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 |
|---|---|---|---|---|---|---|---|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
170+ 4.23% |
$6.41K - $7.03K
|
4.19K
$181K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
169+ 34.7% |
$6.37K - $6.99K
|
656
$28.3K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
160+ 4.42% |
$6.03K - $6.62K
|
3.78K
$163K
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
159+ 3.05% |
$5.99K - $6.58K
|
5.37K
$231K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
152+ 2.21% |
$5.73K - $6.29K
|
7.03K
$303K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
143+ 1.89% |
$5.39K - $5.91K
|
7.7K
$332K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
139New |
$5.24K - $5.75K
|
139
$5.99K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
137+ 1.02% |
$5.16K - $5.67K
|
13.5K
$583K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
136+ 9.33% |
$5.12K - $5.62K
|
1.59K
$68.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
132+ 1.05% |
$4.97K - $5.46K
|
12.8K
$550K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
126+ 24.95% |
$4.75K - $5.21K
|
631
$27.2K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
125New |
$4.71K - $5.17K
|
125
$5.39K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
123New |
$4.63K - $5.09K
|
123
$5.3K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
121+ 0.54% |
$4.56K - $5K
|
22.3K
$962K
|
|
|
May 13, 2024
Q1 2024
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
118+ 1.06% |
$4.45K - $4.88K
|
11.2K
$484K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
108+ 1.26% |
$4.07K - $4.47K
|
8.69K
$374K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
108+ 1.8% |
$4.07K - $4.47K
|
6.11K
$263K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
106+ 1.04% |
$3.99K - $4.38K
|
10.3K
$442K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
106+ 189.29% |
$3.99K - $4.38K
|
162
$6.98K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
104+ 8.33% |
$3.92K - $4.3K
|
1.35K
$58.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
100+ 1.29% |
$3.77K - $4.14K
|
7.86K
$339K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
99+ 1.46% |
$3.73K - $4.09K
|
6.89K
$297K
|
|
|
Apr 09, 2024
Q1 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
96+ 1.59% |
$3.62K - $3.97K
|
6.15K
$265K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
96+ 1.04% |
$3.62K - $3.97K
|
9.35K
$403K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
BUY
|
- |
85+ 0.76% |
$3.2K - $3.52K
|
11.3K
$485K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
85+ 1.21% |
$3.2K - $3.52K
|
7.13K
$307K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
75+ 1.09% |
$2.83K - $3.1K
|
6.97K
$300K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
69+ 0.76% |
$2.6K - $2.85K
|
9.21K
$397K
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
65+ 0.04% |
$2.45K - $2.69K
|
162K
$7M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
63+ 0.17% |
$2.37K - $2.61K
|
36.7K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
62New |
$2.34K - $2.56K
|
62
$2.67K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
54+ 0.25% |
$2.03K - $2.23K
|
21.6K
$932K
|
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
50+ 0.13% |
$1.88K - $2.07K
|
39.7K
$1.71M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
50+ 50.0% |
$1.88K - $2.07K
|
150
$6.47K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
48+ 0.83% |
$1.81K - $1.99K
|
5.84K
$252K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
45+ 5.53% |
$1.7K - $1.86K
|
859
$37K
|
|
|
May 09, 2024
Q1 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
36New |
$1.36K - $1.49K
|
36
$1.55K
|
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
25+ 0.44% |
$942 - $1.03K
|
5.75K
$248K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
24+ 3.76% |
$904 - $993
|
662
$28.5K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
22+ 17.19% |
$829 - $910
|
150
$6.47K
|
|
|
May 07, 2024
Q1 2024
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
17New |
$641 - $703
|
17
$733
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
16+ 1.28% |
$603 - $662
|
1.27K
$54.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
15+ 0.25% |
$565 - $620
|
6.09K
$263K
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
13+ 0.03% |
$490 - $538
|
39.6K
$1.71M
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
9+ 2.13% |
$339 - $372
|
432
$18.6K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
9+ 0.16% |
$339 - $372
|
5.51K
$238K
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
6+ 0.09% |
$226 - $248
|
6.34K
$273K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
5+ 2.7% |
$188 - $207
|
190
$8.19K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1New |
$37.7 - $41.4
|
1
$43.1
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1+ 0.09% |
$37.7 - $41.4
|
1.07K
$46K
|