Purchases and Sales Made in Q4 2022 in Ishares Tr (EMB)
This table provides information about the institutional ownership of Ishares Tr (EMB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-300- 10.31% |
$23.1K - $26.3K
|
2.61K
$238K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-304- 4.59% |
$23.4K - $26.7K
|
6.32K
$576K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-322- 5.48% |
$24.8K - $28.3K
|
5.55K
$506K
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-330- 2.77% |
$25.4K - $29K
|
11.6K
$1.06M
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-335- 0.85% |
$25.8K - $29.4K
|
39K
$3.55M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-351- 4.9% |
$27.1K - $30.8K
|
6.82K
$621K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-356- 58.65% |
$27.4K - $31.3K
|
251
$22.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-362- 12.41% |
$27.9K - $31.8K
|
2.55K
$233K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-368- 1.01% |
$28.4K - $32.3K
|
36.1K
$3.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-370- 7.23% |
$28.5K - $32.5K
|
4.75K
$433K
|
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-375- 1.16% |
$28.9K - $32.9K
|
32K
$2.92M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-385- 4.55% |
$29.7K - $33.8K
|
8.08K
$736K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-389- 17.7% |
$30K - $34.2K
|
1.81K
$165K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-441- 10.37% |
$34K - $38.7K
|
3.81K
$347K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-467- 14.63% |
$36K - $41K
|
2.72K
$248K
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-470- 11.55% |
$36.2K - $41.3K
|
3.6K
$328K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-484- 7.15% |
$37.3K - $42.5K
|
6.28K
$572K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-506- 11.22% |
$39K - $44.4K
|
4K
$365K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-511- 14.55% |
$39.4K - $44.9K
|
3K
$274K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-515- 3.2% |
$39.7K - $45.2K
|
15.6K
$1.42M
|
|
|
Feb 02, 2023
Q4 2022
|
Bts Asset Management, Inc.
|
SELL
|
- |
-541- 14.66% |
$41.7K - $47.5K
|
3.15K
$287K
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-556- 5.8% |
$42.9K - $48.8K
|
9.03K
$823K
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-636- 18.17% |
$49K - $55.8K
|
2.86K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-641- 60.02% |
$49.4K - $56.3K
|
427
$38.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-650- 90.91% |
$50.1K - $57.1K
|
65
$5.92K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-668- 61.85% |
$51.5K - $58.7K
|
412
$37.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-700- 7.49% |
$54K - $61.5K
|
8.64K
$787K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-706- 8.81% |
$54.4K - $62K
|
7.3K
$666K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-708- 2.15% |
$54.6K - $62.2K
|
32.2K
$2.93M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-730- 17.95% |
$56.3K - $64.1K
|
3.34K
$304K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-750- 22.49% |
$57.8K - $65.9K
|
2.59K
$236K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-761- 21.77% |
$58.7K - $66.8K
|
2.73K
$249K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-776- 12.33% |
$59.8K - $68.1K
|
5.52K
$503K
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-780- 11.41% |
$60.1K - $68.5K
|
6.06K
$552K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-782- 2.13% |
$60.3K - $68.7K
|
36K
$3.28M
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-794- 16.41% |
$61.2K - $69.7K
|
4.04K
$368K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-804- 18.9% |
$62K - $70.6K
|
3.45K
$314K
|
|
|
Feb 09, 2023
Q4 2022
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-817- 10.19% |
$63K - $71.7K
|
7.2K
$656K
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-825- 7.42% |
$63.6K - $72.4K
|
10.3K
$937K
|
|
|
Jan 19, 2023
Q4 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-876- 21.17% |
$67.5K - $76.9K
|
3.26K
$297K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-876- 12.68% |
$67.5K - $76.9K
|
6.03K
$549K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-887- 26.65% |
$68.4K - $77.9K
|
2.44K
$222K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-926- 35.4% |
$71.4K - $81.3K
|
1.69K
$154K
|
|
|
Feb 06, 2023
Q4 2022
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-974- 29.15% |
$75.1K - $85.5K
|
2.37K
$216K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-983- 12.44% |
$75.8K - $86.3K
|
6.92K
$631K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-986Closed |
$76K - $86.6K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Citizens & Northern Corp
|
SELL
|
- |
-994- 0.97% |
$76.6K - $87.3K
|
101K
$9.23M
|
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.03K- 7.67% |
$79.5K - $90.5K
|
12.4K
$1.13M
|
|
|
Feb 03, 2023
Q4 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-1.06K- 27.12% |
$81.9K - $93.2K
|
2.85K
$260K
|
|
|
Feb 10, 2023
Q4 2022
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-1.06K- 23.07% |
$82K - $93.4K
|
3.55K
$323K
|