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 30, 2025
Q4 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-140- 4.4% |
$12.5K - $13.1K
|
3.04K
$274K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-164- 82.0% |
$14.6K - $15.3K
|
36
$3.24K
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-166- 3.09% |
$14.8K - $15.5K
|
5.2K
$469K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-169- 6.07% |
$15K - $15.8K
|
2.62K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-178- 97.27% |
$15.8K - $16.6K
|
5
$451
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-178- 97.27% |
$15.8K - $16.6K
|
5
$451
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-180- 2.44% |
$16K - $16.8K
|
7.18K
$647K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-182- 31.54% |
$16.2K - $17K
|
395
$35.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-184- 6.86% |
$16.4K - $17.2K
|
2.5K
$225K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-184- 3.91% |
$16.4K - $17.2K
|
4.52K
$407K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-186- 3.12% |
$16.5K - $17.4K
|
5.78K
$521K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-193- 4.09% |
$17.2K - $18K
|
4.52K
$408K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-199- 4.33% |
$17.7K - $18.6K
|
4.4K
$396K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-208- 4.17% |
$18.5K - $19.4K
|
4.78K
$431K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-212- 8.21% |
$18.9K - $19.8K
|
2.37K
$213K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-213- 7.43% |
$18.9K - $19.9K
|
2.65K
$239K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-218- 1.26% |
$19.4K - $20.4K
|
17.1K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-221- 0.62% |
$19.7K - $20.7K
|
35.6K
$3.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-222- 4.2% |
$19.7K - $20.7K
|
5.06K
$456K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-227- 4.12% |
$20.2K - $21.2K
|
5.28K
$476K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-233- 2.82% |
$20.7K - $21.8K
|
8.03K
$724K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-245- 81.4% |
$21.8K - $22.9K
|
56
$5.05K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-248- 7.48% |
$22.1K - $23.2K
|
3.07K
$276K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-268- 6.91% |
$23.8K - $25K
|
3.61K
$326K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-272- 5.79% |
$24.2K - $25.4K
|
4.43K
$399K
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-274- 3.75% |
$24.4K - $25.6K
|
7.02K
$633K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-280- 96.22% |
$24.9K - $26.2K
|
11
$991
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-282- 2.37% |
$25.1K - $26.4K
|
11.6K
$1.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-322- 10.2% |
$28.6K - $30.1K
|
2.84K
$255K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-333- 2.03% |
$29.6K - $31.1K
|
16.1K
$1.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-333- 50.76% |
$29.6K - $31.1K
|
323
$29.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-334- 3.17% |
$29.7K - $31.2K
|
10.2K
$920K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-339- 3.02% |
$30.2K - $31.7K
|
10.9K
$980K
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-350- 0.84% |
$31.1K - $32.7K
|
41.2K
$3.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-373- 9.16% |
$33.2K - $34.9K
|
3.7K
$333K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-378- 3.15% |
$33.6K - $35.3K
|
11.6K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-399- 5.89% |
$35.5K - $37.3K
|
6.37K
$574K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-425- 70.48% |
$37.8K - $39.7K
|
178
$16K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-427- 0.02% |
$38K - $39.9K
|
2.06M
$186M
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-450- 10.99% |
$40K - $42.1K
|
3.65K
$328K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-463- 9.31% |
$41.2K - $43.3K
|
4.51K
$406K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-464- 48.23% |
$41.3K - $43.4K
|
498
$44.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-479- 5.55% |
$42.6K - $44.8K
|
8.15K
$734K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-504- 10.23% |
$44.8K - $47.1K
|
4.42K
$398K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-511- 18.53% |
$45.4K - $47.8K
|
2.25K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-545- 42.48% |
$48.5K - $50.9K
|
738
$66.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-547- 11.02% |
$48.7K - $51.1K
|
4.42K
$398K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-548- 5.88% |
$48.7K - $51.2K
|
8.77K
$791K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-568- 41.89% |
$50.5K - $53.1K
|
788
$71K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-569- 14.7% |
$50.6K - $53.2K
|
3.3K
$298K
|