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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.6K- 20.41% |
$138K - $144K
|
6.24K
$567K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.62K- 38.08% |
$140K - $146K
|
2.63K
$239K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.66K- 24.92% |
$144K - $150K
|
5.01K
$455K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.68K- 34.68% |
$145K - $151K
|
3.16K
$287K
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.73K- 1.08% |
$149K - $156K
|
158K
$14.4M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.81K- 98.96% |
$157K - $163K
|
19
$1.73K
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-1.83K- 15.75% |
$158K - $164K
|
9.77K
$887K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.86K- 5.22% |
$161K - $167K
|
33.7K
$3.06M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-1.89K- 98.74% |
$163K - $170K
|
24
$2.18K
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.93K- 1.67% |
$167K - $174K
|
113K
$10.3M
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.93K- 7.94% |
$167K - $174K
|
22.4K
$2.03M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.94K- 77.22% |
$168K - $175K
|
573
$52K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.08K- 4.77% |
$179K - $187K
|
41.4K
$3.76M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.15K- 2.28% |
$186K - $193K
|
91.9K
$8.35M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.23K- 45.45% |
$193K - $201K
|
2.67K
$243K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.28K- 3.35% |
$197K - $206K
|
65.9K
$5.99M
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-2.29K- 15.59% |
$198K - $206K
|
12.4K
$1.12M
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
SELL
|
- |
-2.35K- 6.93% |
$203K - $211K
|
31.5K
$2.86M
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-2.36KClosed |
$204K - $213K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.37K- 48.16% |
$205K - $213K
|
2.55K
$231K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.39K- 36.36% |
$207K - $216K
|
4.19K
$381K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.51K- 3.78% |
$217K - $226K
|
64K
$5.82M
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-2.54K- 35.65% |
$220K - $229K
|
4.58K
$416K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.56K- 7.81% |
$221K - $230K
|
30.2K
$2.74M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.6K- 5.62% |
$225K - $234K
|
43.6K
$3.96M
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-2.76K- 25.07% |
$239K - $249K
|
8.26K
$751K
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-2.79K- 39.55% |
$242K - $252K
|
4.27K
$388K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-2.9K- 10.25% |
$251K - $261K
|
25.4K
$2.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
SELL
|
- |
-2.9K- 28.65% |
$251K - $262K
|
7.23K
$657K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-2.92K- 7.92% |
$252K - $263K
|
33.9K
$3.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
SELL
|
- |
-2.93K- 27.95% |
$254K - $264K
|
7.56K
$686K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-3.3K- 50.28% |
$286K - $298K
|
3.27K
$297K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-3.31K- 19.69% |
$287K - $298K
|
13.5K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-3.32K- 32.94% |
$287K - $299K
|
6.76K
$614K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.44K- 1.64% |
$297K - $309K
|
206K
$18.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.65K- 18.13% |
$316K - $329K
|
16.5K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-3.7K- 18.65% |
$320K - $333K
|
16.1K
$1.47M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.76K- 16.09% |
$325K - $338K
|
19.6K
$1.78M
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-3.92K- 44.65% |
$339K - $353K
|
4.86K
$441K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.92K- 50.12% |
$339K - $353K
|
3.91K
$355K
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-3.93K- 51.07% |
$339K - $354K
|
3.76K
$342K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-3.93K- 21.91% |
$340K - $354K
|
14K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-4K- 30.77% |
$346K - $360K
|
9K
$817K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.47K- 18.41% |
$386K - $402K
|
19.8K
$1.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-4.51K- 7.61% |
$390K - $407K
|
54.8K
$4.98M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-4.55K- 46.58% |
$394K - $410K
|
5.22K
$474K
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-4.63K- 43.65% |
$400K - $417K
|
5.97K
$542K
|
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-4.77K- 32.9% |
$412K - $430K
|
9.72K
$883K
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-5.04K- 27.36% |
$436K - $454K
|
13.4K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5.26K- 35.88% |
$455K - $474K
|
9.4K
$853K
|