Purchases and Sales Made in Q2 2024 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-106- 0.87% |
$4.21K - $4.64K
|
12.1K
$520K
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-112- 69.14% |
$4.45K - $4.9K
|
50
$2.15K
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-116- 72.5% |
$4.61K - $5.08K
|
44
$1.89K
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-117- 1.5% |
$4.65K - $5.12K
|
7.7K
$331K
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-135- 70.31% |
$5.36K - $5.91K
|
57
$2.45K
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-139- 1.57% |
$5.52K - $6.09K
|
8.71K
$374K
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-146- 2.72% |
$5.8K - $6.39K
|
5.23K
$224K
|
|
Aug 13, 2024
Q2 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-150- 1.49% |
$5.96K - $6.57K
|
9.89K
$424K
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-150- 1.11% |
$5.96K - $6.57K
|
13.3K
$572K
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-150- 1.27% |
$5.96K - $6.57K
|
11.7K
$501K
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-151- 9.48% |
$6K - $6.61K
|
1.44K
$61.9K
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-152- 0.4% |
$6.04K - $6.66K
|
38K
$1.63M
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-165- 5.41% |
$6.55K - $7.23K
|
2.89K
$124K
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-165- 86.84% |
$6.55K - $7.23K
|
25
$1.07K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-166- 2.59% |
$6.59K - $7.27K
|
6.24K
$268K
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-173- 1.21% |
$6.87K - $7.58K
|
14.1K
$606K
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-178- 0.3% |
$7.07K - $7.79K
|
59.3K
$2.55M
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-178- 2.53% |
$7.07K - $7.79K
|
6.85K
$294K
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-200- 32.79% |
$7.94K - $8.76K
|
410
$17.6K
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-200- 3.31% |
$7.94K - $8.76K
|
5.84K
$251K
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-200- 0.77% |
$7.94K - $8.76K
|
25.8K
$1.11M
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-200- 0.54% |
$7.94K - $8.76K
|
36.6K
$1.57M
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-209- 3.67% |
$8.3K - $9.15K
|
5.49K
$236K
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-211- 2.95% |
$8.38K - $9.24K
|
6.93K
$298K
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-217- 3.77% |
$8.62K - $9.5K
|
5.55K
$238K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-217- 45.97% |
$8.62K - $9.5K
|
255
$10.9K
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-218- 71.95% |
$8.66K - $9.55K
|
85
$3.65K
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-222- 3.27% |
$8.82K - $9.72K
|
6.58K
$282K
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-222- 4.39% |
$8.82K - $9.72K
|
4.83K
$208K
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-222- 1.78% |
$8.82K - $9.72K
|
12.3K
$526K
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-225- 1.24% |
$8.93K - $9.85K
|
17.9K
$767K
|
|
Jul 26, 2024
Q2 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-225- 1.59% |
$8.93K - $9.85K
|
13.9K
$598K
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-225- 0.66% |
$8.93K - $9.85K
|
33.7K
$1.45M
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-227- 4.39% |
$9.01K - $9.94K
|
4.94K
$212K
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-228- 2.48% |
$9.05K - $9.98K
|
8.98K
$385K
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-230- 1.31% |
$9.13K - $10.1K
|
17.3K
$742K
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-230- 1.07% |
$9.13K - $10.1K
|
21.3K
$916K
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-231- 1.69% |
$9.17K - $10.1K
|
13.4K
$576K
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-235- 3.82% |
$9.33K - $10.3K
|
5.92K
$254K
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-235- 1.31% |
$9.33K - $10.3K
|
17.7K
$758K
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-235- 2.91% |
$9.33K - $10.3K
|
7.85K
$337K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-237- 0.15% |
$9.41K - $10.4K
|
162K
$6.96M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-240- 0.06% |
$9.53K - $10.5K
|
418K
$17.9M
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-243- 2.61% |
$9.65K - $10.6K
|
9.07K
$389K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-255- 7.4% |
$10.1K - $11.2K
|
3.19K
$137K
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-255- 1.14% |
$10.1K - $11.2K
|
22.1K
$950K
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-266- 4.16% |
$10.6K - $11.6K
|
6.13K
$263K
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-267- 2.24% |
$10.6K - $11.7K
|
11.6K
$500K
|
|
Aug 07, 2024
Q2 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-268- 2.07% |
$10.6K - $11.7K
|
12.7K
$545K
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-275- 0.63% |
$10.9K - $12K
|
43.3K
$1.86M
|