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 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-185- 1.59% |
$7.48K - $8.64K
|
11.5K
$510K
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-187- 2.15% |
$7.56K - $8.73K
|
8.51K
$379K
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-195- 7.67% |
$7.88K - $9.11K
|
2.35K
$104K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-200- 0.62% |
$8.08K - $9.34K
|
31.8K
$1.42M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-206- 0.53% |
$8.33K - $9.62K
|
38.9K
$1.73M
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-207- 2.26% |
$8.37K - $9.67K
|
8.95K
$398K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-210- 3.83% |
$8.49K - $9.81K
|
5.28K
$235K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-225- 4.73% |
$9.09K - $10.5K
|
4.53K
$201K
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-232- 0.44% |
$9.38K - $10.8K
|
52.6K
$2.34M
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-239- 2.54% |
$9.66K - $11.2K
|
9.19K
$409K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-242- 0.24% |
$9.78K - $11.3K
|
102K
$4.56M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-246- 0.47% |
$9.94K - $11.5K
|
51.7K
$2.3M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-250- 1.23% |
$10.1K - $11.7K
|
20.1K
$895K
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-252- 5.26% |
$10.2K - $11.8K
|
4.54K
$202K
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-262- 0.81% |
$10.6K - $12.2K
|
32K
$1.42M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-265- 11.97% |
$10.7K - $12.4K
|
1.95K
$86.7K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-265- 3.91% |
$10.7K - $12.4K
|
6.51K
$290K
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-267- 2.52% |
$10.8K - $12.5K
|
10.3K
$459K
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-275- 1.82% |
$11.1K - $12.8K
|
14.9K
$661K
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
SELL
|
- |
-278- 4.03% |
$11.2K - $13K
|
6.61K
$294K
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-282- 2.35% |
$11.4K - $13.2K
|
11.7K
$521K
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-284- 5.46% |
$11.5K - $13.3K
|
4.92K
$219K
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-285- 0.48% |
$11.5K - $13.3K
|
58.8K
$2.62M
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-285- 2.71% |
$11.5K - $13.3K
|
10.2K
$456K
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-292- 0.24% |
$11.8K - $13.6K
|
120K
$5.35M
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-300- 4.57% |
$12.1K - $14K
|
6.26K
$278K
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-300- 37.5% |
$12.1K - $14K
|
500
$22.2K
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-300- 1.8% |
$12.1K - $14K
|
16.4K
$730K
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-308- 2.06% |
$12.4K - $14.4K
|
14.6K
$650K
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-310- 3.65% |
$12.5K - $14.5K
|
8.19K
$364K
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
SELL
|
- |
-311- 4.9% |
$12.6K - $14.5K
|
6.03K
$268K
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-312- 0.32% |
$12.6K - $14.6K
|
96.9K
$4.31M
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-321- 5.86% |
$13K - $15K
|
5.16K
$229K
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-325- 5.19% |
$13.1K - $15.2K
|
5.93K
$264K
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-325- 3.61% |
$13.1K - $15.2K
|
8.67K
$386K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-326- 0.72% |
$13.2K - $15.2K
|
45.2K
$2.01M
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-330- 3.79% |
$13.3K - $15.4K
|
8.38K
$373K
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-332- 3.04% |
$13.4K - $15.5K
|
10.6K
$472K
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-347- 1.56% |
$14K - $16.2K
|
21.9K
$975K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-354- 0.4% |
$14.3K - $16.5K
|
88.9K
$3.96M
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-355- 1.36% |
$14.3K - $16.6K
|
25.7K
$1.14M
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-377- 0.3% |
$15.2K - $17.6K
|
125K
$5.56M
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-389- 2.45% |
$15.7K - $18.2K
|
15.5K
$688K
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-390- 1.87% |
$15.8K - $18.2K
|
20.5K
$910K
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-393- 0.56% |
$15.9K - $18.4K
|
69.4K
$3.09M
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-396- 3.83% |
$16K - $18.5K
|
9.94K
$442K
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-397- 2.25% |
$16K - $18.5K
|
17.3K
$768K
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-406- 0.79% |
$16.4K - $19K
|
51.3K
$2.28M
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-407- 44.63% |
$16.5K - $19K
|
505
$22.5K
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-416- 0.7% |
$16.8K - $19.4K
|
58.9K
$2.62M
|