Purchases and Sales Made in Q1 2024 in Ishares Tr (EMB)
This table provides information about the institutional ownership of Ishares Tr (EMB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
10.2KNew |
$885K - $922K
|
10.2K
$925K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10K+ 32.17% |
$869K - $905K
|
41.3K
$3.73M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.91K+ 6.28% |
$857K - $892K
|
168K
$15.2M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.9K+ 152.57% |
$856K - $891K
|
16.4K
$1.48M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9.65K+ 11.68% |
$835K - $869K
|
92.3K
$8.34M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
9.5KNew |
$822K - $856K
|
9.5K
$859K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9.39K+ 31303.33% |
$812K - $846K
|
9.42K
$851K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
9.25K+ 3.47% |
$800K - $833K
|
275K
$24.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9.1K+ 6.39% |
$787K - $820K
|
151K
$13.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
9.04K+ 26.96% |
$782K - $814K
|
42.6K
$3.85M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
9.01K+ 6.75% |
$779K - $812K
|
143K
$12.9M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
9KNew |
$778K - $811K
|
9K
$813K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.9K+ 178.73% |
$770K - $801K
|
13.9K
$1.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.8KNew |
$761K - $793K
|
8.8K
$796K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
8.74K+ 72.98% |
$756K - $788K
|
20.7K
$1.87M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
8.69K+ 38.77% |
$751K - $783K
|
31.1K
$2.81M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
8.49K+ 66.62% |
$734K - $764K
|
21.2K
$1.92M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.38K+ 74.42% |
$725K - $755K
|
19.6K
$1.77M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
8.36K+ 19.33% |
$723K - $753K
|
51.6K
$4.66M
|
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
8.09K+ 49.48% |
$700K - $729K
|
24.4K
$2.21M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.09K+ 25.73% |
$700K - $729K
|
39.5K
$3.57M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8K+ 1.04% |
$692K - $721K
|
777K
$70.2M
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
7.95KNew |
$688K - $716K
|
7.95K
$718K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.8K+ 67.46% |
$675K - $703K
|
19.4K
$1.75M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.77K+ 63.25% |
$672K - $700K
|
20.1K
$1.81M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.39K+ 86.66% |
$639K - $666K
|
15.9K
$1.44M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
7.3KNew |
$631K - $657K
|
7.3K
$659K
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
BUY
|
- |
7.25K+ 94.08% |
$627K - $653K
|
14.9K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
7.03KNew |
$608K - $633K
|
7.03K
$635K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.96K+ 31.53% |
$602K - $627K
|
29K
$2.62M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
6.96K+ 49.7% |
$602K - $627K
|
21K
$1.89M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
6.68K+ 8.17% |
$577K - $601K
|
88.4K
$7.99M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.62K+ 15.62% |
$573K - $597K
|
49K
$4.43M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6.43K+ 82.23% |
$556K - $579K
|
14.2K
$1.29M
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
6.42K+ 120.97% |
$555K - $578K
|
11.7K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
6.39K+ 6.68% |
$553K - $576K
|
102K
$9.22M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
6.38K+ 5.76% |
$551K - $574K
|
117K
$10.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
6.22K+ 7.89% |
$538K - $560K
|
85.1K
$7.69M
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
6.16K+ 2.59% |
$533K - $555K
|
244K
$22M
|
|
|
Apr 25, 2024
Q1 2024
|
Q3 Asset Management
|
BUY
|
- |
6.1K+ 14.33% |
$528K - $550K
|
48.7K
$4.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
6.02K+ 5737.14% |
$521K - $543K
|
6.13K
$554K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.89K+ 31.31% |
$510K - $531K
|
24.7K
$2.23M
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
5.73K+ 13.22% |
$496K - $516K
|
49.1K
$4.44M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.73K+ 6.75% |
$496K - $516K
|
90.5K
$8.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
5.73K+ 3.54% |
$495K - $516K
|
167K
$15.1M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
5.7K+ 54.48% |
$493K - $514K
|
16.2K
$1.46M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.3K+ 31.73% |
$458K - $477K
|
22K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
5.12K+ 12.69% |
$443K - $462K
|
45.5K
$4.11M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
5.11K+ 13.93% |
$442K - $461K
|
41.8K
$3.78M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
5.03KNew |
$435K - $453K
|
5.03K
$454K
|