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 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
197New |
$17.1K - $17.7K
|
197
$17.6K
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
192+ 2.84% |
$16.6K - $17.3K
|
6.95K
$622K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
191+ 4.39% |
$16.6K - $17.2K
|
4.54K
$406K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
191New |
$16.6K - $17.2K
|
191
$17.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
187+ 21.2% |
$16.2K - $16.8K
|
1.07K
$95.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
185+ 212.64% |
$16K - $16.6K
|
272
$24.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
184+ 681.48% |
$15.9K - $16.5K
|
211
$18.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
179+ 56.11% |
$15.5K - $16.1K
|
498
$44.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
176+ 98.88% |
$15.3K - $15.8K
|
354
$31.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
174+ 3.62% |
$15.1K - $15.6K
|
4.98K
$446K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
167+ 3.55% |
$14.5K - $15K
|
4.87K
$436K
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
164+ 1.22% |
$14.2K - $14.7K
|
13.6K
$1.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
155+ 2.49% |
$13.4K - $13.9K
|
6.38K
$571K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
153+ 0.03% |
$13.3K - $13.8K
|
466K
$41.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
148+ 5.27% |
$12.8K - $13.3K
|
2.95K
$265K
|
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
144+ 0.78% |
$12.5K - $12.9K
|
18.7K
$1.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
144+ 4.94% |
$12.5K - $12.9K
|
3.06K
$274K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
143+ 14300.0% |
$12.4K - $12.9K
|
144
$12.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
141+ 1.5% |
$12.2K - $12.7K
|
9.54K
$854K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
141New |
$12.2K - $12.7K
|
141
$12.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
137+ 5.82% |
$11.9K - $12.3K
|
2.49K
$223K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
135+ 1.8% |
$11.7K - $12.1K
|
7.65K
$685K
|
|
|
Jul 25, 2024
Q2 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
135+ 3.98% |
$11.7K - $12.1K
|
3.52K
$316K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
105+ 2.17% |
$9.1K - $9.44K
|
4.94K
$442K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
105+ 583.33% |
$9.1K - $9.44K
|
123
$11K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
98+ 1.16% |
$8.49K - $8.81K
|
8.52K
$763K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
97+ 2.65% |
$8.41K - $8.72K
|
3.76K
$337K
|
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
97+ 2.21% |
$8.41K - $8.72K
|
4.49K
$402K
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
95+ 2.22% |
$8.23K - $8.54K
|
4.37K
$391K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
94+ 3.26% |
$8.15K - $8.45K
|
2.97K
$266K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
94New |
$8.15K - $8.45K
|
94
$8.42K
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
93+ 1.13% |
$8.06K - $8.36K
|
8.32K
$745K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
90+ 10.43% |
$7.8K - $8.09K
|
953
$85.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
88+ 1.23% |
$7.63K - $7.91K
|
7.27K
$651K
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
87+ 1.36% |
$7.54K - $7.82K
|
6.5K
$582K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
87New |
$7.54K - $7.82K
|
87
$7.79K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
86+ 140.98% |
$7.45K - $7.73K
|
147
$13.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
85+ 141.67% |
$7.37K - $7.64K
|
145
$13K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
83+ 22.74% |
$7.19K - $7.46K
|
448
$40.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
81+ 0.57% |
$7.02K - $7.28K
|
14.3K
$1.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
81+ 3.87% |
$7.02K - $7.28K
|
2.17K
$195K
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
79+ 2.31% |
$6.85K - $7.1K
|
3.5K
$313K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
76New |
$6.59K - $6.83K
|
76
$6.81K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
74+ 0.69% |
$6.41K - $6.65K
|
10.8K
$971K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
73New |
$6.33K - $6.56K
|
73
$6.54K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
71+ 1014.29% |
$6.15K - $6.38K
|
78
$6.99K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
71+ 13.84% |
$6.15K - $6.38K
|
584
$52.3K
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
66+ 1.14% |
$5.72K - $5.93K
|
5.83K
$522K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
64New |
$5.55K - $5.75K
|
64
$5.73K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
64+ 10.06% |
$5.55K - $5.75K
|
700
$62.7K
|