Purchases and Sales Made in Q4 2024 in Ishares Msci Emerging Markets (EEM)
This table provides information about the institutional ownership of Ishares Msci Emerging Markets (EEM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
331KNew |
$13.8M - $15.7M
|
331K
$14.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
289KNew |
$12.1M - $13.7M
|
289K
$12.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
259K+ 32.34% |
$10.8M - $12.3M
|
1.06M
$45.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
245KNew |
$10.3M - $11.6M
|
245K
$10.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
198K+ 91.83% |
$8.29M - $9.39M
|
414K
$17.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
191KNew |
$7.99M - $9.05M
|
191K
$8.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
130KNew |
$5.44M - $6.16M
|
130K
$5.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
111KNew |
$4.65M - $5.26M
|
111K
$4.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
66K+ 11.72% |
$2.76M - $3.13M
|
629K
$26.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
61.3KNew |
$2.56M - $2.9M
|
61.3K
$2.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
54.7K+ 3.68% |
$2.29M - $2.59M
|
1.54M
$65.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
46.9KNew |
$1.96M - $2.22M
|
46.9K
$2M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
46.6KNew |
$1.95M - $2.2M
|
46.6K
$1.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
44.6K+ 17.28% |
$1.86M - $2.11M
|
302K
$12.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
42KNew |
$1.76M - $1.99M
|
42K
$1.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
40KNew |
$1.67M - $1.89M
|
40K
$1.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
39.4K+ 44.64% |
$1.65M - $1.86M
|
128K
$5.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
36.2K+ 34.79% |
$1.51M - $1.72M
|
140K
$5.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
35.8KNew |
$1.5M - $1.7M
|
35.8K
$1.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
30.2K+ 544.59% |
$1.26M - $1.43M
|
35.8K
$1.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
27.5KNew |
$1.15M - $1.3M
|
27.5K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
26.7K+ 15.17% |
$1.12M - $1.26M
|
203K
$8.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
25.5KNew |
$1.07M - $1.21M
|
25.5K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
23.8K+ 4.65% |
$997K - $1.13M
|
537K
$22.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
22.4K+ 111.36% |
$936K - $1.06M
|
42.5K
$1.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
19.3K+ 3019.84% |
$808K - $915K
|
20K
$853K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
17.5K+ 68.09% |
$732K - $829K
|
43.2K
$1.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
16KNew |
$670K - $759K
|
16K
$684K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
15KNew |
$626K - $709K
|
15K
$640K
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
14.3KNew |
$599K - $678K
|
14.3K
$612K
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
14.3KNew |
$598K - $677K
|
14.3K
$611K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
13.8K+ 54.48% |
$578K - $655K
|
39.2K
$1.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
13.6K+ 36.19% |
$568K - $643K
|
51.1K
$2.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
13.4KNew |
$562K - $637K
|
13.4K
$574K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
13.2K+ 41.16% |
$550K - $623K
|
45.1K
$1.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
13.1K+ 39763.64% |
$549K - $621K
|
13.2K
$562K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.9K+ 139.17% |
$538K - $609K
|
22.1K
$944K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
11.3K+ 11.79% |
$473K - $535K
|
107K
$4.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
11K+ 11.15% |
$459K - $519K
|
109K
$4.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
11K+ 123.38% |
$458K - $519K
|
19.8K
$848K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
10.3KNew |
$431K - $488K
|
10.3K
$440K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
10.2K+ 27.21% |
$425K - $481K
|
47.5K
$2.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
10K+ 10.28% |
$418K - $474K
|
107K
$4.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
9.65K+ 64.92% |
$404K - $457K
|
24.5K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
9.39KNew |
$393K - $445K
|
9.39K
$401K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
9.26K+ 5.61% |
$387K - $439K
|
174K
$7.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
9.19KNew |
$384K - $435K
|
9.19K
$393K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9.09K+ 10.85% |
$380K - $430K
|
92.8K
$3.96M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
8.5K+ 9.59% |
$355K - $402K
|
97.1K
$4.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.19K+ 28.41% |
$342K - $388K
|
37K
$1.58M
|