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 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
369+ 3.61% |
$14.9K - $17.2K
|
10.6K
$446K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
365+ 3.95% |
$14.8K - $17K
|
9.61K
$404K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
360+ 4.7% |
$14.6K - $16.8K
|
8.01K
$337K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
358+ 3.68% |
$14.5K - $16.7K
|
10.1K
$425K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
355+ 1.79% |
$14.3K - $16.6K
|
20.2K
$851K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
353+ 0.6% |
$14.3K - $16.5K
|
59.6K
$2.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
310+ 57.94% |
$12.5K - $14.5K
|
845
$35.6K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
300+ 2.89% |
$12.1K - $14K
|
10.7K
$449K
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
300New |
$12.1K - $14K
|
300
$12.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
284New |
$11.5K - $13.3K
|
284
$12K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
280+ 2.63% |
$11.3K - $13.1K
|
10.9K
$459K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
279+ 1.15% |
$11.3K - $13K
|
24.5K
$1.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
272New |
$11K - $12.7K
|
272
$11.4K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
265+ 1.99% |
$10.7K - $12.4K
|
13.6K
$572K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
265New |
$10.7K - $12.4K
|
265
$11.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
250New |
$10.1K - $11.7K
|
250
$10.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
242+ 0.89% |
$9.78K - $11.3K
|
27.3K
$1.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
232+ 0.7% |
$9.38K - $10.8K
|
33.5K
$1.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
231+ 1.78% |
$9.34K - $10.8K
|
13.2K
$557K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
222+ 3.38% |
$8.97K - $10.4K
|
6.8K
$286K
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
221+ 2.87% |
$8.93K - $10.3K
|
7.92K
$333K
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
BUY
|
- |
213+ 0.7% |
$8.61K - $9.95K
|
30.6K
$1.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
210+ 1.12% |
$8.49K - $9.81K
|
19K
$798K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
203+ 4.05% |
$8.21K - $9.48K
|
5.22K
$220K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
201+ 0.08% |
$8.12K - $9.39K
|
240K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
200New |
$8.08K - $9.34K
|
200
$8.42K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
194+ 1.11% |
$7.84K - $9.06K
|
17.7K
$744K
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
187+ 2.08% |
$7.56K - $8.73K
|
9.19K
$387K
|
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
179+ 3.32% |
$7.24K - $8.36K
|
5.57K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
178+ 1.59% |
$7.19K - $8.31K
|
11.4K
$479K
|
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
173+ 0.89% |
$6.99K - $8.08K
|
19.7K
$829K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
173New |
$6.99K - $8.08K
|
173
$7.28K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
170+ 1.39% |
$6.87K - $7.94K
|
12.4K
$523K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
168New |
$6.79K - $7.85K
|
168
$7.07K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
157+ 0.45% |
$6.35K - $7.33K
|
34.7K
$1.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
150+ 36.67% |
$6.06K - $7.01K
|
559
$23.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
146+ 2.68% |
$5.9K - $6.82K
|
5.59K
$235K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
145+ 0.68% |
$5.86K - $6.77K
|
21.5K
$905K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
138New |
$5.58K - $6.44K
|
138
$5.81K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
138+ 2.38% |
$5.58K - $6.44K
|
5.93K
$250K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
136+ 52.31% |
$5.5K - $6.35K
|
396
$16.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
136+ 0.4% |
$5.5K - $6.35K
|
33.8K
$1.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
135+ 0.28% |
$5.46K - $6.3K
|
48.3K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
134+ 0.66% |
$5.42K - $6.26K
|
20.4K
$859K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
130+ 2.06% |
$5.25K - $6.07K
|
6.45K
$272K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
125+ 5.47% |
$5.05K - $5.84K
|
2.41K
$101K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
122+ 0.39% |
$4.93K - $5.7K
|
31.4K
$1.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
120+ 0.44% |
$4.85K - $5.6K
|
27.1K
$1.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
120+ 0.26% |
$4.85K - $5.6K
|
45.5K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
119+ 2.02% |
$4.81K - $5.56K
|
6K
$253K
|