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 |
|---|---|---|---|---|---|---|---|
|
Dec 11, 2024
Q1 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
730+ 1.55% |
$63.1K - $65.8K
|
47.9K
$4.33M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
699+ 4.82% |
$60.5K - $63K
|
15.2K
$1.37M
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
BUY
|
- |
688+ 5.52% |
$59.5K - $62K
|
13.2K
$1.19M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
684+ 1.75% |
$59.2K - $61.6K
|
39.7K
$3.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
669+ 8.67% |
$57.9K - $60.3K
|
8.39K
$759K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
646+ 8.61% |
$55.9K - $58.2K
|
8.15K
$737K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
641+ 39.18% |
$55.4K - $57.7K
|
2.28K
$206K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
636New |
$55K - $57.3K
|
636
$57.5K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
606New |
$52.4K - $54.6K
|
606
$54.8K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
586+ 0.34% |
$50.7K - $52.8K
|
174K
$15.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
580New |
$50.2K - $52.2K
|
580
$52.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
576+ 33.24% |
$49.8K - $51.9K
|
2.31K
$209K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
570+ 0.31% |
$49.3K - $51.3K
|
186K
$16.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
558+ 5.54% |
$48.3K - $50.3K
|
10.6K
$962K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
526+ 8766.67% |
$45.5K - $47.4K
|
532
$48.1K
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
522+ 4.09% |
$45.1K - $47K
|
13.3K
$1.2M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
496+ 29.58% |
$42.9K - $44.7K
|
2.17K
$197K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
469+ 372.22% |
$40.6K - $42.2K
|
595
$53.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
465+ 22.02% |
$40.2K - $41.9K
|
2.58K
$233K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
463+ 1.26% |
$40K - $41.7K
|
37.1K
$3.36M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
457+ 124.52% |
$39.5K - $41.2K
|
824
$74.6K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
456+ 1.39% |
$39.4K - $41.1K
|
33.3K
$3.01M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
454+ 1.99% |
$39.3K - $40.9K
|
23.3K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
452+ 5.74% |
$39.1K - $40.7K
|
8.33K
$754K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
450+ 1.4% |
$38.9K - $40.5K
|
32.7K
$2.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
448+ 5.76% |
$38.7K - $40.4K
|
8.23K
$745K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
444+ 2.84% |
$38.4K - $40K
|
16.1K
$1.45M
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
436+ 7.57% |
$37.7K - $39.3K
|
6.19K
$560K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
434+ 3.12% |
$37.5K - $39.1K
|
14.3K
$1.3M
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
428+ 8.1% |
$37K - $38.6K
|
5.71K
$517K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
428+ 10.49% |
$37K - $38.6K
|
4.51K
$408K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
425+ 4.25% |
$36.8K - $38.3K
|
10.4K
$944K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
423+ 90.58% |
$36.6K - $38.1K
|
890
$80.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
BUY
|
- |
423+ 3.0% |
$36.6K - $38.1K
|
14.5K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
BUY
|
- |
422+ 0.42% |
$36.5K - $38K
|
101K
$9.12M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
414+ 16.72% |
$35.8K - $37.3K
|
2.89K
$261K
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
405New |
$35K - $36.5K
|
405
$36.6K
|
|
|
May 14, 2024
Q1 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
404New |
$34.9K - $36.4K
|
404
$36.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
394+ 13133.33% |
$34.1K - $35.5K
|
397
$35.9K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
392+ 132.88% |
$33.9K - $35.3K
|
687
$62.2K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
378+ 9.26% |
$32.7K - $34.1K
|
4.46K
$403K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
375+ 0.04% |
$32.4K - $33.8K
|
913K
$82.6M
|
|
|
May 10, 2024
Q1 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
366+ 1.32% |
$31.7K - $33K
|
28K
$2.54M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
366+ 6.25% |
$31.7K - $33K
|
6.22K
$563K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
350New |
$30.3K - $31.5K
|
350
$31.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
338+ 11.32% |
$29.2K - $30.4K
|
3.32K
$301K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
334+ 6.26% |
$28.9K - $30.1K
|
5.67K
$513K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
330+ 12.24% |
$28.5K - $29.7K
|
3.03K
$274K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
329+ 42.95% |
$28.5K - $29.6K
|
1.1K
$99.1K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
320+ 135.59% |
$27.7K - $28.8K
|
556
$50.3K
|