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 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
23.5K+ 8.31% |
$2.09M - $2.19M
|
306K
$27.8M
|
|
|
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
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
21.8K+ 10.76% |
$1.94M - $2.04M
|
225K
$20.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
21.8KNew |
$1.94M - $2.04M
|
21.8K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
20.4KNew |
$1.82M - $1.91M
|
20.4K
$1.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
19.9K+ 18.28% |
$1.77M - $1.86M
|
128K
$11.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.5K+ 2.69% |
$1.65M - $1.73M
|
707K
$64.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
18KNew |
$1.6M - $1.68M
|
18K
$1.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
17.8K+ 734.02% |
$1.59M - $1.67M
|
20.3K
$1.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
17.5KNew |
$1.56M - $1.64M
|
17.5K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
BUY
|
- |
17.5KNew |
$1.56M - $1.64M
|
17.5K
$1.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
17.5K+ 753.95% |
$1.55M - $1.63M
|
19.8K
$1.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
15.9KNew |
$1.42M - $1.49M
|
15.9K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
15.7K+ 3089.37% |
$1.4M - $1.47M
|
16.2K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
15.1KNew |
$1.35M - $1.41M
|
15.1K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
14.7K+ 16.26% |
$1.31M - $1.37M
|
105K
$9.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.5K+ 16.7% |
$1.29M - $1.35M
|
101K
$9.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
14.3KNew |
$1.27M - $1.34M
|
14.3K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
14.2K+ 10.35% |
$1.27M - $1.33M
|
152K
$13.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
14KNew |
$1.24M - $1.3M
|
14K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13.9K+ 3.09% |
$1.24M - $1.3M
|
465K
$42.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
13.7K+ 1.92% |
$1.22M - $1.28M
|
730K
$66.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
13.6KNew |
$1.21M - $1.27M
|
13.6K
$1.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
13.2KNew |
$1.18M - $1.24M
|
13.2K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
12.8KNew |
$1.14M - $1.2M
|
12.8K
$1.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
12.7K+ 24.5% |
$1.13M - $1.19M
|
64.7K
$5.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
12.4K+ 54.42% |
$1.1M - $1.16M
|
35.2K
$3.21M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
12.2KNew |
$1.09M - $1.14M
|
12.2K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
12K+ 14.42% |
$1.07M - $1.12M
|
95.1K
$8.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
11.9KNew |
$1.06M - $1.12M
|
11.9K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
11.8KNew |
$1.05M - $1.1M
|
11.8K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
11.8KNew |
$1.05M - $1.1M
|
11.8K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
11.3K+ 4.9% |
$1.01M - $1.06M
|
243K
$22.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
11.2K+ 92.04% |
$997K - $1.05M
|
23.4K
$2.13M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
11.2K+ 13.04% |
$995K - $1.05M
|
97K
$8.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
11.1K+ 6.23% |
$990K - $1.04M
|
190K
$17.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
10.8K+ 87.03% |
$961K - $1.01M
|
23.2K
$2.11M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
10.4K+ 22.51% |
$921K - $967K
|
56.3K
$5.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
9.46K+ 10.26% |
$842K - $884K
|
102K
$9.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
9.32KNew |
$829K - $871K
|
9.32K
$848K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.19K+ 25.72% |
$817K - $859K
|
44.9K
$4.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.07K+ 4.79% |
$806K - $847K
|
198K
$18M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
9KNew |
$800K - $841K
|
9K
$819K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.99K+ 13.19% |
$800K - $841K
|
77.2K
$7.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.45K+ 4.34% |
$751K - $789K
|
203K
$18.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8.39KNew |
$747K - $785K
|
8.39K
$764K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
8.39K+ 66.93% |
$746K - $784K
|
20.9K
$1.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.37K+ 5.02% |
$744K - $782K
|
175K
$15.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
8.25KNew |
$733K - $771K
|
8.25K
$750K
|
|
|
Jan 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
BUY
|
- |
8.07K+ 3.65% |
$718K - $755K
|
229K
$20.8M
|