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 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
232+ 0.7% |
$9.38K - $10.8K
|
33.5K
$1.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
231+ 1.78% |
$9.34K - $10.8K
|
13.2K
$589K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
222+ 3.38% |
$8.97K - $10.4K
|
6.8K
$302K
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
221+ 2.87% |
$8.93K - $10.3K
|
7.92K
$352K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
203+ 4.05% |
$8.21K - $9.48K
|
5.22K
$232K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
201+ 0.08% |
$8.12K - $9.39K
|
240K
$10.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
187+ 2.08% |
$7.56K - $8.73K
|
9.19K
$409K
|
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
173+ 0.89% |
$6.99K - $8.08K
|
19.7K
$876K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
173New |
$6.99K - $8.08K
|
173
$7.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
170+ 1.39% |
$6.87K - $7.94K
|
12.4K
$553K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
168New |
$6.79K - $7.85K
|
168
$7.47K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
157+ 0.45% |
$6.35K - $7.33K
|
34.7K
$1.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
150+ 36.67% |
$6.06K - $7.01K
|
559
$24.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
146+ 2.68% |
$5.9K - $6.82K
|
5.59K
$249K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
145+ 0.68% |
$5.86K - $6.77K
|
21.5K
$957K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
138+ 2.38% |
$5.58K - $6.44K
|
5.93K
$264K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
138New |
$5.58K - $6.44K
|
138
$6.14K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
136+ 0.4% |
$5.5K - $6.35K
|
33.8K
$1.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
135+ 0.28% |
$5.46K - $6.3K
|
48.3K
$2.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
130+ 2.06% |
$5.25K - $6.07K
|
6.45K
$287K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
125+ 5.47% |
$5.05K - $5.84K
|
2.41K
$107K
|
|
|
Oct 28, 2024
Q3 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
120+ 0.26% |
$4.85K - $5.6K
|
45.5K
$2.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
120+ 0.44% |
$4.85K - $5.6K
|
27.1K
$1.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
100+ 0.85% |
$4.04K - $4.67K
|
11.8K
$526K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
99New |
$4K - $4.62K
|
99
$4.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
97+ 0.66% |
$3.92K - $4.53K
|
14.9K
$662K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
92+ 1.27% |
$3.72K - $4.3K
|
7.32K
$326K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
90+ 0.9% |
$3.64K - $4.2K
|
10.1K
$451K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
86+ 57.72% |
$3.48K - $4.02K
|
235
$10.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
84+ 0.52% |
$3.4K - $3.92K
|
16.2K
$719K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
74+ 6.76% |
$2.99K - $3.46K
|
1.17K
$52K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
73+ 0.12% |
$2.95K - $3.41K
|
60.6K
$2.69M
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
65+ 0.18% |
$2.63K - $3.04K
|
35.7K
$1.59M
|
|
|
Oct 09, 2024
Q3 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
62+ 0.06% |
$2.51K - $2.9K
|
99.5K
$4.43M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
62+ 7.52% |
$2.51K - $2.9K
|
886
$39.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
55+ 0.65% |
$2.22K - $2.57K
|
8.47K
$377K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
50+ 0.44% |
$2.02K - $2.34K
|
11.3K
$504K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
44+ 5.31% |
$1.78K - $2.05K
|
872
$38.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
22+ 0.22% |
$889 - $1.03K
|
10.1K
$449K
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
22+ 0.41% |
$889 - $1.03K
|
5.45K
$242K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
22+ 0.4% |
$889 - $1.03K
|
5.51K
$245K
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
20+ 0.05% |
$808 - $934
|
37.9K
$1.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
20+ 8.33% |
$808 - $934
|
260
$11.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
13+ 0.15% |
$525 - $607
|
8.67K
$386K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
12+ 0.22% |
$485 - $560
|
5.5K
$245K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
10+ 0.06% |
$404 - $467
|
17K
$757K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6+ 5.0% |
$243 - $280
|
126
$5.61K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
5+ 0.02% |
$202 - $234
|
24.8K
$1.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3+ 0.23% |
$121 - $140
|
1.28K
$57K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-3- 0.57% |
$121 - $140
|
522
$23.2K
|