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 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.17K+ 20.8% |
$253K - $284K
|
18.4K
$1.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
3.16K+ 4.86% |
$252K - $284K
|
68.2K
$6.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.13K+ 0.82% |
$249K - $280K
|
386K
$34.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.08K+ 16.43% |
$246K - $276K
|
21.8K
$1.96M
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
BUY
|
- |
3.05K+ 9.9% |
$243K - $274K
|
33.9K
$3.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.04KNew |
$242K - $273K
|
3.04K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
3.02KNew |
$241K - $271K
|
3.02K
$271K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.97KNew |
$237K - $267K
|
2.97K
$266K
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
2.93KNew |
$234K - $263K
|
2.93K
$262K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.92K+ 25.61% |
$233K - $262K
|
14.3K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.92KNew |
$233K - $262K
|
2.92K
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
2.88K+ 3597.5% |
$229K - $258K
|
2.96K
$265K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.82K+ 55.8% |
$225K - $253K
|
7.87K
$705K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.77KNew |
$221K - $249K
|
2.77K
$248K
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.77K+ 6.91% |
$221K - $248K
|
42.8K
$3.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2.73K+ 4.78% |
$218K - $245K
|
59.9K
$5.37M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.65K+ 34.13% |
$211K - $237K
|
10.4K
$931K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.61KNew |
$208K - $234K
|
2.61K
$233K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.58KNew |
$205K - $231K
|
2.58K
$231K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.54KNew |
$202K - $228K
|
2.54K
$227K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
2.53KNew |
$202K - $227K
|
2.53K
$226K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.53K+ 50.74% |
$201K - $227K
|
7.5K
$672K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.52KNew |
$201K - $226K
|
2.52K
$226K
|
|
|
Feb 12, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.52KNew |
$201K - $226K
|
2.52K
$225K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.48KNew |
$197K - $222K
|
2.48K
$222K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
2.48KNew |
$197K - $222K
|
2.48K
$222K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
2.47K+ 16.82% |
$197K - $222K
|
17.2K
$1.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.45K+ 4.57% |
$195K - $220K
|
56.1K
$5.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.44K+ 81.42% |
$195K - $219K
|
5.44K
$487K
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
2.41KNew |
$192K - $216K
|
2.41K
$216K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.4KNew |
$191K - $215K
|
2.4K
$215K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
2.39K+ 1.27% |
$191K - $215K
|
191K
$17.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.39KNew |
$190K - $214K
|
2.39K
$214K
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.37KNew |
$189K - $212K
|
2.37K
$212K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
2.37KNew |
$189K - $212K
|
2.37K
$212K
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
2.35KNew |
$187K - $211K
|
2.35K
$210K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.32KNew |
$185K - $208K
|
2.32K
$208K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.3K+ 11.88% |
$183K - $206K
|
21.7K
$1.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.29K+ 5.6% |
$183K - $205K
|
43.2K
$3.87M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
2.28KNew |
$182K - $204K
|
2.28K
$204K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.23K+ 28.73% |
$178K - $200K
|
10K
$896K
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.16K+ 9.87% |
$172K - $194K
|
24K
$2.15M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.04KNew |
$163K - $183K
|
2.04K
$183K
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.98K+ 17.03% |
$158K - $178K
|
13.6K
$1.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.91KNew |
$152K - $171K
|
1.91K
$171K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.91K+ 10.48% |
$152K - $171K
|
20.1K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.83K+ 18.75% |
$145K - $164K
|
11.6K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.79K+ 2.77% |
$143K - $161K
|
66.6K
$5.96M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.79K+ 11.58% |
$143K - $161K
|
17.3K
$1.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
1.71K+ 67.18% |
$136K - $153K
|
4.26K
$381K
|