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 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
834+ 8.47% |
$78.3K - $90.1K
|
10.7K
$956K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
823+ 33.84% |
$77.3K - $88.9K
|
3.26K
$292K
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
801+ 5006.25% |
$75.2K - $86.5K
|
817
$73.2K
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
800+ 12.38% |
$75.1K - $86.4K
|
7.26K
$650K
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
BUY
|
- |
751+ 2.24% |
$70.5K - $81.1K
|
34.3K
$3.07M
|
|
Apr 28, 2022
Q1 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
738+ 12.51% |
$69.3K - $79.7K
|
6.64K
$594K
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
731+ 15.91% |
$68.6K - $78.9K
|
5.33K
$477K
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
678+ 10.61% |
$63.6K - $73.2K
|
7.07K
$633K
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
BUY
|
- |
677+ 20.3% |
$63.5K - $73.1K
|
4.01K
$359K
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
673+ 10.98% |
$63.2K - $72.7K
|
6.8K
$609K
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
659+ 31.4% |
$61.9K - $71.2K
|
2.76K
$247K
|
|
May 04, 2022
Q1 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
646+ 12.38% |
$60.6K - $69.8K
|
5.86K
$525K
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
623+ 18.96% |
$58.5K - $67.3K
|
3.91K
$350K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
620+ 5.59% |
$58.2K - $66.9K
|
11.7K
$1.05M
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
619+ 6.17% |
$58.1K - $66.8K
|
10.7K
$955K
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
610+ 2.79% |
$57.3K - $65.9K
|
22.5K
$2.01M
|
|
Apr 15, 2022
Q1 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
605+ 1.5% |
$56.8K - $65.3K
|
40.8K
$3.66M
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
600New |
$56.3K - $64.8K
|
600
$53.7K
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
575+ 12.36% |
$54K - $62.1K
|
5.23K
$468K
|
|
Apr 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
572+ 20.57% |
$53.7K - $61.8K
|
3.35K
$300K
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
559+ 1.61% |
$52.5K - $60.4K
|
35.3K
$3.16M
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
549+ 5.24% |
$51.5K - $59.3K
|
11K
$987K
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
544+ 1754.84% |
$51.1K - $58.7K
|
575
$51.5K
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
535+ 1.84% |
$50.2K - $57.8K
|
29.6K
$2.65M
|
|
May 10, 2022
Q1 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
534+ 0.73% |
$50.1K - $57.7K
|
74.1K
$6.64M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
524+ 0.46% |
$49.2K - $56.6K
|
115K
$10.3M
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
507+ 12.36% |
$47.6K - $54.7K
|
4.61K
$413K
|
|
May 13, 2022
Q1 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
504+ 6.76% |
$47.3K - $54.4K
|
7.96K
$713K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
500New |
$46.9K - $54K
|
500
$44.8K
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
498+ 4.07% |
$46.7K - $53.8K
|
12.7K
$1.14M
|
|
May 10, 2022
Q1 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
490+ 8.79% |
$46K - $52.9K
|
6.07K
$543K
|
|
May 16, 2022
Q1 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
482+ 4.33% |
$45.2K - $52K
|
11.6K
$1.04M
|
|
Apr 21, 2022
Q1 2022
|
Stairway Partners, LLC
|
BUY
|
- |
480+ 0.39% |
$45.1K - $51.8K
|
122K
$10.9M
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
471+ 547.67% |
$44.2K - $50.9K
|
557
$49.9K
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
466+ 23300.0% |
$43.7K - $50.3K
|
468
$41.9K
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
466+ 5.66% |
$43.7K - $50.3K
|
8.7K
$779K
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
457+ 15.78% |
$42.9K - $49.3K
|
3.35K
$300K
|
|
May 16, 2022
Q1 2022
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
449+ 2.13% |
$42.1K - $48.5K
|
21.5K
$1.92M
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
429+ 0.73% |
$40.3K - $46.3K
|
59.5K
$5.32M
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
426+ 4.49% |
$40K - $46K
|
9.91K
$887K
|
|
Apr 25, 2022
Q1 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
419+ 1.72% |
$39.3K - $45.2K
|
24.7K
$2.21M
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
418+ 3.77% |
$39.2K - $45.1K
|
11.5K
$1.03M
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
416+ 18.71% |
$39K - $44.9K
|
2.64K
$236K
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
387+ 8.02% |
$36.3K - $41.8K
|
5.21K
$467K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
371+ 5.07% |
$34.8K - $40.1K
|
7.69K
$689K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
352+ 109.32% |
$33K - $38K
|
674
$60.4K
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
346+ 8.12% |
$32.5K - $37.4K
|
4.61K
$413K
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
345+ 17.24% |
$32.4K - $37.3K
|
2.35K
$210K
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
333+ 10.07% |
$31.3K - $36K
|
3.64K
$326K
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
BUY
|
- |
330+ 1.25% |
$31K - $35.6K
|
26.7K
$2.39M
|