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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
4New |
$336 - $346
|
4
$355
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
39New |
$3.27K - $3.38K
|
39
$3.46K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-959- 3.88% |
$80.5K - $83K
|
23.8K
$2.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-101- 51.53% |
$8.47K - $8.74K
|
95
$8.44K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1New |
$83.9 - $86.5
|
1
$88.8
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2New |
$168 - $173
|
2
$178
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.66K+ 60.39% |
$139K - $143K
|
4.4K
$391K
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
113KNew |
$9.51M - $9.81M
|
113K
$10.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
BUY
|
- |
11.9K+ 4.96% |
$1M - $1.03M
|
252K
$22.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
6.99KNew |
$586K - $605K
|
6.99K
$620K
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
3.5KNew |
$294K - $303K
|
3.5K
$311K
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-277- 3.63% |
$23.2K - $24K
|
7.35K
$653K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
14New |
$1.17K - $1.21K
|
14
$1.24K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.9K- 41.6% |
$159K - $164K
|
2.67K
$237K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2.71K+ 7964.71% |
$227K - $234K
|
2.74K
$243K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-155K- 21.44% |
$13M - $13.4M
|
569K
$50.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-3.24K- 56.62% |
$272K - $280K
|
2.48K
$220K
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
625New |
$52.4K - $54.1K
|
625
$55.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
911+ 16.2% |
$76.4K - $78.8K
|
6.53K
$580K
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
27New |
$2.27K - $2.34K
|
27
$2.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
646+ 0.51% |
$54.2K - $55.9K
|
128K
$11.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-696- 11.39% |
$58.4K - $60.2K
|
5.41K
$481K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
21.9KNew |
$1.84M - $1.9M
|
21.9K
$1.95M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-864- 20.65% |
$72.5K - $74.8K
|
3.32K
$295K
|
|
|
Jul 07, 2023
Q2 2023
|
Savior LLC
|
BUY
|
- |
4+ 1.05% |
$336 - $346
|
385
$34.2K
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
45+ 0.82% |
$3.78K - $3.89K
|
5.55K
$493K
|
|
| Q1 2023 | |||||||
|
Feb 13, 2025
Q1 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-2.97KClosed |
$249K - $266K
|
0
$0
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.67KNew |
$224K - $239K
|
2.67K
$237K
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.04K- 1.24% |
$87.3K - $93.1K
|
82.6K
$7.33M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
14New |
$1.18K - $1.25K
|
14
$1.24K
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-5.38KClosed |
$452K - $482K
|
0
$0
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-14Closed |
$1.18K - $1.25K
|
0
$0
|
|
|
Nov 14, 2023
Q1 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
4.15KNew |
$349K - $372K
|
4.15K
$369K
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
4.95KNew |
$416K - $444K
|
4.95K
$440K
|
|
|
May 31, 2023
Q1 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.48KNew |
$209K - $222K
|
2.48K
$221K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-262- 75.94% |
$22K - $23.5K
|
83
$7.37K
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-9.12K- 44.46% |
$766K - $817K
|
11.4K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
104KNew |
$8.73M - $9.31M
|
104K
$9.24M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.19KNew |
$352K - $375K
|
4.19K
$372K
|
|
|
May 15, 2023
Q1 2023
|
Soros Capital Management LLC
New York, NY |
BUY
|
PUT |
20K+ 80.0% |
$1.68M - $1.79M
|
45K
$4M
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
18New |
$1.51K - $1.61K
|
18
$1.6K
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
11.2KNew |
$942K - $1M
|
11.2K
$996K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.66K- 28.63% |
$140K - $149K
|
4.14K
$368K
|
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
9.5K+ 59.38% |
$798K - $851K
|
25.5K
$2.26M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-116- 92.06% |
$9.74K - $10.4K
|
10
$888
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
152New |
$12.8K - $13.6K
|
152
$13.5K
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
5New |
$420 - $448
|
5
$444
|
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
CALL |
125KNew |
$10.5M - $11.2M
|
125K
$11.1M
|
|