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 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-25- 12.14% |
$942 - $1.03K
|
181
$7.71K
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-30- 0.23% |
$1.13K - $1.24K
|
13.3K
$565K
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-32- 0.35% |
$1.21K - $1.32K
|
9.1K
$388K
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
SELL
|
- |
-45- 0.09% |
$1.7K - $1.86K
|
51.6K
$2.2M
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-47- 0.02% |
$1.77K - $1.94K
|
201K
$8.57M
|
|
Apr 11, 2024
Q1 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-50- 0.86% |
$1.88K - $2.07K
|
5.78K
$246K
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-50- 0.15% |
$1.88K - $2.07K
|
33.2K
$1.41M
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-52- 7.66% |
$1.96K - $2.15K
|
627
$26.7K
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-54- 0.67% |
$2.03K - $2.23K
|
8K
$341K
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-55- 0.41% |
$2.07K - $2.27K
|
13.2K
$563K
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-56- 0.4% |
$2.11K - $2.32K
|
14.1K
$601K
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-64- 0.17% |
$2.41K - $2.65K
|
38.3K
$1.63M
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-64- 0.51% |
$2.41K - $2.65K
|
12.4K
$528K
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
SELL
|
- |
-66- 4.43% |
$2.49K - $2.73K
|
1.42K
$60.6K
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-67- 0.4% |
$2.52K - $2.77K
|
16.6K
$705K
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-67- 0.41% |
$2.52K - $2.77K
|
16.1K
$686K
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-68- 17.48% |
$2.56K - $2.81K
|
321
$13.7K
|
|
May 09, 2024
Q1 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-69- 0.1% |
$2.6K - $2.85K
|
69.1K
$2.94M
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-69- 0.38% |
$2.6K - $2.85K
|
18.2K
$777K
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
SELL
|
- |
-78- 0.56% |
$2.94K - $3.23K
|
13.8K
$589K
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
SELL
|
- |
-80- 16.06% |
$3.01K - $3.31K
|
418
$17.8K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-87- 1.49% |
$3.28K - $3.6K
|
5.76K
$245K
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-89- 1.55% |
$3.35K - $3.68K
|
5.64K
$240K
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-95- 0.14% |
$3.58K - $3.93K
|
66.7K
$2.84M
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-96- 48.98% |
$3.62K - $3.97K
|
100
$4.26K
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-97- 3.0% |
$3.65K - $4.01K
|
3.14K
$134K
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-98- 13.05% |
$3.69K - $4.05K
|
653
$27.8K
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-100- 2.0% |
$3.77K - $4.14K
|
4.9K
$209K
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-102- 1.46% |
$3.84K - $4.22K
|
6.89K
$293K
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-103- 1.18% |
$3.88K - $4.26K
|
8.59K
$366K
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-106- 1.31% |
$3.99K - $4.38K
|
8K
$341K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-107- 1.15% |
$4.03K - $4.43K
|
9.23K
$393K
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-116- 0.18% |
$4.37K - $4.8K
|
62.8K
$2.68M
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-116- 3.01% |
$4.37K - $4.8K
|
3.74K
$159K
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-118- 0.42% |
$4.45K - $4.88K
|
28.1K
$1.2M
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-119- 1.35% |
$4.48K - $4.92K
|
8.69K
$370K
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-121- 0.99% |
$4.56K - $5K
|
12.1K
$514K
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-121- 15.9% |
$4.56K - $5K
|
640
$27.3K
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-123- 0.11% |
$4.63K - $5.09K
|
116K
$4.93M
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-124- 1.72% |
$4.67K - $5.13K
|
7.1K
$302K
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-124- 43.36% |
$4.67K - $5.13K
|
162
$6.9K
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-125- 1.85% |
$4.71K - $5.17K
|
6.63K
$282K
|
|
May 08, 2024
Q1 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-128- 1.0% |
$4.82K - $5.29K
|
12.7K
$542K
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-134- 1.66% |
$5.05K - $5.54K
|
7.96K
$339K
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-135- 1.11% |
$5.09K - $5.58K
|
12K
$511K
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-137- 0.69% |
$5.16K - $5.67K
|
19.7K
$839K
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-145- 0.26% |
$5.46K - $6K
|
55.9K
$2.38M
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-147- 0.44% |
$5.54K - $6.08K
|
32.9K
$1.4M
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-147- 1.12% |
$5.54K - $6.08K
|
13K
$555K
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-150- 2.97% |
$5.65K - $6.2K
|
4.9K
$209K
|