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
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-814- 11.61% |
$72.4K - $76.1K
|
6.2K
$572K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-825- 7.16% |
$73.4K - $77.1K
|
10.7K
$987K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-838- 17.16% |
$74.5K - $78.3K
|
4.05K
$373K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-853- 15.66% |
$75.9K - $79.7K
|
4.59K
$424K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-879- 11.84% |
$78.2K - $82.2K
|
6.55K
$604K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-896- 5.52% |
$79.7K - $83.7K
|
15.3K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-915- 4.86% |
$81.4K - $85.5K
|
17.9K
$1.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-962- 0.84% |
$85.6K - $89.9K
|
113K
$10.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-964- 28.61% |
$85.7K - $90.1K
|
2.41K
$222K
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-970- 10.85% |
$86.3K - $90.7K
|
7.97K
$735K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-971- 2.46% |
$86.4K - $90.7K
|
38.6K
$3.56M
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-990- 22.01% |
$88.1K - $92.5K
|
3.51K
$324K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1K- 7.86% |
$89.2K - $93.7K
|
11.8K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.01K- 4.39% |
$89.7K - $94.2K
|
21.9K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-1.02K- 21.0% |
$90.9K - $95.5K
|
3.85K
$355K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.04K- 24.31% |
$92.7K - $97.4K
|
3.25K
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.05K- 4.52% |
$93.4K - $98.1K
|
22.2K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.08K- 4.47% |
$96.1K - $101K
|
23.1K
$2.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.08K- 2.8% |
$96.1K - $101K
|
37.5K
$3.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.13K- 3.9% |
$101K - $106K
|
27.9K
$2.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.14K- 8.53% |
$102K - $107K
|
12.2K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.19K- 15.57% |
$106K - $111K
|
6.44K
$595K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.24K- 8.5% |
$110K - $115K
|
13.3K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-1.24K- 34.47% |
$110K - $115K
|
2.35K
$217K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.24K- 3.47% |
$110K - $115K
|
34.4K
$3.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.3K- 21.1% |
$116K - $122K
|
4.87K
$449K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.32K- 99.92% |
$117K - $123K
|
1
$92.3
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.36K- 34.78% |
$121K - $127K
|
2.55K
$236K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.37K- 4.22% |
$122K - $128K
|
31.1K
$2.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-1.58K- 20.6% |
$141K - $148K
|
6.11K
$564K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.61K- 54.01% |
$143K - $150K
|
1.37K
$126K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.64K- 4.6% |
$146K - $153K
|
34K
$3.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-1.65K- 1.83% |
$147K - $154K
|
88.5K
$8.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.67K- 0.86% |
$148K - $156K
|
192K
$17.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.68K- 19.91% |
$149K - $157K
|
6.76K
$623K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.69K- 6.51% |
$150K - $157K
|
24.2K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-1.69K- 7.55% |
$150K - $158K
|
20.6K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.73K- 1.6% |
$153K - $161K
|
106K
$9.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-1.77K- 15.32% |
$158K - $166K
|
9.81K
$905K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.82K- 1.46% |
$162K - $170K
|
123K
$11.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.9K- 13.25% |
$169K - $177K
|
12.4K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.93K- 10.01% |
$172K - $181K
|
17.4K
$1.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.01K- 24.14% |
$178K - $187K
|
6.3K
$581K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.15K- 2.21% |
$191K - $200K
|
94.9K
$8.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-2.15K- 2.93% |
$191K - $201K
|
71.3K
$6.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.21K- 4.78% |
$197K - $207K
|
44K
$4.06M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.26K- 1.71% |
$201K - $211K
|
130K
$12M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-2.28K- 29.32% |
$203K - $213K
|
5.5K
$507K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.53K- 14.23% |
$225K - $237K
|
15.3K
$1.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.64K- 20.23% |
$234K - $246K
|
10.4K
$959K
|