Purchases and Sales Made in Q2 2022 in Ishares Tr (EMB)
This table provides information about the institutional ownership of Ishares Tr (EMB) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Penobscot Wealth Management
|
BUY
|
- |
170+ 7.51% |
$14.4K - $16.7K
|
2.44K
$220K
|
|
|
Aug 15, 2022
Q2 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
146+ 2.49% |
$12.4K - $14.3K
|
6.01K
$544K
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
140+ 6.25% |
$11.9K - $13.7K
|
2.38K
$215K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
137+ 17.72% |
$11.6K - $13.4K
|
910
$82.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
133+ 0.59% |
$11.3K - $13K
|
22.6K
$2.04M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
130+ 1.49% |
$11K - $12.8K
|
8.85K
$800K
|
|
|
Jul 13, 2022
Q2 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
108+ 3.22% |
$9.14K - $10.6K
|
3.46K
$313K
|
|
|
Jul 29, 2022
Q2 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
98+ 0.72% |
$8.3K - $9.61K
|
13.7K
$1.24M
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
91New |
$7.7K - $8.93K
|
91
$8.23K
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
BUY
|
- |
90+ 3.47% |
$7.62K - $8.83K
|
2.68K
$242K
|
|
|
Oct 02, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
90+ 2.21% |
$7.62K - $8.83K
|
4.16K
$376K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
88New |
$7.45K - $8.63K
|
88
$7.96K
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
81+ 0.99% |
$6.86K - $7.95K
|
8.23K
$745K
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
77+ 4.14% |
$6.52K - $7.55K
|
1.94K
$175K
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
77+ 4.14% |
$6.52K - $7.55K
|
1.94K
$175K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
75+ 138.89% |
$6.35K - $7.36K
|
129
$11.7K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
71+ 1.16% |
$6.01K - $6.97K
|
6.18K
$559K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
63+ 22.26% |
$5.33K - $6.18K
|
346
$31.3K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
57+ 86.36% |
$4.83K - $5.59K
|
123
$11.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
56+ 2800.0% |
$4.74K - $5.49K
|
58
$5.25K
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
56+ 12.36% |
$4.74K - $5.49K
|
509
$46.1K
|
|
|
Jul 29, 2022
Q2 2022
|
Ti Trust, Inc
|
BUY
|
- |
54+ 1.96% |
$4.57K - $5.3K
|
2.81K
$254K
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
54+ 1.96% |
$4.57K - $5.3K
|
2.81K
$254K
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
52+ 6.62% |
$4.4K - $5.1K
|
838
$75.8K
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
44New |
$3.73K - $4.32K
|
44
$3.98K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
43New |
$3.64K - $4.22K
|
43
$3.89K
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
36+ 15.52% |
$3.05K - $3.53K
|
268
$24.2K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
36+ 2.28% |
$3.05K - $3.53K
|
1.61K
$146K
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
35New |
$2.96K - $3.43K
|
35
$3.17K
|
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
BUY
|
- |
35+ 0.87% |
$2.96K - $3.43K
|
4.05K
$366K
|
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
34New |
$2.88K - $3.34K
|
34
$3.08K
|
|
|
Aug 15, 2022
Q2 2022
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
32+ 1.18% |
$2.71K - $3.14K
|
2.74K
$248K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
29+ 725.0% |
$2.46K - $2.85K
|
33
$2.99K
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
28+ 0.53% |
$2.37K - $2.75K
|
5.36K
$485K
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
27New |
$2.29K - $2.65K
|
27
$2.44K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
27+ 0.38% |
$2.29K - $2.65K
|
7.09K
$642K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
26+ 0.58% |
$2.2K - $2.55K
|
4.54K
$411K
|
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
23+ 0.26% |
$1.95K - $2.26K
|
8.72K
$789K
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
23+ 6.53% |
$1.95K - $2.26K
|
375
$33.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
21+ 0.58% |
$1.78K - $2.06K
|
3.66K
$331K
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
21New |
$1.78K - $2.06K
|
21
$1.9K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
20+ 2.14% |
$1.69K - $1.96K
|
953
$86.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
18New |
$1.52K - $1.77K
|
18
$1.63K
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16+ 1600.0% |
$1.35K - $1.57K
|
17
$1.54K
|
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
16+ 0.58% |
$1.35K - $1.57K
|
2.77K
$251K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
13+ 13.68% |
$1.1K - $1.28K
|
108
$9.77K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 2.09% |
$1.02K - $1.18K
|
587
$53.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
10+ 111.11% |
$847 - $981
|
19
$1.72K
|
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
10New |
$847 - $981
|
10
$905
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
9+ 21.43% |
$762 - $883
|
51
$4.61K
|