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 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
15+ 0.39% |
$1.33K - $1.4K
|
3.85K
$348K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
13New |
$1.16K - $1.21K
|
13
$1.17K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
12New |
$1.07K - $1.12K
|
12
$1.08K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
3+ 0.36% |
$267 - $280
|
832
$75.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 2.34% |
$267 - $280
|
131
$11.8K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1- 50.0% |
$88.9 - $93.5
|
1
$90.3
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 50.0% |
$88.9 - $93.5
|
1
$90.3
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-6- 0.05% |
$534 - $561
|
12.6K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-15- 0.16% |
$1.33K - $1.4K
|
9.12K
$824K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-18- 5.83% |
$1.6K - $1.68K
|
291
$26.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-22- 0.67% |
$1.96K - $2.06K
|
3.25K
$293K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-30- 9.09% |
$2.67K - $2.8K
|
300
$27.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-33- 0.54% |
$2.94K - $3.08K
|
6.07K
$548K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-45- 0.28% |
$4K - $4.21K
|
16.1K
$1.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-47- 32.41% |
$4.18K - $4.39K
|
98
$8.85K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-56- 1.48% |
$4.98K - $5.23K
|
3.74K
$338K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-73- 2.48% |
$6.49K - $6.82K
|
2.87K
$259K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-74- 0.52% |
$6.58K - $6.92K
|
14.3K
$1.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-79- 1.14% |
$7.03K - $7.38K
|
6.84K
$618K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-92- 2.61% |
$8.18K - $8.6K
|
3.44K
$311K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-93- 0.15% |
$8.27K - $8.69K
|
61.2K
$5.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-96- 0.57% |
$8.54K - $8.97K
|
16.7K
$1.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-97- 32.55% |
$8.63K - $9.07K
|
201
$18.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100- 23.36% |
$8.89K - $9.35K
|
328
$29.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 30.03% |
$8.89K - $9.35K
|
233
$21K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-116- 4.47% |
$10.3K - $10.8K
|
2.48K
$224K
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-126- 0.18% |
$11.2K - $11.8K
|
69.5K
$6.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-130- 12.39% |
$11.6K - $12.1K
|
919
$83K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-169- 6.07% |
$15K - $15.8K
|
2.62K
$236K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-184- 3.91% |
$16.4K - $17.2K
|
4.52K
$408K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-184- 6.86% |
$16.4K - $17.2K
|
2.5K
$226K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-208- 4.17% |
$18.5K - $19.4K
|
4.78K
$432K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-212- 8.21% |
$18.9K - $19.8K
|
2.37K
$214K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-218- 1.26% |
$19.4K - $20.4K
|
17.1K
$1.55M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-222- 4.2% |
$19.7K - $20.7K
|
5.06K
$457K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-227- 4.12% |
$20.2K - $21.2K
|
5.28K
$477K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-233- 2.82% |
$20.7K - $21.8K
|
8.03K
$726K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-245- 81.4% |
$21.8K - $22.9K
|
56
$5.06K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-272- 5.79% |
$24.2K - $25.4K
|
4.43K
$400K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-322- 10.2% |
$28.6K - $30.1K
|
2.84K
$256K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-333- 2.03% |
$29.6K - $31.1K
|
16.1K
$1.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-334- 3.17% |
$29.7K - $31.2K
|
10.2K
$922K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-339- 3.02% |
$30.2K - $31.7K
|
10.9K
$983K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-373- 9.16% |
$33.2K - $34.9K
|
3.7K
$334K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-399- 5.89% |
$35.5K - $37.3K
|
6.37K
$576K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-463- 9.31% |
$41.2K - $43.3K
|
4.51K
$407K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-479- 5.55% |
$42.6K - $44.8K
|
8.15K
$736K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-504- 10.23% |
$44.8K - $47.1K
|
4.42K
$399K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-511- 18.53% |
$45.4K - $47.8K
|
2.25K
$203K
|