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 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.14K- 31.9% |
$118K - $130K
|
6.7K
$287K
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-3.27K- 21.61% |
$123K - $135K
|
11.9K
$508K
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.31K- 22.62% |
$125K - $137K
|
11.3K
$484K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.33K- 4.23% |
$126K - $138K
|
75.4K
$3.23M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.34K- 11.59% |
$126K - $138K
|
25.5K
$1.09M
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.34K- 4.44% |
$126K - $138K
|
71.9K
$3.08M
|
|
May 07, 2024
Q1 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-3.34K- 9.74% |
$126K - $138K
|
31K
$1.33M
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-3.43K- 10.35% |
$129K - $142K
|
29.7K
$1.27M
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-3.54K- 16.57% |
$133K - $146K
|
17.8K
$763K
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-3.71K- 6.18% |
$140K - $153K
|
56.3K
$2.41M
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-3.74K- 5.99% |
$141K - $154K
|
58.6K
$2.51M
|
|
May 06, 2024
Q1 2024
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-3.78K- 10.34% |
$142K - $156K
|
32.8K
$1.4M
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-3.8K- 3.86% |
$143K - $157K
|
94.7K
$4.05M
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.81K- 12.91% |
$143K - $157K
|
25.7K
$1.1M
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-3.83K- 2.3% |
$144K - $158K
|
163K
$6.98M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.84K- 59.82% |
$145K - $159K
|
2.58K
$110K
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.85K- 23.36% |
$145K - $159K
|
12.6K
$541K
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-3.92K- 2.24% |
$148K - $162K
|
171K
$7.34M
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-4.03K- 10.01% |
$152K - $166K
|
36.2K
$1.55M
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-4.15K- 9.59% |
$157K - $172K
|
39.2K
$1.68M
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-4.19K- 22.84% |
$158K - $173K
|
14.2K
$606K
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.27K- 14.69% |
$161K - $177K
|
24.8K
$1.06M
|
|
Apr 24, 2024
Q1 2024
|
Strid Group, LLC
|
SELL
|
- |
-4.31K- 20.38% |
$162K - $178K
|
16.8K
$721K
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.31K- 35.02% |
$163K - $178K
|
8.01K
$343K
|
|
Apr 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-4.32K- 53.69% |
$163K - $179K
|
3.73K
$160K
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.45K- 7.16% |
$168K - $184K
|
57.7K
$2.47M
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-4.45K- 6.69% |
$168K - $184K
|
62.1K
$2.66M
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-4.46K- 37.31% |
$168K - $184K
|
7.48K
$320K
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-4.48K- 19.91% |
$169K - $185K
|
18K
$771K
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.53K- 7.52% |
$171K - $187K
|
55.7K
$2.39M
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-4.66K- 88.41% |
$175K - $193K
|
610
$26.1K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.76K- 20.41% |
$179K - $197K
|
18.6K
$795K
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4.8K- 7.28% |
$181K - $199K
|
61.2K
$2.62M
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-4.88K- 87.93% |
$184K - $202K
|
669
$28.6K
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-4.89K- 13.2% |
$184K - $202K
|
32.2K
$1.38M
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-5.02K- 25.45% |
$189K - $208K
|
14.7K
$630K
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-5.15K- 4.39% |
$194K - $213K
|
112K
$4.8M
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-5.22K- 19.73% |
$197K - $216K
|
21.2K
$908K
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-5.22K- 48.9% |
$197K - $216K
|
5.46K
$234K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.27K- 4.64% |
$199K - $218K
|
108K
$4.64M
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-5.28K- 6.21% |
$199K - $218K
|
79.8K
$3.42M
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-5.4K- 3.5% |
$203K - $223K
|
149K
$6.37M
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.52K- 2.44% |
$208K - $228K
|
221K
$9.46M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.53K- 15.57% |
$208K - $229K
|
30K
$1.28M
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-5.56K- 8.59% |
$209K - $230K
|
59.2K
$2.53M
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-5.65K- 26.9% |
$213K - $234K
|
15.3K
$657K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.69K- 6.83% |
$214K - $235K
|
77.6K
$3.32M
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-5.71K- 14.69% |
$215K - $236K
|
33.1K
$1.42M
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-5.83K- 9.15% |
$220K - $241K
|
57.9K
$2.48M
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-5.84K- 13.77% |
$220K - $241K
|
36.6K
$1.57M
|