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 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-9.69K- 25.49% |
$365K - $401K
|
28.3K
$1.21M
|
|
Apr 19, 2024
Q1 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-9.7K- 4.04% |
$365K - $401K
|
231K
$9.87M
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-9.78K- 26.09% |
$369K - $405K
|
27.7K
$1.19M
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-10K- 40.86% |
$377K - $414K
|
14.5K
$620K
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.1K- 39.33% |
$381K - $418K
|
15.6K
$668K
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-10.2K- 8.59% |
$386K - $424K
|
109K
$4.66M
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-10.5K- 5.79% |
$394K - $433K
|
170K
$7.28M
|
|
Apr 29, 2024
Q1 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-10.5K- 28.55% |
$397K - $435K
|
26.3K
$1.13M
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-10.7K- 24.22% |
$402K - $442K
|
33.4K
$1.43M
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-10.8K- 4.86% |
$408K - $448K
|
212K
$9.08M
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-11K- 51.88% |
$416K - $456K
|
10.2K
$438K
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-11.6K- 33.93% |
$435K - $478K
|
22.5K
$963K
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-11.6K- 0.49% |
$435K - $478K
|
2.35M
$101M
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-11.9K- 2.41% |
$448K - $491K
|
482K
$20.6M
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-11.9K- 16.7% |
$448K - $491K
|
59.2K
$2.54M
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-11.9K- 26.45% |
$448K - $492K
|
33.1K
$1.42M
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-12.4K- 65.85% |
$466K - $511K
|
6.41K
$275K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-12.5K- 86.5% |
$472K - $518K
|
1.96K
$83.8K
|
|
May 15, 2024
Q1 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-12.6K- 18.17% |
$474K - $520K
|
56.6K
$2.43M
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-12.7K- 13.75% |
$478K - $524K
|
79.5K
$3.41M
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-13K- 8.61% |
$490K - $538K
|
138K
$5.91M
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-13K- 53.99% |
$490K - $538K
|
11.1K
$474K
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-13.1K- 18.65% |
$495K - $544K
|
57.3K
$2.46M
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-13.2K- 2.4% |
$496K - $544K
|
535K
$22.9M
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-13.2K- 34.62% |
$496K - $544K
|
24.9K
$1.06M
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-13.2K- 66.13% |
$499K - $548K
|
6.79K
$291K
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-13.3K- 23.83% |
$499K - $548K
|
42.4K
$1.81M
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-13.4K- 16.29% |
$505K - $555K
|
68.9K
$2.95M
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-13.5K- 23.42% |
$507K - $557K
|
44K
$1.88M
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-13.5K- 3.97% |
$508K - $557K
|
326K
$14M
|
|
May 13, 2024
Q1 2024
|
Zeit Capital LLC
|
SELL
|
- |
-13.5K- 95.18% |
$509K - $559K
|
685
$29.3K
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-13.6K- 58.7% |
$512K - $562K
|
9.56K
$409K
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-13.8K- 3.83% |
$522K - $572K
|
348K
$14.9M
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-14K- 1.3% |
$529K - $581K
|
1.06M
$45.6M
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-14.2K- 22.07% |
$534K - $586K
|
50K
$2.14M
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-14.5K- 59.98% |
$546K - $600K
|
9.67K
$414K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-14.8K- 18.73% |
$556K - $611K
|
64.1K
$2.74M
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-14.9K- 14.36% |
$561K - $616K
|
88.8K
$3.8M
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-15.1K- 6.53% |
$568K - $624K
|
216K
$9.24M
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-15.3K- 56.04% |
$577K - $633K
|
12K
$514K
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-15.6K- 1.05% |
$589K - $647K
|
1.47M
$63M
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-15.8K- 7.47% |
$594K - $652K
|
195K
$8.35M
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-15.8K- 5.07% |
$594K - $652K
|
295K
$12.6M
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-15.9K- 98.77% |
$597K - $656K
|
198
$8.48K
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-15.9K- 46.76% |
$600K - $659K
|
18.1K
$777K
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-16.6K- 24.42% |
$625K - $686K
|
51.3K
$2.2M
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-17K- 4.12% |
$639K - $702K
|
395K
$16.9M
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-17.5K- 50.0% |
$660K - $725K
|
17.5K
$750K
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-18.2K- 42.83% |
$686K - $753K
|
24.3K
$1.04M
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-18.4K- 39.76% |
$693K - $761K
|
27.9K
$1.19M
|