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 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
8.07K+ 5.91% |
$338K - $382K
|
145K
$6.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.96KNew |
$333K - $377K
|
7.96K
$340K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.73KNew |
$323K - $366K
|
7.73K
$330K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.72K+ 70.77% |
$323K - $366K
|
18.6K
$796K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
7.23KNew |
$302K - $342K
|
7.23K
$309K
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
7.2K+ 5.47% |
$301K - $341K
|
139K
$5.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
7.03KNew |
$294K - $333K
|
7.03K
$300K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
7.02K+ 14.47% |
$294K - $332K
|
55.5K
$2.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.64KNew |
$278K - $314K
|
6.64K
$284K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
6.63K+ 18.54% |
$277K - $314K
|
42.4K
$1.81M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.03K+ 16.87% |
$252K - $285K
|
41.8K
$1.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
5.98K+ 134.84% |
$250K - $283K
|
10.4K
$445K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.95K+ 123.34% |
$249K - $282K
|
10.8K
$460K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.87K+ 27.54% |
$246K - $278K
|
27.2K
$1.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
5.79K+ 8.38% |
$242K - $274K
|
74.8K
$3.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
5.71K+ 56.61% |
$239K - $271K
|
15.8K
$675K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
5.36K+ 3.93% |
$224K - $254K
|
142K
$6.06M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.32KNew |
$223K - $252K
|
5.32K
$227K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.97KNew |
$208K - $235K
|
4.97K
$212K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.87KNew |
$204K - $231K
|
4.87K
$208K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
4.82KNew |
$202K - $228K
|
4.82K
$206K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.8K+ 59.58% |
$201K - $227K
|
12.9K
$549K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
4.62K+ 41.24% |
$193K - $219K
|
15.8K
$676K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.55K+ 4.21% |
$190K - $216K
|
113K
$4.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
4.51K+ 7.51% |
$188K - $213K
|
64.5K
$2.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
4.47K+ 3.54% |
$187K - $212K
|
131K
$5.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
4.26K+ 4.26% |
$178K - $202K
|
104K
$4.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.16K+ 10.57% |
$174K - $197K
|
43.6K
$1.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
4K+ 8.3% |
$167K - $189K
|
52.2K
$2.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
3.92K+ 11.68% |
$164K - $186K
|
37.5K
$1.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
3.89K+ 19.86% |
$163K - $184K
|
23.5K
$1M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.71K+ 26.37% |
$155K - $176K
|
17.8K
$760K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.67K+ 7.1% |
$153K - $174K
|
55.3K
$2.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
3.63K+ 3.16% |
$152K - $172K
|
119K
$5.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.52K+ 6.84% |
$147K - $167K
|
55K
$2.35M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.49K+ 2.67% |
$146K - $165K
|
134K
$5.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.47K+ 29.4% |
$145K - $164K
|
15.3K
$653K
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3.36K+ 23.01% |
$141K - $159K
|
18K
$768K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.36K+ 8.04% |
$140K - $159K
|
45.1K
$1.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
3.32KNew |
$139K - $157K
|
3.32K
$142K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
3.2KNew |
$134K - $151K
|
3.2K
$136K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.07K+ 24.68% |
$128K - $145K
|
15.5K
$663K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
3.02K+ 4.0% |
$126K - $143K
|
78.6K
$3.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3K+ 21.31% |
$125K - $142K
|
17.1K
$730K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.95KNew |
$123K - $140K
|
2.95K
$126K
|
|
|
Jan 13, 2025
Q4 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
2.92K+ 2.93% |
$122K - $138K
|
102K
$4.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2.91K+ 21.8% |
$122K - $138K
|
16.2K
$694K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
2.82K+ 17.1% |
$118K - $134K
|
19.3K
$826K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.58K+ 2.52% |
$108K - $122K
|
105K
$4.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.26K+ 8.74% |
$94.5K - $107K
|
28.1K
$1.2M
|