Purchases and Sales Made in Q1 2023 in Ishares Tr (EMB)
This table provides information about the institutional ownership of Ishares Tr (EMB) during Q1 2023. 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, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-17- 0.64% |
$1.43K - $1.52K
|
2.65K
$237K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-17- 15.74% |
$1.43K - $1.52K
|
91
$8.15K
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-18- 0.1% |
$1.51K - $1.61K
|
17.9K
$1.61M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-22- 33.85% |
$1.85K - $1.97K
|
43
$3.85K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-34- 0.81% |
$2.86K - $3.04K
|
4.16K
$373K
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-35- 0.41% |
$2.94K - $3.13K
|
8.44K
$756K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-56- 56.0% |
$4.7K - $5.01K
|
44
$3.94K
|
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
SELL
|
- |
-56- 0.44% |
$4.7K - $5.01K
|
12.7K
$1.14M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-56- 23.24% |
$4.7K - $5.01K
|
185
$16.6K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-59- 2.17% |
$4.96K - $5.28K
|
2.67K
$239K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-63- 20.19% |
$5.29K - $5.64K
|
249
$22.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-64- 2.41% |
$5.38K - $5.73K
|
2.59K
$232K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-64- 25.4% |
$5.38K - $5.73K
|
188
$16.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-69- 0.91% |
$5.8K - $6.18K
|
7.56K
$677K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-80- 0.18% |
$6.72K - $7.16K
|
44K
$3.94M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-84- 61.76% |
$7.06K - $7.52K
|
52
$4.66K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-86- 67.19% |
$7.22K - $7.7K
|
42
$3.76K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-87- 0.25% |
$7.31K - $7.79K
|
35.3K
$3.16M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-106- 3.81% |
$8.9K - $9.49K
|
2.68K
$240K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-116- 92.06% |
$9.74K - $10.4K
|
10
$896
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-119- 27.61% |
$9.99K - $10.7K
|
312
$27.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-128- 79.5% |
$10.8K - $11.5K
|
33
$2.96K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-136- 87.74% |
$11.4K - $12.2K
|
19
$1.7K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-139- 14.51% |
$11.7K - $12.4K
|
819
$73.3K
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-145- 4.03% |
$12.2K - $13K
|
3.45K
$309K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-146- 9.03% |
$12.3K - $13.1K
|
1.47K
$132K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-153- 4.36% |
$12.9K - $13.7K
|
3.36K
$301K
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-164- 3.16% |
$13.8K - $14.7K
|
5.03K
$451K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-165- 3.09% |
$13.9K - $14.8K
|
5.18K
$464K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-167- 0.76% |
$14K - $15K
|
21.8K
$1.95M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-178- 0.48% |
$15K - $15.9K
|
36.5K
$3.27M
|
|
|
May 04, 2023
Q1 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-181- 2.51% |
$15.2K - $16.2K
|
7.02K
$628K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-203- 91.44% |
$17K - $18.2K
|
19
$1.7K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-204- 1.31% |
$17.1K - $18.3K
|
15.4K
$1.38M
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-227- 8.83% |
$19.1K - $20.3K
|
2.35K
$210K
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-230- 2.66% |
$19.3K - $20.6K
|
8.41K
$753K
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-236- 1.9% |
$19.8K - $21.1K
|
12.2K
$1.09M
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-237- 4.08% |
$19.9K - $21.2K
|
5.57K
$499K
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-245- 3.99% |
$20.6K - $21.9K
|
5.9K
$528K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-251- 97.67% |
$21.1K - $22.5K
|
6
$537
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-258- 4.42% |
$21.7K - $23.1K
|
5.58K
$500K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-262- 75.94% |
$22K - $23.5K
|
83
$7.43K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-268- 3.11% |
$22.5K - $24K
|
8.35K
$748K
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-269- 11.19% |
$22.6K - $24.1K
|
2.14K
$191K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-280- 7.93% |
$23.5K - $25.1K
|
3.25K
$291K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-282- 4.07% |
$23.7K - $25.3K
|
6.64K
$595K
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-304- 9.88% |
$25.5K - $27.2K
|
2.77K
$248K
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-334- 2.32% |
$28.1K - $29.9K
|
14.1K
$1.26M
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
SELL
|
- |
-335- 1.04% |
$28.1K - $30K
|
31.8K
$2.85M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-343- 0.14% |
$28.8K - $30.7K
|
250K
$22.4M
|