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
|
Alera Investment Advisors, LLC
|
BUY
|
- |
33.9KNew |
$2.94M - $3.05M
|
33.9K
$3.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
32.1K+ 2.48% |
$2.78M - $2.89M
|
1.33M
$119M
|
|
|
Aug 12, 2024
Q2 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
28.2K+ 14.77% |
$2.44M - $2.53M
|
219K
$19.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
28.1K+ 1.38% |
$2.44M - $2.53M
|
2.06M
$185M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.9K+ 63.18% |
$2.16M - $2.24M
|
64.3K
$5.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
24.4K+ 143.98% |
$2.12M - $2.2M
|
41.4K
$3.71M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
24.2K+ 167.68% |
$2.1M - $2.18M
|
38.7K
$3.47M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.9K+ 7.63% |
$1.9M - $1.97M
|
309K
$27.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
20.1K+ 4.31% |
$1.74M - $1.81M
|
487K
$43.6M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
18.3KNew |
$1.59M - $1.65M
|
18.3K
$1.64M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.2K+ 27.52% |
$1.58M - $1.64M
|
84.6K
$7.57M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
17.4K+ 1.39% |
$1.51M - $1.56M
|
1.27M
$114M
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
16.8K+ 1.34% |
$1.46M - $1.51M
|
1.27M
$114M
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.6KNew |
$1.44M - $1.49M
|
16.6K
$1.49M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.1K+ 12.34% |
$1.39M - $1.45M
|
147K
$13.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.1K+ 17.04% |
$1.39M - $1.44M
|
110K
$9.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
16.1KNew |
$1.39M - $1.44M
|
16.1K
$1.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.9K+ 2.33% |
$1.29M - $1.34M
|
652K
$58.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
14.4KNew |
$1.25M - $1.29M
|
14.4K
$1.29M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.2K+ 13.54% |
$1.14M - $1.18M
|
111K
$9.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
12.6K+ 25.94% |
$1.09M - $1.13M
|
61.2K
$5.48M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
12K+ 2.18% |
$1.04M - $1.08M
|
562K
$50.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
12K+ 2.18% |
$1.04M - $1.08M
|
562K
$50.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
12KNew |
$1.04M - $1.08M
|
12K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
11.6K+ 15.96% |
$1.01M - $1.05M
|
84.6K
$7.58M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.6K+ 33.43% |
$1M - $1.04M
|
46.1K
$4.13M
|
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
10.9K+ 27.11% |
$941K - $976K
|
50.9K
$4.56M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
10.5KNew |
$911K - $945K
|
10.5K
$941K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
10.4KNew |
$900K - $934K
|
10.4K
$930K
|
|
|
Aug 02, 2024
Q2 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
10K+ 83.33% |
$868K - $900K
|
22K
$1.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Allie Family Office LLC
|
BUY
|
- |
10KNew |
$867K - $899K
|
10K
$896K
|
|
|
Jul 30, 2024
Q2 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
9.51K+ 4.04% |
$824K - $854K
|
245K
$21.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
9.17K+ 18.71% |
$795K - $824K
|
58.2K
$5.21M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
8.99K+ 178.32% |
$779K - $808K
|
14K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
8.81K+ 85.06% |
$764K - $792K
|
19.2K
$1.72M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
8.42KNew |
$730K - $757K
|
8.42K
$754K
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
8.42K+ 119.78% |
$730K - $757K
|
15.4K
$1.38M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.27K+ 5.46% |
$716K - $743K
|
160K
$14.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
8.26K+ 19.76% |
$716K - $743K
|
50.1K
$4.49M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.25K+ 54.2% |
$715K - $741K
|
23.5K
$2.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
8.18K+ 11.22% |
$709K - $735K
|
81.1K
$7.26M
|
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8.01K+ 49.63% |
$694K - $720K
|
24.1K
$2.16M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
7.95K+ 12.72% |
$689K - $714K
|
70.4K
$6.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
7.92KNew |
$686K - $712K
|
7.92K
$709K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7.76K+ 172.33% |
$672K - $697K
|
12.3K
$1.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.75K+ 581.4% |
$672K - $697K
|
9.08K
$813K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
7.72K+ 14.97% |
$669K - $694K
|
59.3K
$5.31M
|
|
|
Jul 16, 2024
Q2 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
7.55K+ 21.24% |
$654K - $679K
|
43.1K
$3.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
7.29KNew |
$632K - $655K
|
7.29K
$653K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
7.1K+ 173.35% |
$615K - $638K
|
11.2K
$1M
|