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 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-1.19K- 14.0% |
$49.6K - $56.1K
|
7.28K
$311K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.27K- 1.3% |
$53.2K - $60.3K
|
96.3K
$4.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.29K- 0.48% |
$53.9K - $61.1K
|
267K
$11.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1.36K- 2.82% |
$57K - $64.6K
|
46.9K
$2M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.38K- 5.41% |
$57.6K - $65.3K
|
24.1K
$1.03M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.39K- 10.97% |
$58.1K - $65.8K
|
11.3K
$482K
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.41K- 4.61% |
$59K - $66.8K
|
29.2K
$1.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.45K- 9.27% |
$60.6K - $68.7K
|
14.2K
$606K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.52K- 16.5% |
$63.4K - $71.8K
|
7.67K
$328K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.6K- 3.46% |
$66.9K - $75.8K
|
44.7K
$1.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-1.75K- 4.82% |
$73.2K - $82.9K
|
34.6K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.75K- 14.58% |
$73.4K - $83.1K
|
10.3K
$439K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-1.84K- 13.04% |
$77K - $87.2K
|
12.3K
$525K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.85K- 1.54% |
$77.2K - $87.5K
|
118K
$5.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.02K- 6.35% |
$84.5K - $95.7K
|
29.8K
$1.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2.06K- 11.94% |
$86.1K - $97.6K
|
15.2K
$649K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.07K- 3.72% |
$86.5K - $97.9K
|
53.5K
$2.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-2.14K- 23.89% |
$89.4K - $101K
|
6.81K
$291K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-2.24K- 11.4% |
$93.7K - $106K
|
17.4K
$744K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.36K- 5.33% |
$98.7K - $112K
|
41.9K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-2.45K- 9.87% |
$102K - $116K
|
22.4K
$955K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.46K- 1.87% |
$103K - $117K
|
129K
$5.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.66K- 7.68% |
$111K - $126K
|
31.9K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.81K- 10.35% |
$117K - $133K
|
24.3K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.88K- 13.66% |
$120K - $136K
|
18.2K
$777K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-2.89K- 33.26% |
$121K - $137K
|
5.8K
$248K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.02K- 2.69% |
$126K - $143K
|
109K
$4.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.11K- 30.8% |
$130K - $147K
|
6.98K
$298K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-3.12K- 37.51% |
$131K - $148K
|
5.2K
$222K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.4K- 19.72% |
$142K - $161K
|
13.9K
$592K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.56K- 1.43% |
$149K - $169K
|
246K
$10.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.61K- 7.05% |
$151K - $171K
|
47.6K
$2.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.73K- 16.57% |
$156K - $177K
|
18.8K
$802K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-4.2K- 5.06% |
$175K - $199K
|
78.8K
$3.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-4.63K- 13.7% |
$194K - $219K
|
29.2K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-4.65K- 13.73% |
$194K - $220K
|
29.2K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-4.79K- 3.24% |
$200K - $227K
|
143K
$6.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-4.8K- 18.68% |
$201K - $227K
|
20.9K
$893K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-5K- 7.2% |
$209K - $237K
|
64.4K
$2.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-5.25K- 5.08% |
$219K - $249K
|
98K
$4.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-5.33K- 42.5% |
$223K - $253K
|
7.21K
$308K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.7K- 14.85% |
$238K - $270K
|
32.7K
$1.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6.01K- 3.73% |
$251K - $284K
|
155K
$6.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-6.23K- 8.44% |
$261K - $295K
|
67.6K
$2.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-6.37K- 3.02% |
$266K - $302K
|
204K
$8.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-6.51K- 21.98% |
$272K - $308K
|
23.1K
$986K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-6.54K- 29.78% |
$274K - $310K
|
15.4K
$659K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-7.22K- 36.54% |
$302K - $342K
|
12.5K
$535K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-7.47K- 11.64% |
$313K - $354K
|
56.7K
$2.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8.62K- 8.37% |
$360K - $408K
|
94.4K
$4.03M
|