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 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
67.5K+ 916.05% |
$5.38M - $6.05M
|
74.9K
$6.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
62K+ 29.81% |
$4.94M - $5.56M
|
270K
$24.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
61.5K+ 38.39% |
$4.9M - $5.52M
|
222K
$19.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
58.2K+ 62.45% |
$4.64M - $5.22M
|
152K
$13.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
55.2K+ 29.95% |
$4.4M - $4.95M
|
240K
$21.5M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
55K+ 6.41% |
$4.38M - $4.93M
|
913K
$81.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53K+ 6.67% |
$4.23M - $4.76M
|
849K
$76M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
53K+ 56.64% |
$4.23M - $4.76M
|
147K
$13.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
48KNew |
$3.82M - $4.3M
|
48K
$4.3M
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
BUY
|
- |
47K+ 127.59% |
$3.75M - $4.22M
|
83.9K
$7.52M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
46.1KNew |
$3.67M - $4.13M
|
46.1K
$4.13M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
46K+ 142.36% |
$3.67M - $4.13M
|
78.3K
$7.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
45.2K+ 142.18% |
$3.6M - $4.05M
|
76.9K
$6.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
44.5K+ 544.09% |
$3.55M - $3.99M
|
52.7K
$4.72M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
43KNew |
$3.43M - $3.85M
|
43K
$3.85M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
40.5KNew |
$3.23M - $3.63M
|
40.5K
$3.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
BUY
|
- |
39.5K+ 1270.05% |
$3.15M - $3.54M
|
42.6K
$3.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
36.1K+ 115.49% |
$2.88M - $3.24M
|
67.3K
$6.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
34.2KNew |
$2.73M - $3.07M
|
34.2K
$3.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
32.6K+ 10.56% |
$2.6M - $2.93M
|
342K
$30.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
31.3K+ 1.51% |
$2.5M - $2.81M
|
2.1M
$188M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
30.4K+ 1096.93% |
$2.42M - $2.73M
|
33.2K
$2.97M
|
|
|
Jan 19, 2024
Q4 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
27.8KNew |
$2.22M - $2.49M
|
27.8K
$2.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
26.7K+ 36.1% |
$2.13M - $2.39M
|
101K
$9M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
26KNew |
$2.07M - $2.33M
|
26K
$2.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.8K+ 168.1% |
$2.06M - $2.32M
|
41.2K
$3.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24.8K+ 8.0% |
$1.98M - $2.22M
|
335K
$30M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
24.6KNew |
$1.96M - $2.2M
|
24.6K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.8K+ 102.48% |
$1.9M - $2.14M
|
47.1K
$4.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
22.6KNew |
$1.8M - $2.03M
|
22.6K
$2.03M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
22K+ 2.99% |
$1.76M - $1.98M
|
760K
$68.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
21.7KNew |
$1.73M - $1.94M
|
21.7K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21.5K+ 61.56% |
$1.71M - $1.93M
|
56.4K
$5.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
20.1K+ 311.58% |
$1.6M - $1.8M
|
26.5K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
19.7K+ 4.32% |
$1.57M - $1.77M
|
476K
$42.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
19K+ 12.31% |
$1.52M - $1.71M
|
174K
$15.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
18.9K+ 87.61% |
$1.5M - $1.69M
|
40.4K
$3.62M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
17.1KNew |
$1.36M - $1.53M
|
17.1K
$1.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
16.8KNew |
$1.34M - $1.51M
|
16.8K
$1.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
16.4KNew |
$1.3M - $1.47M
|
16.4K
$1.46M
|
|
|
Jan 31, 2024
Q4 2023
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
16.2KNew |
$1.29M - $1.45M
|
16.2K
$1.45M
|
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
16KNew |
$1.27M - $1.43M
|
16K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
15.4KNew |
$1.23M - $1.38M
|
15.4K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
15.4K+ 0.88% |
$1.22M - $1.38M
|
1.75M
$157M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.1K+ 53.13% |
$1.2M - $1.35M
|
43.5K
$3.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
14.6K+ 1.24% |
$1.16M - $1.31M
|
1.2M
$107M
|
|
|
Jan 16, 2024
Q4 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
14.5K+ 47.22% |
$1.16M - $1.3M
|
45.2K
$4.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.5KNew |
$1.16M - $1.3M
|
14.5K
$1.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
14.3K+ 84.01% |
$1.14M - $1.29M
|
31.4K
$2.81M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
14.3K+ 5.09% |
$1.14M - $1.28M
|
295K
$26.4M
|