Purchases and Sales Made in Q4 2024 in Ishares Tr (EMB)
This table provides information about the institutional ownership of Ishares Tr (EMB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 33.33% |
$88.9 - $93.5
|
4
$362
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1New |
$88.9 - $93.5
|
1
$90.4
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 1.59% |
$88.9 - $93.5
|
64
$5.78K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 50.0% |
$88.9 - $93.5
|
1
$90.4
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1- 50.0% |
$88.9 - $93.5
|
1
$90.4
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-1- 3.03% |
$88.9 - $93.5
|
32
$2.89K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-1- 0.4% |
$88.9 - $93.5
|
249
$22.5K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-4- 14.29% |
$356 - $374
|
24
$2.17K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-6- 0.05% |
$534 - $561
|
12.6K
$1.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-10- 0.51% |
$889 - $935
|
1.95K
$176K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-15- 0.16% |
$1.33K - $1.4K
|
9.12K
$825K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-18- 5.83% |
$1.6K - $1.68K
|
291
$26.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-19- 0.2% |
$1.69K - $1.78K
|
9.32K
$842K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-20- 0.46% |
$1.78K - $1.87K
|
4.36K
$394K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-20- 0.18% |
$1.78K - $1.87K
|
10.9K
$983K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-22- 0.67% |
$1.96K - $2.06K
|
3.25K
$293K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-22- 3.14% |
$1.96K - $2.06K
|
679
$61.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-27- 18.49% |
$2.4K - $2.52K
|
119
$10.8K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-30- 9.09% |
$2.67K - $2.8K
|
300
$27.1K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-31- 14.9% |
$2.76K - $2.9K
|
177
$16K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-31- 0.37% |
$2.76K - $2.9K
|
8.34K
$754K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-33- 0.54% |
$2.94K - $3.08K
|
6.07K
$549K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-38- 38.78% |
$3.38K - $3.55K
|
60
$5.42K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-40- 0.07% |
$3.56K - $3.74K
|
60K
$5.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-45- 0.45% |
$4K - $4.21K
|
9.96K
$901K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-45- 0.28% |
$4K - $4.21K
|
16.1K
$1.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-47- 32.41% |
$4.18K - $4.39K
|
98
$8.86K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-48- 0.27% |
$4.27K - $4.49K
|
17.5K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-49- 0.48% |
$4.36K - $4.58K
|
10.2K
$921K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-52- 0.32% |
$4.62K - $4.86K
|
16.1K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-53- 0.96% |
$4.71K - $4.95K
|
5.44K
$492K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-56- 73.68% |
$4.98K - $5.23K
|
20
$1.81K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-56- 1.48% |
$4.98K - $5.23K
|
3.74K
$338K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-57- 0.65% |
$5.07K - $5.33K
|
8.76K
$792K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-57- 7.01% |
$5.07K - $5.33K
|
756
$68.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-59- 1.8% |
$5.25K - $5.51K
|
3.22K
$291K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-63- 0.88% |
$5.6K - $5.89K
|
7.1K
$642K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-66- 0.34% |
$5.87K - $6.17K
|
19.2K
$1.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-67- 0.8% |
$5.96K - $6.26K
|
8.34K
$754K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-70- 1.94% |
$6.23K - $6.54K
|
3.54K
$320K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-70- 2.76% |
$6.23K - $6.54K
|
2.47K
$223K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-73- 2.48% |
$6.49K - $6.82K
|
2.87K
$259K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-74- 0.52% |
$6.58K - $6.92K
|
14.3K
$1.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-75- 7.13% |
$6.67K - $7.01K
|
977
$88.3K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-76- 0.84% |
$6.76K - $7.1K
|
8.96K
$810K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-79- 1.14% |
$7.03K - $7.38K
|
6.84K
$618K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-81- 96.43% |
$7.2K - $7.57K
|
3
$271
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-81- 0.78% |
$7.2K - $7.57K
|
10.3K
$933K
|