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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5K+ 198.02% |
$432K - $450K
|
7.52K
$682K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.99K+ 25.4% |
$431K - $449K
|
24.6K
$2.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.99K+ 5.38% |
$431K - $449K
|
97.6K
$8.85M
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
4.94K+ 65.34% |
$427K - $445K
|
12.5K
$1.13M
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
4.8K+ 11.28% |
$415K - $433K
|
47.4K
$4.29M
|
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
BUY
|
- |
4.79KNew |
$414K - $432K
|
4.79K
$434K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
4.68K+ 17.94% |
$405K - $422K
|
30.8K
$2.79M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
4.67KNew |
$404K - $420K
|
4.67K
$423K
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
4.62KNew |
$400K - $416K
|
4.62K
$419K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.53KNew |
$391K - $408K
|
4.53K
$410K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.5KNew |
$389K - $406K
|
4.5K
$408K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.33K+ 15.28% |
$374K - $390K
|
32.7K
$2.96M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
4.33K+ 111.47% |
$374K - $390K
|
8.21K
$744K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.32K+ 21.49% |
$373K - $389K
|
24.4K
$2.21M
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
4.31K+ 38.4% |
$373K - $388K
|
15.5K
$1.41M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
4.1K+ 39.61% |
$355K - $369K
|
14.5K
$1.31M
|
|
|
Apr 12, 2024
Q1 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.02K+ 8.81% |
$347K - $362K
|
49.6K
$4.49M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3.95KNew |
$341K - $355K
|
3.95K
$358K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.94K+ 49.49% |
$340K - $354K
|
11.9K
$1.08M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
3.93KNew |
$340K - $354K
|
3.93K
$356K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
3.88K+ 47.97% |
$335K - $349K
|
12K
$1.08M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.83K+ 11.14% |
$332K - $345K
|
38.2K
$3.47M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.79KNew |
$328K - $342K
|
3.79K
$344K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.79K+ 15.76% |
$327K - $341K
|
27.8K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
3.73K+ 6.22% |
$322K - $336K
|
63.6K
$5.77M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.72K+ 2.16% |
$322K - $335K
|
176K
$16M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.67K+ 80.05% |
$317K - $330K
|
8.25K
$748K
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
3.64KNew |
$315K - $328K
|
3.64K
$330K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.64KNew |
$314K - $328K
|
3.64K
$330K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.63K+ 6.43% |
$314K - $327K
|
60.1K
$5.44M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.63K+ 51.89% |
$314K - $327K
|
10.6K
$962K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.57K+ 22.14% |
$309K - $321K
|
19.7K
$1.78M
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
BUY
|
- |
3.54K+ 119.57% |
$306K - $319K
|
6.5K
$589K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.52KNew |
$304K - $317K
|
3.52K
$319K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.41KNew |
$295K - $308K
|
3.41K
$309K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.39K+ 3.6% |
$293K - $305K
|
97.4K
$8.83M
|
|
|
May 06, 2024
Q1 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
3.39K+ 7.49% |
$293K - $305K
|
48.6K
$4.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3.3K+ 46.65% |
$285K - $297K
|
10.4K
$939K
|
|
|
Apr 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
3.29KNew |
$285K - $297K
|
3.29K
$298K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.25K+ 86.49% |
$281K - $292K
|
7K
$635K
|
|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
3.22KNew |
$278K - $290K
|
3.22K
$292K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.18KNew |
$275K - $286K
|
3.18K
$288K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.17KNew |
$274K - $286K
|
3.17K
$287K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
3.14KNew |
$272K - $283K
|
3.14K
$285K
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.11KNew |
$269K - $280K
|
3.11K
$282K
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
3.02KNew |
$261K - $272K
|
3.02K
$274K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
3.01K+ 7.93% |
$260K - $271K
|
40.9K
$3.71M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.94K+ 14.27% |
$254K - $265K
|
23.6K
$2.14M
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.93K+ 2.57% |
$254K - $264K
|
117K
$10.6M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.92KNew |
$252K - $263K
|
2.92K
$265K
|