Purchases and Sales Made in Q4 2025 in Ishares Msci Emerging Mkts Sma (EEMS)
This table provides information about the institutional ownership of Ishares Msci Emerging Mkts Sma (EEMS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Stewardship Concepts Financial Services LLC
Spokane, WA |
BUY
|
- |
56.3KNew |
$3.73M - $3.91M
|
56.3K
$3.88M
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
9.13KNew |
$605K - $634K
|
9.13K
$629K
|
|
|
Jan 13, 2026
Q4 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3.45K+ 6.66% |
$229K - $240K
|
55.3K
$3.81M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.23K+ 4.79% |
$148K - $155K
|
48.9K
$3.37M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.53K+ 90.68% |
$101K - $106K
|
3.21K
$221K
|
|
|
Jan 21, 2026
Q4 2025
|
Daytona Street Capital LLC
Saint Louis, MO |
BUY
|
- |
400New |
$26.5K - $27.8K
|
400
$27.6K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
243+ 2.52% |
$16.1K - $16.9K
|
9.87K
$680K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
149+ 1.35% |
$9.87K - $10.3K
|
11.2K
$774K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
16+ 2.93% |
$1.06K - $1.11K
|
562
$38.7K
|
|
|
Jan 13, 2026
Q4 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
7+ 2.37% |
$464 - $486
|
302
$20.8K
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-25- 0.53% |
$1.66K - $1.74K
|
4.74K
$326K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-33- 0.18% |
$2.19K - $2.29K
|
17.8K
$1.23M
|
|
|
Jan 20, 2026
Q4 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-63- 4.36% |
$4.18K - $4.38K
|
1.38K
$95.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-71- 26.89% |
$4.71K - $4.93K
|
193
$13.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-1.82K- 9.83% |
$120K - $126K
|
16.7K
$1.15M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-30.4K- 62.48% |
$2.02M - $2.11M
|
18.3K
$1.26M
|
|