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 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
8.2KNew |
$332K - $383K
|
8.2K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
8.16K+ 40.28% |
$330K - $381K
|
28.4K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
8.16K+ 3.7% |
$330K - $381K
|
229K
$9.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
7.92KNew |
$320K - $370K
|
7.92K
$333K
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
7.4KNew |
$299K - $346K
|
7.4K
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.25KNew |
$293K - $339K
|
7.25K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
6.93KNew |
$280K - $323K
|
6.93K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Four World Capital Management LLC
New York, NY |
BUY
|
- |
6.7KNew |
$271K - $313K
|
6.7K
$282K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6.55K+ 1.75% |
$265K - $306K
|
380K
$16M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
6.52KNew |
$264K - $304K
|
6.52K
$274K
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
6.39KNew |
$258K - $298K
|
6.39K
$269K
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
6.38K+ 4.01% |
$258K - $298K
|
165K
$6.95M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
6.19K+ 6.32% |
$250K - $289K
|
104K
$4.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
6.14K+ 5.28% |
$248K - $287K
|
122K
$5.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.85KNew |
$237K - $273K
|
5.85K
$246K
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
5.76K+ 61.96% |
$233K - $269K
|
15K
$633K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
5.58KNew |
$226K - $261K
|
5.58K
$235K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.56KNew |
$225K - $260K
|
5.56K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
5.36K+ 90.61% |
$217K - $250K
|
11.3K
$475K
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
5.36K+ 27.31% |
$217K - $250K
|
25K
$1.05M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
5.02KNew |
$203K - $235K
|
5.02K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.01KNew |
$203K - $234K
|
5.01K
$211K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
4.96KNew |
$201K - $232K
|
4.96K
$209K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4.95KNew |
$200K - $231K
|
4.95K
$209K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.94KNew |
$200K - $231K
|
4.94K
$208K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
4.89K+ 7.62% |
$198K - $228K
|
69.1K
$2.91M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.88K+ 32.3% |
$197K - $228K
|
20K
$842K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
4.88KNew |
$197K - $228K
|
4.88K
$205K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.84K+ 23.22% |
$196K - $226K
|
25.7K
$1.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
4.83K+ 14.08% |
$195K - $226K
|
39.1K
$1.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.83KNew |
$195K - $225K
|
4.83K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
4.8K+ 38.37% |
$194K - $224K
|
17.3K
$729K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
4.79KNew |
$194K - $224K
|
4.79K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.73K+ 7.95% |
$191K - $221K
|
64.2K
$2.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
4.71K+ 10.84% |
$190K - $220K
|
48.2K
$2.03M
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
4.69KNew |
$190K - $219K
|
4.69K
$197K
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
4.66KNew |
$188K - $217K
|
4.66K
$196K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.6KNew |
$186K - $215K
|
4.6K
$194K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4.59KNew |
$185K - $214K
|
4.59K
$193K
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
4.54KNew |
$184K - $212K
|
4.54K
$191K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.53KNew |
$183K - $212K
|
4.53K
$191K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4.53KNew |
$183K - $211K
|
4.53K
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
4.52KNew |
$183K - $211K
|
4.52K
$190K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4.51KNew |
$182K - $211K
|
4.51K
$190K
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
4.5KNew |
$182K - $210K
|
4.5K
$189K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.5KNew |
$182K - $210K
|
4.5K
$189K
|
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
4.46K+ 1.76% |
$180K - $208K
|
258K
$10.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
4.44KNew |
$179K - $207K
|
4.44K
$187K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.42K+ 1.8% |
$179K - $206K
|
250K
$10.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
4.42KNew |
$178K - $206K
|
4.42K
$186K
|