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 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.28K- 2.68% |
$182K - $204K
|
82.6K
$7.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.29K- 25.01% |
$182K - $205K
|
6.86K
$615K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.29K- 5.07% |
$182K - $205K
|
42.9K
$3.84M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.33K- 19.23% |
$185K - $209K
|
9.77K
$875K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-2.38K- 5.6% |
$189K - $213K
|
40K
$3.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.39K- 16.06% |
$190K - $214K
|
12.5K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.44K- 15.33% |
$195K - $219K
|
13.5K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.51K- 41.32% |
$200K - $225K
|
3.56K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.8K- 23.83% |
$223K - $251K
|
8.94K
$801K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.85K- 1.12% |
$227K - $256K
|
252K
$22.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-2.91K- 26.99% |
$232K - $261K
|
7.88K
$706K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.94K- 8.43% |
$235K - $264K
|
32K
$2.86M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.99K- 3.42% |
$239K - $269K
|
84.7K
$7.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.05K- 29.72% |
$243K - $273K
|
7.2K
$645K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-3.27K- 4.17% |
$261K - $294K
|
75.1K
$6.73M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-3.34K- 38.47% |
$266K - $299K
|
5.34K
$478K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.44K- 28.75% |
$274K - $308K
|
8.53K
$764K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-3.5K- 7.6% |
$279K - $314K
|
42.6K
$3.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-3.5K- 5.99% |
$279K - $314K
|
55K
$4.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.69K- 1.38% |
$294K - $331K
|
264K
$23.6M
|
|
|
Dec 11, 2024
Q4 2023
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-3.74K- 7.34% |
$298K - $335K
|
47.2K
$4.22M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.76K- 4.55% |
$300K - $337K
|
78.9K
$7.06M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-3.82K- 2.02% |
$304K - $342K
|
186K
$16.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-3.92K- 3.76% |
$313K - $352K
|
100K
$8.99M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.97K- 92.53% |
$316K - $356K
|
320
$28.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.1K- 50.12% |
$326K - $367K
|
4.08K
$365K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-4.23K- 23.21% |
$337K - $379K
|
14K
$1.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-4.34K- 29.26% |
$346K - $389K
|
10.5K
$939K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.42K- 3.52% |
$352K - $397K
|
121K
$10.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.45K- 8.78% |
$354K - $399K
|
46.2K
$4.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-4.78K- 7.65% |
$381K - $428K
|
57.7K
$5.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4.94K- 11.87% |
$394K - $443K
|
36.7K
$3.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-5.11K- 10.09% |
$408K - $459K
|
45.6K
$4.08M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5.18K- 23.04% |
$413K - $464K
|
17.3K
$1.55M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-5.3K- 17.9% |
$423K - $476K
|
24.3K
$2.18M
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-5.5K- 4.49% |
$438K - $493K
|
117K
$10.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.69K- 14.25% |
$453K - $510K
|
34.2K
$3.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5.71K- 10.99% |
$455K - $512K
|
46.2K
$4.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5.79K- 77.55% |
$462K - $520K
|
1.68K
$150K
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
SELL
|
- |
-5.83K- 36.52% |
$465K - $523K
|
10.1K
$908K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.98K- 22.64% |
$477K - $536K
|
20.4K
$1.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-5.99K- 46.64% |
$477K - $537K
|
6.85K
$614K
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-6.14K- 3.83% |
$489K - $550K
|
154K
$13.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-6.2K- 29.95% |
$494K - $556K
|
14.5K
$1.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-6.2K- 65.96% |
$494K - $556K
|
3.2K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.21K- 47.24% |
$495K - $557K
|
6.93K
$621K
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-6.29K- 32.67% |
$502K - $564K
|
13K
$1.16M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-6.46K- 13.22% |
$515K - $579K
|
42.4K
$3.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-6.77K- 44.59% |
$539K - $607K
|
8.41K
$753K
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-7.3K- 15.12% |
$582K - $654K
|
41K
$3.67M
|