Purchases and Sales Made in Q3 2025 in Ishares Msci Emerging Mkts Sma (EEMS)
This table provides information about the institutional ownership of Ishares Msci Emerging Mkts Sma (EEMS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-70- 0.8% |
$4.47K - $4.84K
|
8.71K
$600K
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-110- 0.32% |
$7.03K - $7.6K
|
34.4K
$2.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-184- 3.72% |
$11.8K - $12.7K
|
4.76K
$328K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-300- 8.34% |
$19.2K - $20.7K
|
3.3K
$227K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-343- 2.43% |
$21.9K - $23.7K
|
13.8K
$949K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-374- 4.52% |
$23.9K - $25.8K
|
7.89K
$544K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-374- 0.3% |
$23.9K - $25.8K
|
125K
$8.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-390- 78.0% |
$24.9K - $27K
|
110
$7.58K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-772- 6.37% |
$49.3K - $53.4K
|
11.3K
$782K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.17K- 14.16% |
$74.5K - $80.7K
|
7.07K
$488K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.38K- 5.58% |
$88.2K - $95.4K
|
23.4K
$1.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.31K- 4.8% |
$147K - $159K
|
45.7K
$3.15M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.36K- 81.2% |
$151K - $163K
|
546
$37.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.71K- 23.02% |
$173K - $187K
|
9.06K
$625K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.64K- 72.48% |
$552K - $597K
|
3.28K
$226K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.3K- 6.51% |
$721K - $780K
|
162K
$11.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.4K- 5.43% |
$730K - $790K
|
199K
$13.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-15.3K- 33.61% |
$976K - $1.06M
|
30.2K
$2.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-55.9K- 20.33% |
$3.57M - $3.86M
|
219K
$15.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
SELL
|
- |
-219K- 75.96% |
$14M - $15.2M
|
69.4K
$4.78M
|
|