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 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
6.31K+ 4.2% |
$250K - $276K
|
156K
$6.96M
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
6.29KNew |
$250K - $276K
|
6.29K
$280K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
6.04K+ 20.06% |
$240K - $264K
|
36.1K
$1.61M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
6K+ 7.35% |
$238K - $263K
|
87.6K
$3.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.86K+ 3.42% |
$233K - $257K
|
177K
$7.89M
|
|
|
Aug 07, 2024
Q2 2024
|
Thornburg Investment Management Inc
|
BUY
|
- |
5.78K+ 74.31% |
$230K - $253K
|
13.6K
$603K
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
5.77K+ 4.35% |
$229K - $253K
|
138K
$6.15M
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
5.72KNew |
$227K - $250K
|
5.72K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.62K+ 134.17% |
$223K - $246K
|
9.81K
$437K
|
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
5.53K+ 4.78% |
$220K - $242K
|
121K
$5.4M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.49KNew |
$218K - $240K
|
5.49K
$244K
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.46K+ 22.79% |
$217K - $239K
|
29.4K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
5.46K+ 8.52% |
$217K - $239K
|
69.5K
$3.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.44K+ 1.46% |
$216K - $238K
|
377K
$16.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
5.43KNew |
$215K - $238K
|
5.43K
$241K
|
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
5.39KNew |
$214K - $236K
|
5.39K
$240K
|
|
|
Aug 14, 2024
Q2 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
5.38K+ 2.5% |
$214K - $236K
|
221K
$9.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
5.37K+ 15.33% |
$213K - $235K
|
40.4K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.14K+ 2116.87% |
$204K - $225K
|
5.39K
$240K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
5.14K+ 12.1% |
$204K - $225K
|
47.6K
$2.12M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
5.13KNew |
$204K - $225K
|
5.13K
$228K
|
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
5.09K+ 101.72% |
$202K - $223K
|
10.1K
$449K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
5.01KNew |
$199K - $220K
|
5.01K
$223K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.96KNew |
$197K - $217K
|
4.96K
$221K
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
4.91KNew |
$195K - $215K
|
4.91K
$218K
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
4.89KNew |
$194K - $214K
|
4.89K
$217K
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
4.85KNew |
$193K - $212K
|
4.85K
$216K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
4.83KNew |
$192K - $211K
|
4.83K
$215K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.82KNew |
$191K - $211K
|
4.82K
$214K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
4.82KNew |
$191K - $211K
|
4.82K
$214K
|
|
|
Jul 24, 2024
Q2 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
4.81KNew |
$191K - $211K
|
4.81K
$214K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.8KNew |
$190K - $210K
|
4.8K
$213K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.79KNew |
$190K - $210K
|
4.79K
$213K
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
4.79KNew |
$190K - $210K
|
4.79K
$213K
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
4.77K+ 5.89% |
$189K - $209K
|
85.8K
$3.82M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.75KNew |
$189K - $208K
|
4.75K
$211K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
4.73K+ 0.59% |
$188K - $207K
|
806K
$35.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
4.71KNew |
$187K - $206K
|
4.71K
$210K
|
|
|
Aug 12, 2024
Q2 2024
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
4.7KNew |
$187K - $206K
|
4.7K
$209K
|
|
|
Jul 19, 2024
Q2 2024
|
Hedges Asset Management LLC
|
BUY
|
- |
4.7KNew |
$187K - $206K
|
4.7K
$209K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.64K+ 24.91% |
$184K - $203K
|
23.3K
$1.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.62K+ 1.22% |
$183K - $202K
|
383K
$17M
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
4.36K+ 14.57% |
$173K - $191K
|
34.3K
$1.53M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
4.3K+ 71.68% |
$171K - $188K
|
10.3K
$458K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
4.18K+ 4.31% |
$166K - $183K
|
101K
$4.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
4.15K+ 33.07% |
$165K - $182K
|
16.7K
$743K
|
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
4.02K+ 19.09% |
$159K - $176K
|
25K
$1.11M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
4KNew |
$159K - $175K
|
4K
$178K
|
|
|
Aug 14, 2024
Q2 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
3.96K+ 9.53% |
$157K - $173K
|
45.5K
$2.02M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
3.88K+ 13.7% |
$154K - $170K
|
32.2K
$1.43M
|