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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
100New |
$8.89K - $9.35K
|
100
$9.07K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
92+ 1.48% |
$8.18K - $8.6K
|
6.29K
$570K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
91+ 2.33% |
$8.09K - $8.5K
|
4K
$362K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
87+ 2.24% |
$7.74K - $8.13K
|
3.98K
$361K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
86+ 0.83% |
$7.65K - $8.04K
|
10.5K
$949K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
79+ 0.87% |
$7.03K - $7.38K
|
9.13K
$827K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
79+ 76.7% |
$7.03K - $7.38K
|
182
$16.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
68New |
$6.05K - $6.36K
|
68
$6.16K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
61+ 4.12% |
$5.43K - $5.7K
|
1.54K
$140K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
58+ 12.45% |
$5.16K - $5.42K
|
524
$47.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
57+ 1.06% |
$5.07K - $5.33K
|
5.46K
$495K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
54+ 1.2% |
$4.8K - $5.05K
|
4.56K
$413K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
52+ 1.95% |
$4.62K - $4.86K
|
2.71K
$246K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
51+ 1.83% |
$4.54K - $4.77K
|
2.84K
$258K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
49+ 0.63% |
$4.36K - $4.58K
|
7.84K
$710K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
48New |
$4.27K - $4.49K
|
48
$4.35K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
47+ 0.56% |
$4.18K - $4.39K
|
8.39K
$761K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
46New |
$4.09K - $4.3K
|
46
$4.17K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
44+ 0.49% |
$3.91K - $4.11K
|
8.96K
$812K
|
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
44+ 0.25% |
$3.91K - $4.11K
|
17.9K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
41+ 0.46% |
$3.65K - $3.83K
|
9.05K
$820K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
41+ 0.3% |
$3.65K - $3.83K
|
13.7K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
40+ 1.06% |
$3.56K - $3.74K
|
3.81K
$345K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
40+ 1.8% |
$3.56K - $3.74K
|
2.26K
$205K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
39+ 6.49% |
$3.47K - $3.64K
|
640
$58K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
37New |
$3.29K - $3.46K
|
37
$3.35K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
33+ 21.71% |
$2.94K - $3.08K
|
185
$16.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
25New |
$2.22K - $2.34K
|
25
$2.27K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
25+ 0.55% |
$2.22K - $2.34K
|
4.59K
$416K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
23New |
$2.05K - $2.15K
|
23
$2.08K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
21+ 12.65% |
$1.87K - $1.96K
|
187
$17K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
21New |
$1.87K - $1.96K
|
21
$1.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
19+ 1.81% |
$1.69K - $1.78K
|
1.07K
$97K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
19+ 4.94% |
$1.69K - $1.78K
|
404
$36.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
17New |
$1.51K - $1.59K
|
17
$1.54K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
15+ 0.39% |
$1.33K - $1.4K
|
3.85K
$349K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
14+ 0.17% |
$1.25K - $1.31K
|
8.19K
$742K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
13+ 17.81% |
$1.16K - $1.21K
|
86
$7.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
13+ 0.25% |
$1.16K - $1.21K
|
5.26K
$477K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
13New |
$1.16K - $1.21K
|
13
$1.18K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
12New |
$1.07K - $1.12K
|
12
$1.09K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
10New |
$889 - $935
|
10
$907
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
7+ 0.14% |
$623 - $654
|
5.05K
$457K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6+ 1.16% |
$534 - $561
|
523
$47.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 1.67% |
$534 - $561
|
365
$33.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
5+ 0.11% |
$445 - $467
|
4.36K
$395K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3+ 1.81% |
$267 - $280
|
169
$15.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
3+ 0.36% |
$267 - $280
|
832
$75.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 2.34% |
$267 - $280
|
131
$11.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 1.8% |
$267 - $280
|
170
$15.4K
|