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
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-422- 4.02% |
$17.1K - $19.7K
|
10.1K
$448K
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-425- 1.68% |
$17.2K - $19.8K
|
24.8K
$1.1M
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-426- 7.34% |
$17.2K - $19.9K
|
5.38K
$239K
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-428- 1.4% |
$17.3K - $20K
|
30.1K
$1.34M
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-430- 1.31% |
$17.4K - $20.1K
|
32.4K
$1.44M
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-433- 1.52% |
$17.5K - $20.2K
|
28.1K
$1.25M
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-444- 3.08% |
$17.9K - $20.7K
|
14K
$621K
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-450- 4.86% |
$18.2K - $21K
|
8.8K
$392K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-461- 26.51% |
$18.6K - $21.5K
|
1.28K
$56.9K
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-469- 22.03% |
$19K - $21.9K
|
1.66K
$73.9K
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-480- 8.06% |
$19.4K - $22.4K
|
5.48K
$244K
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-490- 1.46% |
$19.8K - $22.9K
|
33.1K
$1.47M
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-496- 5.54% |
$20K - $23.2K
|
8.46K
$377K
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-499- 1.47% |
$20.2K - $23.3K
|
33.4K
$1.49M
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-500- 62.5% |
$20.2K - $23.4K
|
300
$13.3K
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-503- 1.56% |
$20.3K - $23.5K
|
31.8K
$1.41M
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-526- 10.48% |
$21.3K - $24.6K
|
4.49K
$200K
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-538- 39.24% |
$21.7K - $25.1K
|
833
$37.1K
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-555- 6.72% |
$22.4K - $25.9K
|
7.7K
$343K
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-555- 64.91% |
$22.4K - $25.9K
|
300
$13.3K
|
|
Nov 05, 2024
Q3 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-560- 1.25% |
$22.6K - $26.2K
|
44.3K
$1.97M
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-565- 6.36% |
$22.8K - $26.4K
|
8.32K
$370K
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-588- 4.24% |
$23.8K - $27.5K
|
13.3K
$590K
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-599- 7.04% |
$24.2K - $28K
|
7.9K
$352K
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-606- 9.17% |
$24.5K - $28.3K
|
6.01K
$267K
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-650- 5.36% |
$26.3K - $30.4K
|
11.5K
$510K
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-660- 0.5% |
$26.7K - $30.8K
|
132K
$5.87M
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-682- 5.62% |
$27.6K - $31.8K
|
11.4K
$509K
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-696- 8.45% |
$28.1K - $32.5K
|
7.54K
$336K
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-700- 23.68% |
$28.3K - $32.7K
|
2.26K
$100K
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-703- 1.68% |
$28.4K - $32.8K
|
41.2K
$1.83M
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-717- 7.99% |
$29K - $33.5K
|
8.26K
$368K
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-718- 2.2% |
$29K - $33.5K
|
32K
$1.42M
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-734- 2.76% |
$29.7K - $34.3K
|
25.8K
$1.15M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-738- 1.89% |
$29.8K - $34.5K
|
38.4K
$1.71M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-741- 2.1% |
$30K - $34.6K
|
34.6K
$1.54M
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-755- 3.31% |
$30.5K - $35.3K
|
22K
$981K
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-776- 7.71% |
$31.4K - $36.2K
|
9.3K
$414K
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-778- 2.44% |
$31.4K - $36.3K
|
31.1K
$1.39M
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-778- 6.9% |
$31.4K - $36.3K
|
10.5K
$467K
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-782- 7.24% |
$31.6K - $36.5K
|
10K
$446K
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-800- 2.05% |
$32.3K - $37.4K
|
38.2K
$1.7M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-804- 3.63% |
$32.5K - $37.5K
|
21.3K
$949K
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-865- 2.94% |
$35K - $40.4K
|
28.5K
$1.27M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-867- 11.29% |
$35K - $40.5K
|
6.81K
$303K
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-871- 4.81% |
$35.2K - $40.7K
|
17.3K
$768K
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-888- 0.02% |
$35.9K - $41.5K
|
4.22M
$188M
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-898- 1.9% |
$36.3K - $41.9K
|
46.4K
$2.06M
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-915- 3.16% |
$37K - $42.7K
|
28K
$1.25M
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-945- 2.34% |
$38.2K - $44.1K
|
39.4K
$1.75M
|