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 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
935+ 3.43% |
$37.8K - $43.7K
|
28.2K
$1.2M
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
902+ 6.97% |
$36.5K - $42.1K
|
13.9K
$592K
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
893+ 16.69% |
$36.1K - $41.7K
|
6.25K
$267K
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
885+ 6.39% |
$35.8K - $41.3K
|
14.7K
$629K
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
885+ 6.33% |
$35.8K - $41.3K
|
14.9K
$635K
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
844+ 1.42% |
$34.1K - $39.4K
|
60.2K
$2.57M
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
841+ 7.33% |
$34K - $39.3K
|
12.3K
$526K
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
829+ 2.46% |
$33.5K - $38.7K
|
34.5K
$1.48M
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
825New |
$33.3K - $38.5K
|
825
$35.2K
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
790+ 3291.67% |
$31.9K - $36.9K
|
814
$34.8K
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
790+ 3.87% |
$31.9K - $36.9K
|
21.2K
$906K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
777+ 0.19% |
$31.4K - $36.3K
|
412K
$17.6M
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
775+ 18.43% |
$31.3K - $36.2K
|
4.98K
$213K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
767+ 0.61% |
$31K - $35.8K
|
127K
$5.44M
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
744+ 8.04% |
$30.1K - $34.7K
|
9.99K
$427K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
718+ 1.05% |
$29K - $33.5K
|
69.2K
$2.95M
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
718+ 4.83% |
$29K - $33.5K
|
15.6K
$665K
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
700+ 14.43% |
$28.3K - $32.7K
|
5.55K
$237K
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
700+ 8.3% |
$28.3K - $32.7K
|
9.14K
$390K
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
686+ 3.51% |
$27.7K - $32K
|
20.2K
$863K
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
682+ 3.76% |
$27.6K - $31.8K
|
18.8K
$804K
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
677+ 2.0% |
$27.4K - $31.6K
|
34.6K
$1.48M
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
649+ 10.7% |
$26.2K - $30.3K
|
6.71K
$287K
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
634+ 8.14% |
$25.6K - $29.6K
|
8.43K
$360K
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
623+ 3.12% |
$25.2K - $29.1K
|
20.6K
$879K
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
600+ 133.33% |
$24.3K - $28K
|
1.05K
$44.9K
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
600+ 5.61% |
$24.3K - $28K
|
11.3K
$483K
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
588+ 1.44% |
$23.8K - $27.5K
|
41.4K
$1.77M
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
570+ 0.42% |
$23K - $26.6K
|
137K
$5.84M
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
556+ 2.14% |
$22.5K - $26K
|
26.5K
$1.13M
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
552+ 8.77% |
$22.3K - $25.8K
|
6.85K
$292K
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
532+ 3.97% |
$21.5K - $24.8K
|
13.9K
$596K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
509+ 4.27% |
$20.6K - $23.8K
|
12.4K
$531K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
500+ 1.59% |
$20.2K - $23.4K
|
32K
$1.37M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
486+ 1.31% |
$19.6K - $22.7K
|
37.5K
$1.6M
|
|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
461+ 25.03% |
$18.6K - $21.5K
|
2.3K
$98.4K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
457+ 1.35% |
$18.5K - $21.3K
|
34.3K
$1.46M
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
452New |
$18.3K - $21.1K
|
452
$19.3K
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
437New |
$17.7K - $20.4K
|
437
$18.7K
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
423+ 0.62% |
$17.1K - $19.8K
|
68.2K
$2.92M
|
|
Nov 05, 2024
Q3 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
423+ 2.36% |
$17.1K - $19.8K
|
18.3K
$784K
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
423+ 10.14% |
$17.1K - $19.8K
|
4.6K
$196K
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
422+ 0.48% |
$17.1K - $19.7K
|
89K
$3.8M
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
412+ 24.88% |
$16.7K - $19.2K
|
2.07K
$88.3K
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
408+ 0.8% |
$16.5K - $19.1K
|
51.7K
$2.21M
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
404+ 2.81% |
$16.3K - $18.9K
|
14.8K
$631K
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
400+ 2.07% |
$16.2K - $18.7K
|
19.7K
$844K
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
399+ 3.34% |
$16.1K - $18.6K
|
12.3K
$527K
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
380New |
$15.4K - $17.7K
|
380
$16.2K
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
374New |
$15.1K - $17.5K
|
374
$16K
|