Purchases and Sales Made in Q2 2023 in Ishares Tr (EMB)
This table provides information about the institutional ownership of Ishares Tr (EMB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-207- 0.8% |
$17.4K - $17.9K
|
25.8K
$2.31M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-217- 6.53% |
$18.2K - $18.8K
|
3.11K
$278K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-237- 3.17% |
$19.9K - $20.5K
|
7.24K
$648K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-242- 3.54% |
$20.3K - $20.9K
|
6.59K
$590K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-247- 36.65% |
$20.7K - $21.4K
|
427
$38.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-248- 3.22% |
$20.8K - $21.5K
|
7.46K
$668K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-260- 7.91% |
$21.8K - $22.5K
|
3.03K
$271K
|
|
|
Aug 03, 2023
Q2 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-276- 28.63% |
$23.2K - $23.9K
|
688
$61.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-277- 3.63% |
$23.2K - $24K
|
7.35K
$658K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-288- 3.0% |
$24.2K - $24.9K
|
9.31K
$834K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-300- 8.07% |
$25.2K - $26K
|
3.42K
$306K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-300- 1.51% |
$25.2K - $26K
|
19.6K
$1.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-304- 7.08% |
$25.5K - $26.3K
|
3.99K
$357K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-306- 2.12% |
$25.7K - $26.5K
|
14.1K
$1.26M
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-316- 11.4% |
$26.5K - $27.3K
|
2.46K
$220K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-330- 5.97% |
$27.7K - $28.6K
|
5.2K
$465K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-340- 14.4% |
$28.5K - $29.4K
|
2.02K
$181K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-361- 8.6% |
$30.3K - $31.2K
|
3.84K
$343K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-362- 1.13% |
$30.4K - $31.3K
|
31.7K
$2.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-386- 90.19% |
$32.4K - $33.4K
|
42
$3.76K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-389- 13.42% |
$32.6K - $33.7K
|
2.51K
$225K
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-400- 8.31% |
$33.6K - $34.6K
|
4.41K
$395K
|
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
SELL
|
- |
-416- 6.1% |
$34.9K - $36K
|
6.41K
$574K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-425- 3.25% |
$35.7K - $36.8K
|
12.7K
$1.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-433- 12.93% |
$36.3K - $37.5K
|
2.92K
$261K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-439- 5.2% |
$36.8K - $38K
|
8K
$716K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-472- 0.71% |
$39.6K - $40.8K
|
66.1K
$5.92M
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-488- 13.73% |
$40.9K - $42.2K
|
3.07K
$275K
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-514- 3.53% |
$43.1K - $44.5K
|
14K
$1.26M
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-524- 14.09% |
$44K - $45.3K
|
3.2K
$286K
|
|
|
Jul 31, 2023
Q2 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-527- 5.03% |
$44.2K - $45.6K
|
9.96K
$892K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-539- 10.37% |
$45.2K - $46.6K
|
4.66K
$417K
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-572- 0.79% |
$48K - $49.5K
|
72K
$6.45M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-587- 25.87% |
$49.2K - $50.8K
|
1.68K
$151K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-592- 3.08% |
$49.7K - $51.2K
|
18.6K
$1.67M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-602- 1.65% |
$50.5K - $52.1K
|
35.9K
$3.22M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-616- 6.03% |
$51.7K - $53.3K
|
9.61K
$860K
|
|
|
Jul 07, 2023
Q2 2023
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-633- 2.29% |
$53.1K - $54.8K
|
27K
$2.41M
|
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-657- 12.34% |
$55.1K - $56.9K
|
4.67K
$418K
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-660- 13.85% |
$55.4K - $57.1K
|
4.11K
$368K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-664- 20.26% |
$55.7K - $57.5K
|
2.61K
$234K
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-679- 15.74% |
$57K - $58.8K
|
3.63K
$325K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-694- 47.57% |
$58.2K - $60.1K
|
765
$68.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-696- 11.39% |
$58.4K - $60.2K
|
5.41K
$485K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-717- 6.64% |
$60.2K - $62K
|
10.1K
$902K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-762- 12.45% |
$63.9K - $65.9K
|
5.36K
$480K
|
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-770- 2.68% |
$64.6K - $66.6K
|
27.9K
$2.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-774- 8.0% |
$64.9K - $67K
|
8.9K
$797K
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-794- 5.64% |
$66.6K - $68.7K
|
13.3K
$1.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-814- 1.52% |
$68.3K - $70.4K
|
52.8K
$4.73M
|