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 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
5.36KNew |
$450K - $480K
|
5.36K
$480K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.24KNew |
$440K - $469K
|
5.24K
$469K
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.03KNew |
$423K - $451K
|
5.03K
$451K
|
|
|
May 10, 2023
Q1 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
5.01K+ 46.18% |
$421K - $449K
|
15.9K
$1.42M
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
4.95KNew |
$416K - $444K
|
4.95K
$444K
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
4.94K+ 92.46% |
$415K - $443K
|
10.3K
$921K
|
|
|
Apr 04, 2023
Q1 2023
|
Stairway Partners, LLC
|
BUY
|
- |
4.91K+ 3.54% |
$412K - $439K
|
144K
$12.9M
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
4.81KNew |
$404K - $431K
|
4.81K
$431K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.79KNew |
$402K - $429K
|
4.79K
$429K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.71K+ 171.56% |
$396K - $422K
|
7.46K
$668K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.67KNew |
$392K - $418K
|
4.67K
$418K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.66K+ 43.79% |
$391K - $417K
|
15.3K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
BUY
|
- |
4.65K+ 22.7% |
$390K - $416K
|
25.1K
$2.25M
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4.55K+ 142.89% |
$382K - $408K
|
7.74K
$693K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.49K+ 3.86% |
$377K - $402K
|
121K
$10.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.41K+ 174.71% |
$370K - $395K
|
6.93K
$621K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.39K+ 97.79% |
$369K - $393K
|
8.88K
$795K
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.38K+ 178.82% |
$368K - $392K
|
6.83K
$612K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.36KNew |
$366K - $390K
|
4.36K
$390K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.31KNew |
$362K - $386K
|
4.31K
$386K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.19KNew |
$352K - $375K
|
4.19K
$376K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.19K+ 2.99% |
$352K - $375K
|
144K
$12.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.18KNew |
$351K - $375K
|
4.18K
$375K
|
|
|
Nov 14, 2023
Q1 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
4.15KNew |
$349K - $372K
|
4.15K
$372K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.1K+ 24.81% |
$345K - $367K
|
20.6K
$1.85M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.96KNew |
$332K - $354K
|
3.96K
$354K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.95KNew |
$331K - $353K
|
3.95K
$353K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.94K+ 45.77% |
$331K - $353K
|
12.6K
$1.12M
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
BUY
|
- |
3.94K+ 97.4% |
$331K - $353K
|
7.98K
$715K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.91K+ 45.97% |
$328K - $350K
|
12.4K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
3.88K+ 150.04% |
$326K - $348K
|
6.47K
$580K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.82KNew |
$321K - $342K
|
3.82K
$342K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.81K+ 26.09% |
$320K - $342K
|
18.4K
$1.65M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.81K+ 1492.94% |
$320K - $341K
|
4.06K
$364K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.8K+ 2246.75% |
$319K - $340K
|
3.97K
$355K
|
|
|
May 15, 2023
Q1 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
3.77K+ 100.94% |
$316K - $337K
|
7.5K
$671K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.65K+ 324.05% |
$307K - $327K
|
4.78K
$428K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
3.5K+ 57.28% |
$294K - $313K
|
9.6K
$860K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
3.44KNew |
$289K - $308K
|
3.44K
$308K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
3.39K+ 123.81% |
$284K - $303K
|
6.12K
$548K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.37KNew |
$283K - $302K
|
3.37K
$302K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3.24KNew |
$272K - $290K
|
3.24K
$290K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
3.23K+ 8.47% |
$271K - $289K
|
41.3K
$3.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
3.22K+ 36.62% |
$271K - $289K
|
12K
$1.08M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.22K+ 47.28% |
$271K - $289K
|
10K
$899K
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
3.19KNew |
$268K - $286K
|
3.19K
$286K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.17K+ 174.96% |
$266K - $283K
|
4.97K
$445K
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
3.13K+ 42.71% |
$263K - $280K
|
10.5K
$936K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.1K+ 6.35% |
$260K - $277K
|
51.8K
$4.64M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.07KNew |
$258K - $275K
|
3.07K
$275K
|