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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4.4K+ 254.04% |
$178K - $205K
|
6.13K
$258K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
4.37KNew |
$177K - $204K
|
4.37K
$184K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.33K+ 22.8% |
$175K - $202K
|
23.3K
$982K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
4.29K+ 8.5% |
$174K - $200K
|
54.8K
$2.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
4.25K+ 54.54% |
$172K - $198K
|
12K
$506K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
4.23K+ 12.19% |
$171K - $198K
|
39K
$1.64M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.19K+ 3.33% |
$169K - $196K
|
130K
$5.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
4.09K+ 6.61% |
$165K - $191K
|
66K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
4.02K+ 2.16% |
$162K - $188K
|
190K
$8.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
4KNew |
$162K - $187K
|
4K
$168K
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
3.88K+ 4.51% |
$157K - $181K
|
89.8K
$3.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
3.87K+ 2.86% |
$156K - $181K
|
139K
$5.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
3.78K+ 18.07% |
$153K - $176K
|
24.7K
$1.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3.62K+ 1.86% |
$146K - $169K
|
198K
$8.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.48K+ 23.56% |
$141K - $162K
|
18.2K
$768K
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3.46K+ 1.67% |
$140K - $161K
|
211K
$8.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.42K+ 13.62% |
$138K - $160K
|
28.5K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.42K+ 3.26% |
$138K - $160K
|
108K
$4.56M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.37K+ 1.0% |
$136K - $157K
|
339K
$14.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.36K+ 21.86% |
$136K - $157K
|
18.7K
$788K
|
|
|
Nov 13, 2024
Q3 2024
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
3.35K+ 1.9% |
$135K - $156K
|
180K
$7.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
3.32K+ 94.02% |
$134K - $155K
|
6.84K
$288K
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
3.29K+ 8.14% |
$133K - $153K
|
43.7K
$1.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.28K+ 21.78% |
$133K - $153K
|
18.3K
$772K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
3.28KNew |
$132K - $153K
|
3.28K
$138K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
3.21K+ 4.3% |
$130K - $150K
|
77.9K
$3.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.19K+ 19.03% |
$129K - $149K
|
20K
$841K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.06K+ 0.8% |
$124K - $143K
|
386K
$16.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Schwab Charitable Fund
|
BUY
|
- |
2.92K+ 36.05% |
$118K - $137K
|
11K
$464K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.92K+ 8.11% |
$118K - $136K
|
38.9K
$1.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.69K+ 8.33% |
$109K - $126K
|
35K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
2.67K+ 10.73% |
$108K - $125K
|
27.5K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.65K+ 5.76% |
$107K - $124K
|
48.7K
$2.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.65K+ 20.66% |
$107K - $124K
|
15.5K
$651K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.64K+ 19.74% |
$107K - $123K
|
16K
$675K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.61KNew |
$105K - $122K
|
2.61K
$110K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.56KNew |
$103K - $119K
|
2.56K
$108K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.55K+ 0.27% |
$103K - $119K
|
965K
$40.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2.54K+ 34.28% |
$103K - $119K
|
9.95K
$419K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.54K+ 9.96% |
$103K - $119K
|
28K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
2.5K+ 3.75% |
$101K - $117K
|
69.2K
$2.91M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.49K+ 3.75% |
$100K - $116K
|
68.7K
$2.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.48K+ 10.52% |
$100K - $116K
|
26K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
2.43K+ 2.49% |
$98.1K - $113K
|
100K
$4.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2.42KNew |
$97.9K - $113K
|
2.42K
$102K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2.41K+ 7.47% |
$97.2K - $112K
|
34.6K
$1.46M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.33KNew |
$94K - $109K
|
2.33K
$97.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.25K+ 15.04% |
$90.9K - $105K
|
17.2K
$724K
|
|
|
Nov 13, 2024
Q3 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
2.16K+ 26.69% |
$87.2K - $101K
|
10.2K
$431K
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.13K+ 1.62% |
$86.1K - $99.5K
|
134K
$5.64M
|