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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-13.1K- 18.65% |
$495K - $544K
|
57.3K
$2.47M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-13.2K- 2.4% |
$496K - $544K
|
535K
$23M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-13.2K- 34.62% |
$496K - $544K
|
24.9K
$1.07M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-13.2K- 66.13% |
$499K - $548K
|
6.79K
$292K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-13.3K- 23.83% |
$499K - $548K
|
42.4K
$1.83M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-13.4K- 16.29% |
$505K - $555K
|
68.9K
$2.97M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-13.5K- 23.42% |
$507K - $557K
|
44K
$1.9M
|
|
|
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
$29.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-13.6K- 58.7% |
$512K - $562K
|
9.56K
$412K
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-13.8K- 3.83% |
$522K - $572K
|
348K
$15M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-14K- 1.3% |
$529K - $581K
|
1.06M
$45.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-14.2K- 22.07% |
$534K - $586K
|
50K
$2.16M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-14.5K- 59.98% |
$546K - $600K
|
9.67K
$417K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-14.8K- 18.73% |
$556K - $611K
|
64.1K
$2.76M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-14.9K- 14.36% |
$561K - $616K
|
88.8K
$3.83M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-15.1K- 6.53% |
$568K - $624K
|
216K
$9.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-15.3K- 56.04% |
$577K - $633K
|
12K
$518K
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-15.6K- 1.05% |
$589K - $647K
|
1.47M
$63.4M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-15.8K- 7.47% |
$594K - $652K
|
195K
$8.41M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-15.8K- 5.07% |
$594K - $652K
|
295K
$12.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-15.9K- 98.77% |
$597K - $656K
|
198
$8.53K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-15.9K- 46.76% |
$600K - $659K
|
18.1K
$782K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-16.6K- 24.42% |
$625K - $686K
|
51.3K
$2.21M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-17K- 4.12% |
$639K - $702K
|
395K
$17M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-17.5K- 50.0% |
$660K - $725K
|
17.5K
$755K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-18.2K- 42.83% |
$686K - $753K
|
24.3K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-18.4K- 39.76% |
$693K - $761K
|
27.9K
$1.2M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-18.9K- 11.44% |
$712K - $782K
|
146K
$6.31M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-18.9K- 58.09% |
$712K - $782K
|
13.6K
$588K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-20K- 53.82% |
$754K - $827K
|
17.2K
$740K
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-20.6K- 24.8% |
$775K - $851K
|
62.4K
$2.69M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-21K- 74.94% |
$792K - $870K
|
7.03K
$303K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-21.3K- 44.9% |
$803K - $881K
|
26.1K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-21.4K- 22.78% |
$805K - $883K
|
72.4K
$3.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-22.1K- 42.32% |
$833K - $914K
|
30.1K
$1.3M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-22.1K- 14.68% |
$834K - $915K
|
129K
$5.54M
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-22.6K- 69.24% |
$853K - $936K
|
10.1K
$433K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-22.9K- 10.96% |
$862K - $947K
|
186K
$8.01M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-23.3K- 72.0% |
$878K - $964K
|
9.06K
$391K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-23.5K- 12.5% |
$884K - $971K
|
164K
$7.08M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-24.6K- 23.93% |
$927K - $1.02M
|
78.2K
$3.37M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-25.4K- 65.48% |
$956K - $1.05M
|
13.4K
$576K
|
|
|
May 15, 2024
Q1 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-26K- 20.61% |
$980K - $1.08M
|
100K
$4.32M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-26K- 19.37% |
$982K - $1.08M
|
108K
$4.67M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-26.6K- 90.37% |
$1M - $1.1M
|
2.83K
$122K
|
|
|
May 03, 2024
Q1 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-27.1K- 37.51% |
$1.02M - $1.12M
|
45.2K
$1.95M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-27.4K- 4.7% |
$1.03M - $1.13M
|
556K
$24M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-28K- 6.53% |
$1.05M - $1.16M
|
401K
$17.3M
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
SELL
|
- |
-28.8K- 35.07% |
$1.09M - $1.19M
|
53.4K
$2.3M
|