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 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.59K- 12.05% |
$133K - $142K
|
11.6K
$1.04M
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.63K- 32.22% |
$137K - $146K
|
3.43K
$307K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-1.64K- 13.06% |
$137K - $146K
|
10.9K
$975K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.66K- 28.63% |
$140K - $149K
|
4.14K
$371K
|
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.79K- 10.4% |
$151K - $161K
|
15.5K
$1.38M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.86K- 10.14% |
$156K - $167K
|
16.5K
$1.48M
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.97K- 31.34% |
$165K - $176K
|
4.31K
$386K
|
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-2.05K- 36.94% |
$172K - $184K
|
3.5K
$313K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.15K- 86.84% |
$181K - $193K
|
326
$29.2K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.18K- 25.01% |
$183K - $195K
|
6.55K
$586K
|
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-2.18K- 19.1% |
$183K - $196K
|
9.25K
$828K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-2.23K- 4.58% |
$187K - $200K
|
46.5K
$4.16M
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-2.25K- 4.03% |
$189K - $201K
|
53.6K
$4.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-2.32K- 26.63% |
$195K - $208K
|
6.39K
$573K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.44K- 3.91% |
$205K - $219K
|
60K
$5.37M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-2.5K- 19.08% |
$210K - $224K
|
10.6K
$949K
|
|
|
Apr 19, 2023
Q1 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.6K- 7.94% |
$218K - $233K
|
30.1K
$2.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.82K- 31.6% |
$237K - $253K
|
6.11K
$547K
|
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-2.91K- 7.96% |
$244K - $261K
|
33.7K
$3.01M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.05K- 42.25% |
$256K - $273K
|
4.17K
$373K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.14K- 9.92% |
$264K - $281K
|
28.5K
$2.55M
|
|
|
May 15, 2023
Q1 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-3.22K- 76.96% |
$270K - $288K
|
964
$86.3K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.34K- 38.82% |
$280K - $299K
|
5.26K
$471K
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.41K- 10.28% |
$287K - $306K
|
29.8K
$2.67M
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-3.43K- 55.68% |
$288K - $307K
|
2.73K
$244K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.68K- 15.53% |
$309K - $330K
|
20K
$1.79M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-3.73K- 36.57% |
$313K - $334K
|
6.47K
$579K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.8K- 11.18% |
$319K - $340K
|
30.2K
$2.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.82K- 2.95% |
$321K - $342K
|
125K
$11.2M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.34K- 35.68% |
$364K - $388K
|
7.82K
$700K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.01K- 61.37% |
$420K - $448K
|
3.15K
$282K
|
|
|
Apr 05, 2023
Q1 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-5.24K- 59.59% |
$440K - $469K
|
3.55K
$318K
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-5.38KClosed |
$452K - $482K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.63K- 97.79% |
$473K - $504K
|
127
$11.4K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.76K- 12.57% |
$483K - $515K
|
40K
$3.59M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-5.76K- 70.64% |
$484K - $516K
|
2.4K
$214K
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-6.06K- 50.53% |
$509K - $542K
|
5.93K
$531K
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-6.15K- 58.89% |
$516K - $551K
|
4.29K
$384K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.76K- 34.69% |
$568K - $605K
|
12.7K
$1.14M
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-7.8K- 68.94% |
$655K - $698K
|
3.51K
$315K
|
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-7.8K- 68.94% |
$655K - $698K
|
3.51K
$315K
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-7.83K- 5.16% |
$657K - $701K
|
144K
$12.9M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.92K- 35.46% |
$665K - $709K
|
14.4K
$1.29M
|
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-8.11K- 47.55% |
$681K - $726K
|
8.95K
$801K
|
|
|
May 12, 2023
Q1 2023
|
Ckw Financial Group
|
SELL
|
- |
-8.51K- 55.51% |
$715K - $762K
|
6.82K
$611K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-8.78K- 34.38% |
$738K - $787K
|
16.8K
$1.5M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-8.84K- 61.26% |
$743K - $792K
|
5.59K
$501K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-8.93K- 25.58% |
$750K - $799K
|
26K
$2.33M
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-9.12K- 44.46% |
$766K - $817K
|
11.4K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-9.23K- 34.17% |
$775K - $826K
|
17.8K
$1.59M
|