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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-440- 24.2% |
$38.1K - $39.5K
|
1.38K
$123K
|
|
|
Aug 14, 2024
Q2 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-452- 5.43% |
$39.2K - $40.6K
|
7.88K
$706K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-455- 16.11% |
$39.4K - $40.9K
|
2.37K
$212K
|
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-466- 0.69% |
$40.4K - $41.9K
|
66.8K
$5.99M
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-480- 3.8% |
$41.6K - $43.1K
|
12.2K
$1.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-483- 5.3% |
$41.9K - $43.4K
|
8.63K
$773K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-502- 3.3% |
$43.5K - $45.1K
|
14.7K
$1.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-513- 4.86% |
$44.5K - $46.1K
|
10K
$899K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-526- 98.87% |
$45.6K - $47.3K
|
6
$537
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-530- 1.27% |
$45.9K - $47.6K
|
41.2K
$3.69M
|
|
|
Aug 15, 2024
Q2 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-534- 7.22% |
$46.3K - $48K
|
6.86K
$614K
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
SELL
|
- |
-541- 5.61% |
$46.9K - $48.6K
|
9.11K
$815K
|
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-554- 18.34% |
$48K - $49.8K
|
2.47K
$221K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-557- 11.91% |
$48.3K - $50.1K
|
4.12K
$369K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-565- 27.97% |
$49K - $50.8K
|
1.46K
$130K
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-580- 4.57% |
$50.3K - $52.1K
|
12.1K
$1.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-587- 12.04% |
$50.9K - $52.8K
|
4.29K
$384K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-614- 11.94% |
$53.2K - $55.2K
|
4.53K
$406K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-627- 4.41% |
$54.3K - $56.4K
|
13.6K
$1.22M
|
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-640- 5.03% |
$55.5K - $57.5K
|
12.1K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-641- 39.35% |
$55.5K - $57.6K
|
988
$88.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-643- 9.66% |
$55.7K - $57.8K
|
6.01K
$539K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-648- 4.04% |
$56.2K - $58.2K
|
15.4K
$1.38M
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-648- 5.84% |
$56.2K - $58.2K
|
10.5K
$936K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-653- 14.43% |
$56.6K - $58.7K
|
3.87K
$347K
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-660- 2.7% |
$57.2K - $59.3K
|
23.8K
$2.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-672- 0.09% |
$58.2K - $60.4K
|
776K
$69.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-676- 6.17% |
$58.6K - $60.8K
|
10.3K
$920K
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-677- 17.16% |
$58.7K - $60.8K
|
3.27K
$293K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-680- 3.14% |
$58.9K - $61.1K
|
21K
$1.88M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-689- 6.95% |
$59.7K - $61.9K
|
9.23K
$826K
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-703- 5.34% |
$60.9K - $63.2K
|
12.5K
$1.12M
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-704- 8.07% |
$61K - $63.3K
|
8.03K
$719K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-738- 17.69% |
$64K - $66.3K
|
3.43K
$307K
|
|
|
Aug 07, 2024
Q2 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-741- 1.25% |
$64.2K - $66.6K
|
58.3K
$5.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-757- 13.15% |
$65.6K - $68K
|
5K
$448K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-763- 6.53% |
$66.1K - $68.6K
|
10.9K
$978K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-796- 25.34% |
$69K - $71.5K
|
2.35K
$210K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-803- 21.17% |
$69.6K - $72.2K
|
2.99K
$268K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-819- 24.42% |
$71K - $73.6K
|
2.54K
$227K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-858- 5.24% |
$74.4K - $77.1K
|
15.5K
$1.39M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-864- 2.66% |
$74.9K - $77.7K
|
31.6K
$2.83M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-869- 17.29% |
$75.3K - $78.1K
|
4.16K
$372K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-900- 8.49% |
$78K - $80.9K
|
9.7K
$869K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-908- 6.82% |
$78.7K - $81.6K
|
12.4K
$1.11M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-921- 4.5% |
$79.8K - $82.8K
|
19.5K
$1.75M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-929- 9.04% |
$80.5K - $83.5K
|
9.34K
$837K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-940- 25.15% |
$81.5K - $84.5K
|
2.8K
$250K
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-955- 4.06% |
$82.8K - $85.8K
|
22.5K
$2.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-970- 56.07% |
$84.1K - $87.2K
|
760
$68.1K
|