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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-255- 7.4% |
$10.1K - $11.2K
|
3.19K
$136K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-255- 1.14% |
$10.1K - $11.2K
|
22.1K
$945K
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-266- 4.16% |
$10.6K - $11.6K
|
6.13K
$262K
|
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-267- 2.24% |
$10.6K - $11.7K
|
11.6K
$497K
|
|
|
Aug 07, 2024
Q2 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-268- 2.07% |
$10.6K - $11.7K
|
12.7K
$542K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-275- 0.63% |
$10.9K - $12K
|
43.3K
$1.85M
|
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-292- 0.24% |
$11.6K - $12.8K
|
121K
$5.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-293- 2.37% |
$11.6K - $12.8K
|
12.1K
$517K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-296- 0.51% |
$11.8K - $13K
|
58.1K
$2.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-297- 1.96% |
$11.8K - $13K
|
14.9K
$635K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-300- 3.14% |
$11.9K - $13.1K
|
9.25K
$395K
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-300- 2.13% |
$11.9K - $13.1K
|
13.8K
$588K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-303- 0.78% |
$12K - $13.3K
|
38.7K
$1.65M
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-306- 3.62% |
$12.2K - $13.4K
|
8.15K
$348K
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-309- 2.41% |
$12.3K - $13.5K
|
12.5K
$534K
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-312- 1.94% |
$12.4K - $13.7K
|
15.8K
$673K
|
|
|
Jul 25, 2024
Q2 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-318- 7.04% |
$12.6K - $13.9K
|
4.2K
$179K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-320- 1.73% |
$12.7K - $14K
|
18.1K
$775K
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-320- 3.35% |
$12.7K - $14K
|
9.24K
$395K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-321- 2.72% |
$12.7K - $14.1K
|
11.5K
$490K
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-327- 3.62% |
$13K - $14.3K
|
8.7K
$372K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-333- 3.19% |
$13.2K - $14.6K
|
10.1K
$432K
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-338- 7.44% |
$13.4K - $14.8K
|
4.21K
$180K
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-341- 4.1% |
$13.5K - $14.9K
|
7.97K
$341K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-342- 16.43% |
$13.6K - $15K
|
1.74K
$74.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-360- 1.1% |
$14.3K - $15.8K
|
32.4K
$1.38M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-361- 3.26% |
$14.3K - $15.8K
|
10.7K
$458K
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-369- 3.68% |
$14.7K - $16.2K
|
9.65K
$412K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-371- 1.95% |
$14.7K - $16.2K
|
18.6K
$795K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-372- 6.07% |
$14.8K - $16.3K
|
5.76K
$246K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-379- 6.89% |
$15.1K - $16.6K
|
5.12K
$219K
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-382- 4.07% |
$15.2K - $16.7K
|
8.99K
$384K
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-390- 2.7% |
$15.5K - $17.1K
|
14.1K
$602K
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-400- 4.58% |
$15.9K - $17.5K
|
8.34K
$356K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-400- 2.2% |
$15.9K - $17.5K
|
17.8K
$760K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-403- 5.01% |
$16K - $17.6K
|
7.63K
$326K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-416- 1.34% |
$16.5K - $18.2K
|
30.5K
$1.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-445- 7.02% |
$17.7K - $19.5K
|
5.89K
$252K
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-447- 2.18% |
$17.8K - $19.6K
|
20.1K
$857K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-449- 3.55% |
$17.8K - $19.7K
|
12.2K
$521K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-450- 5.58% |
$17.9K - $19.7K
|
7.61K
$325K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-458Closed |
$18.2K - $20.1K
|
0
$0
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-466- 94.33% |
$18.5K - $20.4K
|
28
$1.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-469- 7.25% |
$18.6K - $20.5K
|
6K
$256K
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-470- 2.92% |
$18.7K - $20.6K
|
15.6K
$666K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-472- 5.04% |
$18.7K - $20.7K
|
8.89K
$380K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-500- 7.74% |
$19.9K - $21.9K
|
5.96K
$255K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-500- 4.48% |
$19.9K - $21.9K
|
10.7K
$455K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-512- 1.01% |
$20.3K - $22.4K
|
50.3K
$2.15M
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-517- 2.42% |
$20.5K - $22.6K
|
20.9K
$891K
|