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 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-819- 41.3% |
$68.7K - $70.9K
|
1.16K
$104K
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-827- 5.42% |
$69.4K - $71.6K
|
14.4K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-834- 82.74% |
$70K - $72.2K
|
174
$15.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-862- 1.17% |
$72.3K - $74.6K
|
72.5K
$6.49M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-864- 20.65% |
$72.5K - $74.8K
|
3.32K
$297K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-905- 5.35% |
$75.9K - $78.3K
|
16K
$1.43M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-930- 6.08% |
$78K - $80.5K
|
14.4K
$1.29M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-956- 39.92% |
$80.2K - $82.7K
|
1.44K
$129K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-959- 3.88% |
$80.5K - $83K
|
23.8K
$2.13M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-961- 47.81% |
$80.6K - $83.2K
|
1.05K
$93.9K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-971- 13.02% |
$81.5K - $84K
|
6.49K
$581K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-971- 13.02% |
$81.5K - $84K
|
6.49K
$581K
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
SELL
|
- |
-976- 3.89% |
$81.9K - $84.5K
|
24.1K
$2.16M
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-992- 28.55% |
$83.2K - $85.8K
|
2.48K
$222K
|
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1K- 10.74% |
$84.2K - $86.9K
|
8.34K
$747K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.01K- 4.67% |
$84.4K - $87.1K
|
20.6K
$1.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.03K- 6.24% |
$86.2K - $89K
|
15.5K
$1.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.04K- 2.6% |
$87.4K - $90.2K
|
39K
$3.49M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.08K- 25.0% |
$90.4K - $93.2K
|
3.23K
$289K
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.1K- 6.53% |
$92.3K - $95.2K
|
15.8K
$1.41M
|
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
SELL
|
- |
-1.2K- 3.76% |
$100K - $104K
|
30.6K
$2.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.2K- 0.78% |
$101K - $104K
|
153K
$13.7M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.21K- 33.43% |
$101K - $104K
|
2.4K
$215K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.22K- 74.88% |
$102K - $105K
|
408
$36.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1.22K- 5.35% |
$103K - $106K
|
21.7K
$1.94M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.28K- 20.49% |
$107K - $111K
|
4.97K
$445K
|
|
|
Jul 28, 2023
Q2 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.35K- 23.72% |
$113K - $116K
|
4.33K
$388K
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
SELL
|
- |
-1.38K- 0.49% |
$116K - $119K
|
278K
$24.9M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.41K- 4.66% |
$118K - $122K
|
28.8K
$2.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-1.44K- 2.36% |
$121K - $124K
|
59.4K
$5.32M
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
SELL
|
- |
-1.46K- 76.87% |
$123K - $127K
|
440
$39.4K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.47K- 9.27% |
$123K - $127K
|
14.4K
$1.29M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.47K- 3.92% |
$123K - $127K
|
36.1K
$3.23M
|
|
|
Jul 13, 2023
Q2 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.51K- 13.05% |
$127K - $131K
|
10.1K
$901K
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-1.55K- 19.38% |
$130K - $134K
|
6.44K
$576K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.56K- 15.79% |
$130K - $135K
|
8.29K
$743K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.66K- 4.0% |
$139K - $143K
|
39.8K
$3.56M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.69K- 36.25% |
$142K - $146K
|
2.98K
$267K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-1.73K- 26.77% |
$145K - $149K
|
4.72K
$423K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.86K- 35.54% |
$156K - $161K
|
3.38K
$302K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.87K- 6.74% |
$157K - $162K
|
25.9K
$2.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.89K- 9.43% |
$158K - $163K
|
18.1K
$1.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.89K- 5.87% |
$158K - $163K
|
30.3K
$2.71M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.9K- 41.6% |
$159K - $164K
|
2.67K
$239K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.94K- 63.26% |
$163K - $168K
|
1.13K
$101K
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
SELL
|
- |
-1.96K- 4.45% |
$165K - $170K
|
42.2K
$3.78M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2K- 36.78% |
$168K - $173K
|
3.43K
$308K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.04K- 25.99% |
$171K - $176K
|
5.8K
$519K
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-2.05K- 49.59% |
$172K - $177K
|
2.08K
$187K
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-2.17K- 33.86% |
$182K - $187K
|
4.23K
$379K
|