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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q2 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-9.56K- 10.25% |
$379K - $418K
|
83.6K
$3.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-9.56K- 22.04% |
$380K - $419K
|
33.8K
$1.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-9.57K- 4.76% |
$380K - $419K
|
192K
$8.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-9.66K- 3.48% |
$384K - $423K
|
268K
$11.6M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-9.66K- 3.48% |
$384K - $423K
|
268K
$11.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-9.67K- 5.69% |
$384K - $424K
|
160K
$6.93M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.88K- 8.78% |
$392K - $433K
|
103K
$4.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-9.92K- 7.53% |
$394K - $434K
|
122K
$5.26M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-10K- 17.5% |
$398K - $439K
|
47.3K
$2.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-10.2K- 18.33% |
$406K - $448K
|
45.6K
$1.97M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-10.4K- 31.05% |
$413K - $456K
|
23.1K
$998K
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-10.5K- 16.75% |
$417K - $460K
|
52.2K
$2.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-10.5K- 23.08% |
$417K - $460K
|
35K
$1.51M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-10.7K- 56.73% |
$426K - $470K
|
8.18K
$353K
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-10.9K- 78.11% |
$431K - $475K
|
3.04K
$131K
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-11.3K- 24.06% |
$448K - $494K
|
35.6K
$1.54M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-11.3K- 27.72% |
$449K - $495K
|
29.5K
$1.27M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-11.6K- 8.65% |
$460K - $507K
|
122K
$5.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-12K- 5.86% |
$478K - $528K
|
193K
$8.36M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.2K- 1.74% |
$486K - $536K
|
693K
$29.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-12.4K- 17.88% |
$491K - $541K
|
56.8K
$2.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.9K- 45.61% |
$511K - $564K
|
15.4K
$663K
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-13.2K- 21.29% |
$523K - $576K
|
48.6K
$2.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-13.2K- 65.97% |
$523K - $577K
|
6.79K
$293K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-13.3K- 55.23% |
$529K - $583K
|
10.8K
$467K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-13.6K- 12.55% |
$539K - $594K
|
94.6K
$4.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-13.9K- 4.04% |
$551K - $607K
|
330K
$14.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-13.9K- 48.26% |
$551K - $608K
|
14.9K
$643K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-13.9K- 50.0% |
$552K - $608K
|
13.9K
$600K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-14.2K- 23.21% |
$564K - $622K
|
47K
$2.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-14.3K- 6.49% |
$569K - $628K
|
206K
$8.92M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-14.4K- 57.88% |
$571K - $630K
|
10.5K
$452K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-15K- 19.39% |
$596K - $657K
|
62.4K
$2.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-15.6K- 10.99% |
$621K - $684K
|
127K
$5.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-15.7K- 5.2% |
$622K - $686K
|
286K
$12.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-16.3K- 5.52% |
$647K - $714K
|
279K
$12.1M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-16.3K- 17.11% |
$648K - $714K
|
79.1K
$3.42M
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-16.8K- 24.01% |
$668K - $736K
|
53.2K
$2.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-17.1K- 55.11% |
$680K - $750K
|
13.9K
$603K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.2K- 3.2% |
$682K - $752K
|
519K
$22.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-17.7K- 33.5% |
$703K - $776K
|
35.2K
$1.52M
|
|
|
Jul 10, 2024
Q2 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-17.8K- 9.38% |
$705K - $777K
|
171K
$7.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-17.9K- 55.64% |
$711K - $784K
|
14.3K
$617K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-18.5K- 1.99% |
$733K - $808K
|
910K
$39.3M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-18.7K- 66.78% |
$742K - $818K
|
9.3K
$402K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-19.1K- 26.06% |
$757K - $835K
|
54.1K
$2.34M
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-19.1K- 99.48% |
$760K - $838K
|
101
$4.36K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-19.2K- 8.81% |
$763K - $841K
|
199K
$8.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-19.7K- 11.64% |
$783K - $863K
|
150K
$6.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-20.1K- 61.26% |
$798K - $880K
|
12.7K
$549K
|