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 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.17K- 51.99% |
$182K - $188K
|
2K
$179K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.21K- 2.69% |
$185K - $191K
|
80K
$7.17M
|
|
|
Jul 18, 2023
Q2 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-2.32K- 0.92% |
$194K - $200K
|
248K
$22.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.4K- 29.37% |
$201K - $207K
|
5.77K
$516K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2.45K- 5.92% |
$205K - $212K
|
38.9K
$3.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.49K- 8.36% |
$209K - $216K
|
27.3K
$2.45M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.54K- 13.39% |
$213K - $220K
|
16.4K
$1.47M
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.59K- 25.88% |
$217K - $224K
|
7.42K
$664K
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-2.71K- 13.75% |
$227K - $234K
|
17K
$1.52M
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-2.74K- 6.66% |
$230K - $237K
|
38.4K
$3.44M
|
|
|
Aug 11, 2023
Q2 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-2.75K- 42.51% |
$231K - $238K
|
3.72K
$333K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.93K- 15.99% |
$246K - $254K
|
15.4K
$1.38M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-3.12K- 6.71% |
$262K - $270K
|
43.4K
$3.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.15K- 63.29% |
$264K - $272K
|
1.83K
$164K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-3.16K- 44.72% |
$265K - $273K
|
3.9K
$350K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-3.24K- 56.62% |
$272K - $280K
|
2.48K
$222K
|
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-3.31K- 6.2% |
$278K - $287K
|
50.1K
$4.49M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.36K- 37.9% |
$282K - $291K
|
5.51K
$494K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.39K- 29.99% |
$284K - $293K
|
7.91K
$708K
|
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-3.45K- 17.1% |
$290K - $299K
|
16.7K
$1.5M
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-3.49K- 14.52% |
$293K - $302K
|
20.5K
$1.84M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.56K- 9.9% |
$299K - $308K
|
32.4K
$2.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.7K- 19.99% |
$310K - $320K
|
14.8K
$1.32M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-3.78K- 22.53% |
$317K - $327K
|
13K
$1.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-3.82K- 50.97% |
$320K - $331K
|
3.68K
$329K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.86K- 30.33% |
$324K - $334K
|
8.87K
$794K
|
|
|
Aug 09, 2023
Q2 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-3.96K- 27.21% |
$332K - $343K
|
10.6K
$949K
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4K- 13.68% |
$336K - $346K
|
25.3K
$2.26M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-4.1K- 37.66% |
$344K - $355K
|
6.79K
$608K
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
SELL
|
- |
-4.16K- 17.9% |
$349K - $360K
|
19.1K
$1.71M
|
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-4.3K- 21.48% |
$361K - $372K
|
15.7K
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-4.44K- 24.51% |
$373K - $384K
|
13.7K
$1.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-4.65K- 30.1% |
$390K - $402K
|
10.8K
$967K
|
|
|
Aug 11, 2023
Q2 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-4.9K- 14.55% |
$411K - $424K
|
28.8K
$2.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.1K- 8.5% |
$428K - $441K
|
54.9K
$4.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.32K- 67.98% |
$446K - $460K
|
2.5K
$224K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.54K- 2.57% |
$465K - $479K
|
210K
$18.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-5.54K- 28.88% |
$465K - $479K
|
13.6K
$1.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.61K- 19.67% |
$471K - $485K
|
22.9K
$2.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.73K- 83.06% |
$481K - $496K
|
1.17K
$105K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-5.84K- 6.96% |
$490K - $505K
|
78.1K
$6.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-6.17K- 11.87% |
$518K - $534K
|
45.9K
$4.11M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-6.4K- 61.08% |
$537K - $554K
|
4.08K
$365K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.48K- 45.18% |
$544K - $561K
|
7.86K
$704K
|
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-6.66K- 38.86% |
$559K - $576K
|
10.5K
$939K
|
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-6.68K- 46.14% |
$561K - $578K
|
7.8K
$699K
|
|
|
Aug 08, 2023
Q2 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-7.08K- 46.29% |
$594K - $612K
|
8.21K
$735K
|
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
SELL
|
- |
-7.41K- 66.95% |
$622K - $642K
|
3.66K
$328K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-7.51K- 79.46% |
$630K - $650K
|
1.94K
$174K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.59K- 40.88% |
$637K - $657K
|
11K
$983K
|