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
|
Prospera Financial Services Inc
|
SELL
|
- |
-350- 2.96% |
$29.4K - $31.3K
|
11.5K
$1.03M
|
|
|
May 05, 2023
Q1 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-351- 0.65% |
$29.5K - $31.4K
|
53.6K
$4.8M
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-377- 4.42% |
$31.7K - $33.8K
|
8.16K
$731K
|
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
SELL
|
- |
-390- 1.65% |
$32.8K - $34.9K
|
23.2K
$2.08M
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-401- 2.32% |
$33.7K - $35.9K
|
16.9K
$1.51M
|
|
|
Apr 24, 2023
Q1 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-404- 3.71% |
$33.9K - $36.2K
|
10.5K
$939K
|
|
|
May 09, 2023
Q1 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-429- 2.59% |
$36K - $38.4K
|
16.2K
$1.45M
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-480- 4.92% |
$40.3K - $43K
|
9.28K
$831K
|
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-490- 5.89% |
$41.2K - $43.9K
|
7.83K
$701K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-504- 8.36% |
$42.3K - $45.1K
|
5.53K
$495K
|
|
|
May 09, 2023
Q1 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-519- 0.96% |
$43.6K - $46.5K
|
53.5K
$4.79M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-575- 7.12% |
$48.3K - $51.5K
|
7.51K
$672K
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-585- 12.05% |
$49.1K - $52.4K
|
4.27K
$382K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-585- 85.4% |
$49.1K - $52.4K
|
100
$8.96K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-603- 12.57% |
$50.6K - $54K
|
4.2K
$376K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-642- 14.72% |
$53.9K - $57.5K
|
3.72K
$333K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-658- 36.33% |
$55.3K - $58.9K
|
1.15K
$103K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-773- 12.31% |
$64.9K - $69.2K
|
5.51K
$493K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-779- 17.31% |
$65.4K - $69.8K
|
3.72K
$333K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-780- 19.01% |
$65.5K - $69.8K
|
3.32K
$298K
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-780- 7.58% |
$65.5K - $69.8K
|
9.51K
$852K
|
|
|
May 12, 2023
Q1 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-782- 1.83% |
$65.7K - $70K
|
42K
$3.76M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-806- 2.15% |
$67.7K - $72.2K
|
36.7K
$3.29M
|
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-812- 22.89% |
$68.2K - $72.7K
|
2.74K
$245K
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-823- 13.39% |
$69.1K - $73.7K
|
5.32K
$477K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-846- 10.19% |
$71.1K - $75.8K
|
7.46K
$668K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-857- 11.73% |
$72K - $76.7K
|
6.45K
$577K
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-880- 0.35% |
$73.9K - $78.8K
|
252K
$22.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-910- 14.19% |
$76.4K - $81.5K
|
5.51K
$493K
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-969- 14.94% |
$81.4K - $86.8K
|
5.52K
$494K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.02K- 20.66% |
$85.2K - $90.9K
|
3.9K
$349K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.02K- 9.36% |
$85.4K - $91.1K
|
9.85K
$882K
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.04K- 1.24% |
$87.3K - $93.1K
|
82.6K
$7.4M
|
|
|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.04K- 1.24% |
$87.3K - $93.1K
|
82.6K
$7.4M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.04K- 29.32% |
$87.4K - $93.2K
|
2.51K
$225K
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1.08K- 2.87% |
$90.7K - $96.7K
|
36.5K
$3.27M
|
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.1K- 2.51% |
$92K - $98.1K
|
42.5K
$3.8M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.1K- 7.17% |
$92.3K - $98.4K
|
14.2K
$1.27M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.16K- 5.45% |
$97.4K - $104K
|
20.1K
$1.8M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.19K- 13.75% |
$100K - $107K
|
7.47K
$669K
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-1.25K- 33.78% |
$105K - $112K
|
2.45K
$219K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.29K- 91.89% |
$108K - $116K
|
114
$10.2K
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.31K- 12.16% |
$110K - $117K
|
9.48K
$849K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.32K- 98.95% |
$111K - $118K
|
14
$1.25K
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-1.34K- 6.36% |
$112K - $120K
|
19.7K
$1.76M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.36K- 3.02% |
$114K - $122K
|
43.8K
$3.92M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.36K- 28.94% |
$115K - $122K
|
3.35K
$300K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.44K- 41.76% |
$121K - $129K
|
2.01K
$180K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.56K- 7.36% |
$131K - $140K
|
19.7K
$1.76M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-1.58K- 5.3% |
$133K - $141K
|
28.2K
$2.53M
|