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 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-5.28K- 12.34% |
$457K - $476K
|
37.5K
$3.4M
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-5.38K- 13.98% |
$465K - $485K
|
33.1K
$3M
|
|
|
May 09, 2024
Q1 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-5.56K- 25.67% |
$481K - $501K
|
16.1K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-5.58K- 73.42% |
$483K - $503K
|
2.02K
$183K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.06K- 21.86% |
$524K - $546K
|
21.7K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-6.06K- 50.16% |
$524K - $546K
|
6.02K
$546K
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-6.13K- 14.97% |
$530K - $552K
|
34.8K
$3.16M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-6.53K- 37.82% |
$565K - $588K
|
10.7K
$973K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-7K- 41.02% |
$605K - $631K
|
10.1K
$912K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.46K- 5.41% |
$645K - $672K
|
130K
$11.8M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.51K- 21.07% |
$649K - $676K
|
28.1K
$2.55M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-7.56K- 33.41% |
$654K - $681K
|
15.1K
$1.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-7.9K- 4.99% |
$683K - $711K
|
150K
$13.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.26K- 49.53% |
$715K - $744K
|
8.42K
$763K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-8.55K- 35.58% |
$740K - $770K
|
15.5K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.01K- 19.13% |
$779K - $811K
|
38.1K
$3.45M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-9.93K- 69.1% |
$859K - $894K
|
4.44K
$402K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-10K- 78.01% |
$867K - $903K
|
2.83K
$256K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-10.2K- 2.14% |
$879K - $916K
|
466K
$42.2M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-10.5K- 51.48% |
$910K - $948K
|
9.92K
$899K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-10.7K- 2.42% |
$926K - $964K
|
431K
$39.1M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-10.8K- 9.44% |
$932K - $971K
|
103K
$9.37M
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-10.8K- 70.21% |
$935K - $974K
|
4.59K
$416K
|
|
|
May 10, 2024
Q1 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-11.3K- 5.69% |
$975K - $1.02M
|
187K
$16.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-11.5K- 26.82% |
$997K - $1.04M
|
31.5K
$2.85M
|
|
|
Apr 29, 2024
Q1 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-12.4K- 23.24% |
$1.07M - $1.11M
|
40.8K
$3.7M
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-12.4K- 44.49% |
$1.07M - $1.12M
|
15.5K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.9KClosed |
$1.12M - $1.16M
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-14.5K- 82.81% |
$1.26M - $1.31M
|
3.01K
$273K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-14.6K- 46.58% |
$1.26M - $1.32M
|
16.8K
$1.52M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-14.6K- 12.6% |
$1.27M - $1.32M
|
101K
$9.2M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15.1K- 66.16% |
$1.31M - $1.36M
|
7.73K
$700K
|
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-15.7K- 4.62% |
$1.36M - $1.41M
|
324K
$29.4M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-16.1K- 0.75% |
$1.4M - $1.45M
|
2.12M
$192M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.6K- 40.39% |
$1.44M - $1.5M
|
24.6K
$2.23M
|
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-20K- 7.84% |
$1.73M - $1.8M
|
235K
$21.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-20.9K- 78.8% |
$1.81M - $1.88M
|
5.62K
$510K
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-22.4K- 18.98% |
$1.93M - $2.02M
|
95.5K
$8.66M
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-23.5K- 50.42% |
$2.03M - $2.12M
|
23.1K
$2.09M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-24.6K- 7.88% |
$2.13M - $2.21M
|
287K
$26M
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-24.8K- 47.03% |
$2.14M - $2.23M
|
27.9K
$2.53M
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-25K- 32.55% |
$2.17M - $2.26M
|
51.9K
$4.7M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-26.5K- 35.36% |
$2.29M - $2.39M
|
48.4K
$4.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
SELL
|
- |
-26.5K- 31.62% |
$2.3M - $2.39M
|
57.4K
$5.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-29.4K- 21.16% |
$2.55M - $2.65M
|
110K
$9.94M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-30.4K- 23.36% |
$2.63M - $2.74M
|
99.7K
$9.04M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-30.6K- 99.67% |
$2.65M - $2.76M
|
101
$9.16K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-30.8K- 30.38% |
$2.66M - $2.78M
|
70.6K
$6.4M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-31K- 9.24% |
$2.68M - $2.79M
|
304K
$27.6M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-32.3K- 3.78% |
$2.79M - $2.91M
|
821K
$74.5M
|