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 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
199+ 3.32% |
$17.7K - $18.6K
|
6.2K
$559K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
199+ 7.65% |
$17.7K - $18.6K
|
2.8K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
198+ 1.37% |
$17.6K - $18.5K
|
14.6K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
196+ 4.61% |
$17.4K - $18.3K
|
4.44K
$400K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
196+ 89.5% |
$17.4K - $18.3K
|
415
$37.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
194New |
$17.3K - $18.1K
|
194
$17.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
193+ 67.72% |
$17.2K - $18K
|
478
$43.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
185New |
$16.5K - $17.3K
|
185
$16.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
179+ 3.64% |
$15.9K - $16.7K
|
5.1K
$459K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
178New |
$15.8K - $16.6K
|
178
$16K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
177+ 6.59% |
$15.7K - $16.5K
|
2.86K
$258K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
163+ 3.27% |
$14.5K - $15.2K
|
5.14K
$463K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
159New |
$14.1K - $14.9K
|
159
$14.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
157+ 3.41% |
$14K - $14.7K
|
4.76K
$429K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
155+ 28.18% |
$13.8K - $14.5K
|
705
$63.5K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
152New |
$13.5K - $14.2K
|
152
$13.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
146+ 1.03% |
$13K - $13.6K
|
14.4K
$1.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
145+ 453.13% |
$12.9K - $13.6K
|
177
$15.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
142+ 0.79% |
$12.6K - $13.3K
|
18K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
141+ 0.38% |
$12.5K - $13.2K
|
37.2K
$3.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
139+ 5.31% |
$12.4K - $13K
|
2.76K
$248K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
135New |
$12K - $12.6K
|
135
$12.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
126+ 3.72% |
$11.2K - $11.8K
|
3.51K
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
122+ 5.51% |
$10.9K - $11.4K
|
2.34K
$210K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
119+ 2.78% |
$10.6K - $11.1K
|
4.4K
$397K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
119New |
$10.6K - $11.1K
|
119
$10.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
116+ 4.18% |
$10.3K - $10.8K
|
2.89K
$261K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
115+ 6.71% |
$10.2K - $10.7K
|
1.83K
$165K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
113+ 1.65% |
$10.1K - $10.6K
|
6.98K
$629K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
111+ 3.03% |
$9.87K - $10.4K
|
3.77K
$340K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
110+ 3.49% |
$9.78K - $10.3K
|
3.26K
$294K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$8.89K - $9.35K
|
100
$9.01K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
100New |
$8.89K - $9.35K
|
100
$9.01K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
99+ 3.76% |
$8.81K - $9.25K
|
2.74K
$246K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
92+ 1.48% |
$8.18K - $8.6K
|
6.29K
$567K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
91+ 2.33% |
$8.09K - $8.5K
|
4K
$360K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
90+ 34.35% |
$8K - $8.41K
|
352
$31.7K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
87+ 2.24% |
$7.74K - $8.13K
|
3.98K
$359K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
86+ 0.83% |
$7.65K - $8.04K
|
10.5K
$944K
|
|
|
Feb 12, 2025
Q4 2024
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
81New |
$7.2K - $7.57K
|
81
$7.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
79+ 0.87% |
$7.03K - $7.38K
|
9.13K
$822K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
79+ 76.7% |
$7.03K - $7.38K
|
182
$16.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
78New |
$6.94K - $7.29K
|
78
$7.03K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
71+ 0.8% |
$6.31K - $6.64K
|
8.97K
$809K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
68New |
$6.05K - $6.36K
|
68
$6.13K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
63+ 0.87% |
$5.6K - $5.89K
|
7.33K
$660K
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
61+ 0.51% |
$5.43K - $5.7K
|
12K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
61+ 4.12% |
$5.43K - $5.7K
|
1.54K
$139K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
58+ 12.45% |
$5.16K - $5.42K
|
524
$47.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
58+ 0.16% |
$5.16K - $5.42K
|
36.8K
$3.32M
|