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 18, 2023
Q2 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
11.9K+ 73.7% |
$999K - $1.03M
|
28.1K
$2.51M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
11.7K+ 209.76% |
$984K - $1.02M
|
17.3K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.7KNew |
$982K - $1.01M
|
11.7K
$1.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
11.4K+ 70.83% |
$960K - $990K
|
27.6K
$2.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.2K+ 9.15% |
$943K - $972K
|
134K
$12M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
10.9K+ 55.26% |
$912K - $941K
|
30.5K
$2.74M
|
|
|
Jul 26, 2023
Q2 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
10.7KNew |
$894K - $922K
|
10.7K
$954K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.4K+ 51.13% |
$871K - $898K
|
30.7K
$2.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
10.3K+ 77.88% |
$864K - $892K
|
23.5K
$2.11M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
10.3KNew |
$861K - $888K
|
10.3K
$919K
|
|
|
Aug 14, 2023
Q2 2023
|
Allie Family Office LLC
|
BUY
|
- |
10KNew |
$839K - $865K
|
10K
$896K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
10KNew |
$839K - $865K
|
10K
$896K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
9.92KNew |
$832K - $858K
|
9.92K
$888K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9.84K+ 8.77% |
$826K - $852K
|
122K
$10.9M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
9.82K+ 12.98% |
$824K - $850K
|
85.5K
$7.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
9.76KNew |
$819K - $845K
|
9.76K
$874K
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
BUY
|
- |
9.49K+ 139.56% |
$796K - $821K
|
16.3K
$1.46M
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
9.45KNew |
$793K - $818K
|
9.45K
$846K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
9.26K+ 80.94% |
$777K - $802K
|
20.7K
$1.85M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
8.67K+ 3.47% |
$727K - $750K
|
258K
$23.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
8.33K+ 52.49% |
$699K - $721K
|
24.2K
$2.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
8.23K+ 124.22% |
$690K - $712K
|
14.8K
$1.33M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.09KNew |
$679K - $700K
|
8.09K
$724K
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.04K+ 461.07% |
$675K - $696K
|
9.79K
$876K
|
|
|
Jul 26, 2023
Q2 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
7.99KNew |
$670K - $692K
|
7.99K
$716K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
7.96K+ 18.08% |
$668K - $689K
|
52K
$4.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
7.68K+ 218.5% |
$644K - $664K
|
11.2K
$1M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
7.48K+ 6.18% |
$628K - $647K
|
129K
$11.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.43K+ 27.37% |
$623K - $643K
|
34.6K
$3.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.32K+ 28.42% |
$614K - $634K
|
33.1K
$2.96M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
7.29K+ 4.57% |
$612K - $631K
|
167K
$14.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
7.26K+ 13.43% |
$609K - $629K
|
61.4K
$5.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.16K+ 39.89% |
$600K - $619K
|
25.1K
$2.25M
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
6.99KNew |
$586K - $605K
|
6.99K
$626K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.93K+ 4.34% |
$582K - $600K
|
167K
$14.9M
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
6.87K+ 5.23% |
$576K - $595K
|
138K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.7K+ 11.11% |
$562K - $579K
|
67K
$6M
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.48KNew |
$544K - $561K
|
6.48K
$580K
|
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
6.45KNew |
$541K - $558K
|
6.45K
$578K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
6.4K+ 8.61% |
$537K - $554K
|
80.7K
$7.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.3K+ 110.31% |
$529K - $545K
|
12K
$1.08M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.21K+ 6.1% |
$521K - $537K
|
108K
$9.67M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.21K+ 6.1% |
$521K - $537K
|
108K
$9.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.06K+ 42.62% |
$508K - $524K
|
20.3K
$1.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Wavelength Capital Management, LLC
|
BUY
|
- |
6K+ 13.67% |
$503K - $519K
|
49.9K
$4.47M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
5.8K+ 83.61% |
$486K - $501K
|
12.7K
$1.14M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
5.75KNew |
$483K - $498K
|
5.75K
$515K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.68K+ 3.93% |
$476K - $491K
|
150K
$13.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
5.53K+ 31.79% |
$464K - $478K
|
22.9K
$2.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.48K+ 19.67% |
$460K - $474K
|
33.4K
$2.99M
|