Purchases and Sales Made in Q3 2024 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q3 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 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-310- 3.65% |
$12.5K - $14.5K
|
8.19K
$345K
|
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
SELL
|
- |
-311- 4.9% |
$12.6K - $14.5K
|
6.03K
$254K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-312- 0.32% |
$12.6K - $14.6K
|
96.9K
$4.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-314- 0.62% |
$12.7K - $14.7K
|
50K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-320- 2.27% |
$12.9K - $14.9K
|
13.8K
$581K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-321- 5.86% |
$13K - $15K
|
5.16K
$217K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-325- 3.61% |
$13.1K - $15.2K
|
8.67K
$365K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-325- 5.19% |
$13.1K - $15.2K
|
5.93K
$250K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-326- 0.72% |
$13.2K - $15.2K
|
45.2K
$1.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-330- 3.79% |
$13.3K - $15.4K
|
8.38K
$353K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-332- 5.04% |
$13.4K - $15.5K
|
6.26K
$263K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-332- 3.04% |
$13.4K - $15.5K
|
10.6K
$446K
|
|
|
Nov 13, 2024
Q3 2024
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-338- 3.01% |
$13.7K - $15.8K
|
10.9K
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-345- 3.56% |
$13.9K - $16.1K
|
9.35K
$394K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-347- 1.56% |
$14K - $16.2K
|
21.9K
$923K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-354- 0.4% |
$14.3K - $16.5K
|
88.9K
$3.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-355- 1.36% |
$14.3K - $16.6K
|
25.7K
$1.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-377- 0.3% |
$15.2K - $17.6K
|
125K
$5.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-380- 2.41% |
$15.4K - $17.7K
|
15.4K
$647K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-389- 2.45% |
$15.7K - $18.2K
|
15.5K
$651K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-390- 7.23% |
$15.8K - $18.2K
|
5K
$210K
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-390- 1.87% |
$15.8K - $18.2K
|
20.5K
$861K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-393- 0.56% |
$15.9K - $18.4K
|
69.4K
$2.92M
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-396- 3.83% |
$16K - $18.5K
|
9.94K
$418K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-397- 2.25% |
$16K - $18.5K
|
17.3K
$726K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-402- 11.47% |
$16.2K - $18.8K
|
3.1K
$131K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-406- 0.79% |
$16.4K - $19K
|
51.3K
$2.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-407- 44.63% |
$16.5K - $19K
|
505
$21.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-409- 1.01% |
$16.5K - $19.1K
|
40K
$1.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-416- 0.7% |
$16.8K - $19.4K
|
58.9K
$2.48M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-422- 4.02% |
$17.1K - $19.7K
|
10.1K
$424K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-425- 1.68% |
$17.2K - $19.8K
|
24.8K
$1.04M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-426- 7.34% |
$17.2K - $19.9K
|
5.38K
$226K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-428- 1.4% |
$17.3K - $20K
|
30.1K
$1.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-430- 1.31% |
$17.4K - $20.1K
|
32.4K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-430- 3.87% |
$17.4K - $20.1K
|
10.7K
$450K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-433- 1.52% |
$17.5K - $20.2K
|
28.1K
$1.18M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-444- 3.08% |
$17.9K - $20.7K
|
14K
$587K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-450- 4.86% |
$18.2K - $21K
|
8.8K
$371K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-452- 1.95% |
$18.3K - $21.1K
|
22.8K
$958K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-461- 26.51% |
$18.6K - $21.5K
|
1.28K
$53.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-469- 22.03% |
$19K - $21.9K
|
1.66K
$69.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-480- 8.06% |
$19.4K - $22.4K
|
5.48K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-487- 8.53% |
$19.7K - $22.7K
|
5.22K
$220K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-490- 1.46% |
$19.8K - $22.9K
|
33.1K
$1.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-496- 5.54% |
$20K - $23.2K
|
8.46K
$356K
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-499- 1.47% |
$20.2K - $23.3K
|
33.4K
$1.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-500- 6.24% |
$20.2K - $23.4K
|
7.52K
$316K
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-500- 62.5% |
$20.2K - $23.4K
|
300
$12.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-503- 1.56% |
$20.3K - $23.5K
|
31.8K
$1.34M
|