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 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2.77K- 6.81% |
$104K - $115K
|
37.9K
$1.63M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.79K- 7.38% |
$105K - $115K
|
35.1K
$1.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-2.82K- 56.17% |
$106K - $117K
|
2.2K
$94.5K
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-2.83K- 17.68% |
$107K - $117K
|
13.2K
$566K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.89K- 2.12% |
$109K - $120K
|
134K
$5.74M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.9K- 30.02% |
$109K - $120K
|
6.75K
$290K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.9K- 4.01% |
$109K - $120K
|
69.5K
$2.98M
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-2.9K- 6.21% |
$109K - $120K
|
43.9K
$1.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-2.92K- 22.16% |
$110K - $121K
|
10.3K
$441K
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-2.99K- 1.64% |
$113K - $124K
|
179K
$7.69M
|
|
|
May 10, 2024
Q1 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-3K- 12.48% |
$113K - $124K
|
21.1K
$904K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.02K- 2.08% |
$114K - $125K
|
142K
$6.11M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.1K- 4.17% |
$117K - $128K
|
71.3K
$3.06M
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-3.12K- 4.32% |
$118K - $129K
|
69.2K
$2.97M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-3.13K- 20.04% |
$118K - $129K
|
12.5K
$536K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.14K- 31.9% |
$118K - $130K
|
6.7K
$287K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-3.27K- 21.61% |
$123K - $135K
|
11.9K
$509K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.31K- 22.62% |
$125K - $137K
|
11.3K
$485K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.33K- 4.23% |
$126K - $138K
|
75.4K
$3.24M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.34K- 11.59% |
$126K - $138K
|
25.5K
$1.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.34K- 4.44% |
$126K - $138K
|
71.9K
$3.08M
|
|
|
May 07, 2024
Q1 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-3.34K- 9.74% |
$126K - $138K
|
31K
$1.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-3.43K- 10.35% |
$129K - $142K
|
29.7K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-3.54K- 16.57% |
$133K - $146K
|
17.8K
$765K
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-3.71K- 6.18% |
$140K - $153K
|
56.3K
$2.42M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-3.74K- 5.99% |
$141K - $154K
|
58.6K
$2.52M
|
|
|
May 06, 2024
Q1 2024
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-3.78K- 10.34% |
$142K - $156K
|
32.8K
$1.41M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-3.8K- 3.86% |
$143K - $157K
|
94.7K
$4.06M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.81K- 12.91% |
$143K - $157K
|
25.7K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-3.83K- 2.3% |
$144K - $158K
|
163K
$6.99M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.84K- 59.82% |
$145K - $159K
|
2.58K
$111K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.85K- 23.36% |
$145K - $159K
|
12.6K
$543K
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-3.92K- 2.24% |
$148K - $162K
|
171K
$7.36M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-4.03K- 10.01% |
$152K - $166K
|
36.2K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-4.15K- 9.59% |
$157K - $172K
|
39.2K
$1.68M
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-4.19K- 22.84% |
$158K - $173K
|
14.2K
$608K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.27K- 14.69% |
$161K - $177K
|
24.8K
$1.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Strid Group, LLC
|
SELL
|
- |
-4.31K- 20.38% |
$162K - $178K
|
16.8K
$722K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.31K- 35.02% |
$163K - $178K
|
8.01K
$344K
|
|
|
Apr 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-4.32K- 53.69% |
$163K - $179K
|
3.73K
$160K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.45K- 7.16% |
$168K - $184K
|
57.7K
$2.48M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-4.45K- 6.69% |
$168K - $184K
|
62.1K
$2.67M
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-4.46K- 37.31% |
$168K - $184K
|
7.48K
$321K
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-4.48K- 19.91% |
$169K - $185K
|
18K
$773K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.53K- 7.52% |
$171K - $187K
|
55.7K
$2.39M
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-4.66K- 88.41% |
$175K - $193K
|
610
$26.2K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.76K- 20.41% |
$179K - $197K
|
18.6K
$797K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4.8K- 7.28% |
$181K - $199K
|
61.2K
$2.63M
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-4.88K- 87.93% |
$184K - $202K
|
669
$28.7K
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-4.89K- 13.2% |
$184K - $202K
|
32.2K
$1.38M
|