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 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
265+ 4.06% |
$22.3K - $23.7K
|
6.8K
$609K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
263+ 302.3% |
$22.1K - $23.6K
|
350
$31.3K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
262+ 315.66% |
$22K - $23.5K
|
345
$30.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
260+ 5.21% |
$21.8K - $23.3K
|
5.25K
$471K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
247+ 57.85% |
$20.7K - $22.1K
|
674
$60.4K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
244New |
$20.5K - $21.9K
|
244
$21.9K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
243+ 44.67% |
$20.4K - $21.8K
|
787
$70.5K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
224+ 4.81% |
$18.8K - $20.1K
|
4.88K
$437K
|
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
217+ 3.23% |
$18.2K - $19.4K
|
6.94K
$621K
|
|
|
Apr 26, 2023
Q1 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
216+ 1.69% |
$18.1K - $19.3K
|
13K
$1.16M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
209+ 2.29% |
$17.6K - $18.7K
|
9.33K
$835K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
204+ 6.11% |
$17.1K - $18.3K
|
3.54K
$317K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
203+ 1068.42% |
$17K - $18.2K
|
222
$19.9K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
198New |
$16.6K - $17.7K
|
198
$17.7K
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
196+ 1.19% |
$16.5K - $17.6K
|
16.7K
$1.49M
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
189+ 5.41% |
$15.9K - $16.9K
|
3.69K
$330K
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
179New |
$15K - $16K
|
179
$16K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
174+ 4.57% |
$14.6K - $15.6K
|
3.98K
$357K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
174+ 0.03% |
$14.6K - $15.6K
|
550K
$49.3M
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
162New |
$13.6K - $14.5K
|
162
$14.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
157+ 2.99% |
$13.2K - $14.1K
|
5.41K
$485K
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
152New |
$12.8K - $13.6K
|
152
$13.6K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
147+ 0.46% |
$12.3K - $13.2K
|
32K
$2.87M
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
144+ 1.99% |
$12.1K - $12.9K
|
7.38K
$661K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
140+ 56.91% |
$11.8K - $12.5K
|
386
$34.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
138New |
$11.6K - $12.4K
|
138
$12.4K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
131+ 218.33% |
$11K - $11.7K
|
191
$17.1K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
128+ 12800.0% |
$10.8K - $11.5K
|
129
$11.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
123+ 1.23% |
$10.3K - $11K
|
10.1K
$905K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
119New |
$9.99K - $10.7K
|
119
$10.7K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
117New |
$9.83K - $10.5K
|
117
$10.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
94+ 0.2% |
$7.9K - $8.42K
|
47.5K
$4.25M
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
93New |
$7.81K - $8.33K
|
93
$8.33K
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
85+ 1.88% |
$7.14K - $7.61K
|
4.61K
$413K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
72+ 0.94% |
$6.05K - $6.45K
|
7.71K
$690K
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
61+ 0.75% |
$5.12K - $5.46K
|
8.23K
$737K
|
|
|
May 10, 2023
Q1 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
60+ 1.43% |
$5.04K - $5.37K
|
4.26K
$381K
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
58+ 51.79% |
$4.87K - $5.19K
|
170
$15.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
57New |
$4.79K - $5.1K
|
57
$5.1K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
56+ 24.35% |
$4.7K - $5.01K
|
286
$25.6K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
56+ 24.35% |
$4.7K - $5.01K
|
286
$25.6K
|
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
54+ 0.8% |
$4.54K - $4.84K
|
6.83K
$612K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
46New |
$3.86K - $4.12K
|
46
$4.12K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
45+ 1.02% |
$3.78K - $4.03K
|
4.46K
$399K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
39+ 7.04% |
$3.28K - $3.49K
|
593
$53.1K
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
39+ 0.27% |
$3.28K - $3.49K
|
14.6K
$1.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
37+ 102.78% |
$3.11K - $3.31K
|
73
$6.54K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
37+ 205.56% |
$3.11K - $3.31K
|
55
$4.93K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
35New |
$2.94K - $3.13K
|
35
$3.13K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
34New |
$2.86K - $3.04K
|
34
$3.05K
|