Purchases and Sales Made in Q3 2023 in Ishares Tr (EMB)
This table provides information about the institutional ownership of Ishares Tr (EMB) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-411- 42.63% |
$33.9K - $36K
|
553
$50.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-414- 5.04% |
$34.1K - $36.3K
|
7.8K
$708K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-436- 14.67% |
$35.9K - $38.2K
|
2.54K
$230K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-449- 4.84% |
$37K - $39.4K
|
8.83K
$802K
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-451- 3.39% |
$37.2K - $39.5K
|
12.8K
$1.17M
|
|
|
Oct 25, 2023
Q3 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-475- 4.77% |
$39.1K - $41.6K
|
9.49K
$862K
|
|
|
Nov 03, 2023
Q3 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-477- 13.93% |
$39.3K - $41.8K
|
2.95K
$268K
|
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-477- 1.5% |
$39.3K - $41.8K
|
31.3K
$2.84M
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-482- 38.04% |
$39.7K - $42.3K
|
785
$71.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-484- 2.6% |
$39.9K - $42.4K
|
18.2K
$1.65M
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-487- 5.87% |
$40.1K - $42.7K
|
7.81K
$709K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-493- 17.43% |
$40.6K - $43.2K
|
2.34K
$212K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-496- 1.71% |
$40.9K - $43.5K
|
28.5K
$2.59M
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-499- 13.87% |
$41.1K - $43.8K
|
3.1K
$281K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-514- 5.7% |
$42.4K - $45.1K
|
8.5K
$772K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-517- 83.79% |
$42.6K - $45.3K
|
100
$9.09K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-533- 9.67% |
$43.9K - $46.7K
|
4.98K
$452K
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-546- 3.47% |
$45K - $47.9K
|
15.2K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-555- 85.52% |
$45.7K - $48.7K
|
94
$8.54K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-555- 3.27% |
$45.7K - $48.7K
|
16.4K
$1.49M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-558- 16.32% |
$46K - $48.9K
|
2.86K
$260K
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-574- 17.96% |
$47.3K - $50.3K
|
2.62K
$238K
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-611- 6.11% |
$50.4K - $53.6K
|
9.39K
$853K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-625- 3.02% |
$51.5K - $54.8K
|
20.1K
$1.82M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-626- 6.92% |
$51.6K - $54.9K
|
8.42K
$765K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-626- 14.8% |
$51.6K - $54.9K
|
3.6K
$327K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-668- 38.04% |
$55.1K - $58.6K
|
1.09K
$98.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-673- 1.37% |
$55.5K - $59K
|
48.3K
$4.39M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-691- 5.46% |
$57K - $60.6K
|
12K
$1.09M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-729- 13.54% |
$60.1K - $63.9K
|
4.66K
$423K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-761- 2.4% |
$62.7K - $66.7K
|
30.9K
$2.81M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-768- 23.44% |
$63.3K - $67.3K
|
2.51K
$228K
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-808- 16.26% |
$66.6K - $70.8K
|
4.16K
$378K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-848- 17.5% |
$69.9K - $74.4K
|
4K
$363K
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-902- 15.65% |
$74.3K - $79.1K
|
4.86K
$442K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-946- 2.18% |
$78K - $82.9K
|
42.4K
$3.85M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-980- 7.24% |
$80.8K - $85.9K
|
12.6K
$1.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-1.02K- 15.84% |
$84.2K - $89.5K
|
5.42K
$493K
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.02K- 1.41% |
$84.2K - $89.6K
|
71.5K
$6.5M
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.03K- 2.9% |
$84.8K - $90.2K
|
34.4K
$3.12M
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.03K- 24.78% |
$85.2K - $90.7K
|
3.14K
$285K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.04K- 99.05% |
$85.6K - $91.1K
|
10
$909
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.11K- 16.81% |
$91.5K - $97.3K
|
5.49K
$499K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.13K- 28.82% |
$92.7K - $98.6K
|
2.78K
$252K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.15K- 3.2% |
$95.1K - $101K
|
34.9K
$3.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.16K- 31.84% |
$95.4K - $101K
|
2.48K
$225K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.18K- 8.63% |
$96.8K - $103K
|
12.4K
$1.13M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.18K- 27.39% |
$97.6K - $104K
|
3.14K
$285K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.21K- 12.38% |
$99.6K - $106K
|
8.56K
$777K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-1.27K- 23.78% |
$105K - $112K
|
4.08K
$371K
|