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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
54+ 0.83% |
$4.67K - $4.86K
|
6.6K
$598K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
54+ 6.35% |
$4.67K - $4.86K
|
904
$81.9K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
53+ 0.43% |
$4.58K - $4.77K
|
12.5K
$1.13M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
52+ 12.04% |
$4.5K - $4.68K
|
484
$43.9K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
51+ 6.28% |
$4.41K - $4.59K
|
863
$78.2K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
49+ 213.04% |
$4.24K - $4.41K
|
72
$6.53K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
48New |
$4.15K - $4.32K
|
48
$4.35K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
44+ 0.14% |
$3.81K - $3.96K
|
31.1K
$2.82M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
42New |
$3.63K - $3.78K
|
42
$3.81K
|
|
|
Apr 29, 2024
Q1 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
40+ 0.98% |
$3.46K - $3.6K
|
4.13K
$374K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
40New |
$3.46K - $3.6K
|
40
$3.63K
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
38+ 1.67% |
$3.29K - $3.42K
|
2.32K
$210K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
35+ 1.7% |
$3.03K - $3.15K
|
2.09K
$190K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
35New |
$3.03K - $3.15K
|
35
$3.17K
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
35+ 0.16% |
$3.03K - $3.15K
|
21.7K
$1.96M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
35New |
$3.03K - $3.15K
|
35
$3.17K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
34New |
$2.94K - $3.06K
|
34
$3.08K
|
|
|
Apr 08, 2024
Q1 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
29New |
$2.51K - $2.61K
|
29
$2.63K
|
|
|
May 08, 2024
Q1 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
28+ 0.11% |
$2.42K - $2.52K
|
26K
$2.36M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
25New |
$2.16K - $2.25K
|
25
$2.27K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
23+ 0.87% |
$1.99K - $2.07K
|
2.68K
$243K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
23+ 0.98% |
$1.99K - $2.07K
|
2.37K
$215K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
22+ 70.97% |
$1.9K - $1.98K
|
53
$4.8K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
18+ 200.0% |
$1.56K - $1.62K
|
27
$2.45K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
17New |
$1.47K - $1.53K
|
17
$1.54K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
17+ 54.84% |
$1.47K - $1.53K
|
48
$4.35K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
16+ 9.14% |
$1.38K - $1.44K
|
191
$17.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
13+ 12.26% |
$1.12K - $1.17K
|
119
$10.8K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
13+ 5.51% |
$1.12K - $1.17K
|
249
$22.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12+ 10.91% |
$1.04K - $1.08K
|
122
$11.1K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
12New |
$1.04K - $1.08K
|
12
$1.09K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
12+ 0.87% |
$1.04K - $1.08K
|
1.39K
$126K
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
10+ 0.38% |
$865 - $901
|
2.61K
$237K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
9+ 0.89% |
$778 - $811
|
1.03K
$92.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
9New |
$778 - $811
|
9
$816
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
9New |
$778 - $811
|
9
$816
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
7New |
$605 - $631
|
7
$635
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 29.17% |
$605 - $631
|
31
$2.81K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
7+ 0.28% |
$605 - $631
|
2.53K
$229K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
6+ 15.38% |
$519 - $540
|
45
$4.08K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 0.17% |
$432 - $450
|
2.97K
$269K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5+ 83.33% |
$432 - $450
|
11
$997
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
4New |
$346 - $360
|
4
$363
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.8% |
$259 - $270
|
376
$34.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
2+ 0.24% |
$173 - $180
|
825
$74.8K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2New |
$173 - $180
|
2
$181
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2+ 0.05% |
$173 - $180
|
3.86K
$350K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 1.2% |
$173 - $180
|
169
$15.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2+ 1.28% |
$173 - $180
|
158
$14.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.62% |
$86.5 - $90.1
|
163
$14.8K
|