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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
10.1K+ 9.9% |
$849K - $905K
|
112K
$10M
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
10.1K+ 230.21% |
$848K - $904K
|
14.5K
$1.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
10KNew |
$840K - $896K
|
10K
$896K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
9.78KNew |
$821K - $876K
|
9.78K
$876K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
9.71K+ 40.05% |
$815K - $869K
|
33.9K
$3.04M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.7KNew |
$815K - $869K
|
9.7K
$869K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.68K+ 15.06% |
$813K - $867K
|
73.9K
$6.62M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
9.64K+ 4.05% |
$809K - $863K
|
248K
$22.2M
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
9.56K+ 317.12% |
$803K - $856K
|
12.6K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
9.5K+ 59.38% |
$798K - $851K
|
25.5K
$2.28M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.5KNew |
$797K - $850K
|
9.5K
$850K
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
9.02K+ 8.23% |
$758K - $808K
|
119K
$10.6M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
8.98K+ 7.63% |
$754K - $804K
|
127K
$11.3M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.96K+ 33.07% |
$752K - $802K
|
36K
$3.23M
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
8.89K+ 172.98% |
$746K - $796K
|
14K
$1.26M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
8.76KNew |
$735K - $784K
|
8.76K
$784K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
8.68K+ 1.96% |
$729K - $777K
|
452K
$40.5M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.56K+ 68.1% |
$719K - $767K
|
21.1K
$1.89M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
8.55K+ 80.37% |
$718K - $765K
|
19.2K
$1.72M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
8.53K+ 316.44% |
$716K - $763K
|
11.2K
$1M
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
8.3KNew |
$697K - $743K
|
8.3K
$743K
|
|
|
May 02, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
8.19KNew |
$688K - $734K
|
8.19K
$734K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.81KNew |
$656K - $699K
|
7.81K
$699K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.76K+ 5.29% |
$652K - $695K
|
155K
$13.8M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
7.71K+ 21.77% |
$648K - $691K
|
43.1K
$3.86M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.6KNew |
$638K - $680K
|
7.6K
$680K
|
|
|
Apr 28, 2023
Q1 2023
|
Penobscot Wealth Management
|
BUY
|
- |
7.45K+ 192.45% |
$626K - $667K
|
11.3K
$1.01M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
7.41K+ 85.23% |
$622K - $663K
|
16.1K
$1.44M
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
7.1KNew |
$596K - $636K
|
7.1K
$636K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.93K+ 29.24% |
$582K - $621K
|
30.6K
$2.74M
|
|
|
May 12, 2023
Q1 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
6.83KNew |
$574K - $612K
|
6.83K
$612K
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
6.62KNew |
$556K - $593K
|
6.62K
$593K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.56K+ 231.09% |
$551K - $587K
|
9.39K
$841K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.54K+ 137.83% |
$550K - $586K
|
11.3K
$1.01M
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
6.47K+ 79.97% |
$543K - $579K
|
14.5K
$1.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.43K+ 147.57% |
$540K - $576K
|
10.8K
$967K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
6.25KNew |
$525K - $560K
|
6.25K
$560K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.2K+ 329.65% |
$521K - $556K
|
8.09K
$724K
|
|
|
May 12, 2023
Q1 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
6.2K+ 8.81% |
$521K - $555K
|
76.5K
$6.85M
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.11K+ 6.38% |
$513K - $547K
|
102K
$9.12M
|
|
|
May 12, 2023
Q1 2023
|
Wavelength Capital Management, LLC
|
BUY
|
- |
6.1K+ 16.14% |
$512K - $546K
|
43.9K
$3.93M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6KNew |
$504K - $537K
|
6K
$537K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5.99K+ 7041.18% |
$503K - $536K
|
6.07K
$544K
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
5.98K+ 161.57% |
$502K - $535K
|
9.67K
$866K
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
5.76K+ 14.67% |
$484K - $516K
|
45K
$4.03M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
5.72K+ 103.12% |
$481K - $513K
|
11.3K
$1.01M
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
5.72KNew |
$481K - $512K
|
5.72K
$512K
|
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
5.62KNew |
$472K - $504K
|
5.62K
$504K
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5.51KNew |
$463K - $493K
|
5.51K
$493K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
5.47K+ 40.62% |
$460K - $490K
|
18.9K
$1.7M
|