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 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3.05KNew |
$256K - $273K
|
3.05K
$273K
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.95K+ 14.71% |
$248K - $264K
|
23K
$2.06M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.94K+ 35.49% |
$247K - $263K
|
11.2K
$1.01M
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.9K+ 7.85% |
$244K - $260K
|
39.9K
$3.57M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.89K+ 617.99% |
$242K - $258K
|
3.35K
$300K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.85KNew |
$240K - $256K
|
2.85K
$256K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.84K+ 24.68% |
$238K - $254K
|
14.3K
$1.28M
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.74KNew |
$230K - $246K
|
2.74K
$246K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.7KNew |
$227K - $242K
|
2.7K
$242K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.66KNew |
$223K - $238K
|
2.66K
$238K
|
|
|
Oct 09, 2024
Q1 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
2.6K+ 14.35% |
$218K - $233K
|
20.7K
$1.85M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.59K+ 550.11% |
$218K - $232K
|
3.06K
$274K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2.54KNew |
$213K - $227K
|
2.54K
$227K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.51K+ 7.89% |
$211K - $225K
|
34.4K
$3.08M
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.51K+ 41.38% |
$211K - $225K
|
8.57K
$767K
|
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.49K+ 2.59% |
$209K - $223K
|
98.6K
$8.83M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.48KNew |
$209K - $222K
|
2.48K
$222K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.39K+ 30.51% |
$201K - $214K
|
10.2K
$916K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.38KNew |
$200K - $213K
|
2.38K
$213K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.37KNew |
$199K - $212K
|
2.37K
$212K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.36KNew |
$198K - $211K
|
2.36K
$211K
|
|
|
May 12, 2023
Q1 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.35K+ 59.23% |
$197K - $210K
|
6.3K
$565K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.34KNew |
$197K - $210K
|
2.34K
$210K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.3K+ 53.53% |
$193K - $206K
|
6.61K
$592K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.28K+ 88.64% |
$191K - $204K
|
4.85K
$434K
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.25K+ 14.84% |
$189K - $201K
|
17.4K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.23K+ 35.43% |
$187K - $199K
|
8.51K
$762K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
2.2K+ 3.32% |
$184K - $197K
|
68.3K
$6.12M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.15K+ 5.84% |
$181K - $193K
|
39K
$3.49M
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
BUY
|
- |
2.14K+ 5.49% |
$180K - $192K
|
41.1K
$3.69M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.1K+ 100.91% |
$177K - $188K
|
4.19K
$375K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.05K+ 31.61% |
$172K - $183K
|
8.53K
$764K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.03K+ 8.66% |
$170K - $182K
|
25.5K
$2.28M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
1.96K+ 5.57% |
$164K - $175K
|
37.1K
$3.33M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.84K+ 31.17% |
$154K - $164K
|
7.72K
$692K
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.74K+ 51.86% |
$146K - $156K
|
5.1K
$456K
|
|
|
Apr 20, 2023
Q1 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.72K+ 43.38% |
$144K - $154K
|
5.68K
$508K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.71K+ 42.67% |
$143K - $153K
|
5.71K
$511K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.7K+ 14.14% |
$143K - $152K
|
13.7K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.7K+ 14.14% |
$143K - $152K
|
13.7K
$1.23M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
1.66K+ 1.39% |
$139K - $148K
|
121K
$10.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.65K+ 17.35% |
$138K - $148K
|
11.1K
$998K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.6K+ 1068.67% |
$135K - $144K
|
1.75K
$157K
|
|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.51K+ 3.31% |
$127K - $135K
|
47K
$4.21M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.46K+ 282.08% |
$123K - $131K
|
1.98K
$178K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.46K+ 282.08% |
$123K - $131K
|
1.98K
$178K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.46K+ 27.07% |
$122K - $130K
|
6.84K
$612K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.32K+ 435.97% |
$111K - $118K
|
1.62K
$145K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.31K+ 7.58% |
$110K - $117K
|
18.6K
$1.67M
|
|
|
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
1.29KNew |
$108K - $116K
|
1.29K
$116K
|