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 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7.09K+ 60.21% |
$615K - $637K
|
18.9K
$1.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.77KNew |
$587K - $608K
|
6.77K
$606K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
6.68K+ 8.08% |
$579K - $600K
|
89.4K
$8M
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
6.55K+ 4.59% |
$568K - $589K
|
149K
$13.4M
|
|
|
Jul 02, 2024
Q2 2024
|
Stairway Partners, LLC
|
BUY
|
- |
6.31K+ 2.64% |
$547K - $567K
|
245K
$22M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
6.22KNew |
$539K - $559K
|
6.22K
$557K
|
|
|
Aug 02, 2024
Q2 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
6.18KNew |
$535K - $555K
|
6.18K
$553K
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.97KNew |
$518K - $537K
|
5.97K
$535K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
5.93K+ 0.28% |
$513K - $533K
|
2.13M
$191M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.86K+ 171.56% |
$508K - $526K
|
9.27K
$830K
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
5.82K+ 16.71% |
$505K - $523K
|
40.7K
$3.64M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.48K+ 2.38% |
$475K - $492K
|
235K
$21.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5.47K+ 187.32% |
$474K - $491K
|
8.38K
$751K
|
|
|
Jul 18, 2024
Q2 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
5.45KNew |
$473K - $490K
|
5.45K
$488K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.4K+ 3.06% |
$468K - $485K
|
182K
$16.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
5.31K+ 2.56% |
$460K - $477K
|
213K
$19M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.26K+ 31.36% |
$456K - $473K
|
22K
$1.97M
|
|
|
Aug 08, 2024
Q2 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
5.26K+ 6.3% |
$455K - $472K
|
88.6K
$7.94M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.1KNew |
$442K - $458K
|
5.1K
$457K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5.03K+ 2.44% |
$435K - $452K
|
211K
$18.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.89K+ 8.09% |
$424K - $440K
|
65.4K
$5.86M
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
4.89K+ 19.09% |
$424K - $440K
|
30.5K
$2.73M
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
BUY
|
- |
4.88K+ 32.7% |
$423K - $438K
|
19.8K
$1.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
4.87K+ 5.51% |
$422K - $438K
|
93.2K
$8.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.85K+ 1.63% |
$420K - $436K
|
303K
$27.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
4.74K+ 7.99% |
$411K - $426K
|
64K
$5.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
4.71K+ 4.52% |
$408K - $423K
|
109K
$9.75M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.63K+ 14.98% |
$401K - $416K
|
35.5K
$3.18M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.63K+ 149.76% |
$401K - $416K
|
7.72K
$691K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
4.58KNew |
$397K - $411K
|
4.58K
$410K
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.54K+ 3.88% |
$394K - $408K
|
122K
$10.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
4.39K+ 121.88% |
$380K - $394K
|
7.99K
$716K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.24K+ 39.53% |
$368K - $381K
|
15K
$1.34M
|
|
|
Aug 06, 2024
Q2 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
4.14K+ 1.84% |
$359K - $372K
|
230K
$20.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
4.09K+ 34.37% |
$355K - $368K
|
16K
$1.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
4.04KNew |
$350K - $363K
|
4.04K
$362K
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
4.01KNew |
$347K - $360K
|
4.01K
$359K
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.94KNew |
$342K - $354K
|
3.94K
$353K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
3.91K+ 9.18% |
$339K - $351K
|
46.5K
$4.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.89KNew |
$337K - $350K
|
3.89K
$348K
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
3.87KNew |
$335K - $347K
|
3.87K
$346K
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.73K+ 3.19% |
$324K - $336K
|
121K
$10.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
3.71K+ 5.87% |
$321K - $333K
|
66.8K
$5.98M
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
3.68K+ 7.5% |
$319K - $331K
|
52.8K
$4.73M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
3.52KNew |
$305K - $316K
|
3.52K
$315K
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.4KNew |
$295K - $306K
|
3.4K
$305K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.23KNew |
$280K - $290K
|
3.23K
$289K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.15KNew |
$273K - $283K
|
3.15K
$282K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.1K+ 4.83% |
$268K - $278K
|
67.1K
$6.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.98KNew |
$258K - $268K
|
2.98K
$267K
|