Latest Institutional Transactions on Ishares J.P. Morgan Em High Yi (EMHY)
This table provides information on the latest institutional transactions involving Ishares J.P. Morgan Em High Yi (EMHY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
168+ 1.83% |
$6.36K - $6.56K
|
9.32K
$362K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-36- 62.07% |
$1.36K - $1.41K
|
22
$855
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
24.4KNew |
$922K - $951K
|
24.4K
$946K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
23New |
$871 - $899
|
23
$894
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
36KNew |
$1.36M - $1.41M
|
36K
$1.4M
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
72.5K+ 14.97% |
$2.74M - $2.83M
|
556K
$21.6M
|
|
Q3 2024 | |||||||
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-627- 8.92% |
$23.1K - $24.5K
|
6.4K
$249K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
404New |
$14.9K - $15.8K
|
404
$15.7K
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-3.27K- 1.07% |
$120K - $128K
|
303K
$11.8M
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-20- 15.63% |
$736 - $780
|
108
$4.2K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
58New |
$2.13K - $2.26K
|
58
$2.25K
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.41K- 20.61% |
$51.9K - $55.1K
|
5.44K
$211K
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
7.76KNew |
$285K - $303K
|
7.76K
$302K
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
117New |
$4.3K - $4.57K
|
117
$4.55K
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
296KNew |
$10.9M - $11.6M
|
296K
$11.5M
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
82New |
$3.02K - $3.2K
|
82
$3.19K
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
19KNew |
$699K - $741K
|
19K
$738K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12+ 0.2% |
$441 - $468
|
5.87K
$228K
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.1K+ 59.46% |
$40.5K - $42.9K
|
2.95K
$115K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.1KNew |
$40.5K - $43K
|
1.1K
$42.8K
|
|
Q2 2024 | |||||||
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
14.9KNew |
$543K - $561K
|
14.9K
$579K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
340New |
$12.4K - $12.8K
|
340
$13.2K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
169+ 2.94% |
$6.15K - $6.36K
|
5.92K
$230K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
537K+ 192358.06% |
$19.5M - $20.2M
|
537K
$20.9M
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
118New |
$4.3K - $4.44K
|
118
$4.58K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
613+ 1251.02% |
$22.3K - $23.1K
|
662
$25.7K
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.99KNew |
$291K - $300K
|
7.99K
$310K
|
|
Q1 2024 | |||||||
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-90- 98.9% |
$3.21K - $3.38K
|
1
$38.9
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
39New |
$1.39K - $1.47K
|
39
$1.52K
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
4.52KNew |
$161K - $170K
|
4.52K
$176K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.5KNew |
$590K - $621K
|
16.5K
$642K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.5K+ 130.85% |
$482K - $507K
|
23.8K
$925K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
133+ 5.64% |
$4.75K - $5K
|
2.49K
$96.7K
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.33K- 49.98% |
$47.6K - $50.1K
|
1.33K
$51.8K
|
|
Q4 2023 | |||||||
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.56KNew |
$317K - $349K
|
9.56K
$371K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4.41KNew |
$146K - $161K
|
4.41K
$171K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
100New |
$3.31K - $3.65K
|
100
$3.89K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14New |
$464 - $511
|
14
$544
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3K+ 42.86% |
$99.3K - $110K
|
10K
$389K
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
434New |
$14.8K - $15.5K
|
434
$16.9K
|
|
Nov 14, 2023
Q3 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
7.93KNew |
$270K - $283K
|
7.93K
$308K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2.5KNew |
$85.1K - $89.3K
|
2.5K
$97.1K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-273- 70.91% |
$9.29K - $9.75K
|
112
$4.35K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
50New |
$1.7K - $1.79K
|
50
$1.94K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
17+ 34.69% |
$579 - $607
|
66
$2.56K
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.7KNew |
$57.9K - $60.7K
|
1.7K
$66K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
70New |
$2.38K - $2.5K
|
70
$2.72K
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.35KNew |
$46.1K - $48.4K
|
1.35K
$52.6K
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
10New |
$337 - $351
|
10
$389
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
93+ 1.43% |
$3.14K - $3.27K
|
6.6K
$256K
|