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 11, 2025
Q2 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-416- 0.66% |
$21K - $27K
|
62.7K
$4.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-431- 1.71% |
$21.8K - $28K
|
24.8K
$1.68M
|
|
|
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
$1.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-958- 4.56% |
$48.4K - $62.1K
|
20.1K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.22K- 4.03% |
$61.5K - $79K
|
29K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.38K- 2.3% |
$69.7K - $89.6K
|
58.6K
$3.99M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.45K- 2.74% |
$73.1K - $94K
|
51.4K
$3.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.61K- 16.32% |
$81.1K - $104K
|
8.24K
$560K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.3K- 21.79% |
$116K - $149K
|
8.27K
$562K
|
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.47K- 5.68% |
$124K - $160K
|
40.9K
$2.79M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.74K- 35.66% |
$138K - $178K
|
4.95K
$336K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-2.99K- 19.8% |
$151K - $194K
|
12.1K
$824K
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-3.81K- 39.51% |
$192K - $247K
|
5.83K
$397K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.85K- 7.42% |
$194K - $250K
|
48K
$3.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.97K- 42.15% |
$201K - $258K
|
5.45K
$371K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.16K- 25.42% |
$210K - $270K
|
12.2K
$830K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.52K- 31.91% |
$278K - $358K
|
11.8K
$801K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.62K- 3.93% |
$435K - $559K
|
210K
$14.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.97K- 64.27% |
$453K - $582K
|
4.98K
$339K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.4K- 31.48% |
$678K - $871K
|
29.2K
$1.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.2K- 63.98% |
$1.07M - $1.37M
|
11.9K
$811K
|