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 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
1.7K+ 15.53% |
$68.9K - $79.6K
|
12.7K
$564K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.54K+ 471.25% |
$62.3K - $72K
|
1.87K
$83.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
1.52K+ 7.34% |
$61.6K - $71.1K
|
22.3K
$991K
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.5K+ 9.2% |
$60.7K - $70.1K
|
17.8K
$793K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.45K+ 10.22% |
$58.6K - $67.7K
|
15.6K
$696K
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
1.42KNew |
$57.3K - $66.2K
|
1.42K
$63.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.41KNew |
$57.2K - $66K
|
1.41K
$62.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.34K+ 2.16% |
$54.2K - $62.6K
|
63.5K
$2.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.3K+ 9.13% |
$52.7K - $60.9K
|
15.6K
$693K
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.25K+ 12.93% |
$50.3K - $58.1K
|
10.9K
$484K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.21K+ 5.59% |
$48.8K - $56.4K
|
22.8K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.2K+ 13.69% |
$48.5K - $56K
|
9.96K
$443K
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
1.19K+ 8.09% |
$48.2K - $55.7K
|
15.9K
$709K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
1.19K+ 11.91% |
$48.2K - $55.7K
|
11.2K
$498K
|
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
1.18K+ 17.07% |
$47.7K - $55.1K
|
8.09K
$360K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.12K+ 9.04% |
$45.1K - $52.1K
|
13.5K
$599K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.06K+ 1.43% |
$42.9K - $49.6K
|
75.6K
$3.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
1.01K+ 2.21% |
$40.8K - $47.1K
|
46.6K
$2.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
973+ 7.78% |
$39.3K - $45.4K
|
13.5K
$600K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
902+ 6.97% |
$36.5K - $42.1K
|
13.9K
$616K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
893+ 16.69% |
$36.1K - $41.7K
|
6.25K
$278K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
885+ 6.33% |
$35.8K - $41.3K
|
14.9K
$661K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
844+ 1.42% |
$34.1K - $39.4K
|
60.2K
$2.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
829+ 2.46% |
$33.5K - $38.7K
|
34.5K
$1.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
790+ 3291.67% |
$31.9K - $36.9K
|
814
$36.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
775+ 18.43% |
$31.3K - $36.2K
|
4.98K
$222K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
718+ 1.05% |
$29K - $33.5K
|
69.2K
$3.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
700+ 14.43% |
$28.3K - $32.7K
|
5.55K
$247K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
686+ 3.51% |
$27.7K - $32K
|
20.2K
$899K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
677+ 2.0% |
$27.4K - $31.6K
|
34.6K
$1.54M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
649+ 10.7% |
$26.2K - $30.3K
|
6.71K
$299K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
623+ 3.12% |
$25.2K - $29.1K
|
20.6K
$916K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
600+ 5.61% |
$24.3K - $28K
|
11.3K
$503K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
600+ 133.33% |
$24.3K - $28K
|
1.05K
$46.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
588+ 1.44% |
$23.8K - $27.5K
|
41.4K
$1.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
556+ 2.14% |
$22.5K - $26K
|
26.5K
$1.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
532+ 3.97% |
$21.5K - $24.8K
|
13.9K
$620K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
509+ 4.27% |
$20.6K - $23.8K
|
12.4K
$553K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
500+ 1.59% |
$20.2K - $23.4K
|
32K
$1.42M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
486+ 1.31% |
$19.6K - $22.7K
|
37.5K
$1.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
457+ 1.35% |
$18.5K - $21.3K
|
34.3K
$1.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
437New |
$17.7K - $20.4K
|
437
$19.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
423+ 2.36% |
$17.1K - $19.8K
|
18.3K
$816K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
400+ 2.07% |
$16.2K - $18.7K
|
19.7K
$879K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
380New |
$15.4K - $17.7K
|
380
$16.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
365+ 3.95% |
$14.8K - $17K
|
9.61K
$427K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
353+ 0.6% |
$14.3K - $16.5K
|
59.6K
$2.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
284New |
$11.5K - $13.3K
|
284
$12.6K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
280+ 2.63% |
$11.3K - $13.1K
|
10.9K
$486K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
272New |
$11K - $12.7K
|
272
$12.1K
|