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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
49+ 6.83% |
$4.6K - $5.29K
|
766
$68.6K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
48+ 20.43% |
$4.51K - $5.18K
|
283
$25.3K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
35+ 0.39% |
$3.29K - $3.78K
|
9.06K
$811K
|
|
|
May 25, 2022
Q1 2022
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
30+ 1.12% |
$2.82K - $3.24K
|
2.7K
$242K
|
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
27+ 0.32% |
$2.53K - $2.92K
|
8.4K
$752K
|
|
|
Apr 19, 2022
Q1 2022
|
Five Oceans Advisors
|
BUY
|
- |
26+ 0.39% |
$2.44K - $2.81K
|
6.71K
$601K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
25New |
$2.35K - $2.7K
|
25
$2.24K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
24New |
$2.25K - $2.59K
|
24
$2.15K
|
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
24+ 10.26% |
$2.25K - $2.59K
|
258
$23.1K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
23New |
$2.16K - $2.48K
|
23
$2.06K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
23New |
$2.16K - $2.48K
|
23
$2.06K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
23New |
$2.16K - $2.48K
|
23
$2.06K
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
23+ 2.03% |
$2.16K - $2.48K
|
1.16K
$104K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
22+ 2.93% |
$2.07K - $2.38K
|
773
$69.2K
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
22New |
$2.07K - $2.38K
|
22
$1.97K
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
21+ 0.25% |
$1.97K - $2.27K
|
8.4K
$752K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
19New |
$1.78K - $2.05K
|
19
$1.7K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
18+ 4.64% |
$1.69K - $1.94K
|
406
$36.4K
|
|
|
Apr 21, 2022
Q1 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
18+ 0.88% |
$1.69K - $1.94K
|
2.06K
$184K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
12New |
$1.13K - $1.3K
|
12
$1.07K
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
10+ 0.36% |
$939 - $1.08K
|
2.76K
$247K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
8+ 0.18% |
$751 - $864
|
4.46K
$399K
|
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
8+ 0.73% |
$751 - $864
|
1.1K
$98.5K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
7+ 0.54% |
$657 - $756
|
1.31K
$118K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
7New |
$657 - $756
|
7
$627
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
5+ 2.2% |
$469 - $540
|
232
$20.8K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4+ 4.65% |
$375 - $432
|
90
$8.06K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4New |
$375 - $432
|
4
$358
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2+ 11.76% |
$188 - $216
|
19
$1.7K
|
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
BUY
|
- |
2New |
$188 - $216
|
2
$179
|
|
|
May 17, 2022
Q1 2022
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
2+ 0.44% |
$188 - $216
|
461
$41.3K
|
|
|
Apr 15, 2022
Q1 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 3.7% |
$93.9 - $108
|
28
$2.51K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.41% |
$93.9 - $108
|
247
$22.1K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.38% |
$93.9 - $108
|
266
$23.8K
|
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
BUY
|
- |
1+ 0.04% |
$93.9 - $108
|
2.25K
$202K
|
|
|
May 11, 2022
Q1 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1+ 0.04% |
$93.9 - $108
|
2.4K
$215K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-1Closed |
$93.9 - $108
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-1- 4.76% |
$93.9 - $108
|
20
$1.79K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-2- 2.06% |
$188 - $216
|
95
$8.51K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3- 2.59% |
$282 - $324
|
113
$10.1K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-4- 57.14% |
$375 - $432
|
3
$269
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5- 13.51% |
$469 - $540
|
32
$2.87K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5- 3.52% |
$469 - $540
|
137
$12.3K
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-7Closed |
$657 - $756
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-7- 0.25% |
$657 - $756
|
2.82K
$253K
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
SELL
|
- |
-7- 0.88% |
$657 - $756
|
786
$70.4K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9- 0.29% |
$845 - $972
|
3.11K
$278K
|
|
|
Apr 12, 2022
Q1 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-9- 0.06% |
$845 - $972
|
15.6K
$1.4M
|