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 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-9.34K- 5.29% |
$785K - $837K
|
167K
$15M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.6K- 28.54% |
$886K - $945K
|
26.4K
$2.37M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-10.6K- 15.06% |
$888K - $947K
|
59.6K
$5.34M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-10.8K- 28.53% |
$910K - $970K
|
27.1K
$2.43M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-10.9K- 60.69% |
$916K - $976K
|
7.06K
$632K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-11.1K- 11.64% |
$929K - $990K
|
83.9K
$7.51M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-11.1K- 70.9% |
$935K - $997K
|
4.57K
$409K
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-11.7K- 71.01% |
$981K - $1.05M
|
4.77K
$427K
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-11.8K- 8.51% |
$995K - $1.06M
|
127K
$11.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-12K- 8.1% |
$1.01M - $1.07M
|
136K
$12.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-12.1K- 60.49% |
$1.01M - $1.08M
|
7.89K
$706K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-13K- 17.91% |
$1.09M - $1.16M
|
59.5K
$5.33M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-13K- 44.51% |
$1.09M - $1.16M
|
16.2K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-13.5K- 5.31% |
$1.13M - $1.21M
|
241K
$21.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-14K- 10.25% |
$1.18M - $1.26M
|
123K
$11M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-15.3K- 13.07% |
$1.29M - $1.37M
|
102K
$9.12M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.6K- 43.37% |
$1.31M - $1.4M
|
20.4K
$1.82M
|
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-16.1K- 48.5% |
$1.36M - $1.45M
|
17.1K
$1.54M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-16.3K- 5.81% |
$1.37M - $1.46M
|
265K
$23.7M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-16.5K- 40.83% |
$1.39M - $1.48M
|
23.9K
$2.14M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-16.5K- 40.83% |
$1.39M - $1.48M
|
23.9K
$2.14M
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-16.8K- 28.77% |
$1.41M - $1.5M
|
41.6K
$3.72M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-18.2K- 20.32% |
$1.52M - $1.63M
|
71.2K
$6.37M
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-18.6K- 63.94% |
$1.56M - $1.66M
|
10.5K
$939K
|
|
|
Apr 20, 2023
Q1 2023
|
Melone Private Wealth, LLC
|
SELL
|
- |
-19.4K- 79.3% |
$1.63M - $1.74M
|
5.06K
$453K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-19.5K- 27.27% |
$1.64M - $1.75M
|
52K
$4.66M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-19.5K- 41.97% |
$1.64M - $1.75M
|
27K
$2.42M
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-19.6K- 56.21% |
$1.64M - $1.75M
|
15.3K
$1.37M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-19.9K- 36.06% |
$1.68M - $1.79M
|
35.4K
$3.17M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-20.8K- 79.28% |
$1.75M - $1.86M
|
5.43K
$486K
|
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
SELL
|
- |
-21.2K- 73.36% |
$1.78M - $1.9M
|
7.71K
$690K
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-21.6K- 7.18% |
$1.81M - $1.93M
|
279K
$25M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-25.6K- 23.65% |
$2.15M - $2.29M
|
82.6K
$7.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-25.8K- 7.1% |
$2.17M - $2.31M
|
338K
$30.3M
|
|
|
May 03, 2023
Q1 2023
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-26.9K- 90.45% |
$2.26M - $2.41M
|
2.84K
$255K
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-27.5K- 8.32% |
$2.31M - $2.47M
|
303K
$27.2M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27.8K- 37.55% |
$2.33M - $2.49M
|
46.2K
$4.13M
|
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
SELL
|
- |
-29.6K- 72.77% |
$2.49M - $2.65M
|
11.1K
$992K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-29.6K- 32.93% |
$2.49M - $2.65M
|
60.3K
$5.4M
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-30.5K- 51.51% |
$2.56M - $2.73M
|
28.7K
$2.57M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-31.5K- 3.54% |
$2.64M - $2.82M
|
856K
$76.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-34K- 48.49% |
$2.86M - $3.05M
|
36.2K
$3.24M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-36.1K- 22.09% |
$3.03M - $3.23M
|
127K
$11.4M
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-36.5K- 40.7% |
$3.07M - $3.27M
|
53.2K
$4.76M
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-38.5KClosed |
$3.23M - $3.44M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-42.7K- 73.12% |
$3.59M - $3.83M
|
15.7K
$1.41M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-43K- 96.11% |
$3.62M - $3.85M
|
1.74K
$156K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-43.3K- 70.25% |
$3.64M - $3.88M
|
18.3K
$1.64M
|
|
|
Apr 26, 2023
Q1 2023
|
Q3 Asset Management
|
SELL
|
- |
-43.9K- 91.07% |
$3.69M - $3.93M
|
4.31K
$386K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
SELL
|
- |
-51.4K- 99.16% |
$4.32M - $4.6M
|
438
$39.2K
|