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 |
|---|---|---|---|---|---|---|---|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
86.1KNew |
$7.23M - $7.71M
|
86.1K
$7.71M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
84.9K+ 733.25% |
$7.13M - $7.6M
|
96.5K
$8.64M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
82.9KNew |
$6.96M - $7.42M
|
82.9K
$7.42M
|
|
|
Sep 07, 2023
Q1 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
82.6KNew |
$6.94M - $7.4M
|
82.6K
$7.4M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
76.7K+ 452.44% |
$6.44M - $6.87M
|
93.6K
$8.39M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
72K+ 700.25% |
$6.04M - $6.44M
|
82.2K
$7.37M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
69.6K+ 51.9% |
$5.84M - $6.23M
|
204K
$18.2M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
67.2K+ 43.83% |
$5.65M - $6.02M
|
221K
$19.8M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
66K+ 330.0% |
$5.54M - $5.91M
|
86K
$7.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
65.8KNew |
$5.53M - $5.89M
|
65.8K
$5.9M
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
BUY
|
- |
65.2KNew |
$5.47M - $5.84M
|
65.2K
$5.84M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
63.2K+ 65.63% |
$5.31M - $5.66M
|
159K
$14.3M
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
61.9K+ 12.85% |
$5.2M - $5.54M
|
544K
$48.7M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
61.8K+ 40.62% |
$5.19M - $5.54M
|
214K
$19.2M
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
59.5K+ 21.69% |
$5M - $5.33M
|
334K
$29.9M
|
|
|
Apr 04, 2023
Q1 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
57.7KNew |
$4.85M - $5.17M
|
57.7K
$5.17M
|
|
|
May 15, 2023
Q1 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
54.7K+ 286.61% |
$4.59M - $4.9M
|
73.7K
$6.6M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
53.3K+ 81.52% |
$4.48M - $4.77M
|
119K
$10.6M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
51.8K+ 52.49% |
$4.35M - $4.64M
|
150K
$13.5M
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
50.2KNew |
$4.21M - $4.49M
|
50.2K
$4.49M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
48.8K+ 39.14% |
$4.1M - $4.37M
|
174K
$15.5M
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
48.7K+ 0.8% |
$4.09M - $4.36M
|
6.14M
$550M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
48.5K+ 21.47% |
$4.07M - $4.34M
|
274K
$24.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
BUY
|
- |
44.3K+ 183.41% |
$3.72M - $3.97M
|
68.5K
$6.13M
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
43K+ 137.66% |
$3.62M - $3.85M
|
74.3K
$6.66M
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
42.8K+ 380.31% |
$3.6M - $3.84M
|
54.1K
$4.84M
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
BUY
|
- |
42.7K+ 139.54% |
$3.59M - $3.82M
|
73.3K
$6.56M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
42.4K+ 149.37% |
$3.56M - $3.8M
|
70.8K
$6.35M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
41.4K+ 1724.39% |
$3.47M - $3.7M
|
43.8K
$3.92M
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
38.6K+ 695.98% |
$3.24M - $3.46M
|
44.2K
$3.96M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
38.2KNew |
$3.21M - $3.42M
|
38.2K
$3.42M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
37.1K+ 8021.21% |
$3.11M - $3.32M
|
37.5K
$3.36M
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
BUY
|
- |
35K+ 30.7% |
$2.94M - $3.13M
|
149K
$13.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
34.5K+ 2.94% |
$2.9M - $3.09M
|
1.21M
$108M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
33.9K+ 877.03% |
$2.84M - $3.03M
|
37.7K
$3.38M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
33.6K+ 8.44% |
$2.82M - $3.01M
|
431K
$38.6M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
32.6K+ 36.1% |
$2.74M - $2.92M
|
123K
$11M
|
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
29.9K+ 56.18% |
$2.51M - $2.68M
|
83.1K
$7.44M
|
|
|
May 17, 2023
Q1 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
28.4K+ 12.81% |
$2.39M - $2.55M
|
250K
$22.4M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
27.9KNew |
$2.34M - $2.5M
|
27.9K
$2.5M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27.8K+ 60.11% |
$2.33M - $2.49M
|
73.9K
$6.62M
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
27.7K+ 306.05% |
$2.32M - $2.48M
|
36.7K
$3.29M
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
26.9KNew |
$2.26M - $2.41M
|
26.9K
$2.41M
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
26.5K+ 62.29% |
$2.23M - $2.37M
|
69.1K
$6.19M
|
|
|
May 05, 2023
Q1 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
26.4KNew |
$2.22M - $2.37M
|
26.4K
$2.37M
|
|
|
Apr 25, 2023
Q1 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
26.3K+ 19.91% |
$2.21M - $2.35M
|
158K
$14.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
25.7KNew |
$2.16M - $2.31M
|
25.7K
$2.31M
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
24.8K+ 14.94% |
$2.08M - $2.22M
|
191K
$17.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
24.7KNew |
$2.07M - $2.21M
|
24.7K
$2.21M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
24.4K+ 18.04% |
$2.05M - $2.19M
|
160K
$14.3M
|