Purchases and Sales Made in Q4 2024 in Ishares J.P. Morgan Em High Yi (EMHY)
This table provides information about the institutional ownership of Ishares J.P. Morgan Em High Yi (EMHY) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES J.P. MORGAN EM HIGH YI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
75.8K+ 9.18% |
$2.87M - $2.96M
|
902K
$34.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
72.5K+ 14.97% |
$2.74M - $2.83M
|
556K
$21.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
67.2K+ 314.2% |
$2.54M - $2.62M
|
88.6K
$3.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
58.2KNew |
$2.2M - $2.27M
|
58.2K
$2.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
38.7K+ 4.04% |
$1.47M - $1.51M
|
996K
$38.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
36KNew |
$1.36M - $1.41M
|
36K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
24.4KNew |
$922K - $951K
|
24.4K
$938K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
14.8K+ 7.42% |
$560K - $578K
|
214K
$8.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10K+ 105.22% |
$380K - $392K
|
19.6K
$755K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.81KNew |
$296K - $305K
|
7.81K
$301K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.08KNew |
$192K - $198K
|
5.08K
$196K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.91K+ 9.04% |
$110K - $114K
|
35.1K
$1.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.76K+ 1.29% |
$104K - $108K
|
217K
$8.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.28K+ 34.19% |
$86.4K - $89.2K
|
8.96K
$345K
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
2.02K+ 3.05% |
$76.5K - $79K
|
68.3K
$2.63M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.27K+ 59.75% |
$48K - $49.6K
|
3.39K
$131K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
555+ 5.9% |
$21K - $21.7K
|
9.96K
$384K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
311+ 18.32% |
$11.8K - $12.2K
|
2.01K
$77.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
309+ 40.71% |
$11.7K - $12.1K
|
1.07K
$41.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
247+ 38.71% |
$9.35K - $9.65K
|
885
$34.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
239+ 0.49% |
$9.05K - $9.34K
|
48.7K
$1.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
213+ 3.01% |
$8.06K - $8.32K
|
7.29K
$281K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
168+ 1.83% |
$6.36K - $6.56K
|
9.32K
$359K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
134+ 1.38% |
$5.07K - $5.24K
|
9.83K
$379K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
28New |
$1.06K - $1.09K
|
28
$1.08K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
23New |
$871 - $899
|
23
$886
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1New |
$37.9 - $39.1
|
1
$38.5
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 2.13% |
$37.9 - $39.1
|
48
$1.85K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-30- 0.63% |
$1.14K - $1.17K
|
4.77K
$184K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-36- 62.07% |
$1.36K - $1.41K
|
22
$848
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-64- 1.0% |
$2.42K - $2.5K
|
6.35K
$245K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-335- 11.18% |
$12.7K - $13.1K
|
2.66K
$103K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-926- 2.45% |
$35.1K - $36.2K
|
36.9K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.42K- 2.34% |
$53.6K - $55.3K
|
59.2K
$2.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.05K- 14.11% |
$153K - $158K
|
24.6K
$950K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-13K- 18.26% |
$492K - $508K
|
58.2K
$2.24M
|