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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.67K+ 2.13% |
$133K - $149K
|
80K
$7.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.67K+ 65.73% |
$133K - $149K
|
4.2K
$376K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.61K+ 45.38% |
$128K - $144K
|
5.16K
$462K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.56K+ 31.16% |
$125K - $140K
|
6.58K
$590K
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
BUY
|
- |
1.56K+ 14.72% |
$124K - $140K
|
12.1K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.56K+ 50.39% |
$124K - $140K
|
4.64K
$416K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.52K+ 7.06% |
$121K - $137K
|
23.1K
$2.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.52K+ 5.09% |
$121K - $137K
|
31.4K
$2.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.48K+ 3.26% |
$118K - $133K
|
46.9K
$4.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.4K+ 7.6% |
$112K - $126K
|
19.8K
$1.78M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.37K+ 5.2% |
$109K - $123K
|
27.7K
$2.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.36KNew |
$108K - $122K
|
1.36K
$122K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.35K+ 53.79% |
$108K - $121K
|
3.86K
$345K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.29K+ 2.1% |
$102K - $115K
|
62.5K
$5.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.28K+ 126.58% |
$102K - $115K
|
2.29K
$205K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.27K+ 6.11% |
$101K - $114K
|
22.1K
$1.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.23K+ 11.63% |
$97.8K - $110K
|
11.8K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.22K+ 17.24% |
$97.3K - $109K
|
8.3K
$744K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.22K+ 1.34% |
$96.9K - $109K
|
91.9K
$8.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.1K+ 11.2% |
$87.9K - $98.9K
|
11K
$981K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.09K+ 4.35% |
$86.7K - $97.6K
|
26.1K
$2.34M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.06K+ 5.95% |
$84.3K - $94.9K
|
18.8K
$1.69M
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.02K+ 6.49% |
$81.5K - $91.7K
|
16.8K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
995New |
$79.3K - $89.2K
|
995
$89.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
962+ 9.08% |
$76.7K - $86.3K
|
11.6K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
866+ 2.89% |
$69K - $77.7K
|
30.8K
$2.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
843+ 18.12% |
$67.2K - $75.6K
|
5.5K
$492K
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
835+ 6.01% |
$66.6K - $74.9K
|
14.7K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
830+ 4.21% |
$66.2K - $74.4K
|
20.5K
$1.84M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
804+ 25.43% |
$64.1K - $72.1K
|
3.97K
$355K
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
771+ 22.66% |
$61.5K - $69.1K
|
4.17K
$374K
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
763+ 0.8% |
$60.8K - $68.4K
|
95.6K
$8.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
749+ 2.46% |
$59.7K - $67.2K
|
31.2K
$2.8M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
748+ 76.17% |
$59.6K - $67.1K
|
1.73K
$155K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
746+ 0.43% |
$59.5K - $66.9K
|
173K
$15.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
713New |
$56.8K - $63.9K
|
713
$63.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
712+ 23.41% |
$56.8K - $63.9K
|
3.75K
$336K
|
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
689+ 1.18% |
$54.9K - $61.8K
|
59.3K
$5.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
680New |
$54.2K - $61K
|
680
$60.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
656+ 32800.0% |
$52.3K - $58.8K
|
658
$58.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
644+ 20.52% |
$51.3K - $57.8K
|
3.78K
$339K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
641+ 2.05% |
$51.1K - $57.5K
|
31.9K
$2.86M
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
638+ 6.79% |
$50.9K - $57.2K
|
10K
$898K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
629+ 250.6% |
$50.1K - $56.4K
|
880
$78.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
607+ 60.88% |
$48.4K - $54.4K
|
1.6K
$144K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
606+ 17.61% |
$48.3K - $54.3K
|
4.05K
$362K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
598+ 10.75% |
$47.7K - $53.6K
|
6.16K
$552K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
598+ 113.26% |
$47.7K - $53.6K
|
1.13K
$101K
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
597+ 2.74% |
$47.6K - $53.5K
|
22.4K
$2.01M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
587New |
$46.8K - $52.6K
|
587
$52.6K
|