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 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.64K+ 3.3% |
$218K - $231K
|
82.7K
$7.6M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.64KNew |
$218K - $231K
|
2.64K
$243K
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
2.61K+ 10.07% |
$215K - $229K
|
28.6K
$2.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
2.56K+ 0.92% |
$211K - $225K
|
281K
$25.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
BUY
|
- |
2.55KNew |
$210K - $223K
|
2.55K
$234K
|
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.53K+ 3.54% |
$208K - $221K
|
73.9K
$6.79M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.5K+ 9.65% |
$206K - $219K
|
28.4K
$2.61M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.49K+ 6.26% |
$205K - $218K
|
42.3K
$3.88M
|
|
|
Nov 07, 2023
Q3 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
2.48K+ 8.62% |
$204K - $217K
|
31.2K
$2.87M
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.43K+ 5.65% |
$200K - $213K
|
45.4K
$4.18M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.4K+ 25.7% |
$198K - $210K
|
11.7K
$1.08M
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.36KNew |
$194K - $207K
|
2.36K
$217K
|
|
|
Oct 16, 2023
Q3 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
2.31K+ 22.51% |
$190K - $202K
|
12.6K
$1.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
2.27K+ 1.36% |
$187K - $199K
|
169K
$15.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.15K+ 23.35% |
$177K - $189K
|
11.4K
$1.04M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.11K+ 61.53% |
$174K - $185K
|
5.55K
$510K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2.08KNew |
$171K - $182K
|
2.08K
$191K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.06K+ 7.16% |
$170K - $180K
|
30.8K
$2.83M
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
2.05K+ 7.42% |
$169K - $180K
|
29.7K
$2.72M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.99K+ 0.44% |
$164K - $174K
|
456K
$41.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
1.95K+ 5.12% |
$161K - $171K
|
40K
$3.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
1.91K+ 3.96% |
$158K - $168K
|
50.2K
$4.61M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.89K+ 10.84% |
$156K - $166K
|
19.4K
$1.78M
|
|
|
Oct 25, 2023
Q3 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.73KNew |
$143K - $152K
|
1.73K
$159K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.73K+ 30.7% |
$143K - $152K
|
7.37K
$677K
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.69K+ 7.34% |
$140K - $149K
|
24.8K
$2.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.68K+ 15.94% |
$139K - $147K
|
12.2K
$1.12M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.58K+ 8.22% |
$130K - $139K
|
20.8K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.58KNew |
$130K - $139K
|
1.58K
$145K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.54K+ 7.59% |
$127K - $135K
|
21.8K
$2M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.42K+ 17.03% |
$117K - $124K
|
9.73K
$894K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.41K+ 0.67% |
$116K - $124K
|
211K
$19.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.37KNew |
$113K - $120K
|
1.37K
$126K
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.3K+ 68.94% |
$107K - $114K
|
3.19K
$293K
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.27K+ 6.18% |
$105K - $111K
|
21.8K
$2M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.24K+ 14.41% |
$102K - $109K
|
9.85K
$905K
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.2K+ 17.06% |
$98.8K - $105K
|
8.23K
$756K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.19K+ 12.73% |
$98.2K - $104K
|
10.6K
$969K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.1K+ 5.43% |
$90.4K - $96.2K
|
21.3K
$1.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
1.08K+ 30.08% |
$88.7K - $94.3K
|
4.65K
$428K
|
|
|
Oct 11, 2023
Q3 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.02K+ 1.77% |
$83.9K - $89.3K
|
58.6K
$5.38M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
1.02K+ 23.22% |
$83.7K - $89K
|
5.39K
$495K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
910+ 2.44% |
$75K - $79.8K
|
38.2K
$3.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
BUY
|
- |
895+ 0.87% |
$73.8K - $78.5K
|
104K
$9.58M
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
835+ 2.83% |
$68.8K - $73.2K
|
30.3K
$2.79M
|
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
826+ 20.6% |
$68.1K - $72.4K
|
4.84K
$444K
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
816+ 5.66% |
$67.3K - $71.5K
|
15.2K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
815+ 1.45% |
$67.2K - $71.5K
|
57.2K
$5.25M
|
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
802+ 1.68% |
$66.1K - $70.3K
|
48.5K
$4.46M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
782+ 33.23% |
$64.5K - $68.6K
|
3.14K
$288K
|