Purchases and Sales Made in Q2 2024 in Ishares Tr (EMB)
This table provides information about the institutional ownership of Ishares Tr (EMB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-972- 3.34% |
$84.2K - $87.4K
|
28.1K
$2.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.04K- 6.69% |
$90.3K - $93.7K
|
14.5K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.05K- 34.28% |
$91K - $94.4K
|
2.01K
$183K
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.05K- 18.77% |
$91K - $94.4K
|
4.54K
$413K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.06K- 25.05% |
$92K - $95.5K
|
3.18K
$289K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 12.69% |
$92.6K - $96K
|
7.35K
$669K
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
SELL
|
- |
-1.07K- 14.83% |
$92.9K - $96.4K
|
6.16K
$560K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.1K- 9.32% |
$95.4K - $99K
|
10.7K
$974K
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-1.12K- 4.05% |
$97K - $101K
|
26.5K
$2.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-1.12K- 11.55% |
$97.3K - $101K
|
8.6K
$782K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.2K- 15.26% |
$104K - $108K
|
6.69K
$608K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-1.23K- 32.44% |
$106K - $110K
|
2.56K
$233K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.27K- 29.39% |
$110K - $114K
|
3.05K
$278K
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-1.28K- 3.0% |
$111K - $115K
|
41.4K
$3.77M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.29K- 59.55% |
$112K - $116K
|
879
$80K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-1.32K- 19.51% |
$114K - $119K
|
5.44K
$495K
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.32K- 7.76% |
$115K - $119K
|
15.7K
$1.43M
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.33K- 3.92% |
$116K - $120K
|
32.7K
$2.97M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.34K- 4.04% |
$116K - $121K
|
32K
$2.91M
|
|
|
Aug 06, 2024
Q2 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.38K- 4.92% |
$120K - $124K
|
26.7K
$2.42M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.4K- 18.07% |
$121K - $125K
|
6.33K
$576K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.4K- 16.68% |
$121K - $126K
|
6.99K
$636K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.42K- 11.91% |
$123K - $127K
|
10.5K
$952K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.45K- 3.81% |
$126K - $130K
|
36.6K
$3.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.46K- 1.28% |
$126K - $131K
|
112K
$10.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.47K- 6.08% |
$127K - $132K
|
22.6K
$2.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.47K- 8.48% |
$127K - $132K
|
15.8K
$1.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.48K- 22.11% |
$128K - $133K
|
5.22K
$475K
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-1.54K- 39.19% |
$133K - $138K
|
2.39K
$217K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.55K- 76.51% |
$134K - $139K
|
475
$43.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.58K- 33.77% |
$137K - $142K
|
3.09K
$281K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.62K- 21.64% |
$140K - $146K
|
5.87K
$534K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.63K- 23.34% |
$142K - $147K
|
5.37K
$488K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.66K- 7.74% |
$144K - $149K
|
19.7K
$1.8M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.67K- 2.05% |
$145K - $150K
|
80K
$7.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.68K- 4.39% |
$146K - $151K
|
36.5K
$3.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.78K- 13.62% |
$155K - $160K
|
11.3K
$1.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.8K- 34.84% |
$156K - $162K
|
3.37K
$306K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.82K- 5.79% |
$158K - $164K
|
29.6K
$2.69M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.82K- 11.35% |
$158K - $164K
|
14.2K
$1.29M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.85K- 34.42% |
$160K - $166K
|
3.52K
$320K
|
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-1.9K- 2.07% |
$165K - $171K
|
89.9K
$8.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.92K- 23.22% |
$166K - $172K
|
6.33K
$576K
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.94K- 29.61% |
$168K - $175K
|
4.62K
$420K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.16K- 16.75% |
$187K - $194K
|
10.7K
$976K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.17K- 5.57% |
$188K - $195K
|
36.8K
$3.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Ckw Financial Group
|
SELL
|
- |
-2.24K- 13.59% |
$194K - $201K
|
14.2K
$1.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-2.27K- 29.49% |
$197K - $204K
|
5.43K
$494K
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-2.31K- 5.1% |
$200K - $207K
|
42.9K
$3.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-2.32K- 4.4% |
$201K - $208K
|
50.4K
$4.58M
|