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 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-883- 0.25% |
$35.1K - $38.7K
|
348K
$15.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-885- 2.75% |
$35.1K - $38.8K
|
31.3K
$1.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-899- 10.29% |
$35.7K - $39.4K
|
7.84K
$355K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-921- 13.57% |
$36.6K - $40.3K
|
5.86K
$266K
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-925- 2.78% |
$36.7K - $40.5K
|
32.3K
$1.46M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-941- 12.83% |
$37.4K - $41.2K
|
6.39K
$290K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-949- 13.11% |
$37.7K - $41.6K
|
6.29K
$285K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-963- 8.39% |
$38.2K - $42.2K
|
10.5K
$477K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-987- 4.65% |
$39.2K - $43.2K
|
20.2K
$917K
|
|
|
Oct 18, 2024
Q2 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-996- 2.92% |
$39.6K - $43.6K
|
33.1K
$1.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.01K- 2.85% |
$40.3K - $44.4K
|
34.5K
$1.57M
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.02K- 8.79% |
$40.5K - $44.7K
|
10.6K
$480K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1.04K- 9.39% |
$41.3K - $45.5K
|
10K
$455K
|
|
|
Aug 12, 2024
Q2 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-1.04K- 1.5% |
$41.3K - $45.5K
|
68.1K
$3.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-1.05K- 2.29% |
$41.7K - $46K
|
44.9K
$2.04M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.06K- 56.17% |
$41.9K - $46.2K
|
824
$37.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.06K- 16.86% |
$42K - $46.3K
|
5.21K
$236K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.07K- 0.88% |
$42.3K - $46.6K
|
120K
$5.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.07K- 8.02% |
$42.6K - $47K
|
12.3K
$558K
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.07K- 6.77% |
$42.6K - $47K
|
14.8K
$670K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.08K- 1.55% |
$43K - $47.5K
|
68.9K
$3.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.09K- 4.68% |
$43.4K - $47.9K
|
22.3K
$1.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.13K- 4.14% |
$45K - $49.6K
|
26.2K
$1.19M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.14K- 6.71% |
$45.1K - $49.7K
|
15.8K
$715K
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-1.14K- 0.4% |
$45.3K - $50K
|
282K
$12.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.15K- 5.23% |
$45.7K - $50.4K
|
20.9K
$946K
|
|
|
Aug 14, 2024
Q2 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-1.17K- 1.02% |
$46.3K - $51K
|
113K
$5.12M
|
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.18K- 3.97% |
$46.9K - $51.7K
|
28.6K
$1.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-1.19K- 0.88% |
$47.4K - $52.3K
|
134K
$6.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.21K- 4.39% |
$47.9K - $52.8K
|
26.2K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-1.24K- 7.41% |
$49.1K - $54.1K
|
15.4K
$700K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.24K- 5.48% |
$49.1K - $54.2K
|
21.3K
$967K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.24K- 1.37% |
$49.2K - $54.2K
|
89.3K
$4.05M
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-1.25K- 12.01% |
$49.6K - $54.7K
|
9.16K
$415K
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-1.25K- 13.19% |
$49.8K - $54.9K
|
8.26K
$374K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.3K- 3.17% |
$51.5K - $56.8K
|
39.6K
$1.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.3K- 0.37% |
$51.7K - $57K
|
347K
$15.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.31K- 15.28% |
$51.9K - $57.2K
|
7.24K
$328K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.33K- 8.24% |
$52.6K - $58K
|
14.8K
$670K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.33K- 1.62% |
$52.9K - $58.3K
|
80.7K
$3.66M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.34K- 8.6% |
$53.3K - $58.8K
|
14.3K
$647K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.37K- 7.98% |
$54.4K - $60K
|
15.8K
$716K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.37K- 5.64% |
$54.4K - $60K
|
22.9K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.4K- 1.93% |
$55.5K - $61.2K
|
71K
$3.22M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.43K- 8.87% |
$56.7K - $62.6K
|
14.7K
$666K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-1.45K- 15.32% |
$57.6K - $63.5K
|
8.02K
$363K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.45K- 16.49% |
$57.7K - $63.6K
|
7.35K
$334K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.48K- 23.07% |
$58.8K - $64.9K
|
4.94K
$224K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.5K- 13.26% |
$59.6K - $65.7K
|
9.81K
$445K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.52K- 4.09% |
$60.5K - $66.7K
|
35.7K
$1.62M
|