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 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.44K+ 9.08% |
$306K - $322K
|
41.3K
$3.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
3.27KNew |
$291K - $306K
|
3.27K
$290K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.23KNew |
$287K - $302K
|
3.23K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
3.14K+ 19.65% |
$280K - $294K
|
19.1K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
3.1KNew |
$276K - $290K
|
3.1K
$275K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
3.04KNew |
$270K - $284K
|
3.04K
$270K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
3KNew |
$267K - $280K
|
3K
$266K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.99KNew |
$266K - $279K
|
2.99K
$265K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
2.98K+ 13.61% |
$265K - $279K
|
24.9K
$2.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
2.98K+ 17.03% |
$265K - $278K
|
20.5K
$1.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
2.96KNew |
$263K - $277K
|
2.96K
$263K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
2.93KNew |
$261K - $274K
|
2.93K
$260K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.91KNew |
$259K - $272K
|
2.91K
$258K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
2.84K+ 1.3% |
$253K - $265K
|
221K
$19.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.82K+ 8.7% |
$250K - $263K
|
35.2K
$3.12M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.78K+ 5.39% |
$248K - $260K
|
54.4K
$4.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.78K+ 11.55% |
$247K - $260K
|
26.9K
$2.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.77K+ 4.16% |
$246K - $259K
|
69.3K
$6.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.75K+ 60.56% |
$244K - $257K
|
7.29K
$647K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.75KNew |
$244K - $257K
|
2.75K
$244K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.72KNew |
$242K - $254K
|
2.72K
$241K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.69KNew |
$239K - $251K
|
2.69K
$239K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
2.67KNew |
$238K - $250K
|
2.67K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
2.6KNew |
$231K - $243K
|
2.6K
$231K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.59K+ 11.38% |
$231K - $242K
|
25.4K
$2.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.57K+ 2.39% |
$228K - $240K
|
110K
$9.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.57K+ 7.59% |
$228K - $240K
|
36.4K
$3.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
2.51K+ 86.68% |
$223K - $235K
|
5.41K
$480K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
2.42KNew |
$216K - $226K
|
2.42K
$215K
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.42KNew |
$215K - $226K
|
2.42K
$215K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.38KNew |
$212K - $223K
|
2.38K
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.38KNew |
$212K - $223K
|
2.38K
$212K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
2.36KNew |
$209K - $220K
|
2.36K
$209K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
2.35KNew |
$209K - $219K
|
2.35K
$209K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.33KNew |
$208K - $218K
|
2.33K
$207K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
2.33K+ 5.54% |
$207K - $217K
|
44.3K
$3.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.3K+ 5.58% |
$204K - $215K
|
43.4K
$3.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.28KNew |
$203K - $213K
|
2.28K
$203K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.27K+ 7.56% |
$202K - $213K
|
32.4K
$2.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.2K+ 5.61% |
$196K - $206K
|
41.5K
$3.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
2.2KNew |
$196K - $206K
|
2.2K
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.19K+ 4.55% |
$195K - $204K
|
50.3K
$4.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2.17KNew |
$193K - $203K
|
2.17K
$193K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
2.17K+ 6.38% |
$193K - $202K
|
36.1K
$3.21M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.16K+ 25.93% |
$192K - $202K
|
10.5K
$931K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.14K+ 10.41% |
$191K - $200K
|
22.7K
$2.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.13K+ 6.54% |
$189K - $199K
|
34.7K
$3.08M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.09K+ 70.29% |
$186K - $195K
|
5.06K
$449K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.08K+ 5.82% |
$185K - $195K
|
37.9K
$3.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.04K+ 1.31% |
$182K - $191K
|
158K
$14M
|