Purchases and Sales Made in Q1 2024 in Ishares Tr (EMB)
This table provides information about the institutional ownership of Ishares Tr (EMB) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$86.5 - $90.1
|
1
$90.5
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1+ 0.62% |
$86.5 - $90.1
|
162
$14.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1New |
$86.5 - $90.1
|
1
$90.5
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.62% |
$86.5 - $90.1
|
163
$14.7K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1- 1.61% |
$86.5 - $90.1
|
61
$5.52K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1- 2.56% |
$86.5 - $90.1
|
38
$3.44K
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1- 1.92% |
$86.5 - $90.1
|
51
$4.61K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3- 5.0% |
$259 - $270
|
57
$5.16K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-13- 28.89% |
$1.12K - $1.17K
|
32
$2.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
SELL
|
- |
-19- 17.27% |
$1.64K - $1.71K
|
91
$8.23K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-19- 67.86% |
$1.64K - $1.71K
|
9
$814
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-20- 95.24% |
$1.73K - $1.8K
|
1
$90.5
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-20- 4.35% |
$1.73K - $1.8K
|
440
$39.8K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-22- 95.65% |
$1.9K - $1.98K
|
1
$90.5
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-24- 0.08% |
$2.08K - $2.16K
|
29.1K
$2.63M
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-28- 0.07% |
$2.42K - $2.52K
|
42.7K
$3.87M
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-28- 1.08% |
$2.42K - $2.52K
|
2.56K
$231K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-29- 3.18% |
$2.51K - $2.61K
|
882
$79.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-31- 0.99% |
$2.68K - $2.79K
|
3.09K
$280K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-31- 5.28% |
$2.68K - $2.79K
|
556
$50.3K
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-34- 0.05% |
$2.94K - $3.06K
|
67.3K
$6.09M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-35- 38.46% |
$3.03K - $3.15K
|
56
$5.07K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-37- 29.13% |
$3.2K - $3.33K
|
90
$8.14K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-39Closed |
$3.37K - $3.51K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-40- 0.36% |
$3.46K - $3.6K
|
11K
$991K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-44- 1.77% |
$3.81K - $3.96K
|
2.44K
$221K
|
|
|
May 15, 2024
Q1 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-47- 1.29% |
$4.07K - $4.23K
|
3.6K
$326K
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-49- 0.84% |
$4.24K - $4.41K
|
5.77K
$522K
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-55- 1.37% |
$4.76K - $4.95K
|
3.96K
$358K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-56- 11.57% |
$4.84K - $5.04K
|
428
$38.7K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-65- 52.0% |
$5.62K - $5.86K
|
60
$5.43K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-70- 2.01% |
$6.05K - $6.31K
|
3.42K
$310K
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-72- 2.81% |
$6.23K - $6.49K
|
2.49K
$225K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-75- 0.23% |
$6.49K - $6.76K
|
32.4K
$2.93M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-84- 48.28% |
$7.27K - $7.57K
|
90
$8.14K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-85- 6.2% |
$7.35K - $7.66K
|
1.29K
$116K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-90- 1.09% |
$7.78K - $8.11K
|
8.18K
$740K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-94- 30.42% |
$8.13K - $8.47K
|
215
$19.5K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-98- 0.13% |
$8.48K - $8.83K
|
75K
$6.79M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-99- 0.34% |
$8.56K - $8.92K
|
29.1K
$2.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-110- 3.64% |
$9.51K - $9.91K
|
2.91K
$264K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-112- 1.13% |
$9.69K - $10.1K
|
9.83K
$889K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-117- 98.32% |
$10.1K - $10.5K
|
2
$181
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-118- 2.65% |
$10.2K - $10.6K
|
4.34K
$392K
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-119- 0.26% |
$10.3K - $10.7K
|
45.7K
$4.13M
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-120- 4.88% |
$10.4K - $10.8K
|
2.34K
$212K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-123- 22.45% |
$10.6K - $11.1K
|
425
$38.5K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-124- 10.19% |
$10.7K - $11.2K
|
1.09K
$98.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-133- 3.78% |
$11.5K - $12K
|
3.39K
$307K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-137- 1.02% |
$11.8K - $12.3K
|
13.3K
$1.21M
|