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 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.97K+ 0.18% |
$175K - $184K
|
1.12M
$99.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.95K+ 4.87% |
$174K - $183K
|
42.1K
$3.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.87K+ 3.01% |
$167K - $175K
|
64.2K
$5.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.87K+ 43.33% |
$167K - $175K
|
6.2K
$550K
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.76K+ 4.14% |
$157K - $165K
|
44.3K
$3.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.68K+ 32.79% |
$149K - $157K
|
6.78K
$602K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.66K+ 9.15% |
$148K - $155K
|
19.8K
$1.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.61K+ 10.64% |
$143K - $150K
|
16.7K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.59K+ 1.52% |
$142K - $149K
|
106K
$9.45M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1.59KNew |
$141K - $148K
|
1.59K
$141K
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.58K+ 0.75% |
$141K - $148K
|
213K
$18.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.54K+ 7.92% |
$137K - $144K
|
21K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.5K+ 20.21% |
$133K - $140K
|
8.92K
$792K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.49K+ 6.81% |
$133K - $139K
|
23.4K
$2.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
1.46KNew |
$129K - $136K
|
1.46K
$129K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.41K+ 163.41% |
$125K - $131K
|
2.27K
$201K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.4K+ 17.58% |
$125K - $131K
|
9.37K
$832K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.37K+ 4.4% |
$121K - $128K
|
32.4K
$2.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.37K+ 2.91% |
$121K - $128K
|
48.3K
$4.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.36K+ 48.08% |
$121K - $127K
|
4.2K
$373K
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
1.35KNew |
$120K - $126K
|
1.35K
$120K
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
1.35K+ 16.1% |
$120K - $126K
|
9.71K
$862K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.34K+ 42.95% |
$119K - $125K
|
4.45K
$395K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.33K+ 14.99% |
$118K - $124K
|
10.2K
$904K
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
1.29K+ 4.66% |
$114K - $120K
|
28.9K
$2.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.27K+ 7.62% |
$113K - $119K
|
18K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.26K+ 43.56% |
$112K - $118K
|
4.16K
$369K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.23K+ 2.43% |
$109K - $114K
|
51.5K
$4.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
BUY
|
- |
1.2K+ 1.37% |
$107K - $112K
|
88.9K
$7.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.18K+ 24.13% |
$105K - $110K
|
6.08K
$540K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.15K+ 3.58% |
$102K - $107K
|
33.3K
$2.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 2.18% |
$99.9K - $105K
|
52.6K
$4.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
1.1K+ 3.29% |
$97.8K - $103K
|
34.5K
$3.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.1K+ 8.42% |
$97.5K - $102K
|
14.1K
$1.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.1K+ 3.69% |
$97.4K - $102K
|
30.7K
$2.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.07K+ 23.78% |
$95K - $99.8K
|
5.56K
$494K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.06K+ 19.43% |
$94.1K - $98.9K
|
6.5K
$578K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.04KNew |
$92.2K - $96.9K
|
1.04K
$92.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.02K+ 13.86% |
$91K - $95.6K
|
8.41K
$746K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
1.02K+ 38.35% |
$90.4K - $95K
|
3.67K
$325K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
1.01K+ 5.4% |
$89.5K - $94K
|
19.7K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
1KNew |
$88.9K - $93.5K
|
1K
$88.8K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
993New |
$88.3K - $92.8K
|
993
$88.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
985+ 45.52% |
$87.6K - $92.1K
|
3.15K
$280K
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
982+ 6.8% |
$87.3K - $91.8K
|
15.4K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
976+ 9.2% |
$86.8K - $91.2K
|
11.6K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
970+ 12.71% |
$86.3K - $90.7K
|
8.6K
$764K
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
968+ 23.58% |
$86.1K - $90.5K
|
5.07K
$450K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
950+ 4.58% |
$84.5K - $88.8K
|
21.7K
$1.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
931+ 10.35% |
$82.8K - $87K
|
9.92K
$881K
|