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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.07K- 8.84% |
$82.6K - $94K
|
11K
$1.01M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.07K- 33.98% |
$82.6K - $94.1K
|
2.08K
$190K
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-1.14K- 14.91% |
$87.7K - $99.8K
|
6.49K
$591K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.14K- 17.57% |
$87.8K - $100K
|
5.35K
$487K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
SELL
|
- |
-1.17K- 17.38% |
$90K - $102K
|
5.55K
$506K
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.18K- 30.65% |
$90.6K - $103K
|
2.66K
$242K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-1.2K- 1.68% |
$92.5K - $105K
|
70.2K
$6.4M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-1.31K- 26.61% |
$101K - $115K
|
3.6K
$328K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.33K- 21.96% |
$102K - $116K
|
4.71K
$429K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.34K- 1.13% |
$103K - $118K
|
118K
$10.7M
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.37K- 19.97% |
$106K - $120K
|
5.5K
$501K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.38K- 3.62% |
$106K - $121K
|
36.7K
$3.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
SELL
|
- |
-1.4K- 35.26% |
$108K - $123K
|
2.57K
$234K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.46K- 7.78% |
$113K - $128K
|
17.3K
$1.58M
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.46K- 73.83% |
$113K - $129K
|
519
$47.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.48K- 90.5% |
$114K - $130K
|
155
$14.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.56K- 19.36% |
$120K - $137K
|
6.48K
$590K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-1.56K- 11.09% |
$120K - $137K
|
12.5K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.63K- 24.61% |
$126K - $143K
|
4.99K
$455K
|
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.65K- 24.33% |
$127K - $145K
|
5.14K
$468K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.72K- 6.62% |
$132K - $151K
|
24.2K
$2.21M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.74K- 3.12% |
$134K - $153K
|
54K
$4.92M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.74K- 13.83% |
$134K - $153K
|
10.9K
$990K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.88K- 23.4% |
$145K - $165K
|
6.15K
$560K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.93K- 40.92% |
$149K - $169K
|
2.78K
$253K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2K- 73.49% |
$154K - $176K
|
723
$65.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2.08K- 33.62% |
$160K - $183K
|
4.1K
$374K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-2.12K- 53.93% |
$163K - $186K
|
1.81K
$165K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.14K- 17.97% |
$165K - $188K
|
9.76K
$889K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2.24K- 20.59% |
$172K - $196K
|
8.62K
$785K
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.26K- 33.44% |
$174K - $198K
|
4.5K
$410K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.26K- 6.71% |
$174K - $199K
|
31.4K
$2.86M
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.27K- 30.4% |
$175K - $199K
|
5.2K
$473K
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.29K- 17.99% |
$177K - $201K
|
10.4K
$951K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.36K- 21.7% |
$182K - $207K
|
8.5K
$774K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.39K- 11.52% |
$184K - $210K
|
18.3K
$1.67M
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.47K- 41.36% |
$190K - $217K
|
3.5K
$319K
|
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-2.51K- 14.82% |
$193K - $220K
|
14.4K
$1.31M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-2.59K- 6.03% |
$200K - $228K
|
40.4K
$3.68M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.61K- 36.42% |
$201K - $229K
|
4.55K
$414K
|
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-2.68KClosed |
$207K - $235K
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-2.73K- 3.67% |
$210K - $239K
|
71.6K
$6.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Employees Retirement System Of Texas
|
SELL
|
- |
-2.8K- 2.8% |
$216K - $246K
|
97.2K
$8.86M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.83K- 24.16% |
$218K - $248K
|
8.88K
$809K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.89K- 18.69% |
$223K - $254K
|
12.6K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-2.94K- 45.36% |
$227K - $258K
|
3.55K
$323K
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-2.98K- 15.32% |
$230K - $261K
|
16.5K
$1.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-3.09K- 13.39% |
$238K - $271K
|
20K
$1.82M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.14K- 18.88% |
$242K - $275K
|
13.5K
$1.23M
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
SELL
|
- |
-3.23K- 9.02% |
$249K - $283K
|
32.5K
$2.96M
|