Purchases and Sales Made in Q3 2024 in Ishares Tr (EMB)
This table provides information about the institutional ownership of Ishares Tr (EMB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-20- 1.87% |
$1.76K - $1.87K
|
1.05K
$93.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-21- 0.23% |
$1.84K - $1.97K
|
9.25K
$821K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-21- 5.53% |
$1.84K - $1.97K
|
359
$31.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-24- 1.07% |
$2.11K - $2.25K
|
2.22K
$197K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-25- 7.04% |
$2.19K - $2.34K
|
330
$29.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-27- 0.24% |
$2.37K - $2.53K
|
11.2K
$996K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-32- 0.06% |
$2.81K - $3K
|
50.3K
$4.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-34- 9.91% |
$2.98K - $3.19K
|
309
$27.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-39- 7.01% |
$3.42K - $3.66K
|
517
$45.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-40- 0.46% |
$3.51K - $3.75K
|
8.62K
$766K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-43- 50.59% |
$3.77K - $4.03K
|
42
$3.73K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-47- 85.45% |
$4.12K - $4.41K
|
8
$710
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-53- 0.41% |
$4.65K - $4.97K
|
12.8K
$1.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-55- 2.73% |
$4.83K - $5.16K
|
1.96K
$174K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-56- 1.9% |
$4.91K - $5.25K
|
2.9K
$257K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-60- 1.78% |
$5.27K - $5.62K
|
3.31K
$294K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-61- 1.12% |
$5.35K - $5.72K
|
5.39K
$479K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-61- 4.19% |
$5.35K - $5.72K
|
1.39K
$124K
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-65- 1.64% |
$5.7K - $6.09K
|
3.91K
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-66- 2.08% |
$5.79K - $6.19K
|
3.11K
$276K
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-67- 0.36% |
$5.88K - $6.28K
|
18.6K
$1.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-68- 0.35% |
$5.97K - $6.37K
|
19.5K
$1.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-70- 4.46% |
$6.14K - $6.56K
|
1.5K
$133K
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-71- 0.92% |
$6.23K - $6.66K
|
7.63K
$678K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-73- 0.02% |
$6.41K - $6.84K
|
311K
$27.6M
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-74- 1.02% |
$6.49K - $6.94K
|
7.18K
$637K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-75- 93.75% |
$6.58K - $7.03K
|
5
$444
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-75- 1.73% |
$6.58K - $7.03K
|
4.25K
$378K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-79- 7.76% |
$6.93K - $7.41K
|
939
$83.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-83- 2.57% |
$7.28K - $7.78K
|
3.15K
$280K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-83- 0.79% |
$7.28K - $7.78K
|
10.4K
$922K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-84- 57.14% |
$7.37K - $7.87K
|
63
$5.59K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-84- 0.64% |
$7.37K - $7.87K
|
13K
$1.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-87- 0.72% |
$7.63K - $8.16K
|
12K
$1.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-89- 0.62% |
$7.81K - $8.34K
|
14.2K
$1.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-89- 11.27% |
$7.81K - $8.34K
|
701
$62.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-93- 0.74% |
$8.16K - $8.72K
|
12.5K
$1.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-95- 1.19% |
$8.34K - $8.91K
|
7.9K
$701K
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
SELL
|
- |
-96- 2.48% |
$8.42K - $9K
|
3.77K
$335K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-100- 0.36% |
$8.78K - $9.37K
|
28K
$2.49M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
SELL
|
- |
-105- 23.86% |
$9.21K - $9.84K
|
335
$29.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-105- 2.49% |
$9.21K - $9.84K
|
4.11K
$365K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-106- 0.99% |
$9.3K - $9.94K
|
10.6K
$942K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-107- 2.22% |
$9.39K - $10K
|
4.71K
$418K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-113- 4.37% |
$9.92K - $10.6K
|
2.47K
$219K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-115- 0.95% |
$10.1K - $10.8K
|
12K
$1.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-117- 2.48% |
$10.3K - $11K
|
4.59K
$408K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-122- 2.39% |
$10.7K - $11.4K
|
4.99K
$443K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-126- 46.32% |
$11.1K - $11.8K
|
146
$13K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-130- 29.95% |
$11.4K - $12.2K
|
304
$27K
|