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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.6K- 12.78% |
$638K - $658K
|
51.9K
$4.65M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.76K- 6.19% |
$651K - $671K
|
118K
$10.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-7.9K- 56.35% |
$663K - $684K
|
6.12K
$548K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.15K- 64.89% |
$683K - $705K
|
4.41K
$395K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-8.35K- 14.45% |
$700K - $722K
|
49.4K
$4.42M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-8.55K- 52.74% |
$717K - $740K
|
7.66K
$686K
|
|
|
Aug 11, 2023
Q2 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-8.58K- 20.42% |
$720K - $742K
|
33.4K
$2.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.7K- 60.23% |
$730K - $752K
|
5.74K
$514K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-8.7K- 55.36% |
$730K - $753K
|
7.01K
$628K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-9.1K- 3.78% |
$764K - $788K
|
231K
$20.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.24K- 12.99% |
$775K - $800K
|
61.9K
$5.55M
|
|
|
Jul 26, 2023
Q2 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-9.8K- 54.48% |
$822K - $848K
|
8.19K
$733K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.89K- 4.48% |
$830K - $856K
|
211K
$18.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-10.2K- 5.19% |
$856K - $883K
|
186K
$16.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.5K- 38.83% |
$879K - $907K
|
16.5K
$1.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-10.5K- 2.78% |
$881K - $909K
|
367K
$32.8M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-11.7KClosed |
$978K - $1.01M
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-11.7K- 28.61% |
$983K - $1.01M
|
29.2K
$2.62M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.9K- 56.13% |
$996K - $1.03M
|
9.27K
$831K
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-12.3K- 29.63% |
$1.03M - $1.07M
|
29.3K
$2.62M
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-12.3K- 6.46% |
$1.03M - $1.07M
|
178K
$16M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-13.3K- 36.93% |
$1.12M - $1.15M
|
22.7K
$2.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
SELL
|
- |
-13.7K- 10.78% |
$1.15M - $1.19M
|
114K
$10.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-14.3K- 60.87% |
$1.2M - $1.24M
|
9.18K
$822K
|
|
|
Jul 13, 2023
Q2 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-14.3K- 55.57% |
$1.2M - $1.24M
|
11.4K
$1.02M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-14.7K- 78.92% |
$1.23M - $1.27M
|
3.93K
$352K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-16.4K- 11.16% |
$1.38M - $1.42M
|
131K
$11.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-17K- 77.8% |
$1.42M - $1.47M
|
4.85K
$434K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-17K- 58.97% |
$1.43M - $1.47M
|
11.8K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
SELL
|
- |
-17.5K- 46.23% |
$1.46M - $1.51M
|
20.3K
$1.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17.6K- 45.0% |
$1.47M - $1.52M
|
21.5K
$1.92M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-17.6K- 47.81% |
$1.48M - $1.52M
|
19.2K
$1.72M
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
SELL
|
- |
-18.5K- 61.76% |
$1.55M - $1.6M
|
11.4K
$1.02M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.1K- 50.65% |
$1.6M - $1.65M
|
18.6K
$1.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-19.6K- 86.69% |
$1.64M - $1.7M
|
3.01K
$269K
|
|
|
Sep 07, 2023
Q2 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-20.7K- 25.04% |
$1.74M - $1.79M
|
61.9K
$5.55M
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-21.3K- 42.54% |
$1.79M - $1.85M
|
28.8K
$2.58M
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-22.3K- 41.29% |
$1.87M - $1.93M
|
31.8K
$2.85M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-24.7K- 30.28% |
$2.08M - $2.14M
|
57K
$5.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-27.7K- 13.59% |
$2.32M - $2.39M
|
176K
$15.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-28.1K- 25.03% |
$2.36M - $2.43M
|
84.1K
$7.53M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-29.2K- 23.77% |
$2.45M - $2.53M
|
93.6K
$8.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-29.8K- 25.15% |
$2.5M - $2.58M
|
88.8K
$7.96M
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-30.2K- 36.31% |
$2.53M - $2.61M
|
52.9K
$4.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-35.7K- 4.17% |
$3M - $3.09M
|
821K
$73.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-36.4K- 44.07% |
$3.05M - $3.15M
|
46.2K
$4.14M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-36.6K- 21.07% |
$3.07M - $3.16M
|
137K
$12.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-39K- 41.67% |
$3.27M - $3.38M
|
54.6K
$4.89M
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-39.1K- 14.25% |
$3.28M - $3.38M
|
235K
$21.1M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-43K- 60.74% |
$3.61M - $3.72M
|
27.8K
$2.49M
|