Purchases and Sales Made in Q3 2024 in Ishares Msci Emerging Mkts Sma (EEMS)
This table provides information about the institutional ownership of Ishares Msci Emerging Mkts Sma (EEMS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
93.4KNew |
$5.35M - $6M
|
93.4K
$5.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
79.2K+ 48016.97% |
$4.53M - $5.08M
|
79.4K
$4.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.9K+ 86.91% |
$2.57M - $2.88M
|
96.6K
$5.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.2K+ 15.03% |
$2.02M - $2.26M
|
270K
$16.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
35.1KNew |
$2.01M - $2.25M
|
35.1K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.6K+ 12.53% |
$1.01M - $1.13M
|
158K
$9.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
10.6KNew |
$604K - $678K
|
10.6K
$634K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
8.3KNew |
$475K - $533K
|
8.3K
$498K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7.27K+ 28.99% |
$416K - $466K
|
32.3K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.65K+ 8.89% |
$381K - $427K
|
81.5K
$4.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.09K+ 4.13% |
$348K - $391K
|
153K
$9.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
6K+ 8.87% |
$343K - $385K
|
73.6K
$4.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
5.6K+ 9.36% |
$320K - $359K
|
65.5K
$3.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.36KNew |
$307K - $344K
|
5.36K
$322K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.39K+ 25.81% |
$251K - $282K
|
21.4K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.3KNew |
$246K - $276K
|
4.3K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.71K+ 10.72% |
$212K - $238K
|
38.3K
$2.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.27KNew |
$187K - $210K
|
3.27K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.1K+ 47.21% |
$177K - $199K
|
9.65K
$580K
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
BUY
|
- |
2.92K+ 2.65% |
$167K - $188K
|
113K
$6.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.89K+ 16.77% |
$108K - $121K
|
13.1K
$789K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.5K+ 11.21% |
$85.8K - $96.2K
|
14.9K
$894K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.2K+ 6.3% |
$68.7K - $77.1K
|
20.3K
$1.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Berkom & Associates Inc.
|
BUY
|
- |
1.15KNew |
$66K - $74K
|
1.15K
$69.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.03K+ 6.06% |
$58.7K - $65.8K
|
18K
$1.08M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
871+ 8.01% |
$49.8K - $55.9K
|
11.8K
$706K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
690+ 4.24% |
$39.5K - $44.3K
|
17K
$1.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
496+ 6.84% |
$28.4K - $31.8K
|
7.75K
$466K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
421+ 9.47% |
$24.1K - $27K
|
4.87K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
300+ 0.59% |
$17.2K - $19.3K
|
51.5K
$3.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
250+ 5.23% |
$14.3K - $16K
|
5.03K
$302K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
244New |
$14K - $15.7K
|
244
$14.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
238+ 11.7% |
$13.6K - $15.3K
|
2.27K
$136K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
233+ 11.88% |
$13.3K - $15K
|
2.2K
$132K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
168+ 3.65% |
$9.61K - $10.8K
|
4.77K
$286K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
149+ 3.85% |
$8.53K - $9.56K
|
4.02K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
145New |
$8.3K - $9.31K
|
145
$8.71K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
143+ 3.87% |
$8.18K - $9.18K
|
3.84K
$231K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
115+ 1.25% |
$6.58K - $7.38K
|
9.35K
$561K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
57New |
$3.26K - $3.66K
|
57
$3.42K
|
|
|
Oct 23, 2024
Q3 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
45+ 0.37% |
$2.57K - $2.89K
|
12.4K
$742K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
20+ 0.19% |
$1.14K - $1.28K
|
10.4K
$625K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16+ 17.39% |
$916 - $1.03K
|
108
$6.49K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 0.3% |
$572 - $642
|
3.39K
$203K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7+ 0.73% |
$401 - $449
|
965
$58K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1+ 1.61% |
$57.2 - $64.2
|
63
$3.78K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1- 0.01% |
$57.2 - $64.2
|
14.4K
$863K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2- 0.66% |
$114 - $128
|
300
$18K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-11- 0.69% |
$629 - $706
|
1.59K
$95.6K
|