Purchases and Sales Made in Q1 2024 in Ishares Tr (EMB)
This table provides information about the institutional ownership of Ishares Tr (EMB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-138- 3.31% |
$11.9K - $12.4K
|
4.04K
$366K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-145- 2.93% |
$12.5K - $13.1K
|
4.81K
$436K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-155- 5.59% |
$13.4K - $14K
|
2.62K
$237K
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-158- 1.98% |
$13.7K - $14.2K
|
7.81K
$708K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-160- 25.12% |
$13.8K - $14.4K
|
477
$43.2K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-189- 16.79% |
$16.3K - $17K
|
937
$84.9K
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-196- 2.86% |
$17K - $17.7K
|
6.66K
$603K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-197- 6.74% |
$17K - $17.7K
|
2.73K
$247K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-201- 3.26% |
$17.4K - $18.1K
|
5.96K
$540K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-201- 12.53% |
$17.4K - $18.1K
|
1.4K
$127K
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-204- 0.45% |
$17.6K - $18.4K
|
44.7K
$4.05M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-205- 7.9% |
$17.7K - $18.5K
|
2.39K
$217K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-208- 1.8% |
$18K - $18.7K
|
11.3K
$1.03M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-215- 29.53% |
$18.6K - $19.4K
|
513
$46.5K
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-230- 7.4% |
$19.9K - $20.7K
|
2.88K
$261K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-230- 2.73% |
$19.9K - $20.7K
|
8.18K
$742K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-230- 92.74% |
$19.9K - $20.7K
|
18
$1.63K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-230- 2.92% |
$19.9K - $20.7K
|
7.64K
$693K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-242- 0.46% |
$20.9K - $21.8K
|
52.7K
$4.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-243- 50.21% |
$21K - $21.9K
|
241
$21.8K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-245- 24.62% |
$21.2K - $22.1K
|
750
$68K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-249- 44.46% |
$21.5K - $22.4K
|
311
$28.2K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-250- 4.99% |
$21.6K - $22.5K
|
4.76K
$432K
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-260- 37.79% |
$22.5K - $23.4K
|
428
$38.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-261- 6.65% |
$22.6K - $23.5K
|
3.66K
$332K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-261- 71.7% |
$22.6K - $23.5K
|
103
$9.34K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-274- 0.8% |
$23.7K - $24.7K
|
34K
$3.08M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-275- 1.54% |
$23.8K - $24.8K
|
17.6K
$1.6M
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-295- 5.84% |
$25.5K - $26.6K
|
4.76K
$431K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-308- 5.54% |
$26.6K - $27.7K
|
5.26K
$476K
|
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-310- 2.67% |
$26.8K - $27.9K
|
11.3K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-313- 6.27% |
$27.1K - $28.2K
|
4.68K
$424K
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
SELL
|
- |
-321- 1.91% |
$27.8K - $28.9K
|
16.4K
$1.49M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-343- 6.23% |
$29.7K - $30.9K
|
5.17K
$468K
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-343- 1.94% |
$29.7K - $30.9K
|
17.3K
$1.57M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-344- 14.54% |
$29.8K - $31K
|
2.02K
$183K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-367- 10.7% |
$31.7K - $33.1K
|
3.06K
$278K
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-394- 3.01% |
$34.1K - $35.5K
|
12.7K
$1.15M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-418- 7.83% |
$36.2K - $37.7K
|
4.92K
$446K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-422- 35.82% |
$36.5K - $38K
|
756
$68.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-425- 8.35% |
$36.8K - $38.3K
|
4.67K
$423K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-427- 4.48% |
$36.9K - $38.5K
|
9.09K
$824K
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-435- 23.32% |
$37.6K - $39.2K
|
1.43K
$130K
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-436- 13.45% |
$37.7K - $39.3K
|
2.81K
$254K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-444- 2.03% |
$38.4K - $40K
|
21.4K
$1.94M
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-479- 1.95% |
$41.4K - $43.1K
|
24.1K
$2.18M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-491- 4.23% |
$42.5K - $44.2K
|
11.1K
$1.01M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-492- 4.18% |
$42.6K - $44.3K
|
11.3K
$1.02M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-493- 2.43% |
$42.6K - $44.4K
|
19.8K
$1.8M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-496- 5.94% |
$42.9K - $44.7K
|
7.85K
$712K
|