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
|
F Dx Advisors, Inc.
|
SELL
|
- |
-847- 6.81% |
$67.5K - $76K
|
11.6K
$1.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-852- 5.05% |
$67.9K - $76.4K
|
16K
$1.43M
|
|
|
Jan 03, 2024
Q4 2023
|
Stairway Partners, LLC
|
SELL
|
- |
-907- 0.78% |
$72.3K - $81.3K
|
116K
$10.4M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-965- 23.16% |
$76.9K - $86.5K
|
3.2K
$287K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-965- 28.13% |
$76.9K - $86.5K
|
2.47K
$221K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-983- 7.53% |
$78.4K - $88.2K
|
12.1K
$1.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-997- 16.69% |
$79.5K - $89.4K
|
4.98K
$446K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.01K- 0.42% |
$80.3K - $90.4K
|
238K
$21.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.01K- 27.36% |
$80.7K - $90.8K
|
2.69K
$241K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.02K- 17.05% |
$81.1K - $91.3K
|
4.95K
$444K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.03K- 25.79% |
$82.2K - $92.5K
|
2.97K
$266K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-1.06K- 2.64% |
$84.3K - $94.9K
|
39K
$3.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.09K- 27.78% |
$87.1K - $98K
|
2.84K
$255K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.13K- 5.2% |
$90.2K - $102K
|
20.6K
$1.85M
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.16K- 3.03% |
$92.8K - $104K
|
37.3K
$3.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.17K- 20.86% |
$93.6K - $105K
|
4.46K
$399K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.19K- 3.5% |
$95K - $107K
|
32.8K
$2.94M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.23K- 2.13% |
$98K - $110K
|
56.5K
$5.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.26K- 3.76% |
$100K - $113K
|
32.1K
$2.88M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.26K- 53.81% |
$100K - $113K
|
1.08K
$96.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-1.27K- 11.77% |
$101K - $114K
|
9.53K
$853K
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.29K- 15.46% |
$103K - $116K
|
7.07K
$633K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.29K- 9.45% |
$103K - $116K
|
12.4K
$1.11M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.29K- 23.31% |
$103K - $116K
|
4.25K
$381K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-1.32K- 3.45% |
$105K - $118K
|
36.8K
$3.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.34K- 27.8% |
$107K - $121K
|
3.49K
$313K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.4K- 8.21% |
$112K - $126K
|
15.6K
$1.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-1.4K- 14.48% |
$112K - $126K
|
8.27K
$741K
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.44K- 19.05% |
$115K - $129K
|
6.13K
$549K
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.51K- 20.58% |
$120K - $135K
|
5.82K
$521K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.56K- 18.97% |
$124K - $140K
|
6.67K
$597K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.58K- 27.91% |
$126K - $142K
|
4.08K
$365K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.61K- 4.68% |
$128K - $144K
|
32.8K
$2.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.67K- 7.67% |
$133K - $150K
|
20.1K
$1.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.68K- 29.88% |
$134K - $151K
|
3.94K
$353K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.73K- 4.1% |
$138K - $155K
|
40.4K
$3.62M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-1.75K- 42.89% |
$140K - $157K
|
2.33K
$209K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-1.8K- 4.64% |
$144K - $162K
|
37K
$3.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.8K- 29.36% |
$144K - $162K
|
4.34K
$388K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.85K- 0.9% |
$148K - $166K
|
205K
$18.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.86K- 4.01% |
$148K - $166K
|
44.4K
$3.97M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.86K- 79.32% |
$148K - $166K
|
484
$43.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.99K- 5.81% |
$158K - $178K
|
32.2K
$2.88M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-2.07K- 76.49% |
$165K - $186K
|
637
$57K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-2.08K- 6.86% |
$166K - $187K
|
28.3K
$2.53M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.11K- 6.95% |
$169K - $190K
|
28.3K
$2.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-2.13K- 14.03% |
$170K - $191K
|
13.1K
$1.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
SELL
|
- |
-2.14K- 5.06% |
$171K - $192K
|
40.2K
$3.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 9.61% |
$172K - $193K
|
20.3K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.2K- 11.81% |
$175K - $197K
|
16.4K
$1.47M
|