Purchases and Sales Made in Q1 2024 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) 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 |
|---|---|---|---|---|---|---|---|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.04K- 37.1% |
$39.1K - $42.9K
|
1.76K
$75.6K
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.04K- 14.11% |
$39.2K - $43K
|
6.33K
$272K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.07K- 4.24% |
$40.2K - $44.1K
|
24.1K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.07K- 1.5% |
$40.3K - $44.2K
|
70K
$3.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Ht Partners LLC
|
SELL
|
- |
-1.07K- 0.28% |
$40.3K - $44.2K
|
383K
$16.4M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.09K- 5.68% |
$41.1K - $45.1K
|
18.1K
$778K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.1K- 9.16% |
$41.4K - $45.4K
|
10.9K
$467K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.11K- 7.21% |
$41.8K - $45.9K
|
14.3K
$613K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.14K- 1.53% |
$42.9K - $47.1K
|
73.1K
$3.14M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.14K- 3.25% |
$43K - $47.2K
|
33.9K
$1.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.16K- 15.88% |
$43.7K - $48K
|
6.15K
$264K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-1.16K- 0.66% |
$43.7K - $48K
|
174K
$7.48M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.17K- 2.78% |
$43.9K - $48.2K
|
40.8K
$1.75M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.19K- 18.73% |
$44.8K - $49.1K
|
5.15K
$221K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.19K- 5.79% |
$44.8K - $49.2K
|
19.4K
$831K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1.19KClosed |
$45K - $49.3K
|
0
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.2K- 17.92% |
$45K - $49.4K
|
5.48K
$235K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.22K- 4.4% |
$45.9K - $50.4K
|
26.5K
$1.14M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.23K- 8.68% |
$46.2K - $50.7K
|
12.9K
$554K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.24K- 4.13% |
$46.7K - $51.2K
|
28.8K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1.25K- 21.56% |
$47.1K - $51.7K
|
4.54K
$195K
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-1.26K- 4.77% |
$47.6K - $52.3K
|
25.2K
$1.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.26K- 88.08% |
$47.6K - $52.3K
|
171
$7.34K
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.27K- 2.34% |
$47.7K - $52.4K
|
52.9K
$2.27M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-1.28K- 7.11% |
$48.1K - $52.8K
|
16.7K
$716K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.29K- 10.65% |
$48.6K - $53.4K
|
10.8K
$465K
|
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.3K- 11.96% |
$49K - $53.8K
|
9.57K
$411K
|
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-1.32K- 2.96% |
$49.8K - $54.6K
|
43.4K
$1.86M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.33K- 4.63% |
$50.3K - $55.2K
|
27.5K
$1.18M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.34K- 2.24% |
$50.3K - $55.3K
|
58.4K
$2.51M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.34K- 7.68% |
$50.5K - $55.4K
|
16.1K
$691K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.35K- 10.79% |
$50.9K - $55.8K
|
11.2K
$479K
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.36K- 2.89% |
$51.1K - $56K
|
45.6K
$1.96M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.37K- 6.93% |
$51.6K - $56.6K
|
18.4K
$789K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.37K- 2.34% |
$51.8K - $56.8K
|
57.3K
$2.46M
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.39K- 1.01% |
$52.4K - $57.5K
|
136K
$5.86M
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.4K- 6.98% |
$52.6K - $57.7K
|
18.6K
$798K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.41K- 18.36% |
$53.1K - $58.3K
|
6.27K
$269K
|
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-1.42K- 6.88% |
$53.6K - $58.8K
|
19.2K
$826K
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.43K- 3.33% |
$53.9K - $59.2K
|
41.5K
$1.78M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-1.44K- 13.55% |
$54.3K - $59.6K
|
9.19K
$394K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.47K- 74.9% |
$55.5K - $61K
|
494
$21.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.48K- 2.14% |
$55.6K - $61K
|
67.3K
$2.89M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-1.5K- 3.02% |
$56.6K - $62.1K
|
48.2K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-1.51K- 4.23% |
$56.9K - $62.5K
|
34.2K
$1.47M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.52K- 63.95% |
$57.2K - $62.7K
|
855
$36.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.53K- 3.41% |
$57.7K - $63.4K
|
43.4K
$1.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.59K- 10.68% |
$60K - $65.8K
|
13.3K
$571K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.62K- 16.91% |
$60.9K - $66.8K
|
7.94K
$341K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.63K- 4.19% |
$61.4K - $67.4K
|
37.2K
$1.6M
|