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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
141+ 0.38% |
$12.5K - $13.2K
|
37.2K
$3.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
139+ 5.31% |
$12.4K - $13K
|
2.76K
$252K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
135New |
$12K - $12.6K
|
135
$12.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
126+ 3.72% |
$11.2K - $11.8K
|
3.51K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
122+ 5.51% |
$10.9K - $11.4K
|
2.34K
$213K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
119+ 2.78% |
$10.6K - $11.1K
|
4.4K
$402K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
119New |
$10.6K - $11.1K
|
119
$10.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
117+ 92.86% |
$10.4K - $10.9K
|
243
$22.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
116+ 4.18% |
$10.3K - $10.8K
|
2.89K
$264K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
115+ 6.71% |
$10.2K - $10.7K
|
1.83K
$167K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
113+ 1.65% |
$10.1K - $10.6K
|
6.98K
$638K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
111+ 3.03% |
$9.87K - $10.4K
|
3.77K
$345K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
110+ 3.49% |
$9.78K - $10.3K
|
3.26K
$298K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$8.89K - $9.35K
|
100
$9.14K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
100New |
$8.89K - $9.35K
|
100
$9.14K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
99+ 3.76% |
$8.81K - $9.25K
|
2.74K
$250K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
92+ 1.48% |
$8.18K - $8.6K
|
6.29K
$575K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
91+ 2.33% |
$8.09K - $8.5K
|
4K
$365K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
90+ 34.35% |
$8K - $8.41K
|
352
$32.2K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
87+ 2.24% |
$7.74K - $8.13K
|
3.98K
$364K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
86+ 0.83% |
$7.65K - $8.04K
|
10.5K
$958K
|
|
|
Feb 12, 2025
Q4 2024
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
81New |
$7.2K - $7.57K
|
81
$7.41K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
79+ 76.7% |
$7.03K - $7.38K
|
182
$16.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
79+ 0.87% |
$7.03K - $7.38K
|
9.13K
$834K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
78New |
$6.94K - $7.29K
|
78
$7.13K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
72+ 0.87% |
$6.4K - $6.73K
|
8.39K
$767K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
71+ 0.8% |
$6.31K - $6.64K
|
8.97K
$820K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
68New |
$6.05K - $6.36K
|
68
$6.22K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
63+ 0.87% |
$5.6K - $5.89K
|
7.33K
$670K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
62+ 295.24% |
$5.51K - $5.79K
|
83
$7.59K
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
61+ 0.51% |
$5.43K - $5.7K
|
12K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
61+ 4.12% |
$5.43K - $5.7K
|
1.54K
$141K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
58+ 12.45% |
$5.16K - $5.42K
|
524
$47.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
58+ 0.16% |
$5.16K - $5.42K
|
36.8K
$3.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
57+ 1.06% |
$5.07K - $5.33K
|
5.46K
$499K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
54+ 1.2% |
$4.8K - $5.05K
|
4.56K
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
54+ 2.58% |
$4.8K - $5.05K
|
2.15K
$196K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
52+ 1.95% |
$4.62K - $4.86K
|
2.71K
$248K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
51New |
$4.54K - $4.77K
|
51
$4.66K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
51+ 1.83% |
$4.54K - $4.77K
|
2.84K
$260K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
49+ 94.23% |
$4.36K - $4.58K
|
101
$9.23K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
49+ 0.63% |
$4.36K - $4.58K
|
7.84K
$716K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
48New |
$4.27K - $4.49K
|
48
$4.39K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
47+ 0.56% |
$4.18K - $4.39K
|
8.39K
$767K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
46New |
$4.09K - $4.3K
|
46
$4.21K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
45+ 3.31% |
$4K - $4.21K
|
1.41K
$128K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
44+ 0.49% |
$3.91K - $4.11K
|
8.96K
$819K
|
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
44+ 0.25% |
$3.91K - $4.11K
|
17.9K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
41+ 0.46% |
$3.65K - $3.83K
|
9.05K
$827K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
41+ 0.3% |
$3.65K - $3.83K
|
13.7K
$1.25M
|