Purchases and Sales Made in Q2 2024 in Ishares Tr (EMB)
This table provides information about the institutional ownership of Ishares Tr (EMB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-103- 48.82% |
$8.93K - $9.26K
|
108
$9.67K
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-107- 2.05% |
$9.27K - $9.62K
|
5.11K
$458K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-107Closed |
$9.27K - $9.62K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-110- 1.41% |
$9.53K - $9.89K
|
7.7K
$690K
|
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-117- 3.55% |
$10.1K - $10.5K
|
3.18K
$284K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-119- 3.7% |
$10.3K - $10.7K
|
3.1K
$277K
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-127- 4.2% |
$11K - $11.4K
|
2.9K
$260K
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-137- 33.83% |
$11.9K - $12.3K
|
268
$24K
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-140- 0.37% |
$12.1K - $12.6K
|
37.9K
$3.39M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-141- 1.6% |
$12.2K - $12.7K
|
8.66K
$776K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-148- 5.81% |
$12.8K - $13.3K
|
2.4K
$215K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-151- 1.42% |
$13.1K - $13.6K
|
10.5K
$939K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
SELL
|
- |
-155- 6.03% |
$13.4K - $13.9K
|
2.41K
$216K
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-161- 4.84% |
$14K - $14.5K
|
3.16K
$283K
|
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-164- 2.0% |
$14.2K - $14.7K
|
8.04K
$720K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-168- 99.41% |
$14.6K - $15.1K
|
1
$89.6
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-174- 6.68% |
$15.1K - $15.6K
|
2.43K
$218K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-185- 2.42% |
$16K - $16.6K
|
7.46K
$668K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-186- 0.75% |
$16.1K - $16.7K
|
24.5K
$2.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-190- 6.28% |
$16.5K - $17.1K
|
2.84K
$254K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-209- 25.36% |
$18.1K - $18.8K
|
615
$55.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-212- 10.16% |
$18.4K - $19.1K
|
1.88K
$168K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-217- 2.79% |
$18.8K - $19.5K
|
7.57K
$678K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-219- 3.89% |
$19K - $19.7K
|
5.4K
$484K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-224- 2.42% |
$19.4K - $20.1K
|
9.05K
$810K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-228- 31.32% |
$19.8K - $20.5K
|
500
$44.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-235- 41.01% |
$20.4K - $21.1K
|
338
$30.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-243- 1.38% |
$21.1K - $21.8K
|
17.3K
$1.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-245- 7.76% |
$21.2K - $22K
|
2.91K
$261K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-246- 3.62% |
$21.3K - $22.1K
|
6.55K
$587K
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-255- 0.6% |
$22.1K - $22.9K
|
42.2K
$3.78M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-275- 3.01% |
$23.8K - $24.7K
|
8.85K
$793K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-276- 5.84% |
$23.9K - $24.8K
|
4.45K
$399K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-279- 10.59% |
$24.2K - $25.1K
|
2.36K
$211K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-305- 27.85% |
$26.4K - $27.4K
|
790
$70.8K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-307- 10.62% |
$26.6K - $27.6K
|
2.58K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-317- 5.27% |
$27.5K - $28.5K
|
5.7K
$511K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-321- 1.85% |
$27.8K - $28.9K
|
17K
$1.53M
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-350- 24.48% |
$30.3K - $31.5K
|
1.08K
$96.7K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-354- 1.64% |
$30.7K - $31.8K
|
21.2K
$1.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-358- 2.77% |
$31K - $32.2K
|
12.5K
$1.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-359- 2.4% |
$31.1K - $32.3K
|
14.6K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-368- 13.49% |
$31.9K - $33.1K
|
2.36K
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-371- 2.58% |
$32.2K - $33.3K
|
14K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-381- 40.66% |
$33K - $34.2K
|
556
$49.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-392- 5.65% |
$34K - $35.2K
|
6.54K
$586K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-399- 4.9% |
$34.6K - $35.9K
|
7.75K
$694K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-408- 11.14% |
$35.4K - $36.7K
|
3.25K
$291K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-430Closed |
$37.3K - $38.6K
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-440- 16.41% |
$38.1K - $39.5K
|
2.24K
$201K
|