Purchases and Sales Made in Q1 2024 in Ishares Msci Emerging Mkts Sma (EEMS)
This table provides information about the institutional ownership of Ishares Msci Emerging Mkts Sma (EEMS) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES MSCI EMERGING MKTS SMA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
210KNew |
$11.7M - $12.4M
|
210K
$12.5M
|
|
|
May 14, 2024
Q1 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
64.5KNew |
$3.59M - $3.82M
|
64.5K
$3.85M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
46.2K+ 41.62% |
$2.57M - $2.74M
|
157K
$9.39M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
39.4K+ 26.37% |
$2.19M - $2.33M
|
189K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
39.4K+ 26.37% |
$2.19M - $2.33M
|
189K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
38.9KNew |
$2.17M - $2.3M
|
38.9K
$2.32M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
19.5KNew |
$1.09M - $1.16M
|
19.5K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
15.1KNew |
$839K - $893K
|
15.1K
$900K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.6KNew |
$813K - $865K
|
14.6K
$872K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
13.5K+ 9.81% |
$752K - $800K
|
151K
$9.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.6K+ 394.55% |
$589K - $626K
|
13.2K
$791K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.42K+ 44.89% |
$413K - $439K
|
23.9K
$1.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.45KNew |
$303K - $323K
|
5.45K
$325K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.27K+ 47.84% |
$294K - $312K
|
16.3K
$973K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
4.6KNew |
$256K - $273K
|
4.6K
$275K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.41K+ 3.25% |
$246K - $261K
|
140K
$8.37M
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
4.17K+ 38.86% |
$232K - $247K
|
14.9K
$889K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.09KNew |
$228K - $242K
|
4.09K
$244K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.01K+ 10.49% |
$223K - $238K
|
42.2K
$2.52M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.81K+ 76.66% |
$212K - $226K
|
8.79K
$525K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.01K+ 6.9% |
$168K - $179K
|
46.7K
$2.79M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.87K+ 69.07% |
$160K - $170K
|
7.02K
$420K
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
2.84K+ 9.25% |
$158K - $168K
|
33.5K
$2M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.78K+ 40.01% |
$155K - $164K
|
9.71K
$580K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.69K+ 54.73% |
$150K - $159K
|
7.61K
$455K
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
2.63K+ 4.86% |
$146K - $156K
|
56.7K
$3.39M
|
|
|
May 09, 2024
Q1 2024
|
Kabouter Management, LLC
Chicago, IL |
BUY
|
- |
2.52K+ 25.6% |
$140K - $149K
|
12.3K
$738K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.19K+ 325.56% |
$122K - $130K
|
2.86K
$171K
|
|
|
Nov 18, 2024
Q1 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
1.65K+ 4.71% |
$92.1K - $98K
|
36.8K
$2.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.23K+ 4.88% |
$68.7K - $73.1K
|
26.5K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
983+ 12.96% |
$54.8K - $58.3K
|
8.57K
$512K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
880New |
$49K - $52.1K
|
880
$52.6K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
805+ 2.35% |
$44.8K - $47.7K
|
35K
$2.09M
|
|
|
May 08, 2024
Q1 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
651+ 5.63% |
$36.3K - $38.6K
|
12.2K
$730K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
643+ 132.3% |
$35.8K - $38.1K
|
1.13K
$67.4K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
420+ 6.33% |
$23.4K - $24.9K
|
7.05K
$421K
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
339+ 4.77% |
$18.9K - $20.1K
|
7.45K
$445K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
200+ 2.17% |
$11.1K - $11.9K
|
9.4K
$562K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
178+ 2.06% |
$9.91K - $10.5K
|
8.8K
$526K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
92New |
$5.12K - $5.45K
|
92
$5.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
75New |
$4.18K - $4.44K
|
75
$4.48K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
57New |
$3.17K - $3.38K
|
57
$3.41K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
38+ 1.91% |
$2.12K - $2.25K
|
2.03K
$121K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
34+ 58.62% |
$1.89K - $2.01K
|
92
$5.5K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
32+ 3.43% |
$1.78K - $1.9K
|
964
$57.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1- 1.72% |
$55.7 - $59.3
|
57
$3.41K
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-2- 0.12% |
$111 - $119
|
1.6K
$95.7K
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-6- 0.09% |
$334 - $356
|
6.7K
$400K
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-10- 0.21% |
$557 - $593
|
4.65K
$278K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-20- 0.52% |
$1.11K - $1.19K
|
3.85K
$230K
|