K
$476K
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-2.29K- 25.65% |
$123K - $131K
|
6.65K
$387K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.31K- 14.72% |
$124K - $132K
|
13.4K
$779K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.33K- 16.29% |
$124K - $133K
|
11.9K
$696K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.33K- 2.1% |
$125K - $134K
|
109K
$6.33M
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-2.42K- 0.94% |
$129K - $138K
|
256K
$14.9M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.45K- 7.84% |
$131K - $140K
|
28.7K
$1.67M
|
|
|
May 02, 2024
Q1 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-2.72K- 37.84% |
$145K - $156K
|
4.46K
$260K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-2.72K- 95.07% |
$145K - $156K
|
141
$8.21K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.76K- 11.39% |
$148K - $158K
|
21.5K
$1.25M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.77K- 6.75% |
$148K - $158K
|
38.2K
$2.22M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.8K- 6.91% |
$150K - $160K
|
37.7K
$2.2M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.8K- 31.88% |
$150K - $160K
|
5.99K
$349K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.86K- 4.48% |
$153K - $164K
|
61K
$3.55M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-3.04K- 2.1% |
$163K - $174K
|
142K
$8.26M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.06K- 1.87% |
$164K - $175K
|
161K
$9.37M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-3.14K- 4.85% |
$168K - $180K
|
61.5K
$3.58M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.38K- 48.1% |
$181K - $193K
|
3.64K
$212K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.42K- 10.35% |
$183K - $196K
|
29.7K
$1.73M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.52K- 8.46% |
$188K - $202K
|
38.1K
$2.22M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3.82K- 11.53% |
$204K - $219K
|
29.3K
$1.71M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.06K- 43.93% |
$217K - $232K
|
5.18K
$301K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.23K- 6.86% |
$226K - $242K
|
57.4K
$3.34M
|
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-4.23K- 46.46% |
$226K - $242K
|
4.88K
$284K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-4.37K- 76.71% |
$234K - $250K
|
1.33K
$77.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-4.41K- 14.02% |
$236K - $252K
|
27K
$1.57M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-4.84K- 3.73% |
$259K - $277K
|
125K
$7.28M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.97K- 4.55% |
$266K - $285K
|
104K
$6.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-5.43K- 15.41% |
$290K - $311K
|
29.8K
$1.74M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-6.5K- 29.37% |
$348K - $372K
|
15.6K
$910K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.2K- 29.08% |
$385K - $413K
|
17.6K
$1.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-7.66K- 78.23% |
$409K - $439K
|
2.13K
$124K
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-7.82K- 58.6% |
$418K - $448K
|
5.52K
$322K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-8.1K- 4.44% |
$433K - $464K
|
174K
$10.2M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8.39K- 66.14% |
$449K - $480K
|
4.29K
$250K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-9.71K- 29.59% |
$519K - $556K
|
23.1K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.9K- 33.25% |
$580K - $621K
|
21.8K
$1.27M
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-11.8K- 14.77% |
$629K - $673K
|
67.8K
$3.95M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12K- 18.22% |
$640K - $685K
|
53.7K
$3.13M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-12.8K- 13.75% |
$685K - $734K
|
80.4K
$4.68M
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-12.9K- 76.45% |
$689K - $738K
|
3.97K
$231K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14.4K- 90.06% |
$769K - $824K
|
1.59K
$92.4K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15K- 2.53% |
$803K - $860K
|
579K
$33.7M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-18.5K- 67.26% |
$988K - $1.06M
|
8.99K
$524K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-25.5K- 40.44% |
$1.37M - $1.46M
|
37.6K
$2.19M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-27.2K- 8.03% |
$1.45M - $1.56M
|
311K
$18.1M
|