Purchases and Sales Made in Q1 2024 in Ishares Tr (EMB)
This table provides information about the institutional ownership of Ishares Tr (EMB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.9KNew |
$251K - $261K
|
2.9K
$257K
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.88K+ 5.63% |
$249K - $259K
|
53.9K
$4.79M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.87KNew |
$248K - $258K
|
2.87K
$255K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.76K+ 54.95% |
$239K - $249K
|
7.79K
$691K
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.75KNew |
$238K - $248K
|
2.75K
$244K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.7K+ 3.37% |
$233K - $243K
|
82.7K
$7.34M
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
2.68KNew |
$231K - $241K
|
2.68K
$238K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.67K+ 33.69% |
$231K - $241K
|
10.6K
$941K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.66K+ 65.6% |
$230K - $239K
|
6.7K
$595K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.63K+ 9.47% |
$227K - $237K
|
30.3K
$2.69M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.61K+ 53.64% |
$226K - $235K
|
7.49K
$665K
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
2.61KNew |
$225K - $235K
|
2.61K
$231K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.6K+ 65.56% |
$225K - $234K
|
6.57K
$583K
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.59K+ 19.99% |
$224K - $233K
|
15.6K
$1.38M
|
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
2.58KNew |
$223K - $232K
|
2.58K
$229K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.58KNew |
$223K - $232K
|
2.58K
$229K
|
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2.56KNew |
$221K - $231K
|
2.56K
$227K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.55K+ 21.52% |
$220K - $229K
|
14.4K
$1.28M
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.54KNew |
$220K - $229K
|
2.54K
$226K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.54K+ 11.74% |
$220K - $229K
|
24.2K
$2.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.52K+ 27.1% |
$218K - $227K
|
11.8K
$1.05M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.5K+ 10.82% |
$216K - $225K
|
25.6K
$2.27M
|
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
2.49K+ 26.12% |
$215K - $224K
|
12K
$1.07M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.46KNew |
$213K - $221K
|
2.46K
$218K
|
|
|
Jun 13, 2024
Q1 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
2.42KNew |
$209K - $218K
|
2.42K
$214K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.41K+ 51.48% |
$209K - $217K
|
7.1K
$630K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.41K+ 9.27% |
$208K - $217K
|
28.4K
$2.52M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.4K+ 7.51% |
$208K - $216K
|
34.4K
$3.05M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.4KNew |
$207K - $216K
|
2.4K
$213K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.38KNew |
$206K - $215K
|
2.38K
$212K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.35KNew |
$204K - $212K
|
2.35K
$209K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.35K+ 83.42% |
$203K - $212K
|
5.17K
$459K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.35KNew |
$203K - $212K
|
2.35K
$209K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.34KNew |
$203K - $211K
|
2.34K
$208K
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.32K+ 1.13% |
$201K - $209K
|
207K
$18.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.32K+ 41.61% |
$200K - $209K
|
7.89K
$700K
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
2.32K+ 15.72% |
$200K - $209K
|
17K
$1.51M
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
BUY
|
- |
2.25K+ 30.42% |
$195K - $203K
|
9.65K
$856K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.24K+ 89.77% |
$193K - $202K
|
4.73K
$420K
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.22K+ 16.28% |
$192K - $200K
|
15.8K
$1.4M
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
2.19K+ 33.53% |
$190K - $197K
|
8.73K
$775K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
2.16K+ 2.75% |
$187K - $194K
|
80.5K
$7.15M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.1K+ 4.5% |
$182K - $189K
|
48.8K
$4.33M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.09K+ 15.47% |
$181K - $188K
|
15.6K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
2.08KNew |
$180K - $187K
|
2.08K
$185K
|
|
|
Apr 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
2.05KNew |
$177K - $184K
|
2.05K
$182K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.98K+ 4.59% |
$171K - $179K
|
45.1K
$4.01M
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.97K+ 3.33% |
$171K - $178K
|
61.2K
$5.44M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.93K+ 80.36% |
$167K - $174K
|
4.33K
$384K
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.91K+ 5.95% |
$165K - $172K
|
34K
$3.02M
|