Purchases and Sales Made in Q1 2022 in Ishares Tr (EMB)
This table provides information about the institutional ownership of Ishares Tr (EMB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-238- 43.19% |
$22.3K - $25.7K
|
313
$28K
|
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-238- 16.03% |
$22.3K - $25.7K
|
1.25K
$112K
|
|
|
May 16, 2022
Q1 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-240- 3.87% |
$22.5K - $25.9K
|
5.96K
$534K
|
|
|
Apr 28, 2022
Q1 2022
|
Ckw Financial Group
|
SELL
|
- |
-241- 2.39% |
$22.6K - $26K
|
9.85K
$882K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-248- 2.66% |
$23.3K - $26.8K
|
9.07K
$812K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-250- 75.08% |
$23.5K - $27K
|
83
$7.43K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-251- 53.98% |
$23.6K - $27.1K
|
214
$19.2K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-265- 96.01% |
$24.9K - $28.6K
|
11
$985
|
|
|
May 09, 2022
Q1 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-265- 2.54% |
$24.9K - $28.6K
|
10.2K
$911K
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-266Closed |
$25K - $28.7K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-281Closed |
$26.4K - $30.3K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-281Closed |
$26.4K - $30.3K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-293- 10.85% |
$27.5K - $31.6K
|
2.41K
$216K
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-302- 10.01% |
$28.3K - $32.6K
|
2.71K
$243K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-324Closed |
$30.4K - $35K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-361- 38.94% |
$33.9K - $39K
|
566
$50.7K
|
|
|
Apr 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-363Closed |
$34.1K - $39.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-377- 13.72% |
$35.4K - $40.7K
|
2.37K
$212K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-397- 74.91% |
$37.3K - $42.9K
|
133
$11.9K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-398- 5.64% |
$37.4K - $43K
|
6.66K
$597K
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
SELL
|
- |
-400- 2.14% |
$37.5K - $43.2K
|
18.3K
$1.64M
|
|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
SELL
|
- |
-414- 1.89% |
$38.9K - $44.7K
|
21.5K
$1.93M
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-417- 16.18% |
$39.1K - $45K
|
2.16K
$193K
|
|
|
Apr 18, 2022
Q1 2022
|
Veery Capital, LLC
|
SELL
|
- |
-420- 2.2% |
$39.4K - $45.4K
|
18.7K
$1.67M
|
|
|
Apr 29, 2022
Q1 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-434- 3.55% |
$40.7K - $46.9K
|
11.8K
$1.06M
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-437- 1.45% |
$41K - $47.2K
|
29.8K
$2.67M
|
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-438- 16.33% |
$41.1K - $47.3K
|
2.25K
$201K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-440- 7.87% |
$41.3K - $47.5K
|
5.15K
$461K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-456Closed |
$42.8K - $49.2K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-460- 5.21% |
$43.2K - $49.7K
|
8.37K
$750K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-473- 5.26% |
$44.4K - $51.1K
|
8.52K
$763K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-486- 6.82% |
$45.6K - $52.5K
|
6.64K
$595K
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-500- 10.97% |
$46.9K - $54K
|
4.06K
$363K
|
|
|
May 16, 2022
Q1 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-573- 5.69% |
$53.8K - $61.9K
|
9.51K
$851K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-614- 93.6% |
$57.6K - $66.3K
|
42
$3.76K
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-626- 1.69% |
$58.8K - $67.6K
|
36.3K
$3.26M
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-634- 5.93% |
$59.5K - $68.5K
|
10.1K
$901K
|
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-639- 5.03% |
$60K - $69K
|
12.1K
$1.08M
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-649- 95.44% |
$60.9K - $70.1K
|
31
$2.78K
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-650Closed |
$61K - $70.2K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
SELL
|
- |
-658- 23.25% |
$61.8K - $71.1K
|
2.17K
$195K
|
|
|
May 02, 2022
Q1 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-662- 22.6% |
$62.1K - $71.5K
|
2.27K
$203K
|
|
|
May 12, 2022
Q1 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-667- 4.82% |
$62.6K - $72K
|
13.2K
$1.18M
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-669- 23.61% |
$62.8K - $72.2K
|
2.16K
$194K
|
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-674Closed |
$63.3K - $72.8K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-677- 11.45% |
$63.5K - $73.1K
|
5.24K
$469K
|
|
|
Apr 19, 2022
Q1 2022
|
Jb Capital LLC
|
SELL
|
- |
-682- 5.11% |
$64K - $73.6K
|
12.7K
$1.13M
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-690Closed |
$64.8K - $74.5K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-700Closed |
$65.7K - $75.6K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-707- 17.23% |
$66.4K - $76.3K
|
3.4K
$304K
|