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 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-555- 1.41% |
$22K - $24.3K
|
38.8K
$1.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-573- 4.91% |
$22.8K - $25.1K
|
11.1K
$493K
|
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-577- 6.02% |
$22.9K - $25.3K
|
9K
$401K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-578- 0.97% |
$23K - $25.3K
|
59.2K
$2.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-585- 2.46% |
$23.2K - $25.6K
|
23.2K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-590- 33.05% |
$23.4K - $25.8K
|
1.2K
$53.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-595- 2.26% |
$23.6K - $26.1K
|
25.8K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-599- 2.63% |
$23.8K - $26.2K
|
22.2K
$985K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-603- 96.17% |
$23.9K - $26.4K
|
24
$1.07K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-609- 2.34% |
$24.2K - $26.7K
|
25.4K
$1.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-612- 1.15% |
$24.3K - $26.8K
|
52.6K
$2.34M
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-613- 6.35% |
$24.3K - $26.8K
|
9.04K
$402K
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-629- 9.93% |
$25K - $27.5K
|
5.71K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-630- 4.81% |
$25K - $27.6K
|
12.5K
$555K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-634- 1.27% |
$25.2K - $27.8K
|
49.2K
$2.19M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-640- 9.29% |
$25.4K - $28K
|
6.25K
$278K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-640- 11.31% |
$25.4K - $28K
|
5.02K
$223K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-642- 1.39% |
$25.5K - $28.1K
|
45.5K
$2.03M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-645- 10.8% |
$25.6K - $28.2K
|
5.33K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-646- 3.56% |
$25.7K - $28.3K
|
17.5K
$778K
|
|
|
Jul 23, 2024
Q2 2024
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-647- 3.48% |
$25.7K - $28.3K
|
17.9K
$798K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-650- 1.64% |
$25.8K - $28.5K
|
39K
$1.73M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-656- 55.55% |
$26K - $28.7K
|
525
$23.4K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-687- 0.63% |
$27.3K - $30.1K
|
108K
$4.79M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-688- 1.6% |
$27.3K - $30.1K
|
42.4K
$1.89M
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-703- 13.0% |
$27.9K - $30.8K
|
4.71K
$209K
|
|
|
Jul 25, 2024
Q2 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-707- 4.78% |
$28.1K - $31K
|
14.1K
$627K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-708- 4.28% |
$28.1K - $31K
|
15.9K
$705K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-720- 34.35% |
$28.6K - $31.5K
|
1.38K
$61.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-722- 20.0% |
$28.7K - $31.6K
|
2.89K
$128K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-733- 8.33% |
$29.1K - $32.1K
|
8.07K
$359K
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-739- 33.56% |
$29.3K - $32.4K
|
1.46K
$65.1K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-741- 1.41% |
$29.4K - $32.4K
|
51.7K
$2.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-744- 2.03% |
$29.5K - $32.6K
|
36K
$1.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-750- 8.16% |
$29.8K - $32.8K
|
8.44K
$375K
|
|
|
Aug 13, 2024
Q2 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-774- 3.68% |
$30.7K - $33.9K
|
20.3K
$902K
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
SELL
|
- |
-780- 0.07% |
$31K - $34.2K
|
1.15M
$51.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-800- 0.35% |
$31.8K - $35K
|
230K
$10.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-800- 70.18% |
$31.8K - $35K
|
340
$15.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-817- 13.16% |
$32.4K - $35.8K
|
5.39K
$240K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-820- 4.75% |
$32.6K - $35.9K
|
16.4K
$731K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-824- 2.89% |
$32.7K - $36.1K
|
27.7K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-828- 10.41% |
$32.9K - $36.3K
|
7.13K
$317K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-836- 4.92% |
$33.2K - $36.6K
|
16.2K
$719K
|
|
|
Jul 24, 2024
Q2 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-848- 14.69% |
$33.7K - $37.1K
|
4.93K
$219K
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-854- 10.86% |
$33.9K - $37.4K
|
7.01K
$312K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-863- 6.17% |
$34.3K - $37.8K
|
13.1K
$583K
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-866- 7.8% |
$34.4K - $37.9K
|
10.2K
$455K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-870- 1.02% |
$34.5K - $38.1K
|
84.1K
$3.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-878- 6.64% |
$34.9K - $38.4K
|
12.3K
$549K
|