Purchases and Sales Made in Q4 2024 in Ishares J.P. Morgan Em High Yi (EMHY)
This table provides information about the institutional ownership of Ishares J.P. Morgan Em High Yi (EMHY) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES J.P. MORGAN EM HIGH YI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
215K+ 55.09% |
$8.12M - $8.38M
|
604K
$23.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
143K+ 74.04% |
$5.4M - $5.58M
|
336K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
100K+ 23.73% |
$3.79M - $3.91M
|
521K
$20.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
82.8K+ 48.35% |
$3.14M - $3.24M
|
254K
$9.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
75.8K+ 9.18% |
$2.87M - $2.96M
|
902K
$34.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
72.5K+ 14.97% |
$2.74M - $2.83M
|
556K
$21.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
67.2K+ 314.2% |
$2.54M - $2.62M
|
88.6K
$3.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
64.1K+ 143.29% |
$2.43M - $2.5M
|
109K
$4.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
60.7K+ 86.76% |
$2.3M - $2.37M
|
131K
$5.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
58.2KNew |
$2.2M - $2.27M
|
58.2K
$2.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
45.8K+ 12.33% |
$1.73M - $1.79M
|
417K
$16.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
38.7K+ 4.04% |
$1.47M - $1.51M
|
996K
$38.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
37.7K+ 47.29% |
$1.43M - $1.47M
|
117K
$4.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
36KNew |
$1.36M - $1.41M
|
36K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
24.7KNew |
$933K - $963K
|
24.7K
$952K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
24.4KNew |
$922K - $951K
|
24.4K
$940K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23K+ 15.08% |
$869K - $897K
|
175K
$6.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
21.2KNew |
$801K - $827K
|
21.2K
$817K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.8K+ 27.38% |
$675K - $696K
|
82.9K
$3.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
14.8K+ 7.42% |
$560K - $578K
|
214K
$8.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
11.6K+ 6.26% |
$440K - $454K
|
197K
$7.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.5KNew |
$435K - $449K
|
11.5K
$444K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10K+ 105.22% |
$380K - $392K
|
19.6K
$756K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.53KNew |
$361K - $372K
|
9.53K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.49KNew |
$321K - $332K
|
8.49K
$328K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.81KNew |
$296K - $305K
|
7.81K
$302K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.33K+ 61.6% |
$277K - $286K
|
19.2K
$742K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.39KNew |
$242K - $250K
|
6.39K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.19K+ 6.69% |
$197K - $203K
|
82.9K
$3.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.08KNew |
$192K - $198K
|
5.08K
$196K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.29K+ 9.37% |
$124K - $128K
|
38.4K
$1.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.91K+ 9.04% |
$110K - $114K
|
35.1K
$1.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.76K+ 1.29% |
$104K - $108K
|
217K
$8.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.28K+ 34.19% |
$86.4K - $89.2K
|
8.96K
$346K
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
2.02K+ 3.05% |
$76.5K - $79K
|
68.3K
$2.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.75K+ 3.47% |
$66.3K - $68.4K
|
52.1K
$2.01M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.27K+ 59.75% |
$48K - $49.6K
|
3.39K
$131K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
555+ 5.9% |
$21K - $21.7K
|
9.96K
$385K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
472+ 1.63% |
$17.9K - $18.4K
|
29.4K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
465New |
$17.6K - $18.2K
|
465
$18K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
311+ 18.32% |
$11.8K - $12.2K
|
2.01K
$77.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
309+ 40.71% |
$11.7K - $12.1K
|
1.07K
$41.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
247+ 38.71% |
$9.35K - $9.65K
|
885
$34.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
239+ 0.49% |
$9.05K - $9.34K
|
48.7K
$1.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
213+ 3.01% |
$8.06K - $8.32K
|
7.29K
$281K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
181New |
$6.85K - $7.07K
|
181
$6.99K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
173+ 15.8% |
$6.55K - $6.76K
|
1.27K
$49K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
168+ 1.83% |
$6.36K - $6.56K
|
9.32K
$360K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
134+ 1.38% |
$5.07K - $5.24K
|
9.83K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
130New |
$4.92K - $5.08K
|
130
$5.02K
|