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 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
879+ 18.01% |
$73.7K - $76.1K
|
5.76K
$516K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
878+ 100.0% |
$73.7K - $76K
|
1.76K
$157K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
862+ 0.46% |
$72.3K - $74.6K
|
189K
$16.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
851+ 10.0% |
$71.4K - $73.6K
|
9.36K
$838K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
837+ 659.06% |
$70.2K - $72.4K
|
964
$86.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
833+ 2.47% |
$69.9K - $72.1K
|
34.6K
$3.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
BUY
|
- |
825+ 1.74% |
$69.2K - $71.4K
|
48.3K
$4.33M
|
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
821+ 25.74% |
$68.9K - $71K
|
4.01K
$359K
|
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
BUY
|
- |
816+ 6.43% |
$68.5K - $70.6K
|
13.5K
$1.21M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
811+ 9.51% |
$68K - $70.2K
|
9.34K
$836K
|
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
795+ 9.45% |
$66.7K - $68.8K
|
9.21K
$824K
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
768+ 6.12% |
$64.4K - $66.5K
|
13.3K
$1.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
766+ 30.52% |
$64.3K - $66.3K
|
3.28K
$293K
|
|
|
Aug 03, 2023
Q2 2023
|
Penobscot Wealth Management
|
BUY
|
- |
749+ 6.62% |
$62.8K - $64.8K
|
12.1K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
696+ 19.66% |
$58.4K - $60.2K
|
4.24K
$379K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
687+ 13.26% |
$57.6K - $59.5K
|
5.87K
$525K
|
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
680+ 1.45% |
$57.1K - $58.8K
|
47.7K
$4.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
664+ 3.57% |
$55.7K - $57.5K
|
19.3K
$1.73M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
649New |
$54.5K - $56.2K
|
649
$58.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
646+ 0.51% |
$54.2K - $55.9K
|
128K
$11.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
642+ 3.45% |
$53.9K - $55.6K
|
19.2K
$1.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
634+ 6.39% |
$53.2K - $54.9K
|
10.6K
$945K
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
625New |
$52.4K - $54.1K
|
625
$56K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
601+ 19.41% |
$50.4K - $52K
|
3.7K
$331K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
581+ 5.02% |
$48.7K - $50.3K
|
12.2K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
573+ 2.81% |
$48.1K - $49.6K
|
20.9K
$1.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
566+ 16.8% |
$47.5K - $49K
|
3.94K
$353K
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
BUY
|
- |
561+ 5.35% |
$47.1K - $48.5K
|
11K
$989K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
554+ 4.41% |
$46.5K - $47.9K
|
13.1K
$1.18M
|
|
|
Jul 20, 2023
Q2 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
529+ 1.76% |
$44.4K - $45.8K
|
30.6K
$2.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
526+ 7.55% |
$44.1K - $45.5K
|
7.5K
$671K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
467+ 3.4% |
$39.2K - $40.4K
|
14.2K
$1.27M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
467+ 3.4% |
$39.2K - $40.4K
|
14.2K
$1.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
457+ 2.95% |
$38.3K - $39.5K
|
15.9K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
446+ 14.51% |
$37.4K - $38.6K
|
3.52K
$315K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
435New |
$36.5K - $37.6K
|
435
$39K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
431+ 1.47% |
$36.2K - $37.3K
|
29.8K
$2.67M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
425+ 10.72% |
$35.7K - $36.8K
|
4.39K
$393K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
423+ 83.6% |
$35.5K - $36.6K
|
929
$83.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
420+ 1.16% |
$35.2K - $36.3K
|
36.6K
$3.28M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
400+ 10.73% |
$33.6K - $34.6K
|
4.13K
$370K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
381+ 7.25% |
$32K - $33K
|
5.64K
$505K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
381+ 4.42% |
$32K - $33K
|
9.01K
$807K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
372+ 3.96% |
$31.2K - $32.2K
|
9.77K
$875K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
359+ 13.3% |
$30.1K - $31.1K
|
3.06K
$274K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
355+ 3.74% |
$29.8K - $30.7K
|
9.85K
$882K
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
354+ 4.13% |
$29.7K - $30.6K
|
8.92K
$799K
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
BUY
|
- |
349+ 1.07% |
$29.3K - $30.2K
|
32.9K
$2.94M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
333+ 0.76% |
$27.9K - $28.8K
|
44.1K
$3.95M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
333+ 0.76% |
$27.9K - $28.8K
|
44.1K
$3.95M
|