Purchases and Sales Made in Q2 2024 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-5- 0.16% |
$199 - $219
|
3.14K
$139K
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-5- 0.02% |
$199 - $219
|
23.4K
$1.04M
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-6- 0.02% |
$238 - $263
|
26.5K
$1.18M
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-15- 0.25% |
$596 - $657
|
6.08K
$270K
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-15- 0.13% |
$596 - $657
|
11.3K
$502K
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-18- 6.98% |
$715 - $788
|
240
$10.7K
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-21- 0.3% |
$834 - $920
|
6.95K
$309K
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
SELL
|
- |
-22- 0.06% |
$874 - $963
|
35.7K
$1.59M
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-23- 15.33% |
$913 - $1.01K
|
127
$5.65K
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-23- 0.09% |
$913 - $1.01K
|
25.8K
$1.15M
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-25- 1.49% |
$993 - $1.09K
|
1.66K
$73.7K
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-25- 0.08% |
$993 - $1.09K
|
30.4K
$1.35M
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-26- 0.25% |
$1.03K - $1.14K
|
10.2K
$455K
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-27- 1.75% |
$1.07K - $1.18K
|
1.52K
$67.4K
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-29- 0.24% |
$1.15K - $1.27K
|
12.1K
$540K
|
|
Aug 09, 2024
Q2 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-30- 0.47% |
$1.19K - $1.31K
|
6.38K
$284K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-34- 0.1% |
$1.35K - $1.49K
|
33.9K
$1.51M
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-35- 66.04% |
$1.39K - $1.53K
|
18
$801
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-35- 0.63% |
$1.39K - $1.53K
|
5.48K
$244K
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-36- 0.02% |
$1.43K - $1.58K
|
162K
$7.22M
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-38- 11.84% |
$1.51K - $1.66K
|
283
$12.6K
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-39- 0.67% |
$1.55K - $1.71K
|
5.8K
$258K
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-43- 0.72% |
$1.71K - $1.88K
|
5.96K
$265K
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-48- 0.33% |
$1.91K - $2.1K
|
14.6K
$651K
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-48- 0.62% |
$1.91K - $2.1K
|
7.65K
$341K
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-48- 0.46% |
$1.91K - $2.1K
|
10.3K
$460K
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-50- 1.02% |
$1.99K - $2.19K
|
4.85K
$216K
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-60- 4.22% |
$2.38K - $2.63K
|
1.36K
$60.6K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-60- 33.15% |
$2.38K - $2.63K
|
121
$5.38K
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-60- 0.71% |
$2.38K - $2.63K
|
8.45K
$376K
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-63- 0.11% |
$2.5K - $2.76K
|
58.5K
$2.6M
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
SELL
|
- |
-63- 0.98% |
$2.5K - $2.76K
|
6.35K
$282K
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-70- 0.12% |
$2.78K - $3.07K
|
59.1K
$2.63M
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-71- 0.53% |
$2.82K - $3.11K
|
13.3K
$593K
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-75- 2.86% |
$2.98K - $3.28K
|
2.54K
$113K
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-75- 1.52% |
$2.98K - $3.28K
|
4.86K
$216K
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-85- 2.29% |
$3.38K - $3.72K
|
3.63K
$162K
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-85- 1.33% |
$3.38K - $3.72K
|
6.32K
$281K
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-86- 51.81% |
$3.42K - $3.77K
|
80
$3.56K
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-86- 0.62% |
$3.42K - $3.77K
|
13.7K
$611K
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-89- 0.67% |
$3.53K - $3.9K
|
13.2K
$586K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-90- 1.29% |
$3.57K - $3.94K
|
6.91K
$307K
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-91- 0.24% |
$3.61K - $3.98K
|
38.2K
$1.7M
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-95- 1.32% |
$3.77K - $4.16K
|
7.13K
$317K
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-97- 0.33% |
$3.85K - $4.25K
|
28.9K
$1.29M
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-97- 0.24% |
$3.85K - $4.25K
|
40.9K
$1.82M
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-98- 1.18% |
$3.89K - $4.29K
|
8.22K
$365K
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-100- 5.11% |
$3.97K - $4.38K
|
1.86K
$82.7K
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-100- 0.03% |
$3.97K - $4.38K
|
322K
$14.3M
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-100- 1.1% |
$3.97K - $4.38K
|
8.99K
$400K
|