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 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-497- 3.66% |
$43K - $44.8K
|
13.1K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-498- 3.72% |
$43.1K - $44.9K
|
12.9K
$1.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-500- 14.18% |
$43.2K - $45K
|
3.03K
$274K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-509- 3.8% |
$44K - $45.9K
|
12.9K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-513- 5.47% |
$44.4K - $46.2K
|
8.86K
$801K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-515- 1.57% |
$44.5K - $46.4K
|
32.3K
$2.92M
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-515- 2.7% |
$44.5K - $46.4K
|
18.5K
$1.68M
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-516- 10.5% |
$44.6K - $46.5K
|
4.4K
$398K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-543- 1.64% |
$47K - $48.9K
|
32.6K
$2.95M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-562- 91.83% |
$48.6K - $50.6K
|
50
$4.52K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-600- 13.83% |
$51.9K - $54K
|
3.74K
$338K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-602- 4.82% |
$52.1K - $54.2K
|
11.9K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-625- 10.48% |
$54.1K - $56.3K
|
5.34K
$483K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-657- 64.29% |
$56.8K - $59.2K
|
365
$33K
|
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-742- 2.67% |
$64.2K - $66.8K
|
27.1K
$2.45M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-743- 13.27% |
$64.3K - $66.9K
|
4.86K
$439K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-756- 50.94% |
$65.4K - $68.1K
|
728
$65.9K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-761- 1.9% |
$65.8K - $68.6K
|
39.3K
$3.55M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-799- 4.99% |
$69.1K - $72K
|
15.2K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-800- 13.69% |
$69.2K - $72.1K
|
5.04K
$456K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-820- 93.18% |
$70.9K - $73.9K
|
60
$5.43K
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-860- 1.87% |
$74.4K - $77.5K
|
45.2K
$4.09M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-873- 6.95% |
$75.5K - $78.6K
|
11.7K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-894- 2.9% |
$77.3K - $80.5K
|
29.9K
$2.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-909- 5.25% |
$78.6K - $81.9K
|
16.4K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-923- 24.38% |
$79.8K - $83.1K
|
2.86K
$259K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-964- 20.29% |
$83.4K - $86.8K
|
3.79K
$343K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-981- 16.71% |
$84.8K - $88.4K
|
4.89K
$442K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-983- 21.17% |
$85K - $88.5K
|
3.66K
$331K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-984- 27.65% |
$85.1K - $88.6K
|
2.58K
$233K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1K- 7.14% |
$86.5K - $90.1K
|
13K
$1.18M
|
|
|
May 10, 2024
Q1 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-1.01K- 1.68% |
$87.2K - $90.8K
|
59.1K
$5.34M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.02K- 36.03% |
$88.6K - $92.2K
|
1.82K
$164K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-1.06K- 2.93% |
$91.7K - $95.5K
|
35.2K
$3.18M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.12K- 20.37% |
$96.7K - $101K
|
4.37K
$395K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.14K- 2.65% |
$98.4K - $103K
|
41.8K
$3.78M
|
|
|
May 08, 2024
Q1 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.15K- 13.42% |
$99.1K - $103K
|
7.39K
$669K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.15K- 83.98% |
$99.3K - $103K
|
219
$19.8K
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1.15K- 16.32% |
$99.5K - $104K
|
5.9K
$534K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.2K- 14.46% |
$104K - $108K
|
7.1K
$642K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.21K- 2.14% |
$105K - $109K
|
55.3K
$5M
|
|
|
May 15, 2024
Q1 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-1.23K- 7.73% |
$106K - $111K
|
14.7K
$1.33M
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.25K- 20.42% |
$108K - $113K
|
4.87K
$441K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-1.29K- 7.97% |
$112K - $116K
|
14.9K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-1.36K- 24.88% |
$117K - $122K
|
4.1K
$371K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.4K- 3.46% |
$121K - $126K
|
39K
$3.53M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.42K- 13.16% |
$123K - $128K
|
9.39K
$849K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.48K- 1.46% |
$128K - $134K
|
100K
$9.06M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.5K- 9.13% |
$129K - $135K
|
14.9K
$1.35M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.5K- 8.74% |
$130K - $135K
|
15.7K
$1.42M
|