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 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
4.85K+ 24.75% |
$183K - $201K
|
24.5K
$1.05M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.8K+ 75.84% |
$181K - $199K
|
11.1K
$480K
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
4.79K+ 33.43% |
$181K - $198K
|
19.1K
$824K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.7K+ 12.25% |
$177K - $194K
|
43.1K
$1.86M
|
|
|
May 14, 2024
Q1 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
4.6K+ 1.61% |
$173K - $190K
|
290K
$12.5M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
4.53K+ 1118.52% |
$171K - $187K
|
4.94K
$213K
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
4.52K+ 14.51% |
$170K - $187K
|
35.7K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
4.4K+ 57.89% |
$166K - $182K
|
12K
$517K
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
4.24K+ 9.58% |
$160K - $175K
|
48.5K
$2.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4K+ 1.5% |
$151K - $165K
|
271K
$11.7M
|
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
3.95K+ 4.85% |
$149K - $163K
|
85.2K
$3.67M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
3.94K+ 21.98% |
$148K - $163K
|
21.8K
$941K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.88K+ 7.19% |
$146K - $160K
|
57.8K
$2.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.86KNew |
$146K - $160K
|
3.86K
$167K
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
3.82K+ 12.25% |
$144K - $158K
|
35K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
3.81K+ 0.98% |
$144K - $158K
|
393K
$16.9M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
3.77K+ 5.35% |
$142K - $156K
|
74.3K
$3.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
3.74K+ 4.73% |
$141K - $155K
|
82.9K
$3.57M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
3.6KNew |
$136K - $149K
|
3.6K
$155K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
3.6KNew |
$136K - $149K
|
3.6K
$155K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.58K+ 6.13% |
$135K - $148K
|
61.9K
$2.67M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.5K+ 25.25% |
$132K - $145K
|
17.3K
$748K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.45KNew |
$130K - $142K
|
3.45K
$148K
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
3.43K+ 63.72% |
$129K - $142K
|
8.8K
$379K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.27K+ 16.04% |
$123K - $135K
|
23.7K
$1.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
- |
3.26K+ 3.75% |
$123K - $135K
|
90.2K
$3.89M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3.24K+ 27.03% |
$122K - $134K
|
15.2K
$657K
|
|
|
May 13, 2024
Q1 2024
|
Verger Capital Management LLC
|
BUY
|
- |
3.15K+ 1.34% |
$119K - $130K
|
238K
$10.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.12K+ 2.13% |
$118K - $129K
|
150K
$6.47M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.06K+ 22.09% |
$115K - $127K
|
16.9K
$729K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3K+ 7.92% |
$113K - $124K
|
40.9K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
2.99K+ 10.51% |
$113K - $124K
|
31.4K
$1.35M
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.74K+ 24.32% |
$103K - $113K
|
14K
$604K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2.74K+ 9.66% |
$103K - $113K
|
31.1K
$1.34M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.73KNew |
$103K - $113K
|
2.73K
$118K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.67K+ 45.65% |
$101K - $110K
|
8.51K
$367K
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.66K+ 0.18% |
$100K - $110K
|
1.49M
$64.3M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.64KNew |
$99.5K - $109K
|
2.64K
$114K
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.6KNew |
$98K - $108K
|
2.6K
$112K
|
|
|
May 14, 2024
Q1 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
2.55K+ 12.75% |
$96.1K - $105K
|
22.6K
$972K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.52K+ 7.88% |
$95K - $104K
|
34.5K
$1.49M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2.45K+ 44.69% |
$92.3K - $101K
|
7.93K
$342K
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
2.42K+ 12.65% |
$91K - $99.9K
|
21.5K
$928K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.39K+ 39.7% |
$89.9K - $98.7K
|
8.4K
$362K
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
2.37K+ 14.55% |
$89.3K - $98K
|
18.7K
$804K
|
|
|
May 14, 2024
Q1 2024
|
Allie Family Office LLC
|
BUY
|
- |
2.36K+ 1.51% |
$89K - $97.7K
|
158K
$6.83M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.33K+ 18.32% |
$87.6K - $96.2K
|
15K
$647K
|
|
|
Apr 10, 2024
Q1 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
2.27K+ 2.37% |
$85.5K - $93.8K
|
97.9K
$4.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.2K+ 27.76% |
$82.9K - $91K
|
10.1K
$436K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2.13K+ 20.27% |
$80.4K - $88.2K
|
12.7K
$545K
|