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
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
325+ 10.51% |
$28.5K - $30.5K
|
3.42K
$311K
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
313+ 0.49% |
$27.5K - $29.3K
|
64.5K
$5.87M
|
|
Oct 09, 2024
Q3 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
312+ 1.42% |
$27.4K - $29.2K
|
22.3K
$2.02M
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
308+ 10.36% |
$27K - $28.9K
|
3.28K
$299K
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
307+ 0.74% |
$26.9K - $28.8K
|
42K
$3.82M
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
303+ 1.83% |
$26.6K - $28.4K
|
16.8K
$1.53M
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
298New |
$26.1K - $27.9K
|
298
$27.1K
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
292+ 3.98% |
$25.6K - $27.4K
|
7.62K
$693K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
291New |
$25.5K - $27.3K
|
291
$26.5K
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
287+ 0.83% |
$25.2K - $26.9K
|
34.8K
$3.16M
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
279+ 9.14% |
$24.5K - $26.2K
|
3.33K
$303K
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
278New |
$24.4K - $26.1K
|
278
$25.3K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
278+ 226.02% |
$24.4K - $26.1K
|
401
$36.5K
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
277+ 0.31% |
$24.3K - $26K
|
90.1K
$8.2M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
274+ 9.5% |
$24K - $25.7K
|
3.16K
$287K
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
260+ 0.71% |
$22.8K - $24.4K
|
37.1K
$3.37M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
239+ 10.15% |
$21K - $22.4K
|
2.59K
$236K
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
235+ 9.73% |
$20.6K - $22K
|
2.65K
$241K
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
233+ 3.59% |
$20.4K - $21.8K
|
6.73K
$612K
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
222+ 1.09% |
$19.5K - $20.8K
|
20.6K
$1.88M
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
222+ 1.98% |
$19.5K - $20.8K
|
11.4K
$1.04M
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
221+ 3.37% |
$19.4K - $20.7K
|
6.77K
$616K
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
218+ 8.84% |
$19.1K - $20.4K
|
2.68K
$244K
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
203New |
$17.8K - $19K
|
203
$18.5K
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
200New |
$17.6K - $18.7K
|
200
$18.2K
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
190+ 1.33% |
$16.7K - $17.8K
|
14.4K
$1.31M
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
183New |
$16.1K - $17.2K
|
183
$16.6K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
183New |
$16.1K - $17.2K
|
183
$16.6K
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
182+ 3.49% |
$16K - $17.1K
|
5.4K
$491K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
178New |
$15.6K - $16.7K
|
178
$16.2K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
176New |
$15.4K - $16.5K
|
176
$16K
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
172+ 1.64% |
$15.1K - $16.1K
|
10.7K
$969K
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
172New |
$15.1K - $16.1K
|
172
$15.6K
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
171+ 2.09% |
$15K - $16K
|
8.35K
$759K
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
169+ 6.46% |
$14.8K - $15.8K
|
2.79K
$253K
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
169+ 3.47% |
$14.8K - $15.8K
|
5.04K
$458K
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
169+ 1.06% |
$14.8K - $15.8K
|
16.1K
$1.46M
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
167+ 506.06% |
$14.7K - $15.7K
|
200
$18.2K
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
167+ 5.15% |
$14.7K - $15.7K
|
3.41K
$310K
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
166New |
$14.6K - $15.6K
|
166
$15.1K
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
165+ 0.7% |
$14.5K - $15.5K
|
23.6K
$2.15M
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
160+ 4.57% |
$14K - $15K
|
3.66K
$333K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
160New |
$14K - $15K
|
160
$14.6K
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
152New |
$13.3K - $14.2K
|
152
$13.8K
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
148+ 5.95% |
$13K - $13.9K
|
2.64K
$240K
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
138+ 0.38% |
$12.1K - $12.9K
|
36.9K
$3.36M
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
134+ 14.82% |
$11.8K - $12.6K
|
1.04K
$94.4K
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
131+ 5.39% |
$11.5K - $12.3K
|
2.56K
$233K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
128New |
$11.2K - $12K
|
128
$11.6K
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
117+ 43.66% |
$10.3K - $11K
|
385
$35K
|