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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.12K+ 1.61% |
$79.7K - $87.5K
|
134K
$5.76M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.08KNew |
$78.4K - $86.1K
|
2.08K
$89.7K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.07KNew |
$78K - $85.6K
|
2.07K
$89.2K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.05K+ 4.33% |
$77.2K - $84.7K
|
49.3K
$2.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.02K+ 35.06% |
$76K - $83.4K
|
7.77K
$335K
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
BUY
|
- |
1.99K+ 17.34% |
$74.9K - $82.3K
|
13.5K
$580K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.97K+ 32.78% |
$74K - $81.3K
|
7.96K
$343K
|
|
|
May 09, 2024
Q1 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
1.95K+ 1.46% |
$73.6K - $80.8K
|
136K
$5.87M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.87K+ 101.46% |
$70.5K - $77.4K
|
3.72K
$160K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.86K+ 6.31% |
$69.9K - $76.8K
|
31.2K
$1.35M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
1.8K+ 0.75% |
$67.8K - $74.4K
|
242K
$10.4M
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
1.79K+ 10.35% |
$67.5K - $74.1K
|
19.1K
$823K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
1.73K+ 7.12% |
$65.3K - $71.7K
|
26.1K
$1.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.73K+ 5.37% |
$65.1K - $71.5K
|
33.9K
$1.46M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.64K+ 14.66% |
$61.8K - $67.8K
|
12.8K
$552K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.6K+ 13.57% |
$60.3K - $66.2K
|
13.4K
$577K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.59K+ 0.92% |
$60.1K - $65.9K
|
175K
$7.54M
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.57K+ 14.8% |
$59.1K - $64.9K
|
12.2K
$524K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.55K+ 22.95% |
$58.5K - $64.2K
|
8.32K
$358K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.51K+ 1.73% |
$56.9K - $62.5K
|
88.7K
$3.82M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.51K+ 1.04% |
$56.8K - $62.3K
|
147K
$6.33M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.49K+ 12.85% |
$56.2K - $61.7K
|
13.1K
$564K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.46K+ 2.97% |
$55.2K - $60.6K
|
50.8K
$2.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.44K+ 75.76% |
$54.4K - $59.7K
|
3.35K
$144K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.39K+ 347.37% |
$52.2K - $57.3K
|
1.79K
$76.9K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.37K+ 8.8% |
$51.5K - $56.5K
|
16.9K
$729K
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.35K+ 13.85% |
$50.9K - $55.8K
|
11.1K
$478K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.27K+ 1.34% |
$47.7K - $52.3K
|
95.8K
$4.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.26K+ 4.39% |
$47.5K - $52.1K
|
29.9K
$1.29M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.26KNew |
$47.3K - $51.9K
|
1.26K
$54.1K
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
1.24K+ 2.8% |
$46.8K - $51.4K
|
45.6K
$1.96M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.24K+ 0.34% |
$46.5K - $51.1K
|
364K
$15.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.23K+ 0.5% |
$46.5K - $51K
|
249K
$10.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.18K+ 3.47% |
$44.5K - $48.8K
|
35.2K
$1.52M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.14K+ 4.2% |
$42.9K - $47.1K
|
28.2K
$1.22M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.13K+ 2.75% |
$42.7K - $46.9K
|
42.4K
$1.83M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.08K+ 4.11% |
$40.8K - $44.8K
|
27.4K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.06K+ 9.95% |
$39.8K - $43.6K
|
11.7K
$503K
|
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1.03K+ 3.01% |
$38.7K - $42.5K
|
35.2K
$1.52M
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.01K+ 65.44% |
$38.2K - $41.9K
|
2.56K
$110K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
997+ 4.2% |
$37.6K - $41.2K
|
24.8K
$1.07M
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
980+ 99.9% |
$36.9K - $40.5K
|
1.96K
$84.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
926+ 3.08% |
$34.9K - $38.3K
|
30.9K
$1.33M
|
|
|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
926+ 2.79% |
$34.9K - $38.3K
|
34.1K
$1.47M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
910+ 4.42% |
$34.3K - $37.6K
|
21.5K
$927K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
890+ 14.73% |
$33.5K - $36.8K
|
6.93K
$299K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
884+ 0.58% |
$33.3K - $36.6K
|
153K
$6.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
875+ 6.16% |
$33K - $36.2K
|
15.1K
$650K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
870+ 1.03% |
$32.8K - $36K
|
84.9K
$3.66M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
868+ 1.19% |
$32.7K - $35.9K
|
73.7K
$3.18M
|