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 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14.1K+ 73.57% |
$1.13M - $1.27M
|
33.3K
$2.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
13.5K+ 1.84% |
$1.08M - $1.21M
|
747K
$66.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.5K+ 1.06% |
$1.07M - $1.21M
|
1.28M
$114M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
13.4KNew |
$1.07M - $1.2M
|
13.4K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
13KNew |
$1.04M - $1.17M
|
13K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.5K+ 8.62% |
$998K - $1.12M
|
158K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
12KNew |
$955K - $1.07M
|
12K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
12K+ 48.28% |
$953K - $1.07M
|
36.7K
$3.29M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
11.9K+ 9.14% |
$950K - $1.07M
|
142K
$12.7M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
11.7KNew |
$934K - $1.05M
|
11.7K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.7K+ 23.85% |
$934K - $1.05M
|
60.8K
$5.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
11.4KNew |
$912K - $1.03M
|
11.4K
$1.03M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
11.4KNew |
$912K - $1.03M
|
11.4K
$1.03M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
11.3K+ 29.24% |
$904K - $1.02M
|
50.1K
$4.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
11.2KNew |
$895K - $1.01M
|
11.2K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.1KNew |
$889K - $1M
|
11.1K
$998K
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
10.8KNew |
$860K - $968K
|
10.8K
$966K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
10.7K+ 6.35% |
$851K - $958K
|
179K
$16M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.4K+ 1.71% |
$825K - $929K
|
616K
$55.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
10.4KNew |
$825K - $928K
|
10.4K
$927K
|
|
|
Feb 14, 2024
Q4 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
10.3K+ 28.31% |
$820K - $922K
|
46.6K
$4.17M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
10.2KNew |
$810K - $912K
|
10.2K
$910K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
10.1KNew |
$803K - $903K
|
10.1K
$902K
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
9.39KNew |
$748K - $842K
|
9.39K
$841K
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
9.37KNew |
$747K - $840K
|
9.37K
$839K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.19K+ 26.11% |
$733K - $825K
|
44.4K
$3.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
9.03K+ 128.55% |
$720K - $810K
|
16.1K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
8.89KNew |
$708K - $797K
|
8.89K
$796K
|
|
|
Feb 13, 2024
Q4 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
8.54KNew |
$681K - $766K
|
8.54K
$765K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.35KNew |
$666K - $749K
|
8.35K
$748K
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
8.21KNew |
$654K - $736K
|
8.21K
$735K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
8.16KNew |
$650K - $732K
|
8.16K
$731K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.1KNew |
$646K - $727K
|
8.1K
$726K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
8.04KNew |
$640K - $721K
|
8.04K
$720K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
7.81K+ 94.08% |
$622K - $700K
|
16.1K
$1.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.73K+ 3.66% |
$616K - $693K
|
219K
$19.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
7.7KNew |
$614K - $690K
|
7.7K
$689K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
7.55K+ 578.02% |
$602K - $677K
|
8.86K
$793K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
7.31K+ 13.86% |
$583K - $656K
|
60.1K
$5.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
7.11K+ 34.57% |
$566K - $637K
|
27.7K
$2.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
7.07KNew |
$563K - $634K
|
7.07K
$633K
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
7.05KNew |
$562K - $632K
|
7.05K
$632K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.03K+ 43.12% |
$561K - $631K
|
23.3K
$2.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.01K+ 1574.38% |
$558K - $628K
|
7.45K
$667K
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
6.79KNew |
$541K - $609K
|
6.79K
$608K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.67KNew |
$531K - $598K
|
6.67K
$597K
|
|
|
Feb 07, 2024
Q4 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
6.5K+ 51.78% |
$518K - $583K
|
19.1K
$1.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
6.49K+ 158.04% |
$517K - $582K
|
10.6K
$949K
|
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
6.47KNew |
$516K - $580K
|
6.47K
$579K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.37K+ 48.79% |
$508K - $571K
|
19.4K
$1.74M
|