Purchases and Sales Made in Q4 2024 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
19.2K+ 56.86% |
$804K - $911K
|
53K
$2.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
17.6KNew |
$736K - $834K
|
17.6K
$761K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
17.5K+ 68.09% |
$732K - $829K
|
43.2K
$1.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
16KNew |
$670K - $759K
|
16K
$692K
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
16KNew |
$667K - $755K
|
16K
$689K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
15KNew |
$626K - $709K
|
15K
$647K
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
14.3KNew |
$599K - $678K
|
14.3K
$619K
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
14.3KNew |
$598K - $677K
|
14.3K
$618K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
13.8K+ 54.48% |
$578K - $655K
|
39.2K
$1.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
13.6KNew |
$568K - $644K
|
13.6K
$587K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
13.6K+ 36.19% |
$568K - $643K
|
51.1K
$2.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
13.4KNew |
$562K - $637K
|
13.4K
$581K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
13.2K+ 41.16% |
$550K - $623K
|
45.1K
$1.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
13.1K+ 39763.64% |
$549K - $621K
|
13.2K
$568K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.9K+ 139.17% |
$538K - $609K
|
22.1K
$954K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
11.4KNew |
$475K - $538K
|
11.4K
$490K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
11.3K+ 11.79% |
$473K - $535K
|
107K
$4.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11.3K+ 5.81% |
$472K - $535K
|
206K
$8.88M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.2K+ 75.85% |
$468K - $530K
|
26K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
11K+ 11.15% |
$459K - $519K
|
109K
$4.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
11K+ 123.38% |
$458K - $519K
|
19.8K
$857K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
10.7K+ 59.69% |
$446K - $505K
|
28.5K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
10.6K+ 5.63% |
$442K - $501K
|
199K
$8.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
10.3KNew |
$431K - $488K
|
10.3K
$445K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
10.2K+ 27.21% |
$425K - $481K
|
47.5K
$2.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
10.2KNew |
$425K - $481K
|
10.2K
$439K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
10.1K+ 9.69% |
$422K - $478K
|
114K
$4.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
10.1KNew |
$421K - $477K
|
10.1K
$435K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
10K+ 10.28% |
$418K - $474K
|
107K
$4.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
9.65K+ 64.92% |
$404K - $457K
|
24.5K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
9.39KNew |
$393K - $445K
|
9.39K
$406K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
9.26K+ 5.61% |
$387K - $439K
|
174K
$7.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
9.19KNew |
$384K - $435K
|
9.19K
$397K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9.09K+ 10.85% |
$380K - $430K
|
92.8K
$4.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
8.72KNew |
$365K - $413K
|
8.72K
$377K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.72K+ 36.73% |
$365K - $413K
|
32.5K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
8.5K+ 9.59% |
$355K - $402K
|
97.1K
$4.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.19K+ 28.41% |
$342K - $388K
|
37K
$1.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
8.07K+ 5.91% |
$338K - $382K
|
145K
$6.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.96KNew |
$333K - $377K
|
7.96K
$344K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.73KNew |
$323K - $366K
|
7.73K
$334K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.72K+ 70.77% |
$323K - $366K
|
18.6K
$805K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
7.23KNew |
$302K - $342K
|
7.23K
$312K
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
7.2K+ 5.47% |
$301K - $341K
|
139K
$5.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
7.03KNew |
$294K - $333K
|
7.03K
$304K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
7.02K+ 14.47% |
$294K - $332K
|
55.5K
$2.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
6.87K+ 68.19% |
$287K - $326K
|
17K
$732K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.64KNew |
$278K - $314K
|
6.64K
$287K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
6.63K+ 18.54% |
$277K - $314K
|
42.4K
$1.83M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.03K+ 16.87% |
$252K - $285K
|
41.8K
$1.8M
|