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 31, 2025
Q4 2024
|
Parthenon LLC
|
BUY
|
- |
500+ 8.66% |
$20.9K - $23.7K
|
6.28K
$268K
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
485+ 6.14% |
$20.3K - $23K
|
8.39K
$358K
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
469+ 5.8% |
$19.6K - $22.2K
|
8.56K
$366K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
457New |
$19.1K - $21.6K
|
457
$19.5K
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
457New |
$19.1K - $21.6K
|
457
$19.5K
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
434+ 3.13% |
$18.1K - $20.6K
|
14.3K
$610K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
429+ 1.06% |
$17.9K - $20.3K
|
40.8K
$1.74M
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
423New |
$17.7K - $20K
|
423
$18.1K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
415+ 4.12% |
$17.4K - $19.7K
|
10.5K
$448K
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
373+ 1.33% |
$15.6K - $17.7K
|
28.5K
$1.22M
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
360+ 1.46% |
$15.1K - $17K
|
25.1K
$1.07M
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
360New |
$15.1K - $17K
|
360
$15.4K
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
349+ 40.02% |
$14.6K - $16.5K
|
1.22K
$52.2K
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
331+ 7.11% |
$13.8K - $15.7K
|
4.99K
$213K
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
300+ 240.0% |
$12.5K - $14.2K
|
425
$18.2K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
283New |
$11.8K - $13.4K
|
283
$12.1K
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
279+ 5.12% |
$11.7K - $13.2K
|
5.73K
$245K
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
276+ 3.13% |
$11.5K - $13.1K
|
9.08K
$388K
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
275+ 0.16% |
$11.5K - $13K
|
170K
$7.28M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
272+ 13.9% |
$11.4K - $12.9K
|
2.23K
$95.2K
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
260+ 0.81% |
$10.9K - $12.3K
|
32.2K
$1.38M
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
232+ 2.74% |
$9.7K - $11K
|
8.7K
$372K
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
220+ 2.93% |
$9.2K - $10.4K
|
7.74K
$330K
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
216+ 2.49% |
$9.03K - $10.2K
|
8.88K
$379K
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
200+ 1.13% |
$8.36K - $9.47K
|
17.9K
$767K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
189+ 0.04% |
$7.9K - $8.95K
|
433K
$18.5M
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
184+ 27.59% |
$7.69K - $8.71K
|
851
$36.4K
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
182+ 0.8% |
$7.61K - $8.62K
|
22.8K
$976K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
175+ 0.51% |
$7.32K - $8.29K
|
34.8K
$1.49M
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
172+ 1.08% |
$7.19K - $8.15K
|
16.1K
$686K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
160+ 0.88% |
$6.69K - $7.58K
|
18.4K
$786K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
158+ 0.17% |
$6.61K - $7.48K
|
93.3K
$3.99M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
153+ 11.31% |
$6.4K - $7.25K
|
1.51K
$64.3K
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
133+ 1.33% |
$5.56K - $6.3K
|
10.1K
$433K
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
125+ 0.13% |
$5.23K - $5.92K
|
98.4K
$4.21M
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
113+ 0.13% |
$4.73K - $5.35K
|
84.6K
$3.62M
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
110+ 1.72% |
$4.6K - $5.21K
|
6.49K
$277K
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
102+ 3.98% |
$4.27K - $4.83K
|
2.66K
$114K
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$4.18K - $4.74K
|
100
$4.27K
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
100New |
$4.18K - $4.74K
|
100
$4.27K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
98+ 0.79% |
$4.1K - $4.64K
|
12.5K
$535K
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
92New |
$3.85K - $4.36K
|
92
$3.93K
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
90New |
$3.76K - $4.26K
|
90
$3.84K
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
89+ 0.53% |
$3.72K - $4.22K
|
16.9K
$723K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
87New |
$3.64K - $4.12K
|
87
$3.72K
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
81+ 0.06% |
$3.39K - $3.84K
|
134K
$5.73M
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
76+ 1.49% |
$3.18K - $3.6K
|
5.18K
$221K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
76+ 24.6% |
$3.18K - $3.6K
|
385
$16.4K
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
74+ 1.4% |
$3.09K - $3.5K
|
5.37K
$229K
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
61New |
$2.55K - $2.89K
|
61
$2.61K
|