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 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
33+ 1.99% |
$2.77K - $2.96K
|
1.7K
$152K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
33+ 2.19% |
$2.77K - $2.96K
|
1.54K
$138K
|
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
32+ 0.69% |
$2.69K - $2.87K
|
4.64K
$416K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
30New |
$2.52K - $2.69K
|
30
$2.69K
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
BUY
|
- |
26+ 7.32% |
$2.18K - $2.33K
|
381
$34.1K
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
24+ 0.48% |
$2.02K - $2.15K
|
5.07K
$454K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
24+ 0.74% |
$2.02K - $2.15K
|
3.29K
$294K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
21New |
$1.76K - $1.88K
|
21
$1.88K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
18+ 1.3% |
$1.51K - $1.61K
|
1.4K
$125K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
18New |
$1.51K - $1.61K
|
18
$1.61K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
16+ 69.57% |
$1.34K - $1.43K
|
39
$3.49K
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
BUY
|
- |
15+ 0.57% |
$1.26K - $1.34K
|
2.64K
$236K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
14New |
$1.18K - $1.25K
|
14
$1.25K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
13+ 1300.0% |
$1.09K - $1.16K
|
14
$1.25K
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
12+ 4.92% |
$1.01K - $1.07K
|
256
$22.9K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
11+ 0.42% |
$924 - $985
|
2.66K
$238K
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
BUY
|
- |
11+ 40.74% |
$924 - $985
|
38
$3.4K
|
|
|
May 05, 2023
Q1 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
10+ 0.4% |
$840 - $896
|
2.48K
$222K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
10New |
$840 - $896
|
10
$896
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
10+ 0.77% |
$840 - $896
|
1.32K
$118K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
9New |
$756 - $806
|
9
$806
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9New |
$756 - $806
|
9
$806
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
8+ 0.22% |
$672 - $716
|
3.61K
$323K
|
|
|
Apr 12, 2023
Q1 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
8+ 0.23% |
$672 - $716
|
3.42K
$307K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
8New |
$672 - $716
|
8
$716
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
7New |
$588 - $627
|
7
$627
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
5New |
$420 - $448
|
5
$448
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4New |
$336 - $358
|
4
$358
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.78% |
$168 - $179
|
257
$23K
|
|
|
May 15, 2023
Q1 2023
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
2+ 0.42% |
$168 - $179
|
476
$42.6K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.65% |
$84 - $89.6
|
155
$13.9K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
1+ 0.12% |
$84 - $89.6
|
814
$72.9K
|
|
|
May 31, 2023
Q1 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1- 20.0% |
$84 - $89.6
|
4
$358
|
|
|
Apr 05, 2023
Q1 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-1- 0.03% |
$84 - $89.6
|
3.15K
$282K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-2- 11.76% |
$168 - $179
|
15
$1.34K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-3- 20.0% |
$252 - $269
|
12
$1.07K
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-5- 0.09% |
$420 - $448
|
5.5K
$492K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-6- 0.4% |
$504 - $537
|
1.49K
$133K
|
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-6- 0.21% |
$504 - $537
|
2.85K
$255K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-7Closed |
$588 - $627
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-7- 3.8% |
$588 - $627
|
177
$15.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-8- 38.1% |
$672 - $716
|
13
$1.16K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-9- 0.17% |
$756 - $806
|
5.28K
$473K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-11- 2.13% |
$924 - $985
|
506
$45.3K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-11- 1.37% |
$924 - $985
|
794
$71.1K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-14Closed |
$1.18K - $1.25K
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-15- 55.56% |
$1.26K - $1.34K
|
12
$1.07K
|
|
|
May 08, 2023
Q1 2023
|
Ti Trust, Inc
|
SELL
|
- |
-16- 0.6% |
$1.34K - $1.43K
|
2.65K
$238K
|