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 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
180+ 7.56% |
$15.1K - $15.6K
|
2.56K
$234K
|
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
6.45KNew |
$541K - $558K
|
6.45K
$588K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.21KNew |
$269K - $278K
|
3.21K
$293K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
10KNew |
$839K - $865K
|
10K
$911K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
15New |
$1.26K - $1.3K
|
15
$1.37K
|
|
|
Aug 14, 2023
Q2 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
274KNew |
$23M - $23.7M
|
274K
$25M
|
|
|
Aug 14, 2023
Q2 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
274KNew |
$23M - $23.7M
|
274K
$25M
|
|
|
Aug 14, 2023
Q2 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
20KNew |
$1.68M - $1.73M
|
20K
$1.82M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
107New |
$8.98K - $9.26K
|
107
$9.75K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
355+ 3.74% |
$29.8K - $30.7K
|
9.85K
$898K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
566+ 16.8% |
$47.5K - $49K
|
3.94K
$359K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-386- 90.19% |
$32.4K - $33.4K
|
42
$3.83K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
76.9K+ 53.06% |
$6.45M - $6.66M
|
222K
$20.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-7.51K- 79.46% |
$630K - $650K
|
1.94K
$177K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
46.5K+ 7.71% |
$3.9M - $4.02M
|
650K
$59.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-6.66K- 38.86% |
$559K - $576K
|
10.5K
$955K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
4New |
$336 - $346
|
4
$365
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
39New |
$3.27K - $3.38K
|
39
$3.55K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-959- 3.88% |
$80.5K - $83K
|
23.8K
$2.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-101- 51.53% |
$8.47K - $8.74K
|
95
$8.66K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1New |
$83.9 - $86.5
|
1
$91.1
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2New |
$168 - $173
|
2
$182
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.66K+ 60.39% |
$139K - $143K
|
4.4K
$401K
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
113KNew |
$9.51M - $9.81M
|
113K
$10.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
BUY
|
- |
11.9K+ 4.96% |
$1M - $1.03M
|
252K
$23M
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
6.99KNew |
$586K - $605K
|
6.99K
$637K
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
3.5KNew |
$294K - $303K
|
3.5K
$319K
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-277- 3.63% |
$23.2K - $24K
|
7.35K
$670K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
14New |
$1.17K - $1.21K
|
14
$1.28K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.9K- 41.6% |
$159K - $164K
|
2.67K
$243K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2.71K+ 7964.71% |
$227K - $234K
|
2.74K
$250K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-155K- 21.44% |
$13M - $13.4M
|
569K
$51.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-3.24K- 56.62% |
$272K - $280K
|
2.48K
$226K
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
625New |
$52.4K - $54.1K
|
625
$57K
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
911+ 16.2% |
$76.4K - $78.8K
|
6.53K
$596K
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
27New |
$2.27K - $2.34K
|
27
$2.46K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
646+ 0.51% |
$54.2K - $55.9K
|
128K
$11.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-696- 11.39% |
$58.4K - $60.2K
|
5.41K
$493K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
21.9KNew |
$1.84M - $1.9M
|
21.9K
$2M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-864- 20.65% |
$72.5K - $74.8K
|
3.32K
$303K
|
|
|
Jul 07, 2023
Q2 2023
|
Savior LLC
|
BUY
|
- |
4+ 1.05% |
$336 - $346
|
385
$35.1K
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
45+ 0.82% |
$3.78K - $3.89K
|
5.55K
$506K
|
|
| Q1 2023 | |||||||
|
Feb 13, 2025
Q1 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-2.97KClosed |
$249K - $266K
|
0
$0
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.04K- 1.24% |
$87.3K - $93.1K
|
82.6K
$7.53M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
14New |
$1.18K - $1.25K
|
14
$1.28K
|
|
|
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
$378K
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
4.95KNew |
$416K - $444K
|
4.95K
$451K
|
|