Purchases and Sales Made in Q2 2022 in Ishares Tr (EMB)
This table provides information about the institutional ownership of Ishares Tr (EMB) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.15K+ 6.35% |
$182K - $210K
|
35.9K
$3.25M
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.03K+ 55.58% |
$172K - $199K
|
5.69K
$514K
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
2K+ 13.58% |
$169K - $196K
|
16.7K
$1.51M
|
|
|
Aug 12, 2022
Q2 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.98K+ 16.45% |
$168K - $195K
|
14K
$1.27M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.95K+ 1.48% |
$165K - $191K
|
134K
$12.1M
|
|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
BUY
|
- |
1.93K+ 64.47% |
$164K - $190K
|
4.93K
$446K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
1.86KNew |
$158K - $183K
|
1.86K
$168K
|
|
|
Aug 04, 2022
Q2 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.83K+ 2.6% |
$155K - $180K
|
72.3K
$6.53M
|
|
|
Jul 22, 2022
Q2 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.72K+ 19.09% |
$146K - $169K
|
10.7K
$971K
|
|
|
Jul 21, 2022
Q2 2022
|
Advisory Resource Group
|
BUY
|
- |
1.72K+ 7.97% |
$145K - $168K
|
23.3K
$2.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.71K+ 4.67% |
$145K - $168K
|
38.4K
$3.47M
|
|
|
Jul 26, 2022
Q2 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
1.69K+ 14.32% |
$143K - $166K
|
13.5K
$1.22M
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.67K+ 18.38% |
$141K - $164K
|
10.7K
$970K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.65K+ 10.33% |
$140K - $162K
|
17.6K
$1.59M
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.58K+ 14.34% |
$134K - $155K
|
12.6K
$1.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.56K+ 4.5% |
$132K - $153K
|
36.3K
$3.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.56K+ 50.78% |
$132K - $153K
|
4.63K
$418K
|
|
|
Aug 01, 2022
Q2 2022
|
Leuthold Group, LLC
|
BUY
|
- |
1.54K+ 4.25% |
$130K - $151K
|
37.8K
$3.41M
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.52K+ 2.65% |
$129K - $150K
|
59.1K
$5.34M
|
|
|
Jul 13, 2022
Q2 2022
|
Unison Advisors LLC
|
BUY
|
- |
1.51K+ 18.73% |
$128K - $149K
|
9.6K
$867K
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.44K+ 31.88% |
$122K - $141K
|
5.96K
$539K
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
BUY
|
- |
1.38K+ 26.18% |
$117K - $135K
|
6.64K
$600K
|
|
|
Jul 20, 2022
Q2 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.37K+ 25.54% |
$116K - $134K
|
6.73K
$608K
|
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
BUY
|
- |
1.34K+ 52.15% |
$113K - $131K
|
3.9K
$352K
|
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.29K+ 45.7% |
$109K - $127K
|
4.11K
$372K
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.26KNew |
$107K - $124K
|
1.26K
$114K
|
|
|
Jul 18, 2022
Q2 2022
|
Veery Capital, LLC
|
BUY
|
- |
1.26K+ 6.76% |
$107K - $124K
|
19.9K
$1.8M
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
1.21K+ 11.0% |
$103K - $119K
|
12.2K
$1.1M
|
|
|
Jul 21, 2022
Q2 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.2K+ 1.52% |
$102K - $118K
|
80K
$7.23M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.1K+ 9.59% |
$92.9K - $108K
|
12.5K
$1.13M
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.02K+ 15.41% |
$86.6K - $100K
|
7.66K
$692K
|
|
|
Jul 11, 2022
Q2 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
980+ 3.96% |
$83K - $96.1K
|
25.7K
$2.32M
|
|
|
Sep 20, 2022
Q2 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
964+ 2.94% |
$81.6K - $94.6K
|
33.8K
$3.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
956+ 12.43% |
$80.9K - $93.8K
|
8.65K
$781K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
945+ 5.49% |
$80K - $92.7K
|
18.1K
$1.64M
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
944+ 5.49% |
$79.9K - $92.6K
|
18.1K
$1.64M
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
930+ 8.09% |
$78.7K - $91.2K
|
12.4K
$1.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
928+ 3.12% |
$78.6K - $91K
|
30.7K
$2.77M
|
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
853+ 8.0% |
$72.2K - $83.7K
|
11.5K
$1.04M
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
848+ 10.39% |
$71.8K - $83.2K
|
9.01K
$814K
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
848+ 10.39% |
$71.8K - $83.2K
|
9.01K
$814K
|
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
BUY
|
- |
843+ 2.14% |
$71.4K - $82.7K
|
40.3K
$3.64M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
842+ 12.32% |
$71.3K - $82.6K
|
7.68K
$694K
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
816+ 24.03% |
$69.1K - $80.1K
|
4.21K
$381K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
809+ 16.13% |
$68.5K - $79.4K
|
5.82K
$526K
|
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
740+ 14.15% |
$62.6K - $72.6K
|
5.97K
$539K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
737New |
$62.4K - $72.3K
|
737
$66.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
724+ 3.95% |
$61.3K - $71K
|
19.1K
$1.72M
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
701+ 3.18% |
$59.3K - $68.8K
|
22.7K
$2.06M
|
|
|
Jul 11, 2022
Q2 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
697+ 2.27% |
$59K - $68.4K
|
31.4K
$2.84M
|