Latest Institutional Transactions on Ishares Tr (EMB)
This table provides information on the latest institutional transactions involving Ishares Tr (EMB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.68K- 29.88% |
$134K - $151K
|
3.94K
$359K
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-391- 13.53% |
$31.2K - $35.1K
|
2.5K
$228K
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.37KNew |
$189K - $212K
|
2.37K
$216K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-25- 1.2% |
$1.99K - $2.24K
|
2.05K
$187K
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
224KNew |
$17.9M - $20.1M
|
224K
$20.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
215New |
$17.1K - $19.3K
|
215
$19.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
24New |
$1.91K - $2.15K
|
24
$2.19K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-743- 94.65% |
$59.2K - $66.6K
|
42
$3.83K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
53New |
$4.22K - $4.75K
|
53
$4.83K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1- 0.74% |
$79.7 - $89.7
|
135
$12.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-24- 0.76% |
$1.91K - $2.15K
|
3.13K
$286K
|
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
118KNew |
$9.39M - $10.6M
|
118K
$10.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.1K- 50.12% |
$326K - $367K
|
4.08K
$371K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
274+ 5.9% |
$21.8K - $24.6K
|
4.92K
$448K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
713New |
$56.8K - $63.9K
|
713
$65K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-50- 98.04% |
$3.99K - $4.48K
|
1
$91.1
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
33+ 1.19% |
$2.63K - $2.96K
|
2.81K
$256K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
PUT |
300New |
$23.9K - $26.9K
|
300
$27.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
53+ 1.03% |
$4.22K - $4.75K
|
5.2K
$474K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.39KNew |
$190K - $214K
|
2.39K
$218K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.05K- 29.72% |
$243K - $273K
|
7.2K
$656K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
7New |
$558 - $628
|
7
$638
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
BUY
|
- |
1.56K+ 14.72% |
$124K - $140K
|
12.1K
$1.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-348- 3.02% |
$27.7K - $31.2K
|
11.2K
$1.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
PUT |
-38.5K- 79.38% |
$3.07M - $3.45M
|
10K
$911K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
12New |
$957 - $1.08K
|
12
$1.09K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-28- 70.0% |
$2.23K - $2.51K
|
12
$1.09K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-667- 20.89% |
$53.2K - $59.8K
|
2.53K
$230K
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-11.4K- 23.52% |
$910K - $1.02M
|
37.1K
$3.38M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-662- 18.37% |
$52.8K - $59.4K
|
2.94K
$268K
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-5.5K- 4.49% |
$438K - $493K
|
117K
$10.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
61New |
$4.86K - $5.47K
|
61
$5.56K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-12.1K- 14.65% |
$965K - $1.09M
|
70.6K
$6.43M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.29KNew |
$342K - $384K
|
4.29K
$391K
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
BUY
|
- |
32+ 1.19% |
$2.55K - $2.87K
|
2.72K
$248K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
2.53KNew |
$202K - $227K
|
2.53K
$230K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.54KNew |
$202K - $228K
|
2.54K
$231K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
100New |
$7.97K - $8.97K
|
100
$9.11K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-6.2K- 65.96% |
$494K - $556K
|
3.2K
$292K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.65K+ 34.13% |
$211K - $237K
|
10.4K
$948K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
8+ 1.68% |
$638 - $717
|
484
$44.1K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-13- 23.21% |
$1.04K - $1.17K
|
43
$3.92K
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-511- 16.45% |
$40.7K - $45.8K
|
2.6K
$237K
|
|
| Q3 2023 | |||||||
|
May 07, 2025
Q3 2023
|
Symmetry Investments LP
|
BUY
|
- |
9.84KNew |
$811K - $863K
|
9.84K
$897K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
145+ 5.35% |
$12K - $12.7K
|
2.85K
$260K
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-126KClosed |
$10.4M - $11M
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-8- 88.89% |
$659 - $701
|
1
$91.1
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-74- 23.72% |
$6.1K - $6.49K
|
238
$21.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
444+ 3.75% |
$36.6K - $38.9K
|
12.3K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-4.88K- 30.29% |
$402K - $427K
|
11.2K
$1.02M
|
|