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 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.3K+ 32.22% |
$2.04M - $2.18M
|
99.8K
$8.94M
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
24KNew |
$2.02M - $2.15M
|
24K
$2.15M
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
23.5K+ 438.23% |
$1.97M - $2.1M
|
28.8K
$2.58M
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
23.5KNew |
$1.97M - $2.1M
|
23.5K
$2.1M
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
23.3KNew |
$1.96M - $2.09M
|
23.3K
$2.09M
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
23K+ 254.73% |
$1.93M - $2.06M
|
32K
$2.87M
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
22.8K+ 15689.66% |
$1.91M - $2.04M
|
22.9K
$2.05M
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
22.1K+ 69.03% |
$1.86M - $1.98M
|
54.1K
$4.85M
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
21.6KNew |
$1.81M - $1.93M
|
21.6K
$1.93M
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
20.9K+ 2.53% |
$1.75M - $1.87M
|
848K
$75.9M
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
20.9KNew |
$1.75M - $1.87M
|
20.9K
$1.87M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20.4K+ 279.16% |
$1.72M - $1.83M
|
27.8K
$2.49M
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
20.1K+ 12.67% |
$1.69M - $1.8M
|
179K
$16M
|
|
Apr 12, 2023
Q1 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
20KNew |
$1.68M - $1.79M
|
20K
$1.79M
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
20KNew |
$1.68M - $1.79M
|
20K
$1.79M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
19.9K+ 92.74% |
$1.67M - $1.79M
|
41.4K
$3.71M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19.4K+ 307.69% |
$1.63M - $1.74M
|
25.8K
$2.31M
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
18.6KNew |
$1.56M - $1.67M
|
18.6K
$1.67M
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
18.6KNew |
$1.56M - $1.66M
|
18.6K
$1.66M
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
18.5KNew |
$1.55M - $1.65M
|
18.5K
$1.66M
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
18.1K+ 199.68% |
$1.52M - $1.62M
|
27.1K
$2.43M
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
17.1K+ 8514.43% |
$1.44M - $1.53M
|
17.3K
$1.55M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.5K+ 55.93% |
$1.39M - $1.48M
|
46.1K
$4.13M
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.5K+ 788.23% |
$1.38M - $1.48M
|
18.6K
$1.66M
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
15.6K+ 2995.4% |
$1.31M - $1.4M
|
16.2K
$1.45M
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
15.5KNew |
$1.3M - $1.39M
|
15.5K
$1.39M
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
14.3KNew |
$1.2M - $1.28M
|
14.3K
$1.28M
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
13.9KNew |
$1.17M - $1.24M
|
13.9K
$1.24M
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
13.6K+ 84.49% |
$1.14M - $1.22M
|
29.7K
$2.66M
|
|
May 08, 2023
Q1 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
13.1KNew |
$1.1M - $1.17M
|
13.1K
$1.17M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13.1K+ 61.35% |
$1.1M - $1.17M
|
34.5K
$3.09M
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
13.1KNew |
$1.1M - $1.17M
|
13.1K
$1.17M
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
12.7K+ 122.01% |
$1.07M - $1.14M
|
23.1K
$2.07M
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.7K+ 1.56% |
$1.07M - $1.14M
|
823K
$73.7M
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
12.6K+ 293.35% |
$1.06M - $1.13M
|
16.9K
$1.51M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
12.4K+ 225.05% |
$1.04M - $1.11M
|
17.9K
$1.61M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.9KNew |
$1M - $1.07M
|
11.9K
$1.07M
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.8KNew |
$993K - $1.06M
|
11.8K
$1.06M
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.7KNew |
$979K - $1.04M
|
11.7K
$1.04M
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
11.5K+ 18.57% |
$965K - $1.03M
|
73.4K
$6.57M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.4K+ 102.44% |
$961K - $1.02M
|
22.6K
$2.02M
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
BUY
|
- |
11.4K+ 4.97% |
$956K - $1.02M
|
240K
$21.5M
|
|
Apr 18, 2023
Q1 2023
|
J2 Capital Management Inc
|
BUY
|
- |
11.3KNew |
$952K - $1.02M
|
11.3K
$1.02M
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.2K+ 244.75% |
$943K - $1.01M
|
15.8K
$1.42M
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
11.2KNew |
$942K - $1M
|
11.2K
$1M
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
11K+ 124.17% |
$926K - $988K
|
19.9K
$1.78M
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.8K+ 113.89% |
$908K - $968K
|
20.3K
$1.82M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.8K+ 19.33% |
$906K - $966K
|
66.6K
$5.96M
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
10.5KNew |
$880K - $939K
|
10.5K
$939K
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
10.2KNew |
$859K - $916K
|
10.2K
$916K
|