Purchases and Sales Made in Q3 2024 in Ishares Tr (EMB)
This table provides information about the institutional ownership of Ishares Tr (EMB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.47K+ 19.42% |
$129K - $138K
|
9.04K
$823K
|
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.47K+ 3.4% |
$129K - $138K
|
44.6K
$4.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.41K+ 2.98% |
$124K - $133K
|
48.9K
$4.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.4K+ 18.76% |
$123K - $131K
|
8.86K
$806K
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.39K+ 4.3% |
$122K - $130K
|
33.8K
$3.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.36K+ 58.6% |
$119K - $127K
|
3.68K
$335K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
1.35K+ 3.25% |
$118K - $126K
|
42.8K
$3.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.32K+ 4.32% |
$116K - $124K
|
31.8K
$2.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.3KNew |
$114K - $122K
|
1.3K
$118K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.29K+ 16.12% |
$114K - $121K
|
9.32K
$848K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.28K+ 6.43% |
$112K - $120K
|
21.1K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
1.24K+ 3.78% |
$109K - $116K
|
33.9K
$3.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.23K+ 4.14% |
$108K - $115K
|
31K
$2.82M
|
|
|
Jan 16, 2025
Q3 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.21K+ 140.42% |
$106K - $113K
|
2.07K
$188K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.19K+ 7.19% |
$105K - $112K
|
17.8K
$1.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
1.19K+ 16.19% |
$105K - $112K
|
8.55K
$778K
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.15K+ 2.78% |
$101K - $108K
|
42.5K
$3.87M
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.12K+ 7.1% |
$98.6K - $105K
|
17K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.11K+ 3.38% |
$97.1K - $104K
|
33.8K
$3.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.1K+ 1.68% |
$96.6K - $103K
|
66.5K
$6.05M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.06K+ 11.39% |
$93.4K - $99.7K
|
10.4K
$947K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.05K+ 15.65% |
$91.8K - $98.1K
|
7.73K
$703K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.03KNew |
$90.5K - $96.6K
|
1.03K
$93.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.01K+ 26.1% |
$88.7K - $94.8K
|
4.88K
$444K
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
997+ 5.54% |
$87.5K - $93.5K
|
19K
$1.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
978+ 6.44% |
$85.8K - $91.7K
|
16.2K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
959+ 6.13% |
$84.2K - $89.9K
|
16.6K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
956+ 21.07% |
$83.9K - $89.6K
|
5.49K
$500K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
950+ 2.73% |
$83.4K - $89.1K
|
35.8K
$3.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
913+ 1.37% |
$80.1K - $85.6K
|
67.7K
$6.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
913+ 3.43% |
$80.1K - $85.6K
|
27.6K
$2.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
895+ 34.96% |
$78.5K - $83.9K
|
3.46K
$314K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
894+ 11.11% |
$78.4K - $83.8K
|
8.94K
$813K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
882New |
$77.4K - $82.7K
|
882
$80.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
845+ 8.04% |
$74.1K - $79.2K
|
11.4K
$1.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
838+ 13.85% |
$73.5K - $78.6K
|
6.89K
$627K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
820+ 4.15% |
$72K - $76.9K
|
20.6K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
820+ 0.77% |
$72K - $76.9K
|
107K
$9.78M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
789+ 5.82% |
$69.2K - $74K
|
14.4K
$1.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
784+ 2.25% |
$68.8K - $73.5K
|
35.6K
$3.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
773+ 4.54% |
$67.8K - $72.5K
|
17.8K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
754+ 3.56% |
$66.2K - $70.7K
|
21.9K
$1.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
740+ 11.98% |
$64.9K - $69.4K
|
6.92K
$629K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
737+ 2.35% |
$64.7K - $69.1K
|
32.1K
$2.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
733+ 19.51% |
$64.3K - $68.7K
|
4.49K
$409K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
728+ 8.66% |
$63.9K - $68.2K
|
9.14K
$831K
|
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
725+ 20.58% |
$63.6K - $68K
|
4.25K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
722+ 2.06% |
$63.4K - $67.7K
|
35.7K
$3.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
718+ 6.41% |
$63K - $67.3K
|
11.9K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
703+ 4.91% |
$61.7K - $65.9K
|
15K
$1.37M
|