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 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.93K- 10.01% |
$172K - $181K
|
17.4K
$1.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.01K- 24.14% |
$178K - $187K
|
6.3K
$568K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.15K- 2.21% |
$191K - $200K
|
94.9K
$8.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.21K- 4.78% |
$197K - $207K
|
44K
$3.97M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.26K- 1.71% |
$201K - $211K
|
130K
$11.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-2.28K- 29.32% |
$203K - $213K
|
5.5K
$495K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.53K- 14.23% |
$225K - $237K
|
15.3K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.64K- 20.23% |
$234K - $246K
|
10.4K
$936K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.66K- 12.36% |
$236K - $248K
|
18.8K
$1.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.68K- 7.06% |
$239K - $251K
|
35.3K
$3.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.71K- 5.43% |
$241K - $253K
|
47.2K
$4.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.73K- 17.14% |
$243K - $255K
|
13.2K
$1.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.76K- 1.86% |
$246K - $258K
|
146K
$13.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-2.82K- 0.91% |
$250K - $263K
|
308K
$27.8M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-2.85K- 8.2% |
$253K - $266K
|
31.9K
$2.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-2.89K- 4.21% |
$257K - $270K
|
65.6K
$5.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.93K- 23.64% |
$260K - $274K
|
9.46K
$852K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.14K- 24.65% |
$280K - $294K
|
9.61K
$866K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.22K- 24.09% |
$286K - $301K
|
10.1K
$914K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3.27K- 8.38% |
$290K - $305K
|
35.7K
$3.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-3.32K- 25.09% |
$295K - $310K
|
9.9K
$892K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-3.61K- 14.12% |
$321K - $337K
|
21.9K
$1.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.67K- 20.47% |
$326K - $343K
|
14.2K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-3.81K- 18.21% |
$339K - $356K
|
17.1K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.22K- 1.19% |
$375K - $394K
|
350K
$31.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-4.22K- 30.27% |
$375K - $394K
|
9.71K
$875K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-4.33K- 19.83% |
$385K - $405K
|
17.5K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-4.49K- 26.48% |
$399K - $420K
|
12.5K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4.77K- 41.91% |
$425K - $446K
|
6.62K
$596K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-5.03K- 8.06% |
$447K - $470K
|
57.4K
$5.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.06K- 8.1% |
$450K - $473K
|
57.4K
$5.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.19K- 64.16% |
$462K - $485K
|
2.9K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.26K- 28.27% |
$468K - $491K
|
13.3K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-5.39K- 5.33% |
$479K - $503K
|
95.7K
$8.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-5.51K- 10.12% |
$490K - $515K
|
48.9K
$4.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-5.66K- 1.4% |
$503K - $529K
|
398K
$35.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-5.93K- 2.69% |
$528K - $554K
|
215K
$19.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-6.52K- 29.78% |
$580K - $609K
|
15.4K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-6.59K- 26.45% |
$586K - $616K
|
18.3K
$1.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-6.6K- 7.95% |
$587K - $617K
|
76.4K
$6.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-6.7K- 30.03% |
$596K - $627K
|
15.6K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-6.86K- 63.72% |
$610K - $641K
|
3.91K
$352K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-7.06K- 2.82% |
$628K - $660K
|
243K
$21.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.2K- 4.62% |
$640K - $673K
|
148K
$13.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-7.35K- 31.08% |
$654K - $687K
|
16.3K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-7.4K- 70.97% |
$658K - $691K
|
3.03K
$273K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-7.41K- 18.92% |
$659K - $693K
|
31.8K
$2.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-7.73K- 44.88% |
$688K - $723K
|
9.5K
$856K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.22K- 78.42% |
$731K - $768K
|
2.26K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.86K- 70.45% |
$788K - $828K
|
3.72K
$335K
|