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 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
51+ 1.83% |
$4.54K - $4.77K
|
2.84K
$265K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
49+ 94.23% |
$4.36K - $4.58K
|
101
$9.43K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
49+ 0.63% |
$4.36K - $4.58K
|
7.84K
$732K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
48New |
$4.27K - $4.49K
|
48
$4.48K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
47+ 0.56% |
$4.18K - $4.39K
|
8.39K
$784K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
46New |
$4.09K - $4.3K
|
46
$4.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
45+ 3.31% |
$4K - $4.21K
|
1.41K
$131K
|
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
44+ 0.25% |
$3.91K - $4.11K
|
17.9K
$1.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
44+ 0.49% |
$3.91K - $4.11K
|
8.96K
$836K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
41+ 0.3% |
$3.65K - $3.83K
|
13.7K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
41+ 0.46% |
$3.65K - $3.83K
|
9.05K
$845K
|
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
41New |
$3.65K - $3.83K
|
41
$3.83K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
40+ 1.06% |
$3.56K - $3.74K
|
3.81K
$356K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
40+ 1.8% |
$3.56K - $3.74K
|
2.26K
$211K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
39+ 6.49% |
$3.47K - $3.64K
|
640
$59.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
37+ 0.06% |
$3.29K - $3.46K
|
58.4K
$5.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
37New |
$3.29K - $3.46K
|
37
$3.46K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
33+ 21.71% |
$2.94K - $3.08K
|
185
$17.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
30New |
$2.67K - $2.8K
|
30
$2.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
28+ 0.98% |
$2.49K - $2.62K
|
2.9K
$270K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
25New |
$2.22K - $2.34K
|
25
$2.33K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
25+ 0.55% |
$2.22K - $2.34K
|
4.59K
$429K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
23New |
$2.05K - $2.15K
|
23
$2.15K
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
21+ 3.13% |
$1.87K - $1.96K
|
693
$64.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
21New |
$1.87K - $1.96K
|
21
$1.96K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
21+ 12.65% |
$1.87K - $1.96K
|
187
$17.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
19+ 4.94% |
$1.69K - $1.78K
|
404
$37.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
19+ 0.86% |
$1.69K - $1.78K
|
2.23K
$208K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
19+ 1.81% |
$1.69K - $1.78K
|
1.07K
$99.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18+ 0.98% |
$1.6K - $1.68K
|
1.86K
$174K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
17New |
$1.51K - $1.59K
|
17
$1.59K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
15+ 0.39% |
$1.33K - $1.4K
|
3.85K
$359K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
14+ 15.73% |
$1.25K - $1.31K
|
103
$9.62K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
14+ 0.17% |
$1.25K - $1.31K
|
8.19K
$764K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
13+ 0.25% |
$1.16K - $1.21K
|
5.26K
$491K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
13+ 17.81% |
$1.16K - $1.21K
|
86
$8.03K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
13New |
$1.16K - $1.21K
|
13
$1.21K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
12New |
$1.07K - $1.12K
|
12
$1.12K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
10New |
$889 - $935
|
10
$934
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
9+ 0.39% |
$800 - $841
|
2.34K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9+ 0.09% |
$800 - $841
|
10K
$937K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
8+ 40.0% |
$712 - $748
|
28
$2.61K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
7+ 0.14% |
$623 - $654
|
5.05K
$471K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6+ 1.16% |
$534 - $561
|
523
$48.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 1.67% |
$534 - $561
|
365
$34.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
5New |
$445 - $467
|
5
$467
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
5+ 0.11% |
$445 - $467
|
4.36K
$407K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 5.88% |
$356 - $374
|
72
$6.72K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4+ 2.0% |
$356 - $374
|
204
$19K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4+ 1.89% |
$356 - $374
|
216
$20.2K
|