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
|
American Financial Advisors, LLC
|
SELL
|
- |
-52- 0.32% |
$4.62K - $4.86K
|
16.1K
$1.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-56- 73.68% |
$4.98K - $5.23K
|
20
$1.82K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-56- 1.48% |
$4.98K - $5.23K
|
3.74K
$340K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-70- 2.76% |
$6.23K - $6.54K
|
2.47K
$224K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-73- 2.48% |
$6.49K - $6.82K
|
2.87K
$261K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-74- 0.52% |
$6.58K - $6.92K
|
14.3K
$1.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-75- 7.13% |
$6.67K - $7.01K
|
977
$88.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-79- 1.14% |
$7.03K - $7.38K
|
6.84K
$621K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-81- 96.43% |
$7.2K - $7.57K
|
3
$272
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-92- 2.61% |
$8.18K - $8.6K
|
3.44K
$312K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-93- 0.15% |
$8.27K - $8.69K
|
61.2K
$5.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-96- 0.57% |
$8.54K - $8.97K
|
16.7K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-97- 32.55% |
$8.63K - $9.07K
|
201
$18.3K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-98- 1.05% |
$8.72K - $9.16K
|
9.23K
$839K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-100- 8.02% |
$8.89K - $9.35K
|
1.15K
$104K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 30.03% |
$8.89K - $9.35K
|
233
$21.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100- 23.36% |
$8.89K - $9.35K
|
328
$29.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-106- 1.07% |
$9.43K - $9.91K
|
9.81K
$891K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-111- 4.69% |
$9.87K - $10.4K
|
2.26K
$205K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-116- 4.47% |
$10.3K - $10.8K
|
2.48K
$225K
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-126- 0.18% |
$11.2K - $11.8K
|
69.5K
$6.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-130- 12.39% |
$11.6K - $12.1K
|
919
$83.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-140- 4.4% |
$12.5K - $13.1K
|
3.04K
$276K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-169- 6.07% |
$15K - $15.8K
|
2.62K
$238K
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-180- 2.44% |
$16K - $16.8K
|
7.18K
$652K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-182- 31.54% |
$16.2K - $17K
|
395
$35.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-184- 3.91% |
$16.4K - $17.2K
|
4.52K
$411K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-184- 6.86% |
$16.4K - $17.2K
|
2.5K
$227K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-208- 4.17% |
$18.5K - $19.4K
|
4.78K
$434K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-212- 8.21% |
$18.9K - $19.8K
|
2.37K
$215K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-218- 1.26% |
$19.4K - $20.4K
|
17.1K
$1.56M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-222- 4.2% |
$19.7K - $20.7K
|
5.06K
$460K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-227- 4.12% |
$20.2K - $21.2K
|
5.28K
$480K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-233- 2.82% |
$20.7K - $21.8K
|
8.03K
$730K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-245- 81.4% |
$21.8K - $22.9K
|
56
$5.09K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-248- 7.48% |
$22.1K - $23.2K
|
3.07K
$278K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-268- 6.91% |
$23.8K - $25K
|
3.61K
$328K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-272- 5.79% |
$24.2K - $25.4K
|
4.43K
$402K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-282- 2.37% |
$25.1K - $26.4K
|
11.6K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-322- 10.2% |
$28.6K - $30.1K
|
2.84K
$258K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-333- 2.03% |
$29.6K - $31.1K
|
16.1K
$1.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-333- 50.76% |
$29.6K - $31.1K
|
323
$29.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-334- 3.17% |
$29.7K - $31.2K
|
10.2K
$927K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-339- 3.02% |
$30.2K - $31.7K
|
10.9K
$988K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-373- 9.16% |
$33.2K - $34.9K
|
3.7K
$336K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-399- 5.89% |
$35.5K - $37.3K
|
6.37K
$579K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-425- 70.48% |
$37.8K - $39.7K
|
178
$16.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-463- 9.31% |
$41.2K - $43.3K
|
4.51K
$410K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-464- 48.23% |
$41.3K - $43.4K
|
498
$45.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-479- 5.55% |
$42.6K - $44.8K
|
8.15K
$740K
|