Latest Institutional Purchases of Ishares Msci Emerging Markets (EEM)
This list provides information on the latest institutional transactions involving Ishares Msci Emerging Markets (EEM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
4.95KNew |
$207K - $234K
|
4.95K
$239K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.87KNew |
$204K - $231K
|
4.87K
$235K
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
4.48KNew |
$187K - $212K
|
4.48K
$217K
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
3.74KNew |
$156K - $177K
|
3.74K
$181K
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
3.63K+ 3.16% |
$152K - $172K
|
119K
$5.73M
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
3.32KNew |
$139K - $157K
|
3.32K
$161K
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
3.16K+ 71.11% |
$132K - $149K
|
7.59K
$367K
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
2.65KNew |
$111K - $126K
|
2.65K
$128K
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.35K+ 52.21% |
$98.2K - $111K
|
6.85K
$331K
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
2.23K+ 35.44% |
$93.3K - $106K
|
8.53K
$412K
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.2K+ 11.98% |
$91.8K - $104K
|
20.5K
$992K
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
1.93KNew |
$80.8K - $91.5K
|
1.93K
$93.4K
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.91KNew |
$79.8K - $90.4K
|
1.91K
$92.2K
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.85K+ 3.06% |
$77.4K - $87.6K
|
62.4K
$3.01M
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.72KNew |
$71.8K - $81.3K
|
1.72K
$83K
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.51K+ 4.6% |
$63.2K - $71.6K
|
34.4K
$1.66M
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.47K+ 14.4% |
$61.6K - $69.8K
|
11.7K
$565K
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.36KNew |
$57K - $64.6K
|
1.36K
$65.9K
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.31K+ 92.36% |
$54.6K - $61.9K
|
2.72K
$131K
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
1.3K+ 10.42% |
$54.3K - $61.5K
|
13.8K
$665K
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
1.22KNew |
$50.9K - $57.6K
|
1.22K
$58.8K
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
1.15K+ 6.03% |
$48K - $54.4K
|
20.2K
$975K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
989New |
$41.4K - $46.8K
|
989
$47.8K
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
949New |
$39.7K - $44.9K
|
949
$45.9K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
900+ 2.34% |
$37.6K - $42.6K
|
39.4K
$1.9M
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
854New |
$35.7K - $40.4K
|
854
$41.3K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
844+ 4.91% |
$35.3K - $40K
|
18K
$872K
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
732New |
$30.6K - $34.7K
|
732
$35.4K
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
673New |
$28.1K - $31.9K
|
673
$32.5K
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
648+ 6.84% |
$27.1K - $30.7K
|
10.1K
$489K
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
626+ 12.46% |
$26.2K - $29.6K
|
5.65K
$273K
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
614+ 5.35% |
$25.7K - $29.1K
|
12.1K
$584K
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
576+ 0.55% |
$24.1K - $27.3K
|
106K
$5.1M
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
538New |
$22.5K - $25.5K
|
538
$26K
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
508+ 1.63% |
$21.2K - $24.1K
|
31.7K
$1.53M
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
BUY
|
- |
500+ 8.66% |
$20.9K - $23.7K
|
6.28K
$303K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
457New |
$19.1K - $21.6K
|
457
$22.1K
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
457New |
$19.1K - $21.6K
|
457
$22.1K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
423New |
$17.7K - $20K
|
423
$20.4K
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
373+ 1.33% |
$15.6K - $17.7K
|
28.5K
$1.38M
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
360New |
$15.1K - $17K
|
360
$17.4K
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
331+ 7.11% |
$13.8K - $15.7K
|
4.99K
$241K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
312New |
$13K - $14.8K
|
312
$15.1K
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
307New |
$12.8K - $14.5K
|
307
$14.8K
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
302+ 12.53% |
$12.6K - $14.3K
|
2.71K
$131K
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
276+ 6.11% |
$11.5K - $13.1K
|
4.79K
$232K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
272+ 13.9% |
$11.4K - $12.9K
|
2.23K
$108K
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
257+ 2.17% |
$10.7K - $12.2K
|
12.1K
$586K
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
252New |
$10.5K - $11.9K
|
252
$12.2K
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
229+ 189.26% |
$9.58K - $10.8K
|
350
$16.9K
|