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 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
131+ 1.63% |
$10.4K - $11.7K
|
8.17K
$732K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
130+ 1.58% |
$10.4K - $11.7K
|
8.36K
$748K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
123+ 2.28% |
$9.8K - $11K
|
5.51K
$493K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
120+ 8.34% |
$9.57K - $10.8K
|
1.56K
$140K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
119New |
$9.49K - $10.7K
|
119
$10.7K
|
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
119+ 0.55% |
$9.49K - $10.7K
|
21.6K
$1.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
118+ 1.5% |
$9.41K - $10.6K
|
7.97K
$714K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
118New |
$9.41K - $10.6K
|
118
$10.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
117+ 1.67% |
$9.33K - $10.5K
|
7.12K
$638K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
114+ 1.21% |
$9.09K - $10.2K
|
9.52K
$853K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
111+ 1.61% |
$8.85K - $9.95K
|
6.99K
$626K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
110New |
$8.77K - $9.86K
|
110
$9.85K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
109+ 0.35% |
$8.69K - $9.78K
|
31K
$2.78M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
107+ 0.35% |
$8.53K - $9.6K
|
30.9K
$2.77M
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
106New |
$8.45K - $9.51K
|
106
$9.49K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
103+ 0.34% |
$8.21K - $9.24K
|
30.7K
$2.75M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
101New |
$8.05K - $9.06K
|
101
$9.05K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
100New |
$7.97K - $8.97K
|
100
$8.96K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
99+ 0.34% |
$7.89K - $8.88K
|
29.2K
$2.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
80New |
$6.38K - $7.17K
|
80
$7.16K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
77+ 0.5% |
$6.14K - $6.91K
|
15.6K
$1.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
76+ 1.57% |
$6.06K - $6.82K
|
4.91K
$440K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
71+ 1.76% |
$5.66K - $6.37K
|
4.12K
$369K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
70New |
$5.58K - $6.28K
|
70
$6.27K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
69+ 39.43% |
$5.5K - $6.19K
|
244
$21.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
62New |
$4.94K - $5.56K
|
62
$5.55K
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
62+ 1.48% |
$4.94K - $5.56K
|
4.26K
$381K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
61New |
$4.86K - $5.47K
|
61
$5.46K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
59New |
$4.7K - $5.29K
|
59
$5.28K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
59+ 10.67% |
$4.7K - $5.29K
|
612
$54.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
53+ 1.03% |
$4.22K - $4.75K
|
5.2K
$466K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
53New |
$4.22K - $4.75K
|
53
$4.75K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
52New |
$4.14K - $4.66K
|
52
$4.66K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
52New |
$4.14K - $4.66K
|
52
$4.66K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
51+ 0.66% |
$4.07K - $4.57K
|
7.81K
$700K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
48+ 62.34% |
$3.83K - $4.3K
|
125
$11.2K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
45New |
$3.59K - $4.04K
|
45
$4.03K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
45+ 3.4% |
$3.59K - $4.04K
|
1.37K
$123K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
43New |
$3.43K - $3.86K
|
43
$3.85K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
42+ 29.58% |
$3.35K - $3.77K
|
184
$16.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
39New |
$3.11K - $3.5K
|
39
$3.49K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
39New |
$3.11K - $3.5K
|
39
$3.49K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
39New |
$3.11K - $3.5K
|
39
$3.49K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
39New |
$3.11K - $3.5K
|
39
$3.49K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
37+ 11.31% |
$2.95K - $3.32K
|
364
$32.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
33+ 1.19% |
$2.63K - $2.96K
|
2.81K
$252K
|
|
|
Jan 22, 2024
Q4 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
33+ 32.67% |
$2.63K - $2.96K
|
134
$12K
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
BUY
|
- |
32+ 1.19% |
$2.55K - $2.87K
|
2.72K
$244K
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
30+ 0.03% |
$2.39K - $2.69K
|
103K
$9.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
30+ 0.55% |
$2.39K - $2.69K
|
5.45K
$488K
|