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 10, 2022
Q1 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
2.07K+ 85.06% |
$195K - $224K
|
4.51K
$404K
|
|
|
May 02, 2022
Q1 2022
|
Slow Capital, Inc.
|
BUY
|
- |
2.07KNew |
$194K - $223K
|
2.07K
$185K
|
|
|
Apr 20, 2022
Q1 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
2.05K+ 31.89% |
$192K - $221K
|
8.47K
$759K
|
|
|
May 05, 2022
Q1 2022
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
2.02K+ 32.36% |
$189K - $218K
|
8.24K
$738K
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
1.99K+ 104.85% |
$187K - $215K
|
3.88K
$348K
|
|
|
Apr 21, 2022
Q1 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
1.98K+ 17.57% |
$186K - $214K
|
13.3K
$1.19M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
1.93K+ 46.29% |
$181K - $208K
|
6.1K
$546K
|
|
|
Apr 07, 2022
Q1 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
1.88K+ 2.66% |
$176K - $202K
|
72.4K
$6.48M
|
|
|
Apr 25, 2022
Q1 2022
|
Wealth Cmt
|
BUY
|
- |
1.87K+ 19.77% |
$175K - $202K
|
11.3K
$1.01M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.86K+ 27.09% |
$174K - $201K
|
8.72K
$781K
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.86K+ 62.14% |
$174K - $200K
|
4.84K
$434K
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.85K+ 20600.0% |
$174K - $200K
|
1.86K
$167K
|
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.84K+ 0.71% |
$173K - $199K
|
261K
$23.4M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 18.34% |
$164K - $188K
|
11.3K
$1.01M
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
1.73K+ 17.84% |
$163K - $187K
|
11.4K
$1.03M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.73K+ 33.82% |
$162K - $186K
|
6.83K
$612K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.65K+ 13.8% |
$155K - $178K
|
13.6K
$1.22M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.63K+ 1.25% |
$153K - $176K
|
132K
$11.8M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
1.6K+ 3.63% |
$151K - $173K
|
45.8K
$4.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
BUY
|
- |
1.6K+ 37.21% |
$150K - $173K
|
5.9K
$529K
|
|
|
Apr 08, 2022
Q1 2022
|
Marion Wealth Management
|
BUY
|
- |
1.6K+ 5.08% |
$150K - $173K
|
33.1K
$2.96M
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.58KNew |
$148K - $170K
|
1.58K
$141K
|
|
|
Apr 14, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
1.57KNew |
$147K - $169K
|
1.57K
$140K
|
|
|
May 09, 2022
Q1 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.49K+ 107.17% |
$140K - $161K
|
2.89K
$259K
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
1.47K+ 15.39% |
$138K - $159K
|
11K
$986K
|
|
|
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
BUY
|
- |
1.47K+ 7.17% |
$138K - $158K
|
21.9K
$1.96M
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.45K+ 8.6% |
$136K - $157K
|
18.3K
$1.64M
|
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.44K+ 11.04% |
$135K - $156K
|
14.5K
$1.3M
|
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.33K+ 46.58% |
$125K - $143K
|
4.18K
$374K
|
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.29K+ 14.51% |
$121K - $139K
|
10.1K
$909K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.28K+ 1.6% |
$120K - $138K
|
81.3K
$7.28M
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.24K+ 51.37% |
$116K - $134K
|
3.65K
$327K
|
|
|
Apr 11, 2022
Q1 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.15K+ 5.51% |
$108K - $125K
|
22.1K
$1.98M
|
|
|
May 05, 2022
Q1 2022
|
West Wealth Group, LLC
|
BUY
|
- |
1.13K+ 60.17% |
$106K - $122K
|
3K
$269K
|
|
|
Apr 21, 2022
Q1 2022
|
J2 Capital Management Inc
|
BUY
|
- |
1.12K+ 12.79% |
$105K - $121K
|
9.88K
$885K
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.11K+ 8.28% |
$105K - $120K
|
14.6K
$1.3M
|
|
|
May 13, 2022
Q1 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.09K+ 5.65% |
$102K - $117K
|
20.4K
$1.82M
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.08K+ 619.43% |
$102K - $117K
|
1.26K
$113K
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
996+ 5.38% |
$93.5K - $108K
|
19.5K
$1.75M
|
|
|
May 09, 2022
Q1 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
959+ 1.67% |
$90K - $104K
|
58.4K
$5.23M
|
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
951+ 0.53% |
$89.3K - $103K
|
181K
$16.2M
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
900New |
$84.5K - $97.2K
|
900
$80.6K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
892+ 9.71% |
$83.7K - $96.3K
|
10.1K
$903K
|
|
|
Apr 18, 2022
Q1 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
891+ 7.12% |
$83.6K - $96.2K
|
13.4K
$1.2M
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
889+ 32.13% |
$83.5K - $96K
|
3.66K
$327K
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
869+ 16.59% |
$81.6K - $93.8K
|
6.11K
$547K
|
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
852+ 21.02% |
$80K - $92K
|
4.91K
$439K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
841+ 22.0% |
$78.9K - $90.8K
|
4.66K
$418K
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
839+ 11.46% |
$78.8K - $90.6K
|
8.16K
$731K
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
839+ 11.46% |
$78.8K - $90.6K
|
8.16K
$731K
|