Purchases and Sales Made in Q4 2024 in Ishares Tr (EMB)
This table provides information about the institutional ownership of Ishares Tr (EMB) during Q4 2024. 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 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.82K+ 8.7% |
$250K - $263K
|
35.2K
$3.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.75KNew |
$244K - $257K
|
2.75K
$249K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.72KNew |
$242K - $254K
|
2.72K
$246K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.69KNew |
$239K - $251K
|
2.69K
$243K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
2.67KNew |
$238K - $250K
|
2.67K
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.59K+ 11.38% |
$231K - $242K
|
25.4K
$2.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
2.36KNew |
$209K - $220K
|
2.36K
$213K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
2.35KNew |
$209K - $219K
|
2.35K
$213K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
2.33K+ 5.54% |
$207K - $217K
|
44.3K
$4.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.28KNew |
$203K - $213K
|
2.28K
$207K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.27K+ 7.56% |
$202K - $213K
|
32.4K
$2.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
2.2KNew |
$196K - $206K
|
2.2K
$199K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.16K+ 25.93% |
$192K - $202K
|
10.5K
$949K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.04K+ 1.31% |
$182K - $191K
|
158K
$14.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.97K+ 0.18% |
$175K - $184K
|
1.12M
$101M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.87K+ 43.33% |
$167K - $175K
|
6.2K
$561K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.61K+ 10.64% |
$143K - $150K
|
16.7K
$1.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.41K+ 163.41% |
$125K - $131K
|
2.27K
$205K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.4K+ 17.58% |
$125K - $131K
|
9.37K
$848K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.37K+ 4.4% |
$121K - $128K
|
32.4K
$2.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.37K+ 2.91% |
$121K - $128K
|
48.3K
$4.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
1.35KNew |
$120K - $126K
|
1.35K
$122K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.34K+ 42.95% |
$119K - $125K
|
4.45K
$403K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.33K+ 14.99% |
$118K - $124K
|
10.2K
$922K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.27K+ 7.62% |
$113K - $119K
|
18K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.26K+ 43.56% |
$112K - $118K
|
4.16K
$377K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.23K+ 2.43% |
$109K - $114K
|
51.5K
$4.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.18K+ 24.13% |
$105K - $110K
|
6.08K
$550K
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 2.18% |
$99.9K - $105K
|
52.6K
$4.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.1K+ 8.42% |
$97.5K - $102K
|
14.1K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.1K+ 3.69% |
$97.4K - $102K
|
30.7K
$2.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.06K+ 19.43% |
$94.1K - $98.9K
|
6.5K
$589K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.04KNew |
$92.2K - $96.9K
|
1.04K
$93.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.02K+ 13.86% |
$91K - $95.6K
|
8.41K
$761K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
1.02K+ 38.35% |
$90.4K - $95K
|
3.67K
$332K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
1.01K+ 5.4% |
$89.5K - $94K
|
19.7K
$1.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
976+ 9.2% |
$86.8K - $91.2K
|
11.6K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
970+ 12.71% |
$86.3K - $90.7K
|
8.6K
$779K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
950+ 4.58% |
$84.5K - $88.8K
|
21.7K
$1.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
931+ 10.35% |
$82.8K - $87K
|
9.92K
$899K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
915+ 3.7% |
$81.4K - $85.5K
|
25.6K
$2.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
879+ 12.66% |
$78.2K - $82.2K
|
7.82K
$708K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
875+ 1.54% |
$77.8K - $81.8K
|
57.7K
$5.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
846+ 0.95% |
$75.2K - $79.1K
|
90.2K
$8.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
830+ 2.86% |
$73.8K - $77.6K
|
29.9K
$2.71M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
737+ 1.14% |
$65.5K - $68.9K
|
65.2K
$5.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
724+ 3.46% |
$64.4K - $67.7K
|
21.6K
$1.96M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
668+ 0.65% |
$59.4K - $62.4K
|
103K
$9.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
659+ 8.52% |
$58.6K - $61.6K
|
8.39K
$760K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
625+ 5.47% |
$55.6K - $58.4K
|
12.1K
$1.09M
|