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
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.42K+ 13.61% |
$203K - $209K
|
20.2K
$1.81M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.38KNew |
$199K - $206K
|
2.38K
$213K
|
|
|
Aug 14, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.36KNew |
$198K - $204K
|
2.36K
$211K
|
|
|
Nov 21, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.36KNew |
$198K - $204K
|
2.36K
$211K
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.36KNew |
$198K - $204K
|
2.36K
$211K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.32K+ 38.65% |
$194K - $201K
|
8.32K
$745K
|
|
|
Jul 26, 2023
Q2 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
2.32KNew |
$194K - $201K
|
2.32K
$208K
|
|
|
Aug 11, 2023
Q2 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.31K+ 36.61% |
$194K - $200K
|
8.61K
$771K
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
2.11K+ 5.78% |
$177K - $183K
|
38.6K
$3.46M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.94KNew |
$163K - $168K
|
1.94K
$174K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
1.91K+ 30.52% |
$160K - $165K
|
8.16K
$731K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.89KNew |
$159K - $164K
|
1.89K
$169K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.86K+ 16.64% |
$156K - $161K
|
13K
$1.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Citizens & Northern Corp
|
BUY
|
- |
1.85K+ 1.82% |
$155K - $160K
|
103K
$9.26M
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.84K+ 9.15% |
$155K - $159K
|
22K
$1.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.8K+ 0.4% |
$151K - $156K
|
454K
$40.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
1.75K+ 16.51% |
$147K - $151K
|
12.4K
$1.11M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.74KNew |
$146K - $150K
|
1.74K
$155K
|
|
|
Aug 04, 2023
Q2 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.73K+ 1.95% |
$145K - $150K
|
90.5K
$8.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.73K+ 39.6% |
$145K - $149K
|
6.09K
$545K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.68K+ 42.14% |
$141K - $145K
|
5.66K
$507K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.66K+ 60.39% |
$139K - $143K
|
4.4K
$394K
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.64K+ 17.7% |
$137K - $142K
|
10.9K
$975K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.57K+ 3.84% |
$132K - $136K
|
42.6K
$3.81M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.55K+ 15.78% |
$130K - $134K
|
11.4K
$1.02M
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.54K+ 27.93% |
$129K - $133K
|
7.03K
$630K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
1.53K+ 3.56% |
$129K - $133K
|
44.7K
$4M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.41K+ 6.05% |
$118K - $122K
|
24.7K
$2.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
1.38K+ 3.74% |
$115K - $119K
|
38.1K
$3.41M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.28K+ 41.94% |
$107K - $111K
|
4.32K
$387K
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
1.28K+ 5.17% |
$107K - $110K
|
25.9K
$2.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.27KNew |
$106K - $110K
|
1.27K
$113K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.26K+ 69.11% |
$106K - $109K
|
3.09K
$277K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.26K+ 20.71% |
$105K - $109K
|
7.33K
$656K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.21K+ 3.32% |
$102K - $105K
|
37.7K
$3.38M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.2K+ 103.55% |
$100K - $104K
|
2.35K
$211K
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.15K+ 4.26% |
$96.8K - $99.9K
|
28.3K
$2.53M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.14K+ 9.22% |
$95.9K - $98.9K
|
13.5K
$1.21M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.12K+ 9.95% |
$94.1K - $97.1K
|
12.4K
$1.11M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.11K+ 7.98% |
$92.9K - $95.8K
|
15K
$1.34M
|
|
|
Oct 09, 2024
Q2 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
1.07K+ 5.19% |
$90.1K - $92.9K
|
21.8K
$1.95M
|
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.06K+ 11.81% |
$88.7K - $91.5K
|
10K
$896K
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.01K+ 5.08% |
$85.1K - $87.8K
|
21K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1K+ 5.58% |
$84K - $86.6K
|
18.9K
$1.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
978New |
$82.1K - $84.6K
|
978
$87.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
974+ 8.0% |
$81.7K - $84.3K
|
13.1K
$1.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
967+ 35.36% |
$81.1K - $83.7K
|
3.7K
$332K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
941+ 8.19% |
$78.9K - $81.4K
|
12.4K
$1.11M
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
911+ 16.2% |
$76.4K - $78.8K
|
6.53K
$585K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
896+ 16.26% |
$75.2K - $77.5K
|
6.41K
$574K
|