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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.58K+ 2.52% |
$108K - $122K
|
105K
$4.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.26K+ 8.74% |
$94.5K - $107K
|
28.1K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
2.23K+ 35.44% |
$93.3K - $106K
|
8.53K
$364K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.18K+ 24.74% |
$91K - $103K
|
11K
$469K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.17K+ 8.34% |
$90.7K - $103K
|
28.2K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
2.16K+ 2.92% |
$90.4K - $102K
|
76.2K
$3.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.09KNew |
$87.2K - $98.8K
|
2.09K
$89.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.94K+ 1.66% |
$81.1K - $91.9K
|
119K
$5.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.92K+ 3.23% |
$80.5K - $91.1K
|
61.5K
$2.63M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.89K+ 17.62% |
$79.2K - $89.7K
|
12.6K
$540K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.88K+ 7.07% |
$78.5K - $88.8K
|
28.4K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.87K+ 8.21% |
$78.4K - $88.8K
|
24.7K
$1.05M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.85K+ 3.58% |
$77.5K - $87.8K
|
53.6K
$2.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.84K+ 1.72% |
$76.9K - $87K
|
108K
$4.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.81K+ 4.01% |
$75.9K - $85.9K
|
47K
$2.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.72KNew |
$71.8K - $81.3K
|
1.72K
$73.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.68K+ 16.83% |
$70.1K - $79.4K
|
11.6K
$497K
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1.59K+ 7.76% |
$66.4K - $75.2K
|
22.1K
$942K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.5K+ 22.97% |
$62.5K - $70.8K
|
8K
$342K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.49K+ 9.23% |
$62.4K - $70.6K
|
17.7K
$754K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.47K+ 1.83% |
$61.6K - $69.8K
|
81.9K
$3.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.4K+ 2.14% |
$58.7K - $66.4K
|
66.9K
$2.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.31K+ 4.53% |
$54.8K - $62.1K
|
30.2K
$1.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.31K+ 92.36% |
$54.6K - $61.9K
|
2.72K
$116K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.25K+ 2.93% |
$52.4K - $59.3K
|
44.1K
$1.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
1.21K+ 1.15% |
$50.7K - $57.4K
|
107K
$4.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
1.15K+ 6.03% |
$48K - $54.4K
|
20.2K
$862K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.1K+ 1.88% |
$46K - $52.1K
|
59.6K
$2.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.06K+ 2.79% |
$44.2K - $50K
|
38.9K
$1.66M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
1.04K+ 21.59% |
$43.3K - $49K
|
5.83K
$249K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
952+ 67.14% |
$39.8K - $45.1K
|
2.37K
$101K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
950+ 4.79% |
$39.7K - $45K
|
20.8K
$887K
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
949New |
$39.7K - $44.9K
|
949
$40.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
900New |
$37.6K - $42.6K
|
900
$38.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
853+ 7.73% |
$35.7K - $40.4K
|
11.9K
$508K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
843+ 6.27% |
$35.3K - $39.9K
|
14.3K
$611K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
804+ 5.77% |
$33.6K - $38.1K
|
14.7K
$630K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
800New |
$33.5K - $37.9K
|
800
$34.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
753+ 6.17% |
$31.5K - $35.7K
|
13K
$554K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
750+ 1.42% |
$31.4K - $35.5K
|
53.5K
$2.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
699+ 0.76% |
$29.2K - $33.1K
|
92.2K
$3.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
684+ 10.1% |
$28.6K - $32.4K
|
7.46K
$319K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
634+ 3.46% |
$26.5K - $30K
|
19K
$810K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
626+ 12.46% |
$26.2K - $29.6K
|
5.65K
$241K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
583+ 1.66% |
$24.4K - $27.6K
|
35.7K
$1.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
545+ 12.47% |
$22.8K - $25.8K
|
4.92K
$210K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
538New |
$22.5K - $25.5K
|
538
$23K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
530+ 1.53% |
$22.2K - $25.1K
|
35.1K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
508+ 1.63% |
$21.2K - $24.1K
|
31.7K
$1.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
502+ 6.42% |
$21K - $23.8K
|
8.33K
$356K
|