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
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
256+ 3.71% |
$10.7K - $12.1K
|
7.17K
$310K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
232+ 2.74% |
$9.7K - $11K
|
8.7K
$376K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
222+ 4.55% |
$9.28K - $10.5K
|
5.1K
$220K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
220+ 2.93% |
$9.2K - $10.4K
|
7.74K
$334K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
216+ 2.49% |
$9.03K - $10.2K
|
8.88K
$384K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
216+ 3.46% |
$9.03K - $10.2K
|
6.46K
$279K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
209+ 0.42% |
$8.74K - $9.9K
|
49.4K
$2.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
205+ 0.53% |
$8.57K - $9.71K
|
39.1K
$1.69M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
200+ 1.13% |
$8.36K - $9.47K
|
17.9K
$775K
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
198+ 4.03% |
$8.28K - $9.38K
|
5.12K
$221K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
189+ 0.04% |
$7.9K - $8.95K
|
433K
$18.7M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
184+ 27.59% |
$7.69K - $8.71K
|
851
$36.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
182+ 0.8% |
$7.61K - $8.62K
|
22.8K
$987K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
175+ 0.51% |
$7.32K - $8.29K
|
34.8K
$1.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
172+ 1.08% |
$7.19K - $8.15K
|
16.1K
$694K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
160+ 0.88% |
$6.69K - $7.58K
|
18.4K
$795K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
158+ 0.17% |
$6.61K - $7.48K
|
93.3K
$4.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
156+ 0.26% |
$6.52K - $7.39K
|
60.4K
$2.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
155+ 0.69% |
$6.48K - $7.34K
|
22.7K
$981K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
153+ 11.31% |
$6.4K - $7.25K
|
1.51K
$65.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
142+ 0.77% |
$5.94K - $6.73K
|
18.5K
$799K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
133+ 1.33% |
$5.56K - $6.3K
|
10.1K
$438K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
125+ 0.13% |
$5.23K - $5.92K
|
98.4K
$4.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
113+ 0.13% |
$4.73K - $5.35K
|
84.6K
$3.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
110+ 1.72% |
$4.6K - $5.21K
|
6.49K
$280K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
102+ 3.98% |
$4.27K - $4.83K
|
2.66K
$115K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
100New |
$4.18K - $4.74K
|
100
$4.32K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$4.18K - $4.74K
|
100
$4.32K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
98+ 0.79% |
$4.1K - $4.64K
|
12.5K
$541K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
97+ 0.28% |
$4.06K - $4.59K
|
34.8K
$1.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
92New |
$3.85K - $4.36K
|
92
$3.97K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
90New |
$3.76K - $4.26K
|
90
$3.89K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
89+ 0.53% |
$3.72K - $4.22K
|
16.9K
$731K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
87New |
$3.64K - $4.12K
|
87
$3.76K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
84+ 1.72% |
$3.51K - $3.98K
|
4.97K
$215K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
81+ 0.06% |
$3.39K - $3.84K
|
134K
$5.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
76+ 24.6% |
$3.18K - $3.6K
|
385
$16.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
76+ 1.49% |
$3.18K - $3.6K
|
5.18K
$224K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
74+ 1.4% |
$3.09K - $3.5K
|
5.37K
$232K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
63+ 1.14% |
$2.63K - $2.98K
|
5.57K
$240K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
61New |
$2.55K - $2.89K
|
61
$2.64K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
51+ 4.67% |
$2.13K - $2.42K
|
1.14K
$49.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
50New |
$2.09K - $2.37K
|
50
$2.16K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
50+ 1.11% |
$2.09K - $2.37K
|
4.55K
$197K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
48+ 0.1% |
$2.01K - $2.27K
|
50.2K
$2.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
45+ 0.29% |
$1.88K - $2.13K
|
15.5K
$670K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
33New |
$1.38K - $1.56K
|
33
$1.43K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
32+ 0.11% |
$1.34K - $1.52K
|
30.1K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
29New |
$1.21K - $1.37K
|
29
$1.25K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
28New |
$1.17K - $1.33K
|
28
$1.21K
|