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 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
40+ 1.8% |
$3.56K - $3.74K
|
2.26K
$206K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
40+ 1.06% |
$3.56K - $3.74K
|
3.81K
$348K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
39+ 6.49% |
$3.47K - $3.64K
|
640
$58.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
37+ 0.06% |
$3.29K - $3.46K
|
58.4K
$5.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
37New |
$3.29K - $3.46K
|
37
$3.38K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
33+ 21.71% |
$2.94K - $3.08K
|
185
$16.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
30New |
$2.67K - $2.8K
|
30
$2.74K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
28+ 0.98% |
$2.49K - $2.62K
|
2.9K
$265K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
25New |
$2.22K - $2.34K
|
25
$2.29K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
25+ 0.55% |
$2.22K - $2.34K
|
4.59K
$420K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
23New |
$2.05K - $2.15K
|
23
$2.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
21+ 12.65% |
$1.87K - $1.96K
|
187
$17.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
21New |
$1.87K - $1.96K
|
21
$1.92K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
19+ 4.94% |
$1.69K - $1.78K
|
404
$36.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
19+ 1.81% |
$1.69K - $1.78K
|
1.07K
$97.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
19+ 0.86% |
$1.69K - $1.78K
|
2.23K
$203K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18+ 0.98% |
$1.6K - $1.68K
|
1.86K
$170K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
17New |
$1.51K - $1.59K
|
17
$1.55K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
15+ 0.39% |
$1.33K - $1.4K
|
3.85K
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
14+ 15.73% |
$1.25K - $1.31K
|
103
$9.42K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
14+ 0.17% |
$1.25K - $1.31K
|
8.19K
$748K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
13+ 17.81% |
$1.16K - $1.21K
|
86
$7.86K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
13+ 0.25% |
$1.16K - $1.21K
|
5.26K
$481K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
13New |
$1.16K - $1.21K
|
13
$1.19K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
12New |
$1.07K - $1.12K
|
12
$1.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
10New |
$889 - $935
|
10
$914
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9+ 0.09% |
$800 - $841
|
10K
$918K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
9+ 0.39% |
$800 - $841
|
2.34K
$213K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
8+ 40.0% |
$712 - $748
|
28
$2.56K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
7+ 0.14% |
$623 - $654
|
5.05K
$461K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 1.67% |
$534 - $561
|
365
$33.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6+ 1.16% |
$534 - $561
|
523
$47.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
5New |
$445 - $467
|
5
$457
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
5+ 0.11% |
$445 - $467
|
4.36K
$399K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4+ 1.89% |
$356 - $374
|
216
$19.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4+ 2.0% |
$356 - $374
|
204
$18.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 5.88% |
$356 - $374
|
72
$6.58K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3+ 1.81% |
$267 - $280
|
169
$15.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3+ 0.55% |
$267 - $280
|
545
$49.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 2.34% |
$267 - $280
|
131
$12K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
3+ 0.36% |
$267 - $280
|
832
$76.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
3New |
$267 - $280
|
3
$274
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 1.8% |
$267 - $280
|
170
$15.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
3New |
$267 - $280
|
3
$274
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 150.0% |
$267 - $280
|
5
$457
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.88% |
$178 - $187
|
230
$21K
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1+ 0.02% |
$88.9 - $93.5
|
6.04K
$552K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1+ 50.0% |
$88.9 - $93.5
|
3
$274
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1New |
$88.9 - $93.5
|
1
$91.4
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1New |
$88.9 - $93.5
|
1
$91.4
|