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 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
44.4K+ 8.96% |
$3.73M - $3.85M
|
540K
$48.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
43.8K+ 451.35% |
$3.67M - $3.79M
|
53.5K
$4.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
43.8K+ 59.36% |
$3.67M - $3.79M
|
118K
$10.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
41.6KNew |
$3.49M - $3.6M
|
41.6K
$3.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
41.4K+ 9.64% |
$3.48M - $3.59M
|
471K
$42.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
40.3KNew |
$3.38M - $3.49M
|
40.3K
$3.61M
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
39.9K+ 46.34% |
$3.35M - $3.45M
|
126K
$11.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
39.6K+ 3.53% |
$3.32M - $3.43M
|
1.16M
$104M
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
39.5KNew |
$3.31M - $3.41M
|
39.5K
$3.53M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
38.8K+ 71.0% |
$3.25M - $3.36M
|
93.4K
$8.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
37.5KNew |
$3.14M - $3.24M
|
37.5K
$3.36M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
35.4KNew |
$2.97M - $3.07M
|
35.4K
$3.17M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
34.6K+ 167.66% |
$2.9M - $2.99M
|
55.2K
$4.95M
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
34.3KNew |
$2.88M - $2.97M
|
34.3K
$3.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
32.4K+ 7.52% |
$2.72M - $2.81M
|
464K
$41.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
32.4KNew |
$2.72M - $2.81M
|
32.4K
$2.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
32KNew |
$2.68M - $2.77M
|
32K
$2.87M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
29.6K+ 10.87% |
$2.48M - $2.56M
|
302K
$27M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29.3K+ 379.58% |
$2.46M - $2.54M
|
37K
$3.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
29K+ 4.12% |
$2.44M - $2.51M
|
734K
$65.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
28KNew |
$2.35M - $2.43M
|
28K
$2.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
26.7K+ 17.75% |
$2.24M - $2.31M
|
177K
$15.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
26.6KNew |
$2.23M - $2.3M
|
26.6K
$2.38M
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.6K+ 3.23% |
$2.23M - $2.3M
|
850K
$76.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
25KNew |
$2.1M - $2.16M
|
25K
$2.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
24.5K+ 14.66% |
$2.06M - $2.12M
|
192K
$17.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
23.4K+ 18.45% |
$1.96M - $2.02M
|
150K
$13.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23.2K+ 87.68% |
$1.94M - $2M
|
49.6K
$4.44M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
21.9KNew |
$1.84M - $1.9M
|
21.9K
$1.97M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
21.9K+ 727.82% |
$1.84M - $1.9M
|
24.9K
$2.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
20.9K+ 305.46% |
$1.75M - $1.81M
|
27.7K
$2.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
20KNew |
$1.68M - $1.73M
|
20K
$1.79M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
18.6K+ 48.66% |
$1.56M - $1.61M
|
56.8K
$5.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
18.5K+ 10.35% |
$1.55M - $1.6M
|
197K
$17.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.1K+ 39.16% |
$1.52M - $1.56M
|
64.2K
$5.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
17.6KNew |
$1.48M - $1.53M
|
17.6K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
17.1K+ 74.81% |
$1.43M - $1.48M
|
40K
$3.58M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.8K+ 5.35% |
$1.41M - $1.45M
|
331K
$29.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
16.2KNew |
$1.36M - $1.4M
|
16.2K
$1.45M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
15.5K+ 43.94% |
$1.3M - $1.34M
|
50.9K
$4.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
15.4KNew |
$1.29M - $1.33M
|
15.4K
$1.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
14.8K+ 19.33% |
$1.24M - $1.28M
|
91.3K
$8.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.2K+ 11.76% |
$1.19M - $1.23M
|
135K
$12.1M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
13.6KNew |
$1.14M - $1.18M
|
13.6K
$1.22M
|
|
|
Jul 14, 2023
Q2 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
13.1K+ 49.69% |
$1.1M - $1.14M
|
39.6K
$3.54M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
12.7K+ 64.66% |
$1.07M - $1.1M
|
32.4K
$2.91M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
12.7KNew |
$1.07M - $1.1M
|
12.7K
$1.14M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
12.4K+ 5.01% |
$1.04M - $1.07M
|
260K
$23.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12K+ 159.57% |
$1M - $1.04M
|
19.5K
$1.74M
|
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
BUY
|
- |
11.9K+ 4.96% |
$1M - $1.03M
|
252K
$22.6M
|