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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.45MNew |
$129M - $136M
|
1.45M
$131M
|
|
|
Feb 06, 2025
Q4 2024
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
1.16M+ 26.69% |
$103M - $108M
|
5.5M
$495M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
602K+ 7907.4% |
$53.5M - $56.2M
|
609K
$54.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
313K+ 21.99% |
$27.9M - $29.3M
|
1.74M
$157M
|
|
|
Feb 12, 2025
Q4 2024
|
Trans Canada Capital Inc.
Montreal, A8 |
BUY
|
- |
312KNew |
$27.7M - $29.1M
|
312K
$28.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
307KNew |
$27.3M - $28.7M
|
307K
$27.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
282K+ 121.14% |
$25.1M - $26.3M
|
514K
$46.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
208K+ 57.91% |
$18.5M - $19.4M
|
567K
$51.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
153KNew |
$13.6M - $14.3M
|
153K
$13.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
148KNew |
$13.2M - $13.8M
|
148K
$13.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
146K+ 162.17% |
$13M - $13.7M
|
237K
$21.3M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
119K+ 0.0% |
$10.6M - $11.2M
|
119K
$10.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
98.2K+ 1.28% |
$8.74M - $9.18M
|
7.78M
$701M
|
|
|
Feb 10, 2025
Q4 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
96.7KNew |
$8.6M - $9.04M
|
96.7K
$8.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
79.6KNew |
$7.08M - $7.44M
|
79.6K
$7.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
78KNew |
$6.94M - $7.29M
|
78K
$7.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
72.6KNew |
$6.46M - $6.79M
|
72.6K
$6.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
62.8KNew |
$5.58M - $5.87M
|
62.8K
$5.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
61.4K+ 1.79% |
$5.46M - $5.74M
|
3.48M
$314M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
59.9KNew |
$5.33M - $5.6M
|
59.9K
$5.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
46.7K+ 64.33% |
$4.15M - $4.36M
|
119K
$10.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
46.2KNew |
$4.11M - $4.32M
|
46.2K
$4.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
42K+ 508.77% |
$3.73M - $3.92M
|
50.2K
$4.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
41.3KNew |
$3.67M - $3.86M
|
41.3K
$3.72M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
40.5K+ 30.92% |
$3.61M - $3.79M
|
172K
$15.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
39.2K+ 23.61% |
$3.48M - $3.66M
|
205K
$18.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
38.4KNew |
$3.42M - $3.59M
|
38.4K
$3.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
38.3KNew |
$3.41M - $3.58M
|
38.3K
$3.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
29.7KNew |
$2.64M - $2.78M
|
29.7K
$2.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
28.7K+ 117.3% |
$2.55M - $2.68M
|
53.1K
$4.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
27.5K+ 15.26% |
$2.45M - $2.57M
|
208K
$18.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26.2K+ 43.9% |
$2.33M - $2.45M
|
85.8K
$7.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
26.1K+ 31.82% |
$2.32M - $2.44M
|
108K
$9.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
25.9KNew |
$2.3M - $2.42M
|
25.9K
$2.33M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
24.2KNew |
$2.16M - $2.27M
|
24.2K
$2.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
23.5K+ 8.31% |
$2.09M - $2.19M
|
306K
$27.6M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
22.7KNew |
$2.02M - $2.13M
|
22.7K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
21.8K+ 10.76% |
$1.94M - $2.04M
|
225K
$20.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
21.8KNew |
$1.94M - $2.04M
|
21.8K
$1.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
19.9K+ 18.28% |
$1.77M - $1.86M
|
128K
$11.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.5K+ 2.69% |
$1.65M - $1.73M
|
707K
$63.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
18KNew |
$1.6M - $1.68M
|
18K
$1.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
17.8K+ 734.02% |
$1.59M - $1.67M
|
20.3K
$1.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
17.5KNew |
$1.56M - $1.64M
|
17.5K
$1.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
17.5K+ 753.95% |
$1.55M - $1.63M
|
19.8K
$1.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
15.9KNew |
$1.42M - $1.49M
|
15.9K
$1.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
15.7K+ 3089.37% |
$1.4M - $1.47M
|
16.2K
$1.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.5K+ 16.7% |
$1.29M - $1.35M
|
101K
$9.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
14.3KNew |
$1.27M - $1.34M
|
14.3K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
14.2K+ 10.35% |
$1.27M - $1.33M
|
152K
$13.7M
|