Purchases and Sales Made in Q4 2024 in Ishares Tr (EMB)
This table provides information about the institutional ownership of Ishares Tr (EMB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
602K+ 7907.4% |
$53.5M - $56.2M
|
609K
$55.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
146K+ 162.17% |
$13M - $13.7M
|
237K
$21.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
72.6KNew |
$6.46M - $6.79M
|
72.6K
$6.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
62.8KNew |
$5.58M - $5.87M
|
62.8K
$5.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
42K+ 508.77% |
$3.73M - $3.92M
|
50.2K
$4.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
41.3KNew |
$3.67M - $3.86M
|
41.3K
$3.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
39.2K+ 23.61% |
$3.48M - $3.66M
|
205K
$18.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
38.4KNew |
$3.42M - $3.59M
|
38.4K
$3.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
25.9KNew |
$2.3M - $2.42M
|
25.9K
$2.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
15.7K+ 3089.37% |
$1.4M - $1.47M
|
16.2K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
14.3KNew |
$1.27M - $1.34M
|
14.3K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
14.2K+ 10.35% |
$1.27M - $1.33M
|
152K
$13.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
12.4K+ 54.42% |
$1.1M - $1.16M
|
35.2K
$3.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
12K+ 14.42% |
$1.07M - $1.12M
|
95.1K
$8.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
11.9KNew |
$1.06M - $1.12M
|
11.9K
$1.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
10.4K+ 22.51% |
$921K - $967K
|
56.3K
$5.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
9.46K+ 10.26% |
$842K - $884K
|
102K
$9.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.07K+ 4.79% |
$806K - $847K
|
198K
$17.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.37K+ 5.02% |
$744K - $782K
|
175K
$15.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
8.25KNew |
$733K - $771K
|
8.25K
$746K
|
|
|
Jan 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
BUY
|
- |
8.07K+ 3.65% |
$718K - $755K
|
229K
$20.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.8K+ 46.38% |
$694K - $729K
|
24.6K
$2.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.6KNew |
$676K - $710K
|
7.6K
$687K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7.49K+ 28.8% |
$666K - $700K
|
33.5K
$3.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
7.07K+ 13.32% |
$629K - $661K
|
60.1K
$5.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
5.69K+ 3.37% |
$506K - $532K
|
175K
$15.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
5.38K+ 3.86% |
$478K - $503K
|
145K
$13.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
5.33K+ 6.41% |
$474K - $498K
|
88.5K
$8.01M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.08KNew |
$451K - $474K
|
5.08K
$459K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.62K+ 9.44% |
$411K - $431K
|
53.5K
$4.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.24KNew |
$377K - $396K
|
4.24K
$383K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.19K+ 106.91% |
$373K - $392K
|
8.11K
$734K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.03K+ 142.1% |
$358K - $377K
|
6.87K
$621K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.44K+ 9.08% |
$306K - $322K
|
41.3K
$3.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
3.27KNew |
$291K - $306K
|
3.27K
$296K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.23KNew |
$287K - $302K
|
3.23K
$292K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
3.04KNew |
$270K - $284K
|
3.04K
$275K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.99KNew |
$266K - $279K
|
2.99K
$270K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
2.98K+ 17.03% |
$265K - $278K
|
20.5K
$1.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.82K+ 8.7% |
$250K - $263K
|
35.2K
$3.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.75KNew |
$244K - $257K
|
2.75K
$248K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.72KNew |
$242K - $254K
|
2.72K
$246K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
2.67KNew |
$238K - $250K
|
2.67K
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.59K+ 11.38% |
$231K - $242K
|
25.4K
$2.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
2.36KNew |
$209K - $220K
|
2.36K
$213K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
2.33K+ 5.54% |
$207K - $217K
|
44.3K
$4.01M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.27K+ 7.56% |
$202K - $213K
|
32.4K
$2.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
2.2KNew |
$196K - $206K
|
2.2K
$199K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.97K+ 0.18% |
$175K - $184K
|
1.12M
$101M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.61K+ 10.64% |
$143K - $150K
|
16.7K
$1.51M
|