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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-269- 5.23% |
$21.4K - $24.1K
|
4.87K
$436K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-288- 5.72% |
$23K - $25.8K
|
4.75K
$425K
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-300- 6.17% |
$23.9K - $26.9K
|
4.56K
$409K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-322- 29.6% |
$25.7K - $28.9K
|
766
$68.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-327- 8.03% |
$26.1K - $29.3K
|
3.75K
$335K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-328- 5.21% |
$26.1K - $29.4K
|
5.96K
$534K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-338- 11.28% |
$26.9K - $30.3K
|
2.66K
$238K
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-348- 3.02% |
$27.7K - $31.2K
|
11.2K
$1M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-358- 1.74% |
$28.5K - $32.1K
|
20.2K
$1.81M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-367- 12.73% |
$29.3K - $32.9K
|
2.52K
$225K
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-389- 13.2% |
$31K - $34.9K
|
2.56K
$229K
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-391- 13.53% |
$31.2K - $35.1K
|
2.5K
$224K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-391- 1.38% |
$31.2K - $35.1K
|
27.9K
$2.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-431- 14.59% |
$34.4K - $38.7K
|
2.52K
$226K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-433- 64.72% |
$34.5K - $38.8K
|
236
$21.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-451- 17.6% |
$35.9K - $40.4K
|
2.11K
$189K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-451- 7.51% |
$35.9K - $40.4K
|
5.56K
$498K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-467- 11.98% |
$37.2K - $41.9K
|
3.43K
$307K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-467- 15.78% |
$37.2K - $41.9K
|
2.49K
$223K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-468- 10.29% |
$37.3K - $42K
|
4.08K
$365K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-494- 3.73% |
$39.4K - $44.3K
|
12.7K
$1.14M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-501- 1.44% |
$39.9K - $44.9K
|
34.4K
$3.08M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-511- 16.45% |
$40.7K - $45.8K
|
2.6K
$232K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-541- 31.47% |
$43.1K - $48.5K
|
1.18K
$106K
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-548- 3.97% |
$43.7K - $49.1K
|
13.3K
$1.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-557- 6.56% |
$44.4K - $50K
|
7.93K
$710K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-558- 6.56% |
$44.5K - $50K
|
7.95K
$712K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-565- 4.31% |
$45K - $50.7K
|
12.6K
$1.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-568- 23.35% |
$45.3K - $50.9K
|
1.87K
$167K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-578- 5.86% |
$46.1K - $51.8K
|
9.29K
$832K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-580- 9.03% |
$46.2K - $52K
|
5.84K
$523K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-595- 18.61% |
$47.4K - $53.4K
|
2.6K
$233K
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-621- 1.68% |
$49.5K - $55.7K
|
36.2K
$3.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-632- 5.69% |
$50.4K - $56.7K
|
10.5K
$938K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-635- 15.26% |
$50.6K - $56.9K
|
3.53K
$316K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-639- 20.63% |
$50.9K - $57.3K
|
2.46K
$220K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-649- 11.31% |
$51.7K - $58.2K
|
5.09K
$456K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-662- 18.37% |
$52.8K - $59.4K
|
2.94K
$263K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-667- 20.89% |
$53.2K - $59.8K
|
2.53K
$226K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-722- 1.87% |
$57.6K - $64.7K
|
37.9K
$3.39M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-725- 6.38% |
$57.8K - $65K
|
10.6K
$953K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-727- 8.5% |
$57.9K - $65.2K
|
7.83K
$701K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-735- 1.67% |
$58.6K - $65.9K
|
43.1K
$3.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-743- 94.65% |
$59.2K - $66.6K
|
42
$3.76K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-744- 11.78% |
$59.3K - $66.7K
|
5.57K
$499K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-801- 6.49% |
$63.8K - $71.8K
|
11.5K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-803- 26.22% |
$64K - $72K
|
2.26K
$202K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-810- 59.65% |
$64.6K - $72.6K
|
548
$49.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-827- 2.9% |
$65.9K - $74.2K
|
27.7K
$2.48M
|
|
|
Feb 09, 2024
Q4 2023
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-835- 3.11% |
$66.6K - $74.9K
|
26K
$2.33M
|