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 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.39K+ 3.07% |
$55K - $60.6K
|
46.4K
$1.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
1.37K+ 1.97% |
$54.5K - $60.1K
|
71.1K
$3.05M
|
|
|
Jul 09, 2024
Q2 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
1.37K+ 1.16% |
$54.5K - $60.1K
|
119K
$5.12M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.35K+ 157.63% |
$53.8K - $59.3K
|
2.21K
$95K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
1.32K+ 15.17% |
$52.3K - $57.7K
|
10K
$430K
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.3K+ 1.57% |
$51.5K - $56.8K
|
84.2K
$3.61M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.29K+ 1.12% |
$51.3K - $56.6K
|
116K
$4.99M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.29K+ 11.07% |
$51.3K - $56.5K
|
13K
$556K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.29K+ 4.03% |
$51.2K - $56.4K
|
33.3K
$1.43M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.26K+ 4.6% |
$50.2K - $55.3K
|
28.7K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.25K+ 3.63% |
$49.8K - $54.9K
|
35.8K
$1.54M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.23K+ 6.05% |
$48.9K - $53.9K
|
21.6K
$928K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.22K+ 3.73% |
$48.4K - $53.4K
|
33.9K
$1.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
1.2K+ 20.89% |
$47.7K - $52.6K
|
6.95K
$298K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1.18K+ 116.29% |
$46.8K - $51.6K
|
2.19K
$94.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.17K+ 3.27% |
$46.5K - $51.3K
|
37K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
1.17K+ 13.57% |
$46.4K - $51.1K
|
9.78K
$420K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.17K+ 2.36% |
$46.3K - $51K
|
50.5K
$2.17M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.16K+ 8.77% |
$46K - $50.7K
|
14.4K
$617K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.09K+ 1.68% |
$43.1K - $47.5K
|
65.6K
$2.81M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.04K+ 0.78% |
$41.5K - $45.7K
|
135K
$5.81M
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
1KNew |
$39.7K - $43.8K
|
1K
$42.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
980+ 9.08% |
$38.9K - $42.9K
|
11.8K
$505K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
957+ 4.38% |
$38K - $41.9K
|
22.8K
$979K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
941+ 1.28% |
$37.4K - $41.2K
|
74.7K
$3.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Verger Capital Management LLC
|
BUY
|
- |
907+ 0.38% |
$36K - $39.7K
|
239K
$10.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
906+ 1.38% |
$36K - $39.7K
|
66.4K
$2.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
893+ 11.35% |
$35.5K - $39.1K
|
8.76K
$376K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
890+ 4.46% |
$35.3K - $39K
|
20.9K
$895K
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
889+ 12.83% |
$35.3K - $38.9K
|
7.82K
$336K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
885+ 8.17% |
$35.1K - $38.8K
|
11.7K
$503K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
880+ 6.72% |
$34.9K - $38.5K
|
14K
$600K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
875+ 1.03% |
$34.7K - $38.3K
|
85.7K
$3.68M
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
870+ 836.54% |
$34.5K - $38.1K
|
974
$41.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
863+ 10.08% |
$34.3K - $37.8K
|
9.43K
$405K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
840+ 6.45% |
$33.4K - $36.8K
|
13.9K
$595K
|
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
837+ 4.38% |
$33.2K - $36.7K
|
20K
$857K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
809+ 5.36% |
$32.1K - $35.4K
|
15.9K
$682K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
791+ 3.02% |
$31.4K - $34.6K
|
27K
$1.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
765+ 447.37% |
$30.4K - $33.5K
|
936
$40.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
763+ 12.41% |
$30.3K - $33.4K
|
6.91K
$297K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
751New |
$29.8K - $32.9K
|
751
$32.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
751+ 0.88% |
$29.8K - $32.9K
|
86K
$3.69M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
700+ 4.02% |
$27.8K - $30.7K
|
18.1K
$778K
|
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
680+ 1.71% |
$27K - $29.8K
|
40.4K
$1.73M
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
675+ 1.53% |
$26.8K - $29.6K
|
44.7K
$1.92M
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
656+ 2.64% |
$26K - $28.7K
|
25.5K
$1.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
620+ 3.08% |
$24.6K - $27.1K
|
20.7K
$890K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
619+ 3.37% |
$24.6K - $27.1K
|
19K
$815K
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
612+ 4.42% |
$24.3K - $26.8K
|
14.5K
$621K
|