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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
186New |
$7.39K - $8.14K
|
186
$7.98K
|
|
|
Aug 02, 2024
Q2 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
185+ 0.41% |
$7.35K - $8.1K
|
45.4K
$1.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
178+ 0.69% |
$7.07K - $7.79K
|
26K
$1.12M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
165+ 0.22% |
$6.55K - $7.23K
|
74.5K
$3.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
BUY
|
- |
165+ 0.72% |
$6.55K - $7.23K
|
23.1K
$992K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
159New |
$6.31K - $6.96K
|
159
$6.83K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
147+ 0.42% |
$5.84K - $6.44K
|
35.3K
$1.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
138+ 0.74% |
$5.48K - $6.04K
|
18.7K
$805K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
137+ 1.11% |
$5.44K - $6K
|
12.5K
$537K
|
|
|
Aug 08, 2024
Q2 2024
|
Resolute Advisors LLC
|
BUY
|
- |
133+ 0.69% |
$5.28K - $5.82K
|
19.5K
$838K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
127+ 0.35% |
$5.04K - $5.56K
|
36.3K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
126+ 0.18% |
$5K - $5.52K
|
71.4K
$3.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
124+ 0.61% |
$4.92K - $5.43K
|
20.5K
$882K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
120New |
$4.77K - $5.25K
|
120
$5.15K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
119+ 5.49% |
$4.73K - $5.21K
|
2.29K
$98.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
117+ 6.9% |
$4.65K - $5.12K
|
1.81K
$77.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
117New |
$4.65K - $5.12K
|
117
$5.02K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
117+ 0.99% |
$4.65K - $5.12K
|
11.9K
$511K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
110+ 0.44% |
$4.37K - $4.82K
|
25.2K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
110+ 1.49% |
$4.37K - $4.82K
|
7.47K
$321K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
109+ 67.28% |
$4.33K - $4.77K
|
271
$11.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
107+ 1.27% |
$4.25K - $4.69K
|
8.5K
$365K
|
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
100+ 0.23% |
$3.97K - $4.38K
|
43.5K
$1.87M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
94+ 447.62% |
$3.73K - $4.12K
|
115
$4.94K
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
93+ 0.33% |
$3.69K - $4.07K
|
28.2K
$1.21M
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
92New |
$3.65K - $4.03K
|
92
$3.95K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
91+ 0.91% |
$3.61K - $3.98K
|
10.1K
$432K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
89+ 0.23% |
$3.53K - $3.9K
|
39.2K
$1.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
88+ 0.41% |
$3.49K - $3.85K
|
21.3K
$916K
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
88+ 1.03% |
$3.49K - $3.85K
|
8.6K
$369K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
81+ 1.57% |
$3.22K - $3.55K
|
5.24K
$225K
|
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
79+ 0.59% |
$3.14K - $3.46K
|
13.5K
$581K
|
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
76+ 0.37% |
$3.02K - $3.33K
|
20.4K
$876K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
75New |
$2.98K - $3.28K
|
75
$3.22K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
74New |
$2.94K - $3.24K
|
74
$3.18K
|
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
BUY
|
- |
73+ 0.43% |
$2.9K - $3.2K
|
16.9K
$726K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
68+ 0.31% |
$2.7K - $2.98K
|
21.7K
$932K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
61+ 0.11% |
$2.42K - $2.67K
|
53.9K
$2.31M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
61+ 0.69% |
$2.42K - $2.67K
|
8.88K
$381K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
59+ 0.54% |
$2.34K - $2.58K
|
11K
$472K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
56+ 0.03% |
$2.22K - $2.45K
|
186K
$7.98M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
55+ 0.65% |
$2.18K - $2.41K
|
8.47K
$364K
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
53+ 0.68% |
$2.1K - $2.32K
|
7.85K
$337K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
53+ 0.81% |
$2.1K - $2.32K
|
6.61K
$284K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
51+ 0.24% |
$2.03K - $2.23K
|
21.7K
$931K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
47+ 23.5% |
$1.87K - $2.06K
|
247
$10.6K
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
45+ 0.58% |
$1.79K - $1.97K
|
7.79K
$334K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
43+ 0.66% |
$1.71K - $1.88K
|
6.59K
$283K
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
38+ 0.7% |
$1.51K - $1.66K
|
5.49K
$236K
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
36+ 0.56% |
$1.43K - $1.58K
|
6.5K
$279K
|