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 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.2K- 7.16% |
$207K - $228K
|
67.4K
$3M
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-5.21K- 11.43% |
$207K - $228K
|
40.4K
$1.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-5.27K- 10.85% |
$209K - $231K
|
43.3K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-5.34K- 10.14% |
$212K - $234K
|
47.3K
$2.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-5.35K- 2.68% |
$213K - $234K
|
194K
$8.64M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-5.37K- 6.06% |
$213K - $235K
|
83.3K
$3.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-5.38K- 8.48% |
$214K - $236K
|
58.1K
$2.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.47K- 2.48% |
$217K - $240K
|
215K
$9.59M
|
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-5.77K- 9.24% |
$229K - $252K
|
56.6K
$2.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-5.88K- 9.25% |
$233K - $257K
|
57.6K
$2.56M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-5.98K- 5.52% |
$237K - $262K
|
102K
$4.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.04K- 8.63% |
$240K - $265K
|
64K
$2.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-6.04K- 4.11% |
$240K - $265K
|
141K
$6.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-6.08K- 14.34% |
$241K - $266K
|
36.3K
$1.61M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-6.28K- 14.27% |
$249K - $275K
|
37.7K
$1.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-6.38K- 11.42% |
$254K - $280K
|
49.5K
$2.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-6.86K- 4.8% |
$272K - $300K
|
136K
$6.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.96K- 1.95% |
$276K - $305K
|
351K
$15.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-7.12K- 7.3% |
$283K - $312K
|
90.3K
$4.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-7.12K- 6.7% |
$283K - $312K
|
99.1K
$4.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-7.14K- 1.15% |
$283K - $313K
|
614K
$27.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-7.19K- 3.39% |
$286K - $315K
|
205K
$9.11M
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-7.39K- 4.13% |
$294K - $324K
|
172K
$7.64M
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-7.43K- 2.8% |
$295K - $325K
|
258K
$11.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-7.49K- 28.73% |
$298K - $328K
|
18.6K
$827K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7.75K- 4.43% |
$308K - $339K
|
167K
$7.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-7.86K- 3.72% |
$312K - $344K
|
204K
$9.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-7.89K- 4.73% |
$313K - $346K
|
159K
$7.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-7.93K- 5.36% |
$315K - $347K
|
140K
$6.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-7.97K- 8.98% |
$317K - $349K
|
80.8K
$3.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-8K- 23.13% |
$317K - $350K
|
26.6K
$1.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-8.25K- 8.18% |
$327K - $361K
|
92.6K
$4.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-8.42K- 20.72% |
$334K - $369K
|
32.2K
$1.43M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.48K- 2.12% |
$337K - $371K
|
392K
$17.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-8.66K- 25.07% |
$344K - $379K
|
25.9K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-8.79K- 10.65% |
$349K - $385K
|
73.7K
$3.28M
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-9.11K- 49.02% |
$362K - $399K
|
9.47K
$421K
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-9.28K- 21.08% |
$368K - $406K
|
34.7K
$1.55M
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-9.28K- 34.94% |
$369K - $406K
|
17.3K
$769K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-9.41K- 16.25% |
$374K - $412K
|
48.5K
$2.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-9.52K- 1.98% |
$378K - $417K
|
472K
$21M
|
|
|
Oct 15, 2024
Q2 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-9.56K- 10.25% |
$379K - $418K
|
83.6K
$3.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-9.56K- 22.04% |
$380K - $419K
|
33.8K
$1.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-9.57K- 4.76% |
$380K - $419K
|
192K
$8.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-9.66K- 3.48% |
$384K - $423K
|
268K
$11.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-9.67K- 5.69% |
$384K - $424K
|
160K
$7.14M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.88K- 8.78% |
$392K - $433K
|
103K
$4.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-9.92K- 7.53% |
$394K - $434K
|
122K
$5.42M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-10K- 17.5% |
$398K - $439K
|
47.3K
$2.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-10.2K- 18.33% |
$406K - $448K
|
45.6K
$2.03M
|