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 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.24K+ 3.81% |
$104K - $111K
|
33.8K
$3.02M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.18K+ 4.2% |
$99.4K - $106K
|
29.4K
$2.63M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.17KNew |
$98.6K - $105K
|
1.17K
$105K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.16K+ 0.73% |
$97.6K - $104K
|
160K
$14.3M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.16KNew |
$97.1K - $104K
|
1.16K
$104K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.01K+ 123.23% |
$84.7K - $90.3K
|
1.83K
$164K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
1.01K+ 19.21% |
$84.7K - $90.3K
|
6.25K
$560K
|
|
|
May 09, 2023
Q1 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
992+ 1.39% |
$83.3K - $88.8K
|
72.6K
$6.5M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
975New |
$81.9K - $87.3K
|
975
$87.3K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
927+ 1144.44% |
$77.9K - $83K
|
1.01K
$90.3K
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
900New |
$75.6K - $80.6K
|
900
$80.6K
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
871+ 14.28% |
$73.2K - $78K
|
6.97K
$624K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
822+ 7.65% |
$69K - $73.6K
|
11.6K
$1.04M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
818+ 0.44% |
$68.7K - $73.3K
|
188K
$16.8M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
802+ 128.53% |
$67.4K - $71.8K
|
1.43K
$128K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
799+ 1011.39% |
$67.1K - $71.6K
|
878
$78.6K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
784+ 8.45% |
$65.8K - $70.2K
|
10.1K
$901K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
770+ 2.45% |
$64.7K - $69K
|
32.2K
$2.88M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
738+ 45.47% |
$62K - $66.1K
|
2.36K
$211K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
736+ 101.8% |
$61.8K - $65.9K
|
1.46K
$131K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
709+ 1.96% |
$59.5K - $63.5K
|
36.8K
$3.3M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
690+ 24.78% |
$58K - $61.8K
|
3.47K
$311K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
650+ 384.62% |
$54.6K - $58.2K
|
819
$73.3K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
649+ 14.27% |
$54.5K - $58.1K
|
5.2K
$465K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
637+ 3.43% |
$53.5K - $57K
|
19.2K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
627+ 5.19% |
$52.7K - $56.1K
|
12.7K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
625+ 6.21% |
$52.5K - $56K
|
10.7K
$958K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
620New |
$52.1K - $55.5K
|
620
$55.5K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
617New |
$51.8K - $55.3K
|
617
$55.3K
|
|
|
May 04, 2023
Q1 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
608+ 6.53% |
$51.1K - $54.4K
|
9.92K
$888K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
588New |
$49.4K - $52.7K
|
588
$52.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
579+ 34.26% |
$48.6K - $51.8K
|
2.27K
$203K
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
555+ 10.25% |
$46.6K - $49.7K
|
5.97K
$535K
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
533+ 4.44% |
$44.8K - $47.7K
|
12.5K
$1.12M
|
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
456+ 6.36% |
$38.3K - $40.8K
|
7.63K
$683K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
440+ 4.36% |
$37K - $39.4K
|
10.5K
$944K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
428New |
$35.9K - $38.3K
|
428
$38.3K
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
424New |
$35.6K - $38K
|
424
$38K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
422+ 45.23% |
$35.4K - $37.8K
|
1.36K
$121K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
407+ 1.63% |
$34.2K - $36.4K
|
25.3K
$2.27M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
405+ 3.67% |
$34K - $36.3K
|
11.4K
$1.02M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
376+ 1.17% |
$31.6K - $33.7K
|
32.5K
$2.91M
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
364New |
$30.6K - $32.6K
|
364
$32.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
357+ 3.97% |
$30K - $32K
|
9.35K
$837K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
344+ 13.47% |
$28.9K - $30.8K
|
2.9K
$260K
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
BUY
|
- |
337+ 2.25% |
$28.3K - $30.2K
|
15.3K
$1.37M
|
|
|
May 09, 2023
Q1 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
327+ 11.18% |
$27.5K - $29.3K
|
3.25K
$291K
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
319+ 0.53% |
$26.8K - $28.6K
|
60.8K
$5.45M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
319New |
$26.8K - $28.6K
|
319
$28.6K
|
|
|
May 05, 2023
Q1 2023
|
Citizens & Northern Corp
|
BUY
|
- |
289+ 0.29% |
$24.3K - $25.9K
|
102K
$9.09M
|