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 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
316+ 2.9% |
$27.3K - $28.5K
|
11.2K
$1.01M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
312+ 10.26% |
$27K - $28.1K
|
3.35K
$303K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
305+ 3.4% |
$26.4K - $27.5K
|
9.27K
$839K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
289New |
$25K - $26K
|
289
$26.1K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
271+ 3.06% |
$23.4K - $24.4K
|
9.13K
$826K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
266+ 6.0% |
$23K - $24K
|
4.7K
$425K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
264+ 6.15% |
$22.8K - $23.8K
|
4.55K
$412K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
262New |
$22.7K - $23.6K
|
262
$23.7K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
238+ 5.22% |
$20.6K - $21.4K
|
4.8K
$434K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
231+ 5.61% |
$20K - $20.8K
|
4.35K
$393K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
222+ 1.92% |
$19.2K - $20K
|
11.8K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
211New |
$18.2K - $19K
|
211
$19.1K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
209+ 1.03% |
$18.1K - $18.8K
|
20.5K
$1.85M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
209New |
$18.1K - $18.8K
|
209
$18.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
205+ 25.98% |
$17.7K - $18.5K
|
994
$89.9K
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
204+ 8.63% |
$17.6K - $18.4K
|
2.57K
$232K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
195+ 47.68% |
$16.9K - $17.6K
|
604
$54.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
188+ 7.59% |
$16.3K - $16.9K
|
2.66K
$241K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
174+ 120.0% |
$15K - $15.7K
|
319
$28.9K
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
170+ 3.17% |
$14.7K - $15.3K
|
5.53K
$500K
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
164+ 0.58% |
$14.2K - $14.8K
|
28.5K
$2.58M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
157New |
$13.6K - $14.1K
|
157
$14.2K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
155+ 3100.0% |
$13.4K - $14K
|
160
$14.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
154+ 2.83% |
$13.3K - $13.9K
|
5.59K
$506K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
147+ 1.11% |
$12.7K - $13.2K
|
13.4K
$1.21M
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
141+ 4.48% |
$12.2K - $12.7K
|
3.29K
$298K
|
|
|
May 15, 2024
Q1 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
137+ 3.03% |
$11.8K - $12.3K
|
4.65K
$421K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
135New |
$11.7K - $12.2K
|
135
$12.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
134+ 1.43% |
$11.6K - $12.1K
|
9.52K
$862K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
126+ 1.18% |
$10.9K - $11.4K
|
10.8K
$975K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
119New |
$10.3K - $10.7K
|
119
$10.8K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
118New |
$10.2K - $10.6K
|
118
$10.7K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
116+ 36.25% |
$10K - $10.4K
|
436
$39.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
101New |
$8.74K - $9.1K
|
101
$9.14K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
91New |
$7.87K - $8.2K
|
91
$8.23K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
90New |
$7.78K - $8.11K
|
90
$8.14K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
86+ 1.29% |
$7.44K - $7.75K
|
6.75K
$611K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
83+ 638.46% |
$7.18K - $7.48K
|
96
$8.69K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
82+ 117.14% |
$7.09K - $7.39K
|
152
$13.8K
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
80+ 1.88% |
$6.92K - $7.21K
|
4.34K
$392K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
76New |
$6.57K - $6.85K
|
76
$6.88K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
73+ 3.15% |
$6.31K - $6.58K
|
2.39K
$216K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
73New |
$6.31K - $6.58K
|
73
$6.61K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
71+ 4.56% |
$6.14K - $6.4K
|
1.63K
$147K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
68+ 3.01% |
$5.88K - $6.13K
|
2.33K
$211K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
68+ 0.81% |
$5.88K - $6.13K
|
8.42K
$762K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
67+ 27.46% |
$5.79K - $6.04K
|
311
$28.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
61+ 0.86% |
$5.28K - $5.49K
|
7.18K
$650K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
59+ 210.71% |
$5.1K - $5.31K
|
87
$7.87K
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
56+ 0.92% |
$4.84K - $5.04K
|
6.14K
$556K
|