Purchases and Sales Made in Q1 2024 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES MSCI EMERGING MARKETS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-265- 17.43% |
$9.99K - $11K
|
1.26K
$54.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-276- 1.36% |
$10.4K - $11.4K
|
20K
$860K
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-276- 4.31% |
$10.4K - $11.4K
|
6.13K
$264K
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-280- 4.44% |
$10.6K - $11.6K
|
6.02K
$259K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-287- 4.54% |
$10.8K - $11.9K
|
6.04K
$260K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-288- 2.41% |
$10.9K - $11.9K
|
11.7K
$503K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-295- 0.17% |
$11.1K - $12.2K
|
169K
$7.3M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-297- 4.19% |
$11.2K - $12.3K
|
6.8K
$293K
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-300- 4.96% |
$11.3K - $12.4K
|
5.75K
$248K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-319- 1.69% |
$12K - $13.2K
|
18.6K
$802K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-329- 0.55% |
$12.4K - $13.6K
|
59.8K
$2.58M
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-330- 19.5% |
$12.4K - $13.6K
|
1.36K
$58.7K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-343- 0.83% |
$12.9K - $14.2K
|
40.9K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-350- 0.76% |
$13.2K - $14.5K
|
45.9K
$1.98M
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-356- 2.79% |
$13.4K - $14.7K
|
12.4K
$535K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-356- 6.43% |
$13.4K - $14.7K
|
5.18K
$223K
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-356- 5.27% |
$13.4K - $14.7K
|
6.4K
$276K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-361- 5.32% |
$13.6K - $14.9K
|
6.42K
$277K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-364- 22.92% |
$13.7K - $15.1K
|
1.22K
$52.8K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-368- 1.73% |
$13.9K - $15.2K
|
20.9K
$900K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-369- 2.21% |
$13.9K - $15.3K
|
16.3K
$703K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-370- 3.09% |
$13.9K - $15.3K
|
11.6K
$500K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-379- 2.96% |
$14.3K - $15.7K
|
12.4K
$536K
|
|
|
May 10, 2024
Q1 2024
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-381- 0.33% |
$14.4K - $15.8K
|
116K
$4.98M
|
|
|
Apr 29, 2024
Q1 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-382- 2.86% |
$14.4K - $15.8K
|
13K
$558K
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-385- 3.16% |
$14.5K - $15.9K
|
11.8K
$509K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-389- 3.0% |
$14.7K - $16.1K
|
12.6K
$542K
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-391- 4.91% |
$14.7K - $16.2K
|
7.57K
$326K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-400- 50.44% |
$15.1K - $16.5K
|
393
$16.9K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-406- 1.77% |
$15.3K - $16.8K
|
22.6K
$973K
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-420- 4.59% |
$15.8K - $17.4K
|
8.74K
$377K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-431- 3.52% |
$16.2K - $17.8K
|
11.8K
$509K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-436- 6.32% |
$16.4K - $18K
|
6.47K
$279K
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-440- 3.29% |
$16.6K - $18.2K
|
12.9K
$558K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-452- 0.3% |
$17K - $18.7K
|
150K
$6.46M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-464- 6.7% |
$17.5K - $19.2K
|
6.46K
$278K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-489- 2.95% |
$18.4K - $20.2K
|
16.1K
$693K
|
|
|
Apr 17, 2024
Q1 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-493- 5.34% |
$18.6K - $20.4K
|
8.74K
$376K
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-496- 0.83% |
$18.7K - $20.5K
|
59.5K
$2.56M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-500- 1.54% |
$18.8K - $20.7K
|
32K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-500- 0.78% |
$18.8K - $20.7K
|
63.4K
$2.73M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-506- 4.37% |
$19.1K - $20.9K
|
11.1K
$478K
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-518- 4.17% |
$19.5K - $21.4K
|
11.9K
$513K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-520- 0.57% |
$19.6K - $21.5K
|
91.1K
$3.93M
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-526- 5.96% |
$19.8K - $21.8K
|
8.3K
$358K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-532- 5.45% |
$20K - $22K
|
9.23K
$398K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-533- 1.72% |
$20.1K - $22K
|
30.4K
$1.31M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-540- 2.25% |
$20.3K - $22.3K
|
23.4K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
SELL
|
- |
-542- 7.94% |
$20.4K - $22.4K
|
6.29K
$271K
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-544- 6.56% |
$20.5K - $22.5K
|
7.75K
$334K
|