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 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.25K- 35.86% |
$250K - $285K
|
5.81K
$529K
|
|
|
Feb 14, 2023
Q4 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-3.38K- 20.33% |
$260K - $296K
|
13.2K
$1.21M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.51K- 22.85% |
$270K - $308K
|
11.8K
$1.08M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.92K- 67.54% |
$302K - $344K
|
1.88K
$171K
|
|
|
Nov 13, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
SELL
|
- |
-4.1K- 49.99% |
$316K - $360K
|
4.1K
$373K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-4.11K- 43.41% |
$317K - $361K
|
5.36K
$488K
|
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-4.15K- 47.39% |
$320K - $365K
|
4.61K
$420K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.18K- 96.85% |
$322K - $367K
|
136
$12.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-4.61K- 15.73% |
$356K - $405K
|
24.7K
$2.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-4.78K- 83.31% |
$369K - $420K
|
958
$87.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.83K- 43.46% |
$372K - $424K
|
6.28K
$572K
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-4.98K- 21.71% |
$384K - $437K
|
18K
$1.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-5.01K- 11.75% |
$386K - $439K
|
37.6K
$3.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-5.15K- 2.55% |
$397K - $452K
|
197K
$17.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-5.16K- 12.8% |
$398K - $453K
|
35.2K
$3.2M
|
|
|
Feb 13, 2023
Q4 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-5.21K- 30.25% |
$402K - $457K
|
12K
$1.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-5.26K- 23.38% |
$406K - $462K
|
17.2K
$1.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-5.35K- 6.02% |
$412K - $470K
|
83.5K
$7.61M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.5K- 19.75% |
$424K - $482K
|
22.3K
$2.03M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-5.61K- 12.01% |
$432K - $492K
|
41.1K
$3.74M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.71K- 0.24% |
$440K - $501K
|
2.4M
$219M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.75K- 17.56% |
$443K - $505K
|
27K
$2.46M
|
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-5.8K- 2.5% |
$447K - $509K
|
226K
$20.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-5.8K- 49.83% |
$447K - $509K
|
5.84K
$532K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-5.87K- 41.36% |
$452K - $515K
|
8.32K
$758K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-6.01K- 5.9% |
$463K - $527K
|
95.7K
$8.72M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-6.11K- 65.9% |
$471K - $536K
|
3.16K
$288K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.16K- 37.47% |
$475K - $541K
|
10.3K
$936K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.24K- 42.47% |
$481K - $547K
|
8.45K
$770K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-6.25K- 11.38% |
$482K - $549K
|
48.7K
$4.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-6.31K- 23.14% |
$486K - $554K
|
20.9K
$1.91M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-6.58K- 39.23% |
$507K - $578K
|
10.2K
$929K
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-6.89K- 10.02% |
$531K - $605K
|
61.9K
$5.64M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.96K- 31.25% |
$537K - $611K
|
15.3K
$1.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-7.21K- 67.12% |
$555K - $633K
|
3.53K
$322K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-7.27K- 12.54% |
$561K - $638K
|
50.7K
$4.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Wavelength Capital Management, LLC
|
SELL
|
- |
-7.4K- 16.37% |
$570K - $650K
|
37.8K
$3.44M
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-7.8K- 61.63% |
$601K - $685K
|
4.85K
$442K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7.86K- 62.1% |
$606K - $690K
|
4.8K
$437K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.95K- 11.58% |
$613K - $698K
|
60.7K
$5.53M
|
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-7.99K- 60.32% |
$616K - $701K
|
5.25K
$479K
|
|
|
Jan 19, 2023
Q4 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-8.36K- 25.48% |
$644K - $734K
|
24.4K
$2.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-8.47K- 66.02% |
$653K - $744K
|
4.36K
$397K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-8.69K- 46.41% |
$670K - $763K
|
10K
$915K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-8.81K- 45.3% |
$679K - $773K
|
10.6K
$969K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-8.97K- 27.44% |
$691K - $787K
|
23.7K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-9.11K- 51.11% |
$702K - $800K
|
8.72K
$794K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-9.65K- 22.69% |
$744K - $847K
|
32.9K
$2.99M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.67K- 26.31% |
$745K - $849K
|
27.1K
$2.47M
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-10K- 3.23% |
$771K - $878K
|
300K
$27.3M
|