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 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7.49K+ 28.8% |
$666K - $700K
|
33.5K
$3.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
7.34K+ 6.76% |
$653K - $686K
|
116K
$10.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
7.07K+ 13.32% |
$629K - $661K
|
60.1K
$5.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
6.89KNew |
$612K - $643K
|
6.89K
$620K
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
6.85K+ 0.52% |
$609K - $640K
|
1.33M
$120M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.19K+ 2.98% |
$551K - $579K
|
214K
$19.3M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.1K+ 2.03% |
$542K - $570K
|
307K
$27.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.06K+ 5.1% |
$539K - $567K
|
125K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.99K+ 9.57% |
$533K - $560K
|
68.6K
$6.18M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
5.85K+ 9.62% |
$521K - $547K
|
66.7K
$6.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
5.69K+ 3.37% |
$506K - $532K
|
175K
$15.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
5.6KNew |
$498K - $523K
|
5.6K
$505K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.44K+ 11.12% |
$484K - $508K
|
54.3K
$4.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
5.43K+ 8.19% |
$483K - $507K
|
71.7K
$6.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
5.38K+ 3.86% |
$478K - $503K
|
145K
$13M
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
5.37K+ 68.02% |
$478K - $502K
|
13.3K
$1.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
5.33K+ 6.41% |
$474K - $498K
|
88.5K
$7.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
5.28KNew |
$469K - $493K
|
5.28K
$476K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
5.18K+ 5.16% |
$461K - $484K
|
106K
$9.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.08K+ 4.96% |
$452K - $475K
|
108K
$9.69M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.08KNew |
$451K - $474K
|
5.08K
$457K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5K+ 31.46% |
$445K - $467K
|
20.9K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.9K+ 13.98% |
$436K - $458K
|
40K
$3.6M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.68KNew |
$416K - $437K
|
4.68K
$421K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.62K+ 9.44% |
$411K - $431K
|
53.5K
$4.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.6KNew |
$409K - $430K
|
4.6K
$414K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
4.6K+ 586.35% |
$409K - $430K
|
5.38K
$485K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.47K+ 8.55% |
$398K - $418K
|
56.8K
$5.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.24KNew |
$377K - $396K
|
4.24K
$382K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.19K+ 106.91% |
$373K - $392K
|
8.11K
$731K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
4.12K+ 4.61% |
$367K - $385K
|
93.7K
$8.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.05KNew |
$360K - $378K
|
4.05K
$365K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.03K+ 142.1% |
$358K - $377K
|
6.87K
$619K
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
4.03KNew |
$358K - $376K
|
4.03K
$363K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
3.83K+ 1.64% |
$341K - $358K
|
238K
$21.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.66K+ 19.26% |
$326K - $342K
|
22.7K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
3.59K+ 4.95% |
$319K - $336K
|
76.1K
$6.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.44K+ 9.08% |
$306K - $322K
|
41.3K
$3.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
3.27KNew |
$291K - $306K
|
3.27K
$295K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.23KNew |
$287K - $302K
|
3.23K
$291K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
3.04KNew |
$270K - $284K
|
3.04K
$274K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.99KNew |
$266K - $279K
|
2.99K
$269K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
2.98K+ 13.61% |
$265K - $279K
|
24.9K
$2.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
2.98K+ 17.03% |
$265K - $278K
|
20.5K
$1.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
2.96KNew |
$263K - $277K
|
2.96K
$267K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.91KNew |
$259K - $272K
|
2.91K
$262K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
2.84K+ 1.3% |
$253K - $265K
|
221K
$19.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.82K+ 8.7% |
$250K - $263K
|
35.2K
$3.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.78K+ 11.55% |
$247K - $260K
|
26.9K
$2.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.77K+ 4.16% |
$246K - $259K
|
69.3K
$6.24M
|