Purchases and Sales Made in Q2 2025 in Ishares Msci Emerging Mkts Sma (EEMS)
This table provides information about the institutional ownership of Ishares Msci Emerging Mkts Sma (EEMS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
770KNew |
$38.8M - $49.9M
|
770K
$50.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
125KNew |
$6.32M - $8.12M
|
125K
$8.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
94.4K+ 52.27% |
$4.76M - $6.12M
|
275K
$17.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
11.3K+ 37.85% |
$572K - $734K
|
41.2K
$2.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
11.1K+ 42.68% |
$562K - $722K
|
37.2K
$2.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.81KNew |
$293K - $377K
|
5.81K
$378K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.48K+ 113.14% |
$176K - $226K
|
6.55K
$427K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
2.04KNew |
$103K - $132K
|
2.04K
$133K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.33K+ 2.27% |
$67.1K - $86.3K
|
60K
$3.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
1.22K+ 1.7% |
$61.7K - $79.2K
|
73K
$4.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.2K+ 15.6% |
$60.7K - $78K
|
8.91K
$581K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.18K+ 2.61% |
$59.4K - $76.3K
|
46.3K
$3.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
936+ 4.88% |
$47.2K - $60.7K
|
20.1K
$1.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
710+ 2.89% |
$35.8K - $46K
|
25.2K
$1.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
560+ 10.52% |
$28.3K - $36.3K
|
5.89K
$383K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
254+ 0.42% |
$12.8K - $16.5K
|
61.1K
$3.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
125+ 0.68% |
$6.31K - $8.11K
|
18.5K
$1.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
110New |
$5.55K - $7.13K
|
110
$7.16K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
39+ 0.35% |
$1.97K - $2.53K
|
11.1K
$722K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
38+ 0.68% |
$1.92K - $2.46K
|
5.62K
$366K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 0.69% |
$1.01K - $1.3K
|
2.9K
$189K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
18+ 1.49% |
$909 - $1.17K
|
1.23K
$80K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
16+ 0.05% |
$808 - $1.04K
|
34.5K
$2.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
13+ 0.18% |
$656 - $843
|
7.19K
$468K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
12+ 0.13% |
$606 - $778
|
8.94K
$582K
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
2+ 0.68% |
$101 - $130
|
295
$19.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-23- 1.57% |
$1.16K - $1.49K
|
1.45K
$94.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-35- 0.72% |
$1.77K - $2.27K
|
4.86K
$316K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-46- 0.52% |
$2.32K - $2.98K
|
8.78K
$572K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-54- 94.74% |
$2.73K - $3.5K
|
3
$195
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-219- 5.74% |
$11.1K - $14.2K
|
3.6K
$234K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-431- 1.71% |
$21.8K - $28K
|
24.8K
$1.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-501- 2.73% |
$25.3K - $32.5K
|
17.9K
$1.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-958- 4.56% |
$48.4K - $62.1K
|
20.1K
$1.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.45K- 2.74% |
$73.1K - $94K
|
51.4K
$3.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.47K- 5.68% |
$124K - $160K
|
40.9K
$2.67M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.74K- 35.66% |
$138K - $178K
|
4.95K
$322K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-2.99K- 19.8% |
$151K - $194K
|
12.1K
$789K
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-3.81K- 39.51% |
$192K - $247K
|
5.83K
$380K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.85K- 7.42% |
$194K - $250K
|
48K
$3.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.52K- 31.91% |
$278K - $358K
|
11.8K
$767K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.4K- 31.48% |
$678K - $871K
|
29.2K
$1.9M
|