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 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
62+ 563.64% |
$5.37K - $5.57K
|
73
$6.64K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
60+ 1.38% |
$5.2K - $5.39K
|
4.4K
$400K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
58+ 2.25% |
$5.03K - $5.21K
|
2.64K
$240K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
56+ 4.36% |
$4.85K - $5.03K
|
1.34K
$122K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
55New |
$4.77K - $4.94K
|
55
$5K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
51+ 1.45% |
$4.42K - $4.58K
|
3.57K
$324K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
51+ 1.07% |
$4.42K - $4.58K
|
4.81K
$438K
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
50New |
$4.33K - $4.49K
|
50
$4.55K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
45New |
$3.9K - $4.04K
|
45
$4.09K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
BUY
|
- |
43+ 0.94% |
$3.73K - $3.86K
|
4.63K
$421K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
40New |
$3.47K - $3.6K
|
40
$3.64K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
40+ 88.89% |
$3.47K - $3.6K
|
85
$7.73K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
BUY
|
- |
37+ 0.57% |
$3.21K - $3.33K
|
6.53K
$594K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
34New |
$2.95K - $3.06K
|
34
$3.09K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
33New |
$2.86K - $2.97K
|
33
$3K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
BUY
|
- |
33+ 0.74% |
$2.86K - $2.97K
|
4.49K
$408K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
32+ 1.23% |
$2.77K - $2.88K
|
2.64K
$240K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
31New |
$2.69K - $2.79K
|
31
$2.82K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
30+ 1.17% |
$2.6K - $2.7K
|
2.61K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
30+ 24.59% |
$2.6K - $2.7K
|
152
$13.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
30+ 3.97% |
$2.6K - $2.7K
|
786
$71.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
24+ 5.03% |
$2.08K - $2.16K
|
501
$45.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
23+ 2.31% |
$1.99K - $2.07K
|
1.02K
$92.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
19+ 3.42% |
$1.65K - $1.71K
|
575
$52.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
19+ 0.49% |
$1.65K - $1.71K
|
3.88K
$353K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
19New |
$1.65K - $1.71K
|
19
$1.73K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
17+ 1.23% |
$1.47K - $1.53K
|
1.4K
$127K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
14New |
$1.21K - $1.26K
|
14
$1.27K
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
14+ 0.59% |
$1.21K - $1.26K
|
2.4K
$218K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
14New |
$1.21K - $1.26K
|
14
$1.27K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
13+ 1.27% |
$1.13K - $1.17K
|
1.04K
$94.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
10+ 0.23% |
$867 - $899
|
4.35K
$395K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
9+ 0.08% |
$780 - $809
|
11.3K
$1.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
9New |
$780 - $809
|
9
$818
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
8+ 0.31% |
$693 - $719
|
2.57K
$233K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
7+ 29.17% |
$607 - $629
|
31
$2.82K
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6+ 0.2% |
$520 - $539
|
2.98K
$271K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5New |
$433 - $449
|
5
$455
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
4+ 4.4% |
$347 - $360
|
95
$8.64K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 1.06% |
$347 - $360
|
380
$34.5K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3+ 0.6% |
$260 - $270
|
501
$45.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
2+ 0.24% |
$173 - $180
|
827
$75.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2+ 2.63% |
$173 - $180
|
78
$7.09K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2New |
$173 - $180
|
2
$182
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2New |
$173 - $180
|
2
$182
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2+ 1.27% |
$173 - $180
|
160
$14.5K
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 1.23% |
$173 - $180
|
165
$15K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2+ 1.23% |
$173 - $180
|
164
$14.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2New |
$173 - $180
|
2
$182
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 5.26% |
$86.7 - $89.9
|
20
$1.82K
|