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 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-272- 5.79% |
$24.2K - $25.4K
|
4.43K
$401K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-282- 2.37% |
$25.1K - $26.4K
|
11.6K
$1.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-322- 10.2% |
$28.6K - $30.1K
|
2.84K
$257K
|
|
|
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
$924K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-339- 3.02% |
$30.2K - $31.7K
|
10.9K
$985K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-373- 9.16% |
$33.2K - $34.9K
|
3.7K
$335K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-399- 5.89% |
$35.5K - $37.3K
|
6.37K
$577K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-463- 9.31% |
$41.2K - $43.3K
|
4.51K
$408K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-464- 48.23% |
$41.3K - $43.4K
|
498
$45.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-479- 5.55% |
$42.6K - $44.8K
|
8.15K
$738K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-504- 10.23% |
$44.8K - $47.1K
|
4.42K
$400K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-511- 18.53% |
$45.4K - $47.8K
|
2.25K
$203K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-547- 11.02% |
$48.7K - $51.1K
|
4.42K
$400K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-548- 5.88% |
$48.7K - $51.2K
|
8.77K
$794K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-568- 41.89% |
$50.5K - $53.1K
|
788
$71.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-636- 15.3% |
$56.6K - $59.4K
|
3.52K
$319K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-638- 16.01% |
$56.7K - $59.6K
|
3.35K
$303K
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-639- 2.22% |
$56.8K - $59.7K
|
28.2K
$2.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-639- 24.19% |
$56.8K - $59.7K
|
2K
$181K
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-673- 3.22% |
$59.9K - $62.9K
|
20.2K
$1.83M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
SELL
|
- |
-676- 5.68% |
$60.1K - $63.2K
|
11.2K
$1.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-716- 13.6% |
$63.7K - $66.9K
|
4.55K
$412K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-718- 6.79% |
$63.9K - $67.1K
|
9.86K
$893K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-737- 10.88% |
$65.5K - $68.9K
|
6.03K
$546K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-755- 1.98% |
$67.1K - $70.6K
|
37.4K
$3.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-810- 4.29% |
$72K - $75.7K
|
18.1K
$1.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-814- 11.61% |
$72.4K - $76.1K
|
6.2K
$561K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-838- 17.16% |
$74.5K - $78.3K
|
4.05K
$366K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-915- 4.86% |
$81.4K - $85.5K
|
17.9K
$1.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-964- 28.61% |
$85.7K - $90.1K
|
2.41K
$218K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1K- 7.86% |
$89.2K - $93.7K
|
11.8K
$1.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.04K- 24.31% |
$92.7K - $97.4K
|
3.25K
$294K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.08K- 2.8% |
$96.1K - $101K
|
37.5K
$3.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.14K- 8.53% |
$102K - $107K
|
12.2K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.24K- 3.47% |
$110K - $115K
|
34.4K
$3.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-1.24K- 34.47% |
$110K - $115K
|
2.35K
$213K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.32K- 99.92% |
$117K - $123K
|
1
$90.6
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.37K- 4.22% |
$122K - $128K
|
31.1K
$2.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-1.58K- 20.6% |
$141K - $148K
|
6.11K
$553K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.61K- 54.01% |
$143K - $150K
|
1.37K
$124K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.67K- 0.86% |
$148K - $156K
|
192K
$17.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.69K- 6.51% |
$150K - $157K
|
24.2K
$2.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-1.77K- 15.32% |
$158K - $166K
|
9.81K
$888K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.82K- 1.46% |
$162K - $170K
|
123K
$11.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.93K- 10.01% |
$172K - $181K
|
17.4K
$1.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.01K- 24.14% |
$178K - $187K
|
6.3K
$570K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.53K- 14.23% |
$225K - $237K
|
15.3K
$1.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.66K- 12.36% |
$236K - $248K
|
18.8K
$1.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.68K- 7.06% |
$239K - $251K
|
35.3K
$3.2M
|