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 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
750+ 8.53% |
$28.3K - $31K
|
9.55K
$411K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
700New |
$26.4K - $29K
|
700
$30.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
682+ 7.78% |
$25.7K - $28.2K
|
9.45K
$407K
|
|
|
May 01, 2024
Q1 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
675+ 1.87% |
$25.4K - $27.9K
|
36.8K
$1.59M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
654New |
$24.6K - $27K
|
654
$28.2K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
653+ 5.04% |
$24.6K - $27K
|
13.6K
$586K
|
|
|
Apr 30, 2024
Q1 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
628+ 3.5% |
$23.7K - $26K
|
18.6K
$800K
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
609+ 9.35% |
$22.9K - $25.2K
|
7.12K
$307K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
604+ 1.65% |
$22.8K - $25K
|
37.2K
$1.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
600+ 5.54% |
$22.6K - $24.8K
|
11.4K
$493K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
600+ 0.78% |
$22.6K - $24.8K
|
78K
$3.36M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
600+ 3.08% |
$22.6K - $24.8K
|
20.1K
$866K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
539+ 2.3% |
$20.3K - $22.3K
|
24K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
535New |
$20.2K - $22.1K
|
535
$23.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
525+ 0.8% |
$19.8K - $21.7K
|
66.6K
$2.87M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
523+ 1.66% |
$19.7K - $21.6K
|
32K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
519+ 0.31% |
$19.6K - $21.5K
|
170K
$7.34M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
510+ 2.84% |
$19.2K - $21.1K
|
18.5K
$796K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
499+ 6.49% |
$18.8K - $20.6K
|
8.19K
$353K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
495+ 1.03% |
$18.7K - $20.5K
|
48.7K
$2.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
475New |
$17.9K - $19.6K
|
475
$20.5K
|
|
|
May 21, 2024
Q1 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
471+ 0.98% |
$17.7K - $19.5K
|
48.5K
$2.09M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
406+ 1.51% |
$15.3K - $16.8K
|
27.3K
$1.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
402+ 1.01% |
$15.1K - $16.6K
|
40.3K
$1.74M
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
385+ 1.36% |
$14.5K - $15.9K
|
28.7K
$1.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
384+ 0.72% |
$14.5K - $15.9K
|
53.8K
$2.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
381+ 4.88% |
$14.4K - $15.8K
|
8.18K
$353K
|
|
|
May 13, 2024
Q1 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
343New |
$12.9K - $14.2K
|
343
$14.8K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
326+ 3.53% |
$12.3K - $13.5K
|
9.55K
$412K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
321+ 3.57% |
$12.1K - $13.3K
|
9.31K
$401K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
287+ 15.27% |
$10.8K - $11.9K
|
2.17K
$93.4K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
285+ 6.15% |
$10.7K - $11.8K
|
4.92K
$212K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
281+ 2.81% |
$10.6K - $11.6K
|
10.3K
$444K
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
276+ 2.35% |
$10.4K - $11.4K
|
12K
$517K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
260New |
$9.8K - $10.8K
|
260
$11.2K
|
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
258+ 0.21% |
$9.72K - $10.7K
|
126K
$5.42M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
252+ 1.49% |
$9.5K - $10.4K
|
17.2K
$740K
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
247+ 2.28% |
$9.31K - $10.2K
|
11.1K
$477K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
232+ 0.52% |
$8.74K - $9.6K
|
45K
$1.94M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
226+ 1329.41% |
$8.52K - $9.35K
|
243
$10.5K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
220+ 265.06% |
$8.29K - $9.1K
|
303
$13.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
216+ 3.26% |
$8.14K - $8.93K
|
6.84K
$295K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
200New |
$7.54K - $8.27K
|
200
$8.62K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
200+ 52.91% |
$7.54K - $8.27K
|
578
$24.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
197+ 22.13% |
$7.42K - $8.15K
|
1.09K
$46.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
196+ 1.06% |
$7.39K - $8.11K
|
18.6K
$803K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
185+ 0.33% |
$6.97K - $7.65K
|
55.8K
$2.4M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
182+ 0.15% |
$6.86K - $7.53K
|
122K
$5.25M
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
182+ 0.15% |
$6.86K - $7.53K
|
122K
$5.25M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
175+ 1.88% |
$6.59K - $7.24K
|
9.47K
$408K
|