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 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-150- 2.44% |
$5.65K - $6.2K
|
5.99K
$257K
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-153- 44.35% |
$5.77K - $6.33K
|
192
$8.22K
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-154- 2.7% |
$5.8K - $6.37K
|
5.55K
$238K
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-156- 0.6% |
$5.88K - $6.45K
|
25.8K
$1.1M
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-169- 0.98% |
$6.37K - $6.99K
|
17.1K
$732K
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-170- 0.83% |
$6.41K - $7.03K
|
20.3K
$871K
|
|
May 15, 2024
Q1 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-171- 0.15% |
$6.44K - $7.07K
|
114K
$4.88M
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-190- 0.88% |
$7.16K - $7.86K
|
21.4K
$915K
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-195- 1.98% |
$7.35K - $8.07K
|
9.65K
$413K
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-200- 2.82% |
$7.54K - $8.27K
|
6.89K
$295K
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-200- 0.38% |
$7.54K - $8.27K
|
52.7K
$2.25M
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-200- 6.92% |
$7.54K - $8.27K
|
2.69K
$115K
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-210- 26.89% |
$7.91K - $8.69K
|
571
$24.5K
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-210- 1.79% |
$7.91K - $8.69K
|
11.5K
$494K
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-210- 1.54% |
$7.91K - $8.69K
|
13.5K
$576K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-213- 0.81% |
$8.03K - $8.81K
|
26.2K
$1.12M
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-217- 0.42% |
$8.18K - $8.98K
|
51K
$2.18M
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-220- 72.61% |
$8.29K - $9.1K
|
83
$3.55K
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-222- 1.03% |
$8.36K - $9.18K
|
21.3K
$910K
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-232- 1.86% |
$8.74K - $9.6K
|
12.2K
$524K
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-235- 2.9% |
$8.85K - $9.72K
|
7.87K
$337K
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-235- 0.66% |
$8.85K - $9.72K
|
35.5K
$1.52M
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-236- 3.48% |
$8.89K - $9.76K
|
6.55K
$280K
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-246- 1.53% |
$9.27K - $10.2K
|
15.8K
$679K
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-246- 0.09% |
$9.27K - $10.2K
|
266K
$11.4M
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-251- 1.07% |
$9.46K - $10.4K
|
23.2K
$995K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-260- 0.73% |
$9.8K - $10.8K
|
35.2K
$1.51M
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-265- 17.43% |
$9.99K - $11K
|
1.26K
$53.7K
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-276- 1.36% |
$10.4K - $11.4K
|
20K
$855K
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-276- 4.31% |
$10.4K - $11.4K
|
6.13K
$263K
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-280- 4.44% |
$10.6K - $11.6K
|
6.02K
$258K
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-287- 4.54% |
$10.8K - $11.9K
|
6.04K
$259K
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-288- 2.41% |
$10.9K - $11.9K
|
11.7K
$499K
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-295- 0.17% |
$11.1K - $12.2K
|
169K
$7.26M
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-297- 4.19% |
$11.2K - $12.3K
|
6.8K
$291K
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-300- 4.96% |
$11.3K - $12.4K
|
5.75K
$246K
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-319- 1.69% |
$12K - $13.2K
|
18.6K
$797K
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-329- 0.55% |
$12.4K - $13.6K
|
59.8K
$2.56M
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-330- 19.5% |
$12.4K - $13.6K
|
1.36K
$58.3K
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-343- 0.83% |
$12.9K - $14.2K
|
40.9K
$1.75M
|
|
May 14, 2024
Q1 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-350- 0.76% |
$13.2K - $14.5K
|
45.9K
$1.97M
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-356- 6.43% |
$13.4K - $14.7K
|
5.18K
$222K
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-356- 5.27% |
$13.4K - $14.7K
|
6.4K
$274K
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-356- 2.79% |
$13.4K - $14.7K
|
12.4K
$531K
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-361- 5.32% |
$13.6K - $14.9K
|
6.42K
$275K
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-364- 22.92% |
$13.7K - $15.1K
|
1.22K
$52.4K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-368- 1.73% |
$13.9K - $15.2K
|
20.9K
$894K
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-369- 2.21% |
$13.9K - $15.3K
|
16.3K
$699K
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-370- 3.09% |
$13.9K - $15.3K
|
11.6K
$497K
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-379- 2.96% |
$14.3K - $15.7K
|
12.4K
$532K
|