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 14, 2023
Q2 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
5.4K+ 4.29% |
$453K - $467K
|
131K
$11.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.34KNew |
$448K - $462K
|
5.34K
$478K
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
5.25KNew |
$440K - $454K
|
5.25K
$470K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.13K+ 16.73% |
$430K - $444K
|
35.8K
$3.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5KNew |
$420K - $433K
|
5K
$448K
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
4.87K+ 7.4% |
$409K - $422K
|
70.7K
$6.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.85K+ 13.19% |
$406K - $419K
|
41.6K
$3.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
4.78KNew |
$401K - $414K
|
4.78K
$428K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
4.71K+ 6.9% |
$395K - $408K
|
73K
$6.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.67K+ 2.69% |
$391K - $404K
|
178K
$15.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4.55KNew |
$382K - $394K
|
4.55K
$408K
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.51K+ 15.19% |
$379K - $391K
|
34.2K
$3.06M
|
|
|
Aug 02, 2023
Q2 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
4.37KNew |
$367K - $378K
|
4.37K
$392K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
4.33K+ 81.98% |
$363K - $374K
|
9.6K
$860K
|
|
|
Jul 31, 2023
Q2 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
4.17KNew |
$350K - $361K
|
4.17K
$374K
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
4.05K+ 4.11% |
$340K - $350K
|
103K
$9.19M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.88KNew |
$326K - $336K
|
3.88K
$348K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
3.87KNew |
$324K - $335K
|
3.87K
$346K
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
3.85KNew |
$323K - $333K
|
3.85K
$344K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.75K+ 118.98% |
$315K - $324K
|
6.9K
$618K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
3.72K+ 15.54% |
$312K - $321K
|
27.6K
$2.47M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
3.72K+ 15.54% |
$312K - $321K
|
27.6K
$2.47M
|
|
|
Jul 10, 2023
Q2 2023
|
Stairway Partners, LLC
|
BUY
|
- |
3.63K+ 2.53% |
$305K - $314K
|
147K
$13.2M
|
|
|
Nov 13, 2023
Q2 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
3.58KNew |
$300K - $310K
|
3.58K
$320K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.58K+ 14.04% |
$300K - $309K
|
29K
$2.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.56K+ 10.35% |
$299K - $308K
|
38K
$3.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
3.5KNew |
$294K - $303K
|
3.5K
$313K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
3.47K+ 268.4% |
$291K - $300K
|
4.76K
$426K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.26K+ 32.41% |
$273K - $282K
|
13.3K
$1.19M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.21KNew |
$269K - $278K
|
3.21K
$287K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.12KNew |
$262K - $270K
|
3.12K
$279K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.08KNew |
$259K - $267K
|
3.08K
$276K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
3.07K+ 5.14% |
$257K - $265K
|
62.7K
$5.62M
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
3.06KNew |
$256K - $264K
|
3.06K
$274K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.04K+ 25.45% |
$255K - $263K
|
15K
$1.34M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.97KNew |
$249K - $257K
|
2.97K
$266K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
2.92K+ 29.9% |
$245K - $253K
|
12.7K
$1.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.87K+ 6.22% |
$241K - $248K
|
49K
$4.39M
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.86K+ 34.34% |
$240K - $248K
|
11.2K
$1M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.81KNew |
$235K - $243K
|
2.81K
$251K
|
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2.75K+ 5.13% |
$231K - $238K
|
56.4K
$5.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.72KNew |
$228K - $235K
|
2.72K
$243K
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.71KNew |
$227K - $234K
|
2.71K
$243K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2.71K+ 7964.71% |
$227K - $234K
|
2.74K
$246K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.67K+ 40.35% |
$224K - $231K
|
9.27K
$830K
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
2.62K+ 9.75% |
$220K - $227K
|
29.5K
$2.64M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.52K+ 0.3% |
$211K - $218K
|
850K
$76.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.5KNew |
$209K - $216K
|
2.5K
$224K
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.48KNew |
$208K - $214K
|
2.48K
$222K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.46K+ 6.16% |
$206K - $213K
|
42.4K
$3.79M
|