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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-308- 2.01% |
$27.4K - $28.8K
|
15K
$1.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-322- 10.2% |
$28.6K - $30.1K
|
2.84K
$256K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-333- 2.03% |
$29.6K - $31.1K
|
16.1K
$1.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-333- 50.76% |
$29.6K - $31.1K
|
323
$29.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-334- 3.17% |
$29.7K - $31.2K
|
10.2K
$922K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-339- 3.02% |
$30.2K - $31.7K
|
10.9K
$984K
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-350- 0.84% |
$31.1K - $32.7K
|
41.2K
$3.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-373- 9.16% |
$33.2K - $34.9K
|
3.7K
$334K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-378- 3.15% |
$33.6K - $35.3K
|
11.6K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-399- 5.89% |
$35.5K - $37.3K
|
6.37K
$576K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-425- 70.48% |
$37.8K - $39.7K
|
178
$16.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-427- 0.02% |
$38K - $39.9K
|
2.06M
$186M
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-450- 10.99% |
$40K - $42.1K
|
3.65K
$329K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-463- 9.31% |
$41.2K - $43.3K
|
4.51K
$408K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-464- 48.23% |
$41.3K - $43.4K
|
498
$45K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-479- 5.55% |
$42.6K - $44.8K
|
8.15K
$736K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-504- 10.23% |
$44.8K - $47.1K
|
4.42K
$400K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-511- 18.53% |
$45.4K - $47.8K
|
2.25K
$203K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-545- 42.48% |
$48.5K - $50.9K
|
738
$66.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-547- 11.02% |
$48.7K - $51.1K
|
4.42K
$399K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-548- 5.88% |
$48.7K - $51.2K
|
8.77K
$793K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-568- 41.89% |
$50.5K - $53.1K
|
788
$71.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-569- 14.7% |
$50.6K - $53.2K
|
3.3K
$298K
|
|
|
Feb 12, 2025
Q4 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-626- 27.11% |
$55.7K - $58.5K
|
1.68K
$152K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-636- 15.3% |
$56.6K - $59.4K
|
3.52K
$318K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-638- 16.01% |
$56.7K - $59.6K
|
3.35K
$302K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-639- 24.19% |
$56.8K - $59.7K
|
2K
$181K
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-639- 2.22% |
$56.8K - $59.7K
|
28.2K
$2.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-650- 21.92% |
$57.8K - $60.7K
|
2.32K
$209K
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-673- 3.22% |
$59.9K - $62.9K
|
20.2K
$1.83M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
SELL
|
- |
-676- 5.68% |
$60.1K - $63.2K
|
11.2K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-682- 6.68% |
$60.7K - $63.7K
|
9.53K
$861K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-716- 13.6% |
$63.7K - $66.9K
|
4.55K
$411K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-718- 6.79% |
$63.9K - $67.1K
|
9.86K
$891K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-737- 10.88% |
$65.5K - $68.9K
|
6.03K
$545K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-742- 2.2% |
$66K - $69.3K
|
33K
$2.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-746- 9.79% |
$66.3K - $69.7K
|
6.88K
$622K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-755- 1.98% |
$67.1K - $70.6K
|
37.4K
$3.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-810- 4.29% |
$72K - $75.7K
|
18.1K
$1.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-814- 11.61% |
$72.4K - $76.1K
|
6.2K
$560K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-825- 7.16% |
$73.4K - $77.1K
|
10.7K
$966K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-838- 17.16% |
$74.5K - $78.3K
|
4.05K
$366K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-853- 15.66% |
$75.9K - $79.7K
|
4.59K
$415K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-879- 11.84% |
$78.2K - $82.2K
|
6.55K
$592K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-896- 5.52% |
$79.7K - $83.7K
|
15.3K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-915- 4.86% |
$81.4K - $85.5K
|
17.9K
$1.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-962- 0.84% |
$85.6K - $89.9K
|
113K
$10.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-964- 28.61% |
$85.7K - $90.1K
|
2.41K
$217K
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-970- 10.85% |
$86.3K - $90.7K
|
7.97K
$720K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-971- 2.46% |
$86.4K - $90.7K
|
38.6K
$3.49M
|