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 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.84KNew |
$249K - $266K
|
2.84K
$255K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.82K+ 3.16% |
$248K - $265K
|
92.2K
$8.28M
|
|
|
Nov 06, 2024
Q3 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
2.82K+ 10.84% |
$247K - $264K
|
28.8K
$2.59M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.73K+ 35.36% |
$240K - $256K
|
10.5K
$939K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.68KNew |
$236K - $252K
|
2.68K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.65KNew |
$232K - $248K
|
2.65K
$238K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
2.64K+ 6.83% |
$232K - $248K
|
41.3K
$3.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.62K+ 7.16% |
$230K - $246K
|
39.3K
$3.53M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.54KNew |
$223K - $238K
|
2.54K
$228K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
2.47KNew |
$217K - $231K
|
2.47K
$222K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.47KNew |
$216K - $231K
|
2.47K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.46KNew |
$216K - $231K
|
2.46K
$221K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.45K+ 4.22% |
$215K - $229K
|
60.4K
$5.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.45KNew |
$215K - $229K
|
2.45K
$220K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.37KNew |
$208K - $222K
|
2.37K
$213K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.37KNew |
$208K - $222K
|
2.37K
$213K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.36K+ 4.81% |
$207K - $222K
|
51.5K
$4.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.34K+ 10.7% |
$205K - $219K
|
24.2K
$2.17M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.33KNew |
$204K - $218K
|
2.33K
$209K
|
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
2.29K+ 5.24% |
$201K - $214K
|
46K
$4.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.28KNew |
$200K - $214K
|
2.28K
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.24K+ 1.27% |
$196K - $210K
|
178K
$16M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.23K+ 2.18% |
$196K - $209K
|
105K
$9.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
2.21KNew |
$194K - $207K
|
2.21K
$199K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.21K+ 48.3% |
$194K - $207K
|
6.79K
$610K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
2.21KNew |
$194K - $207K
|
2.21K
$198K
|
|
|
Nov 06, 2024
Q3 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
2.18K+ 27.91% |
$192K - $205K
|
10K
$899K
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
2.18K+ 11.74% |
$191K - $204K
|
20.7K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.17K+ 27.7% |
$191K - $204K
|
10K
$899K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.16KNew |
$190K - $203K
|
2.16K
$194K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
2.04K+ 108.69% |
$179K - $191K
|
3.91K
$352K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.04K+ 24.31% |
$179K - $191K
|
10.4K
$936K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.01K+ 8.79% |
$177K - $189K
|
24.9K
$2.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.93K+ 2.38% |
$170K - $181K
|
83K
$7.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.84K+ 3.16% |
$161K - $172K
|
60K
$5.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.83K+ 39.53% |
$160K - $171K
|
6.45K
$579K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.8K+ 58.16% |
$158K - $169K
|
4.9K
$440K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.72KNew |
$151K - $161K
|
1.72K
$155K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.7K+ 8926.32% |
$149K - $159K
|
1.72K
$154K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.69K+ 25.55% |
$148K - $159K
|
8.31K
$747K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.64K+ 47.42% |
$144K - $154K
|
5.11K
$459K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.57K+ 1.02% |
$138K - $147K
|
156K
$14M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.54K+ 10.69% |
$135K - $144K
|
15.9K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.53K+ 3.06% |
$134K - $144K
|
51.6K
$4.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.52K+ 0.45% |
$133K - $142K
|
340K
$30.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.51K+ 11.71% |
$133K - $142K
|
14.4K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
1.48K+ 9.26% |
$130K - $139K
|
17.5K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.47K+ 19.42% |
$129K - $138K
|
9.04K
$812K
|
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.47K+ 3.4% |
$129K - $138K
|
44.6K
$4M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.41K+ 2.98% |
$124K - $133K
|
48.9K
$4.4M
|