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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.86K+ 4.95% |
$161K - $168K
|
39.4K
$3.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.79K+ 2.77% |
$154K - $161K
|
66.3K
$5.99M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
1.75K+ 17.17% |
$151K - $157K
|
11.9K
$1.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.7K+ 15.5% |
$147K - $153K
|
12.7K
$1.14M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.69KNew |
$146K - $152K
|
1.69K
$152K
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
1.65K+ 2.16% |
$143K - $149K
|
78.3K
$7.07M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.64K+ 31.7% |
$141K - $147K
|
6.8K
$614K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.62K+ 2.81% |
$140K - $146K
|
59.3K
$5.36M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
1.57K+ 58.94% |
$136K - $142K
|
4.24K
$383K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.54K+ 3.46% |
$133K - $138K
|
45.9K
$4.15M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.51K+ 9.4% |
$131K - $136K
|
17.6K
$1.59M
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.51K+ 1.47% |
$130K - $136K
|
104K
$9.42M
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.42K+ 20.9% |
$123K - $128K
|
8.21K
$742K
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
1.4K+ 3.78% |
$121K - $126K
|
38.4K
$3.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.4K+ 37.27% |
$121K - $126K
|
5.14K
$465K
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
1.38K+ 57.18% |
$119K - $124K
|
3.79K
$342K
|
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.37K+ 4.56% |
$118K - $123K
|
31.4K
$2.84M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
1.33K+ 6.61% |
$115K - $120K
|
21.5K
$1.95M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.33K+ 14.9% |
$115K - $120K
|
10.3K
$928K
|
|
|
Apr 22, 2024
Q1 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.32K+ 3.86% |
$114K - $119K
|
35.6K
$3.21M
|
|
|
May 13, 2024
Q1 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
1.32K+ 23.98% |
$114K - $119K
|
6.81K
$616K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.26K+ 3.78% |
$109K - $114K
|
34.6K
$3.12M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.15K+ 39.51% |
$99.7K - $104K
|
4.07K
$368K
|
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
1.15K+ 7.1% |
$99.5K - $104K
|
17.4K
$1.57M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.13K+ 21.79% |
$97.6K - $102K
|
6.31K
$570K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.12K+ 8.48% |
$96.8K - $101K
|
14.3K
$1.29M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.11K+ 21.79% |
$96.2K - $100K
|
6.22K
$562K
|
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
1.07K+ 6.63% |
$92.7K - $96.6K
|
17.2K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.06K+ 6.66% |
$91.6K - $95.4K
|
17K
$1.53M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.05K+ 27.79% |
$90.9K - $94.7K
|
4.83K
$437K
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1.03K+ 6.44% |
$89K - $92.7K
|
17K
$1.54M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.01K+ 93.42% |
$87.2K - $90.8K
|
2.09K
$189K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
996+ 6.94% |
$86.1K - $89.7K
|
15.3K
$1.39M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
989+ 12.1% |
$85.5K - $89.1K
|
9.16K
$828K
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
981+ 40.11% |
$84.8K - $88.4K
|
3.43K
$310K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
969+ 30.26% |
$83.8K - $87.3K
|
4.17K
$377K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
950+ 11.64% |
$82.2K - $85.6K
|
9.11K
$823K
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
940+ 9.37% |
$81.3K - $84.7K
|
11K
$992K
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
940+ 22.03% |
$81.3K - $84.7K
|
5.21K
$471K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
932+ 21.89% |
$80.6K - $84K
|
5.19K
$469K
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
860+ 0.95% |
$74.4K - $77.5K
|
91.8K
$8.29M
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
850+ 15.29% |
$73.5K - $76.6K
|
6.41K
$579K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
847+ 15.05% |
$73.3K - $76.3K
|
6.48K
$585K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
831+ 84.19% |
$71.9K - $74.9K
|
1.82K
$164K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
827+ 19.6% |
$71.5K - $74.5K
|
5.05K
$456K
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
819+ 12.66% |
$70.8K - $73.8K
|
7.29K
$659K
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
789+ 4.7% |
$68.2K - $71.1K
|
17.6K
$1.59M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
748+ 30.33% |
$64.7K - $67.4K
|
3.21K
$291K
|
|
|
Apr 22, 2024
Q1 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
746+ 9.69% |
$64.5K - $67.2K
|
8.44K
$763K
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
745+ 2.0% |
$64.4K - $67.1K
|
38K
$3.44M
|