Purchases and Sales Made in Q4 2023 in Ishares Tr (EMB)
This table provides information about the institutional ownership of Ishares Tr (EMB) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-24- 0.76% |
$1.91K - $2.15K
|
3.13K
$281K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-25- 1.2% |
$1.99K - $2.24K
|
2.05K
$184K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-26- 26.0% |
$2.07K - $2.33K
|
74
$6.63K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-28- 70.0% |
$2.23K - $2.51K
|
12
$1.07K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-34- 0.14% |
$2.71K - $3.05K
|
24K
$2.15M
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-36- 0.47% |
$2.87K - $3.23K
|
7.69K
$688K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-40- 1.52% |
$3.19K - $3.59K
|
2.59K
$232K
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-44- 0.35% |
$3.51K - $3.95K
|
12.5K
$1.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-44- 26.19% |
$3.51K - $3.95K
|
124
$11.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-46- 1.16% |
$3.67K - $4.13K
|
3.92K
$351K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-49- 0.91% |
$3.91K - $4.39K
|
5.33K
$478K
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-50- 2.0% |
$3.99K - $4.48K
|
2.45K
$219K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-50- 98.04% |
$3.99K - $4.48K
|
1
$89.6
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-54- 98.18% |
$4.3K - $4.84K
|
1
$89.6
|
|
|
Feb 07, 2024
Q4 2023
|
Ti Trust, Inc
|
SELL
|
- |
-58- 2.21% |
$4.62K - $5.2K
|
2.57K
$230K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-61- 50.41% |
$4.86K - $5.47K
|
60
$5.37K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-61- 1.36% |
$4.86K - $5.47K
|
4.44K
$397K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-63- 2.97% |
$5.02K - $5.65K
|
2.06K
$184K
|
|
|
Jan 19, 2024
Q4 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-70- 0.79% |
$5.58K - $6.28K
|
8.78K
$786K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-71- 2.46% |
$5.66K - $6.37K
|
2.82K
$252K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-71- 75.53% |
$5.66K - $6.37K
|
23
$2.06K
|
|
|
Feb 14, 2024
Q4 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-76- 0.47% |
$6.06K - $6.82K
|
15.9K
$1.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-83- 1.35% |
$6.62K - $7.44K
|
6.09K
$545K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-86- 1.1% |
$6.86K - $7.71K
|
7.72K
$691K
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-94- 1.21% |
$7.49K - $8.43K
|
7.7K
$690K
|
|
|
Feb 26, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-96- 0.16% |
$7.65K - $8.61K
|
58.6K
$5.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-96- 1.01% |
$7.65K - $8.61K
|
9.39K
$841K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-111- 0.45% |
$8.85K - $9.95K
|
24.6K
$2.21M
|
|
|
Feb 12, 2024
Q4 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-115- 3.23% |
$9.17K - $10.3K
|
3.44K
$308K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-124- 2.17% |
$9.88K - $11.1K
|
5.6K
$501K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-138- 4.52% |
$11K - $12.4K
|
2.92K
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-145- 82.86% |
$11.6K - $13K
|
30
$2.69K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-152- 11.1% |
$12.1K - $13.6K
|
1.22K
$109K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-156- 10.48% |
$12.4K - $14K
|
1.33K
$119K
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-165- 64.45% |
$13.2K - $14.8K
|
91
$8.15K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-167- 1.33% |
$13.3K - $15K
|
12.4K
$1.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-167- 2.29% |
$13.3K - $15K
|
7.12K
$638K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-177- 4.03% |
$14.1K - $15.9K
|
4.22K
$378K
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
SELL
|
- |
-183- 2.41% |
$14.6K - $16.4K
|
7.4K
$662K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-184- 0.8% |
$14.7K - $16.5K
|
22.8K
$2.05M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-184- 93.4% |
$14.7K - $16.5K
|
13
$1.16K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-196- 6.28% |
$15.6K - $17.6K
|
2.92K
$262K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-205- 97.62% |
$16.3K - $18.4K
|
5
$448
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-207- 7.2% |
$16.5K - $18.6K
|
2.67K
$239K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
SELL
|
- |
-209- 1.88% |
$16.7K - $18.7K
|
10.9K
$975K
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-210- 1.62% |
$16.7K - $18.8K
|
12.7K
$1.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-222- 48.47% |
$17.7K - $19.9K
|
236
$21.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-229- 8.89% |
$18.3K - $20.5K
|
2.35K
$210K
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-233- 1.42% |
$18.6K - $20.9K
|
16.2K
$1.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-246- 1.36% |
$19.6K - $22.1K
|
17.9K
$1.6M
|