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 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
454New |
$40.4K - $42.4K
|
454
$41.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
444+ 6.6% |
$39.5K - $41.5K
|
7.17K
$650K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
443+ 5.93% |
$39.4K - $41.4K
|
7.92K
$718K
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
428New |
$38.1K - $40K
|
428
$38.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
425+ 7.88% |
$37.8K - $39.7K
|
5.82K
$527K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
407New |
$36.2K - $38K
|
407
$36.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
399+ 14.87% |
$35.5K - $37.3K
|
3.08K
$279K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
385+ 4.46% |
$34.2K - $36K
|
9.01K
$817K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
383+ 14.27% |
$34.1K - $35.8K
|
3.07K
$278K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
382+ 3.59% |
$34K - $35.7K
|
11K
$1M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
380+ 1.19% |
$33.8K - $35.5K
|
32.2K
$2.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
361+ 0.84% |
$32.1K - $33.7K
|
43.1K
$3.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
354+ 0.29% |
$31.5K - $33.1K
|
123K
$11.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
343+ 2.28% |
$30.5K - $32.1K
|
15.4K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
340+ 3.41% |
$30.2K - $31.8K
|
10.3K
$935K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
331+ 1.1% |
$29.4K - $30.9K
|
30.3K
$2.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
321+ 1.44% |
$28.5K - $30K
|
22.6K
$2.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
318+ 1.78% |
$28.3K - $29.7K
|
18.2K
$1.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
304+ 8.66% |
$27K - $28.4K
|
3.82K
$346K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
300+ 7.68% |
$26.7K - $28K
|
4.21K
$381K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
295+ 1.5% |
$26.2K - $27.6K
|
20K
$1.81M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
291+ 4.05% |
$25.9K - $27.2K
|
7.47K
$677K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
285+ 0.15% |
$25.3K - $26.6K
|
190K
$17.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
264New |
$23.5K - $24.7K
|
264
$23.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
263+ 7.7% |
$23.4K - $24.6K
|
3.68K
$334K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
251+ 125.5% |
$22.3K - $23.5K
|
451
$40.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
250+ 2.01% |
$22.2K - $23.4K
|
12.7K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
240+ 6.95% |
$21.3K - $22.4K
|
3.7K
$335K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
237+ 5925.0% |
$21.1K - $22.2K
|
241
$21.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
223+ 3.09% |
$19.8K - $20.8K
|
7.44K
$674K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
199+ 3.32% |
$17.7K - $18.6K
|
6.2K
$562K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
196+ 89.5% |
$17.4K - $18.3K
|
415
$37.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
196+ 4.61% |
$17.4K - $18.3K
|
4.44K
$403K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
193+ 67.72% |
$17.2K - $18K
|
478
$43.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
185New |
$16.5K - $17.3K
|
185
$16.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
177+ 6.59% |
$15.7K - $16.5K
|
2.86K
$259K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
163+ 3.27% |
$14.5K - $15.2K
|
5.14K
$466K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
159New |
$14.1K - $14.9K
|
159
$14.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
157+ 3.41% |
$14K - $14.7K
|
4.76K
$431K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
152New |
$13.5K - $14.2K
|
152
$13.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
146+ 1.03% |
$13K - $13.6K
|
14.4K
$1.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
145+ 453.13% |
$12.9K - $13.6K
|
177
$16K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
142+ 0.79% |
$12.6K - $13.3K
|
18K
$1.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
135New |
$12K - $12.6K
|
135
$12.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
126+ 3.72% |
$11.2K - $11.8K
|
3.51K
$318K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
119+ 2.78% |
$10.6K - $11.1K
|
4.4K
$399K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
116+ 4.18% |
$10.3K - $10.8K
|
2.89K
$262K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
115+ 6.71% |
$10.2K - $10.7K
|
1.83K
$166K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
111+ 3.03% |
$9.87K - $10.4K
|
3.77K
$342K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
110+ 3.49% |
$9.78K - $10.3K
|
3.26K
$295K
|