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 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
625+ 5.47% |
$55.6K - $58.4K
|
12.1K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
614+ 6.79% |
$54.6K - $57.4K
|
9.66K
$879K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
605+ 3.1% |
$53.8K - $56.5K
|
20.1K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
604+ 22.83% |
$53.7K - $56.4K
|
3.25K
$296K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
599+ 12.25% |
$53.3K - $56K
|
5.49K
$499K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
570+ 3.53% |
$50.7K - $53.3K
|
16.7K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
550New |
$48.9K - $51.4K
|
550
$50K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
531+ 7.45% |
$47.2K - $49.6K
|
7.66K
$697K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
518+ 1.89% |
$46.1K - $48.4K
|
27.9K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
514+ 22.55% |
$45.7K - $48K
|
2.79K
$254K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
500New |
$44.5K - $46.7K
|
500
$45.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
498+ 3.25% |
$44.3K - $46.5K
|
15.8K
$1.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
486+ 5.31% |
$43.2K - $45.4K
|
9.63K
$876K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
476+ 2.61% |
$42.3K - $44.5K
|
18.7K
$1.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
473+ 1.36% |
$42.1K - $44.2K
|
35.2K
$3.21M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
457+ 2.88% |
$40.6K - $42.7K
|
16.3K
$1.48M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
454New |
$40.4K - $42.4K
|
454
$41.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
453+ 1.9% |
$40.3K - $42.3K
|
24.3K
$2.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
444+ 6.6% |
$39.5K - $41.5K
|
7.17K
$653K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
443+ 5.93% |
$39.4K - $41.4K
|
7.92K
$721K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
436+ 16.06% |
$38.8K - $40.7K
|
3.15K
$287K
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
428New |
$38.1K - $40K
|
428
$38.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
425+ 7.88% |
$37.8K - $39.7K
|
5.82K
$529K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
417+ 2.78% |
$37.1K - $39K
|
15.4K
$1.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
412+ 2.61% |
$36.6K - $38.5K
|
16.2K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
407New |
$36.2K - $38K
|
407
$37K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
399+ 14.87% |
$35.5K - $37.3K
|
3.08K
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
386+ 11.79% |
$34.3K - $36.1K
|
3.66K
$333K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
385+ 4.46% |
$34.2K - $36K
|
9.01K
$820K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
383+ 14.27% |
$34.1K - $35.8K
|
3.07K
$279K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
382+ 3.59% |
$34K - $35.7K
|
11K
$1M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
380+ 1.19% |
$33.8K - $35.5K
|
32.2K
$2.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
361+ 0.84% |
$32.1K - $33.7K
|
43.1K
$3.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
354+ 0.29% |
$31.5K - $33.1K
|
123K
$11.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
352+ 10.01% |
$31.3K - $32.9K
|
3.87K
$352K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
343+ 2.28% |
$30.5K - $32.1K
|
15.4K
$1.4M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
340+ 3.41% |
$30.2K - $31.8K
|
10.3K
$939K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
334+ 3.34% |
$29.7K - $31.2K
|
10.3K
$941K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
331+ 1.1% |
$29.4K - $30.9K
|
30.3K
$2.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
321+ 1.44% |
$28.5K - $30K
|
22.6K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
321+ 3.76% |
$28.5K - $30K
|
8.87K
$807K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
318+ 1.78% |
$28.3K - $29.7K
|
18.2K
$1.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
317New |
$28.2K - $29.6K
|
317
$28.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
306+ 2.69% |
$27.2K - $28.6K
|
11.7K
$1.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
304+ 8.66% |
$27K - $28.4K
|
3.82K
$347K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
300+ 7.68% |
$26.7K - $28K
|
4.21K
$383K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
298+ 6.03% |
$26.5K - $27.9K
|
5.24K
$476K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
295+ 1.5% |
$26.2K - $27.6K
|
20K
$1.82M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
291+ 4.05% |
$25.9K - $27.2K
|
7.47K
$680K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
285+ 0.15% |
$25.3K - $26.6K
|
190K
$17.3M
|