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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
11+ 2.16% |
$965 - $1.03K
|
520
$47.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
11New |
$965 - $1.03K
|
11
$1K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
10+ 0.23% |
$878 - $937
|
4.36K
$396K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
10+ 0.22% |
$878 - $937
|
4.5K
$410K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8New |
$702 - $750
|
8
$728
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5+ 0.2% |
$439 - $469
|
2.54K
$231K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
5New |
$439 - $469
|
5
$455
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5+ 7.14% |
$439 - $469
|
75
$6.82K
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
5+ 0.11% |
$439 - $469
|
4.5K
$409K
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
4+ 0.03% |
$351 - $375
|
14.3K
$1.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4New |
$351 - $375
|
4
$364
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 0.23% |
$263 - $281
|
1.32K
$120K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3+ 0.08% |
$263 - $281
|
3.88K
$353K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3+ 3.49% |
$263 - $281
|
89
$8.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
2+ 0.24% |
$176 - $187
|
829
$75.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 10.53% |
$176 - $187
|
21
$1.91K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2+ 1.25% |
$176 - $187
|
162
$14.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
2+ 0.0% |
$176 - $187
|
58.3K
$5.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 1.21% |
$176 - $187
|
167
$15.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2+ 1.22% |
$176 - $187
|
166
$15.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.02% |
$87.8 - $93.7
|
4.54K
$413K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 100.0% |
$87.8 - $93.7
|
2
$182
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 100.0% |
$87.8 - $93.7
|
2
$182
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1+ 0.98% |
$87.8 - $93.7
|
103
$9.37K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1- 0.03% |
$87.8 - $93.7
|
2.9K
$264K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1- 50.0% |
$87.8 - $93.7
|
1
$91
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1- 0.6% |
$87.8 - $93.7
|
166
$15.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1- 0.04% |
$87.8 - $93.7
|
2.37K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1- 0.02% |
$87.8 - $93.7
|
6.04K
$549K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2- 0.17% |
$176 - $187
|
1.19K
$108K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3- 8.82% |
$263 - $281
|
31
$2.82K
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-3- 50.0% |
$263 - $281
|
3
$273
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-4- 4.21% |
$351 - $375
|
91
$8.28K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-5- 1.48% |
$439 - $469
|
333
$30.3K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-5- 20.0% |
$439 - $469
|
20
$1.82K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-7- 4.61% |
$614 - $656
|
145
$13.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-8- 0.17% |
$702 - $750
|
4.6K
$418K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-9- 47.37% |
$790 - $844
|
10
$910
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-13- 14.61% |
$1.14K - $1.22K
|
76
$6.91K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-13- 76.47% |
$1.14K - $1.22K
|
4
$364
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-13- 0.27% |
$1.14K - $1.22K
|
4.89K
$445K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-14- 0.15% |
$1.23K - $1.31K
|
9.05K
$823K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-15- 4.69% |
$1.32K - $1.41K
|
305
$27.7K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-15- 0.34% |
$1.32K - $1.41K
|
4.38K
$399K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-17- 3.52% |
$1.49K - $1.59K
|
466
$42.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-18- 0.68% |
$1.58K - $1.69K
|
2.62K
$238K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-20- 1.87% |
$1.76K - $1.87K
|
1.05K
$95.4K
|