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 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
245+ 1.6% |
$20.2K - $21.5K
|
15.5K
$1.41M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
238+ 6.21% |
$19.6K - $20.9K
|
4.07K
$370K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
236+ 8.68% |
$19.5K - $20.7K
|
2.95K
$268K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
216+ 3.92% |
$17.8K - $18.9K
|
5.72K
$520K
|
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
BUY
|
- |
204+ 1.51% |
$16.8K - $17.9K
|
13.7K
$1.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
200+ 5.41% |
$16.5K - $17.5K
|
3.9K
$354K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
192+ 1920.0% |
$15.8K - $16.8K
|
202
$18.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
191+ 1.57% |
$15.7K - $16.7K
|
12.3K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
190+ 2.44% |
$15.7K - $16.7K
|
7.97K
$724K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
174New |
$14.3K - $15.3K
|
174
$15.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
172+ 53.92% |
$14.2K - $15.1K
|
491
$44.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
163+ 99.39% |
$13.4K - $14.3K
|
327
$29.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
152+ 660.87% |
$12.5K - $13.3K
|
175
$15.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
150+ 2.44% |
$12.4K - $13.2K
|
6.29K
$571K
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
148+ 1.94% |
$12.2K - $13K
|
7.76K
$705K
|
|
|
Oct 11, 2023
Q3 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
148+ 1.39% |
$12.2K - $13K
|
10.8K
$981K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
145+ 5.35% |
$12K - $12.7K
|
2.85K
$259K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
137+ 1.68% |
$11.3K - $12K
|
8.3K
$754K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
135+ 0.45% |
$11.1K - $11.8K
|
29.9K
$2.72M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
128+ 0.3% |
$10.5K - $11.2K
|
42.7K
$3.88M
|
|
|
Nov 02, 2023
Q3 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
128+ 3.48% |
$10.5K - $11.2K
|
3.8K
$346K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
127+ 2.53% |
$10.5K - $11.1K
|
5.14K
$467K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
123+ 6.09% |
$10.1K - $10.8K
|
2.14K
$195K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
122+ 0.29% |
$10.1K - $10.7K
|
41.7K
$3.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
121+ 0.76% |
$9.97K - $10.6K
|
16.1K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
119+ 37.54% |
$9.81K - $10.4K
|
436
$39.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
116+ 3.4% |
$9.56K - $10.2K
|
3.52K
$320K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
115New |
$9.48K - $10.1K
|
115
$10.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
109+ 2.84% |
$8.98K - $9.56K
|
3.94K
$358K
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
107+ 1.81% |
$8.82K - $9.38K
|
6.01K
$546K
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
105+ 0.25% |
$8.65K - $9.21K
|
42.3K
$3.84M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
102+ 0.31% |
$8.41K - $8.94K
|
32.6K
$2.97M
|
|
|
Oct 31, 2023
Q3 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
101New |
$8.32K - $8.86K
|
101
$9.18K
|
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
93+ 1.95% |
$7.67K - $8.15K
|
4.87K
$443K
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
BUY
|
- |
92+ 1.43% |
$7.58K - $8.07K
|
6.53K
$593K
|
|
|
Oct 27, 2023
Q3 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
90+ 0.79% |
$7.42K - $7.89K
|
11.5K
$1.05M
|
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
86+ 1.24% |
$7.09K - $7.54K
|
7.01K
$636K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
83+ 8.93% |
$6.84K - $7.28K
|
1.01K
$91.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
81+ 32.27% |
$6.68K - $7.1K
|
332
$30.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
78+ 3.3% |
$6.43K - $6.84K
|
2.44K
$222K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
72+ 1.29% |
$5.93K - $6.31K
|
5.66K
$514K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
66+ 0.71% |
$5.44K - $5.79K
|
9.41K
$855K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
66+ 2.22% |
$5.44K - $5.79K
|
3.04K
$276K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
64+ 1.9% |
$5.27K - $5.61K
|
3.44K
$313K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
60New |
$4.95K - $5.26K
|
60
$5.45K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
60+ 9.39% |
$4.95K - $5.26K
|
699
$63.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
BUY
|
- |
58+ 0.53% |
$4.78K - $5.09K
|
11.1K
$1.01M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
56New |
$4.62K - $4.91K
|
56
$5.09K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
54+ 5400.0% |
$4.45K - $4.73K
|
55
$5K
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
53+ 20.7% |
$4.37K - $4.65K
|
309
$28.1K
|