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 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
8.52K+ 59.04% |
$321K - $352K
|
23K
$989K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
8.47KNew |
$319K - $350K
|
8.47K
$365K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.35K+ 13.49% |
$314K - $345K
|
70.2K
$3.03M
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
8.34KNew |
$314K - $345K
|
8.34K
$359K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
8.31K+ 32.98% |
$313K - $344K
|
33.5K
$1.44M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.26K+ 23.38% |
$311K - $342K
|
43.6K
$1.88M
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
8.19K+ 21.54% |
$308K - $339K
|
46.2K
$1.99M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.04KNew |
$303K - $332K
|
8.04K
$346K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
7.98K+ 3.34% |
$301K - $330K
|
247K
$10.7M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
7.83K+ 7.31% |
$295K - $324K
|
115K
$4.96M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
7.68K+ 6.16% |
$290K - $318K
|
132K
$5.71M
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
7.64KNew |
$288K - $316K
|
7.64K
$329K
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
7.51K+ 43.68% |
$283K - $311K
|
24.7K
$1.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
7.49K+ 100.0% |
$282K - $310K
|
15K
$646K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.47KNew |
$281K - $309K
|
7.47K
$322K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
7.25KNew |
$273K - $300K
|
7.25K
$312K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
7.17K+ 95.49% |
$270K - $297K
|
14.7K
$633K
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
7.13K+ 4.12% |
$269K - $295K
|
180K
$7.78M
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
6.97K+ 6.12% |
$263K - $288K
|
121K
$5.21M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.93KNew |
$261K - $286K
|
6.93K
$299K
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
6.79K+ 4.24% |
$256K - $281K
|
167K
$7.19M
|
|
|
May 08, 2024
Q1 2024
|
Qcm Cayman, Ltd.
|
BUY
|
- |
6.67KNew |
$251K - $276K
|
6.67K
$288K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6.64K+ 5.96% |
$250K - $275K
|
118K
$5.09M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
6.61K+ 2.61% |
$249K - $273K
|
260K
$11.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.59KNew |
$248K - $272K
|
6.59K
$284K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6.47KNew |
$244K - $267K
|
6.47K
$279K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.41KNew |
$241K - $265K
|
6.41K
$276K
|
|
|
Apr 25, 2024
Q1 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
6.37KNew |
$240K - $264K
|
6.37K
$275K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
6.21KNew |
$234K - $257K
|
6.21K
$268K
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
6.2K+ 1.96% |
$234K - $256K
|
322K
$13.9M
|
|
|
May 08, 2024
Q1 2024
|
Schwab Charitable Fund
|
BUY
|
- |
6.09KNew |
$229K - $252K
|
6.09K
$262K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
6.05K+ 45.76% |
$228K - $250K
|
19.3K
$830K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.02K+ 28.11% |
$227K - $249K
|
27.4K
$1.18M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.98K+ 36.48% |
$225K - $247K
|
22.4K
$965K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.93K+ 8983.33% |
$223K - $245K
|
6K
$258K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
5.92KNew |
$223K - $245K
|
5.92K
$255K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.9K+ 17.98% |
$222K - $244K
|
38.7K
$1.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
BUY
|
- |
5.78KNew |
$218K - $239K
|
5.78K
$249K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.74K+ 5.68% |
$216K - $237K
|
107K
$4.6M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.7KNew |
$215K - $236K
|
5.7K
$246K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.57K+ 4.13% |
$210K - $230K
|
141K
$6.06M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5.41K+ 11.92% |
$204K - $224K
|
50.8K
$2.19M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
5.41KNew |
$204K - $224K
|
5.41K
$233K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.4K+ 5.56% |
$203K - $223K
|
102K
$4.41M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
5.35KNew |
$202K - $221K
|
5.35K
$231K
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.06KNew |
$191K - $209K
|
5.06K
$218K
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
5.06KNew |
$191K - $209K
|
5.06K
$218K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
5.04K+ 3.53% |
$190K - $208K
|
148K
$6.37M
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
5KNew |
$188K - $207K
|
5K
$216K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.94KNew |
$186K - $204K
|
4.94K
$213K
|