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
$52.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
770KNew |
$38.8M - $49.9M
|
770K
$52.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
125KNew |
$6.32M - $8.12M
|
125K
$8.52M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
94.4K+ 52.27% |
$4.76M - $6.12M
|
275K
$18.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
BUY
|
- |
35.2K+ 345.3% |
$1.78M - $2.29M
|
45.5K
$3.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18.7K+ 12.05% |
$942K - $1.21M
|
174K
$11.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
11.3K+ 37.85% |
$572K - $734K
|
41.2K
$2.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
11.1K+ 42.68% |
$562K - $722K
|
37.2K
$2.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.85K+ 5.73% |
$497K - $639K
|
182K
$12.4M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.13K+ 183.19% |
$461K - $592K
|
14.1K
$960K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.55K+ 3.92% |
$331K - $425K
|
173K
$11.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.81KNew |
$293K - $377K
|
5.81K
$395K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.42K+ 4.34% |
$223K - $286K
|
106K
$7.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.5KNew |
$177K - $227K
|
3.5K
$238K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.48K+ 113.14% |
$176K - $226K
|
6.55K
$446K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
2.04KNew |
$103K - $132K
|
2.04K
$139K
|
|
|
Aug 12, 2025
Q2 2025
|
Harbor Advisory Corp
|
BUY
|
- |
1.77K+ 1.49% |
$89.6K - $115K
|
121K
$8.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.33K+ 2.27% |
$67.1K - $86.3K
|
60K
$4.08M
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.3K+ 0.75% |
$65.6K - $84.3K
|
174K
$11.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
1.22K+ 1.7% |
$61.7K - $79.2K
|
73K
$4.97M
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.2K+ 15.6% |
$60.7K - $78K
|
8.91K
$606K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.18K+ 2.61% |
$59.4K - $76.3K
|
46.3K
$3.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
936+ 4.88% |
$47.2K - $60.7K
|
20.1K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
844+ 6.76% |
$42.6K - $54.7K
|
13.3K
$907K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
710+ 2.89% |
$35.8K - $46K
|
25.2K
$1.72M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
560+ 10.52% |
$28.3K - $36.3K
|
5.89K
$400K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
350+ 21.21% |
$17.7K - $22.7K
|
2K
$136K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
254+ 0.42% |
$12.8K - $16.5K
|
61.1K
$4.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
212+ 2.43% |
$10.7K - $13.7K
|
8.93K
$607K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
125+ 0.68% |
$6.31K - $8.11K
|
18.5K
$1.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
110New |
$5.55K - $7.13K
|
110
$7.48K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
39+ 0.35% |
$1.97K - $2.53K
|
11.1K
$754K
|
|
|
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
$383K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 0.69% |
$1.01K - $1.3K
|
2.9K
$198K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
18+ 1.49% |
$909 - $1.17K
|
1.23K
$83.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
16+ 0.05% |
$808 - $1.04K
|
34.5K
$2.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
13+ 0.18% |
$656 - $843
|
7.19K
$489K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
12+ 0.13% |
$606 - $778
|
8.94K
$608K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3+ 0.67% |
$151 - $195
|
454
$30.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
2+ 0.68% |
$101 - $130
|
295
$20.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-14- 14.29% |
$707 - $908
|
84
$5.71K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-23- 1.57% |
$1.16K - $1.49K
|
1.45K
$98.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-29- 0.03% |
$1.46K - $1.88K
|
106K
$7.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-35- 0.72% |
$1.77K - $2.27K
|
4.86K
$330K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-46- 0.52% |
$2.32K - $2.98K
|
8.78K
$597K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-54- 94.74% |
$2.73K - $3.5K
|
3
$204
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-80- 0.83% |
$4.04K - $5.19K
|
9.59K
$652K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-219- 5.74% |
$11.1K - $14.2K
|
3.6K
$245K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-260- 11.35% |
$13.1K - $16.9K
|
2.03K
$138K
|