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 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
100+ 17.73% |
$8.78K - $9.37K
|
664
$59.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
99+ 4.09% |
$8.69K - $9.28K
|
2.52K
$226K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
99+ 10.39% |
$8.69K - $9.28K
|
1.05K
$94.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
96+ 1.64% |
$8.42K - $9K
|
5.96K
$536K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
96+ 3.22% |
$8.42K - $9K
|
3.07K
$276K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
95New |
$8.34K - $8.91K
|
95
$8.54K
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
92+ 1.27% |
$8.07K - $8.62K
|
7.36K
$662K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
90+ 3.83% |
$7.9K - $8.44K
|
2.44K
$219K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
89+ 1.07% |
$7.81K - $8.34K
|
8.41K
$756K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
89+ 240.54% |
$7.81K - $8.34K
|
126
$11.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
85+ 0.36% |
$7.46K - $7.97K
|
23.9K
$2.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
83+ 52.87% |
$7.28K - $7.78K
|
240
$21.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
80+ 3.07% |
$7.02K - $7.5K
|
2.69K
$241K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
80+ 0.97% |
$7.02K - $7.5K
|
8.37K
$752K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
79+ 3.29% |
$6.93K - $7.41K
|
2.48K
$223K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
79+ 1.47% |
$6.93K - $7.41K
|
5.45K
$489K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
69+ 0.25% |
$6.05K - $6.47K
|
27.4K
$2.46M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
68New |
$5.97K - $6.37K
|
68
$6.11K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
64+ 44.44% |
$5.62K - $6K
|
208
$18.7K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
61+ 1.88% |
$5.35K - $5.72K
|
3.31K
$298K
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
57+ 2.01% |
$5K - $5.34K
|
2.9K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
57+ 9.27% |
$5K - $5.34K
|
672
$60.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
49+ 9.78% |
$4.3K - $4.59K
|
550
$49.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
44+ 18.26% |
$3.86K - $4.12K
|
285
$25.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
43+ 0.18% |
$3.77K - $4.03K
|
24.1K
$2.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
42+ 0.85% |
$3.69K - $3.94K
|
4.98K
$447K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
BUY
|
- |
42+ 0.99% |
$3.69K - $3.94K
|
4.28K
$385K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
36+ 18.75% |
$3.16K - $3.37K
|
228
$20.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
34New |
$2.98K - $3.19K
|
34
$3.05K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
33+ 1.44% |
$2.9K - $3.09K
|
2.33K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
31+ 12.6% |
$2.72K - $2.91K
|
277
$24.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.42% |
$2.72K - $2.91K
|
7.38K
$663K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
29+ 1.09% |
$2.54K - $2.72K
|
2.68K
$241K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
26New |
$2.28K - $2.44K
|
26
$2.34K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
24+ 1.74% |
$2.11K - $2.25K
|
1.4K
$126K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
22+ 220.0% |
$1.93K - $2.06K
|
32
$2.88K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
20+ 25.64% |
$1.76K - $1.87K
|
98
$8.81K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
19+ 1.42% |
$1.67K - $1.78K
|
1.36K
$122K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
17+ 0.64% |
$1.49K - $1.59K
|
2.66K
$239K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
17+ 2.91% |
$1.49K - $1.59K
|
601
$54K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
15New |
$1.32K - $1.41K
|
15
$1.35K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
13+ 1.25% |
$1.14K - $1.22K
|
1.05K
$94.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
12+ 0.03% |
$1.05K - $1.12K
|
37.9K
$3.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
11+ 0.43% |
$965 - $1.03K
|
2.58K
$231K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
11+ 2.16% |
$965 - $1.03K
|
520
$46.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
11New |
$965 - $1.03K
|
11
$988
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
10+ 0.23% |
$878 - $937
|
4.36K
$391K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
10+ 0.22% |
$878 - $937
|
4.5K
$405K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8New |
$702 - $750
|
8
$719
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5+ 0.2% |
$439 - $469
|
2.54K
$228K
|