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
|
Nbt Bank N A
|
BUY
|
- |
560New |
$44.6K - $50.2K
|
560
$50.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
560+ 3.47% |
$44.6K - $50.2K
|
16.7K
$1.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
548+ 66.91% |
$43.7K - $49.1K
|
1.37K
$122K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
546+ 22.38% |
$43.5K - $49K
|
2.99K
$267K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
541+ 175.08% |
$43.1K - $48.5K
|
850
$76.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
527+ 4.31% |
$42K - $47.3K
|
12.8K
$1.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
475+ 2.48% |
$37.9K - $42.6K
|
19.6K
$1.76M
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
453+ 8.54% |
$36.1K - $40.6K
|
5.76K
$516K
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
433+ 9.37% |
$34.5K - $38.8K
|
5.05K
$452K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
432New |
$34.4K - $38.7K
|
432
$38.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
431+ 1.03% |
$34.4K - $38.7K
|
42.4K
$3.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
424+ 1.48% |
$33.8K - $38K
|
29.1K
$2.61M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
420+ 2.45% |
$33.5K - $37.7K
|
17.5K
$1.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
410+ 8.42% |
$32.7K - $36.8K
|
5.28K
$473K
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
381+ 2.78% |
$30.4K - $34.2K
|
14.1K
$1.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
373+ 33.57% |
$29.7K - $33.5K
|
1.48K
$133K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
354+ 7.6% |
$28.2K - $31.7K
|
5.01K
$449K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
324+ 753.49% |
$25.8K - $29.1K
|
367
$32.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
308+ 2.3% |
$24.6K - $27.6K
|
13.7K
$1.23M
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
306+ 1.86% |
$24.4K - $27.4K
|
16.8K
$1.5M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
295New |
$23.5K - $26.5K
|
295
$26.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
295+ 2.24% |
$23.5K - $26.5K
|
13.5K
$1.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
295+ 3.91% |
$23.5K - $26.5K
|
7.84K
$702K
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
285+ 3.92% |
$22.7K - $25.6K
|
7.56K
$677K
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
275+ 5.41% |
$21.9K - $24.7K
|
5.36K
$480K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
275+ 2.5% |
$21.9K - $24.7K
|
11.3K
$1.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
274+ 5.9% |
$21.8K - $24.6K
|
4.92K
$440K
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
262+ 2.46% |
$20.9K - $23.5K
|
10.9K
$979K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
250+ 18.04% |
$19.9K - $22.4K
|
1.64K
$147K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
247+ 5.17% |
$19.7K - $22.2K
|
5.03K
$450K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
222+ 10.35% |
$17.7K - $19.9K
|
2.37K
$212K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
215New |
$17.1K - $19.3K
|
215
$19.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
207+ 102.48% |
$16.5K - $18.6K
|
409
$36.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
206+ 2.35% |
$16.4K - $18.5K
|
8.97K
$803K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
200New |
$15.9K - $17.9K
|
200
$17.9K
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
190+ 1.19% |
$15.1K - $17K
|
16.2K
$1.45M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
179+ 0.16% |
$14.3K - $16.1K
|
114K
$10.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
179+ 0.16% |
$14.3K - $16.1K
|
114K
$10.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
178New |
$14.2K - $16K
|
178
$15.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
175+ 2.3% |
$13.9K - $15.7K
|
7.78K
$697K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
169+ 3.62% |
$13.5K - $15.2K
|
4.84K
$433K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
165+ 198.8% |
$13.2K - $14.8K
|
248
$22.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
161+ 1.24% |
$12.8K - $14.4K
|
13.2K
$1.18M
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
157+ 6.65% |
$12.5K - $14.1K
|
2.52K
$225K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
156New |
$12.4K - $14K
|
156
$14K
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
146+ 1.1% |
$11.6K - $13.1K
|
13.4K
$1.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
146+ 1.84% |
$11.6K - $13.1K
|
8.09K
$724K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
145+ 4.89% |
$11.6K - $13K
|
3.11K
$279K
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
138+ 1.89% |
$11K - $12.4K
|
7.43K
$666K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
134+ 2.44% |
$10.7K - $12K
|
5.63K
$504K
|