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 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
854New |
$35.7K - $40.4K
|
854
$36.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
853+ 7.73% |
$35.7K - $40.4K
|
11.9K
$514K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
843+ 6.27% |
$35.3K - $39.9K
|
14.3K
$618K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
804+ 5.77% |
$33.6K - $38.1K
|
14.7K
$637K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
800New |
$33.5K - $37.9K
|
800
$34.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
753+ 6.17% |
$31.5K - $35.7K
|
13K
$560K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
750+ 1.42% |
$31.4K - $35.5K
|
53.5K
$2.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
743+ 5.91% |
$31.1K - $35.2K
|
13.3K
$575K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
699+ 0.76% |
$29.2K - $33.1K
|
92.2K
$3.98M
|
|
|
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
$322K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
673New |
$28.1K - $31.9K
|
673
$29.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
634+ 3.46% |
$26.5K - $30K
|
19K
$820K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
626+ 12.46% |
$26.2K - $29.6K
|
5.65K
$244K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
583+ 1.66% |
$24.4K - $27.6K
|
35.7K
$1.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
556+ 12.13% |
$23.3K - $26.3K
|
5.14K
$222K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
545+ 12.47% |
$22.8K - $25.8K
|
4.92K
$212K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
538New |
$22.5K - $25.5K
|
538
$23.2K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
535+ 2.51% |
$22.4K - $25.3K
|
21.9K
$945K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
530+ 1.53% |
$22.2K - $25.1K
|
35.1K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
508+ 1.63% |
$21.2K - $24.1K
|
31.7K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
502+ 6.42% |
$21K - $23.8K
|
8.33K
$360K
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
BUY
|
- |
500+ 8.66% |
$20.9K - $23.7K
|
6.28K
$271K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
485+ 6.14% |
$20.3K - $23K
|
8.39K
$362K
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
469+ 5.8% |
$19.6K - $22.2K
|
8.56K
$370K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
457New |
$19.1K - $21.6K
|
457
$19.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
457New |
$19.1K - $21.6K
|
457
$19.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
434+ 5.82% |
$18.1K - $20.6K
|
7.89K
$341K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
434+ 3.13% |
$18.1K - $20.6K
|
14.3K
$617K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
429+ 1.06% |
$17.9K - $20.3K
|
40.8K
$1.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
423New |
$17.7K - $20K
|
423
$18.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
415+ 4.12% |
$17.4K - $19.7K
|
10.5K
$453K
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
400+ 8.81% |
$16.7K - $18.9K
|
4.94K
$213K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
374+ 4.7% |
$15.6K - $17.7K
|
8.33K
$360K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
373+ 1.33% |
$15.6K - $17.7K
|
28.5K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
360New |
$15.1K - $17K
|
360
$15.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
360+ 1.46% |
$15.1K - $17K
|
25.1K
$1.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
349+ 40.02% |
$14.6K - $16.5K
|
1.22K
$52.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
338+ 1.64% |
$14.1K - $16K
|
20.9K
$904K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
331+ 7.11% |
$13.8K - $15.7K
|
4.99K
$215K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
316+ 0.52% |
$13.2K - $15K
|
61.5K
$2.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
314+ 0.35% |
$13.1K - $14.9K
|
89.2K
$3.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
312New |
$13K - $14.8K
|
312
$13.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
300+ 240.0% |
$12.5K - $14.2K
|
425
$18.4K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
283New |
$11.8K - $13.4K
|
283
$12.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
279+ 5.12% |
$11.7K - $13.2K
|
5.73K
$247K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
276+ 3.13% |
$11.5K - $13.1K
|
9.08K
$392K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
275+ 0.16% |
$11.5K - $13K
|
170K
$7.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
272+ 13.9% |
$11.4K - $12.9K
|
2.23K
$96.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
260+ 0.81% |
$10.9K - $12.3K
|
32.2K
$1.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
257+ 2.17% |
$10.7K - $12.2K
|
12.1K
$523K
|