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 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
6KNew |
$478K - $538K
|
6K
$537K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.97KNew |
$476K - $535K
|
5.97K
$535K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
5.86KNew |
$467K - $525K
|
5.86K
$524K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
5.82KNew |
$464K - $522K
|
5.82K
$521K
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
5.78K+ 4.64% |
$460K - $518K
|
130K
$11.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.68K+ 3072.43% |
$453K - $510K
|
5.87K
$526K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.57KNew |
$444K - $499K
|
5.57K
$499K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
5.56KNew |
$443K - $499K
|
5.56K
$498K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.43K+ 13.76% |
$433K - $487K
|
44.9K
$4.02M
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
5.31KNew |
$423K - $476K
|
5.31K
$475K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.26K+ 12.32% |
$419K - $472K
|
47.9K
$4.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.18KNew |
$413K - $465K
|
5.18K
$464K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
5.12K+ 7.16% |
$408K - $459K
|
76.6K
$6.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
5.1KNew |
$407K - $458K
|
5.1K
$457K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.04K+ 12.08% |
$401K - $452K
|
46.7K
$4.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.01K+ 8.42% |
$399K - $449K
|
64.5K
$5.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.99KNew |
$398K - $448K
|
4.99K
$447K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
4.97K+ 17.39% |
$396K - $445K
|
33.5K
$3M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.92KNew |
$392K - $441K
|
4.92K
$440K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.9KNew |
$390K - $439K
|
4.9K
$439K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.69KNew |
$373K - $420K
|
4.69K
$420K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.58KNew |
$365K - $411K
|
4.58K
$410K
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.58K+ 49.06% |
$365K - $411K
|
13.9K
$1.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.57K+ 6.07% |
$364K - $409K
|
79.8K
$7.15M
|
|
|
Jan 18, 2024
Q4 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
4.49KNew |
$358K - $403K
|
4.49K
$402K
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
4.43K+ 45.93% |
$353K - $397K
|
14.1K
$1.26M
|
|
|
Apr 09, 2024
Q4 2023
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
4.4KNew |
$350K - $394K
|
4.4K
$394K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.29KNew |
$342K - $385K
|
4.29K
$384K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.29KNew |
$342K - $384K
|
4.29K
$384K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
4.27KNew |
$340K - $383K
|
4.27K
$382K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.19KNew |
$334K - $375K
|
4.19K
$375K
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
4.09KNew |
$326K - $367K
|
4.09K
$366K
|
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
4.05K+ 53.61% |
$323K - $363K
|
11.6K
$1.04M
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
4.02KNew |
$320K - $360K
|
4.02K
$360K
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
3.93K+ 11.37% |
$313K - $352K
|
38.5K
$3.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.89K+ 40.82% |
$310K - $348K
|
13.4K
$1.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
3.88KNew |
$309K - $348K
|
3.88K
$348K
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
3.82K+ 33.59% |
$304K - $342K
|
15.2K
$1.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.79KNew |
$302K - $340K
|
3.79K
$339K
|
|
|
Feb 12, 2024
Q4 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
3.65KNew |
$291K - $327K
|
3.65K
$327K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
3.61K+ 4.63% |
$288K - $324K
|
81.7K
$7.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
3.6KNew |
$287K - $323K
|
3.6K
$322K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
3.53K+ 14.24% |
$281K - $316K
|
28.3K
$2.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
3.53K+ 7.1% |
$281K - $316K
|
53.2K
$4.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.5K+ 7.25% |
$279K - $314K
|
51.8K
$4.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.5K+ 10.27% |
$279K - $314K
|
37.6K
$3.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.44K+ 30.63% |
$274K - $308K
|
14.7K
$1.31M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.26K+ 29.29% |
$259K - $292K
|
14.4K
$1.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.25K+ 3.63% |
$259K - $291K
|
92.6K
$8.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
3.24KNew |
$258K - $291K
|
3.24K
$290K
|