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 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
328New |
$30.8K - $35.4K
|
328
$29.4K
|
|
|
Apr 25, 2022
Q1 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
317New |
$29.8K - $34.2K
|
317
$28.4K
|
|
|
May 09, 2022
Q1 2022
|
Estate Counselors, LLC
|
BUY
|
- |
315New |
$29.6K - $34K
|
315
$28.2K
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
277+ 7.22% |
$26K - $29.9K
|
4.12K
$369K
|
|
|
May 16, 2022
Q1 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
274+ 3.32% |
$25.7K - $29.6K
|
8.53K
$763K
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
273+ 2.5% |
$25.6K - $29.5K
|
11.2K
$1M
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
259+ 5.04% |
$24.3K - $28K
|
5.39K
$483K
|
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
248+ 5.37% |
$23.3K - $26.8K
|
4.87K
$436K
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
232+ 8.03% |
$21.8K - $25.1K
|
3.12K
$279K
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
232+ 9.08% |
$21.8K - $25.1K
|
2.79K
$250K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
230New |
$21.6K - $24.8K
|
230
$20.6K
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
223+ 5.19% |
$20.9K - $24.1K
|
4.52K
$405K
|
|
|
Jul 10, 2024
Q1 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
210+ 4.16% |
$19.7K - $22.7K
|
5.26K
$471K
|
|
|
Apr 19, 2022
Q1 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
204+ 2.7% |
$19.1K - $22K
|
7.77K
$696K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
200+ 121.21% |
$18.8K - $21.6K
|
365
$32.7K
|
|
|
Apr 19, 2022
Q1 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
197+ 7.5% |
$18.5K - $21.3K
|
2.82K
$253K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
184+ 33.27% |
$17.3K - $19.9K
|
737
$66K
|
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
177+ 3.44% |
$16.6K - $19.1K
|
5.33K
$477K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
168+ 8.51% |
$15.8K - $18.1K
|
2.14K
$192K
|
|
|
Apr 11, 2022
Q1 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
162+ 1.3% |
$15.2K - $17.5K
|
12.6K
$1.13M
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
152+ 205.41% |
$14.3K - $16.4K
|
226
$20.2K
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
148+ 1.16% |
$13.9K - $16K
|
12.9K
$1.16M
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
136New |
$12.8K - $14.7K
|
136
$12.2K
|
|
|
Apr 18, 2022
Q1 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
136+ 5.69% |
$12.8K - $14.7K
|
2.53K
$226K
|
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
135+ 2.12% |
$12.7K - $14.6K
|
6.51K
$583K
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
132+ 3.01% |
$12.4K - $14.3K
|
4.52K
$404K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
130+ 40.0% |
$12.2K - $14K
|
455
$40.7K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
127New |
$11.9K - $13.7K
|
127
$11.4K
|
|
|
Apr 20, 2022
Q1 2022
|
West Coast Financial LLC
|
BUY
|
- |
115+ 5.54% |
$10.8K - $12.4K
|
2.19K
$196K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
113+ 26.9% |
$10.6K - $12.2K
|
533
$47.7K
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
111+ 2.7% |
$10.4K - $12K
|
4.22K
$378K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
108New |
$10.1K - $11.7K
|
108
$9.67K
|
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
BUY
|
- |
100New |
$9.39K - $10.8K
|
100
$8.96K
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
97+ 1.0% |
$9.11K - $10.5K
|
9.79K
$877K
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
95New |
$8.92K - $10.3K
|
95
$8.51K
|
|
|
Apr 28, 2022
Q1 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
94New |
$8.82K - $10.2K
|
94
$8.42K
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
85+ 1.94% |
$7.98K - $9.18K
|
4.47K
$401K
|
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
84+ 1.97% |
$7.89K - $9.07K
|
4.35K
$389K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
83New |
$7.79K - $8.96K
|
83
$7.43K
|
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
BUY
|
- |
78+ 3.14% |
$7.32K - $8.42K
|
2.56K
$229K
|
|
|
May 11, 2022
Q1 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
75+ 3.76% |
$7.04K - $8.1K
|
2.07K
$185K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
71+ 273.08% |
$6.66K - $7.67K
|
97
$8.69K
|
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
68+ 13.36% |
$6.38K - $7.34K
|
577
$51.7K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
64+ 3200.0% |
$6.01K - $6.91K
|
66
$5.91K
|
|
|
May 13, 2022
Q1 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
63+ 0.64% |
$5.91K - $6.8K
|
9.89K
$886K
|
|
|
May 04, 2022
Q1 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
61+ 0.45% |
$5.73K - $6.59K
|
13.6K
$1.22M
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
57+ 14.39% |
$5.35K - $6.15K
|
453
$40.6K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
54New |
$5.07K - $5.83K
|
54
$4.84K
|
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
52+ 0.73% |
$4.88K - $5.61K
|
7.22K
$647K
|
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
49+ 0.99% |
$4.6K - $5.29K
|
4.99K
$447K
|