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 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.41K+ 163.41% |
$125K - $131K
|
2.27K
$205K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.4K+ 17.58% |
$125K - $131K
|
9.37K
$847K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.37K+ 4.4% |
$121K - $128K
|
32.4K
$2.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.37K+ 2.91% |
$121K - $128K
|
48.3K
$4.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
1.35KNew |
$120K - $126K
|
1.35K
$122K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.34K+ 42.95% |
$119K - $125K
|
4.45K
$403K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.26K+ 43.56% |
$112K - $118K
|
4.16K
$376K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.23K+ 2.43% |
$109K - $114K
|
51.5K
$4.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.18K+ 24.13% |
$105K - $110K
|
6.08K
$550K
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 2.18% |
$99.9K - $105K
|
52.6K
$4.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.1K+ 8.42% |
$97.5K - $102K
|
14.1K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.1K+ 3.69% |
$97.4K - $102K
|
30.7K
$2.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.04KNew |
$92.2K - $96.9K
|
1.04K
$93.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.02K+ 13.86% |
$91K - $95.6K
|
8.41K
$760K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
1.02K+ 38.35% |
$90.4K - $95K
|
3.67K
$332K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
1.01K+ 5.4% |
$89.5K - $94K
|
19.7K
$1.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
976+ 9.2% |
$86.8K - $91.2K
|
11.6K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
970+ 12.71% |
$86.3K - $90.7K
|
8.6K
$778K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
950+ 4.58% |
$84.5K - $88.8K
|
21.7K
$1.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
915+ 3.7% |
$81.4K - $85.5K
|
25.6K
$2.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
879+ 12.66% |
$78.2K - $82.2K
|
7.82K
$708K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
846+ 0.95% |
$75.2K - $79.1K
|
90.2K
$8.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
830+ 2.86% |
$73.8K - $77.6K
|
29.9K
$2.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
737+ 1.14% |
$65.5K - $68.9K
|
65.2K
$5.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
724+ 3.46% |
$64.4K - $67.7K
|
21.6K
$1.96M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
668+ 0.65% |
$59.4K - $62.4K
|
103K
$9.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
659+ 8.52% |
$58.6K - $61.6K
|
8.39K
$759K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
625+ 5.47% |
$55.6K - $58.4K
|
12.1K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
614+ 6.79% |
$54.6K - $57.4K
|
9.66K
$874K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
605+ 3.1% |
$53.8K - $56.5K
|
20.1K
$1.82M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
599+ 12.25% |
$53.3K - $56K
|
5.49K
$497K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
570+ 3.53% |
$50.7K - $53.3K
|
16.7K
$1.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
531+ 7.45% |
$47.2K - $49.6K
|
7.66K
$693K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
500New |
$44.5K - $46.7K
|
500
$45.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
486+ 5.31% |
$43.2K - $45.4K
|
9.63K
$871K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
476+ 2.61% |
$42.3K - $44.5K
|
18.7K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
457+ 2.88% |
$40.6K - $42.7K
|
16.3K
$1.48M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
454New |
$40.4K - $42.4K
|
454
$41.1K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
443+ 5.93% |
$39.4K - $41.4K
|
7.92K
$717K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
425+ 7.88% |
$37.8K - $39.7K
|
5.82K
$526K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
407New |
$36.2K - $38K
|
407
$36.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
399+ 14.87% |
$35.5K - $37.3K
|
3.08K
$279K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
385+ 4.46% |
$34.2K - $36K
|
9.01K
$815K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
383+ 14.27% |
$34.1K - $35.8K
|
3.07K
$278K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
361+ 0.84% |
$32.1K - $33.7K
|
43.1K
$3.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
354+ 0.29% |
$31.5K - $33.1K
|
123K
$11.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
343+ 2.28% |
$30.5K - $32.1K
|
15.4K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
340+ 3.41% |
$30.2K - $31.8K
|
10.3K
$933K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
331+ 1.1% |
$29.4K - $30.9K
|
30.3K
$2.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
321+ 1.44% |
$28.5K - $30K
|
22.6K
$2.04M
|