Purchases and Sales Made in Q1 2025 in Ishares Msci Emerging Mkts Sma (EEMS)
This table provides information about the institutional ownership of Ishares Msci Emerging Mkts Sma (EEMS) during Q1 2025. 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 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.2K- 6.8% |
$121K - $129K
|
30.2K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-3.85K- 26.79% |
$212K - $225K
|
10.5K
$645K
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.59K- 9.56% |
$253K - $268K
|
43.4K
$2.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4.92K- 12.5% |
$271K - $287K
|
34.5K
$2.11M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.35K- 9.35% |
$294K - $312K
|
51.9K
$3.18M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.02K- 14.04% |
$331K - $351K
|
36.8K
$2.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.89K- 21.49% |
$380K - $402K
|
25.2K
$1.54M
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-8.87K- 47.92% |
$488K - $518K
|
9.64K
$591K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.03K- 3.96% |
$497K - $527K
|
219K
$13.4M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-9.06K- 77.81% |
$499K - $529K
|
2.58K
$159K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.79K- 52.89% |
$539K - $571K
|
8.72K
$535K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-20.6K- 66.86% |
$1.13M - $1.2M
|
10.2K
$626K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-21.1K- 56.29% |
$1.16M - $1.23M
|
16.4K
$1M
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-22K- 69.43% |
$1.21M - $1.28M
|
9.67K
$593K
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-25K- 28.4% |
$1.38M - $1.46M
|
63.1K
$3.87M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-25.7K- 17.24% |
$1.41M - $1.5M
|
123K
$7.56M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-26.8KClosed |
$1.48M - $1.57M
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-120K- 41.74% |
$6.58M - $6.98M
|
167K
$10.2M
|