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 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
320+ 6.89% |
$26.8K - $27.7K
|
4.96K
$444K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
311+ 5.92% |
$26.1K - $26.9K
|
5.57K
$498K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
305+ 11.47% |
$25.6K - $26.4K
|
2.96K
$265K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
294New |
$24.7K - $25.4K
|
294
$26.3K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
287+ 48.81% |
$24.1K - $24.8K
|
875
$78.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
BUY
|
- |
275+ 0.42% |
$23.1K - $23.8K
|
65.4K
$5.86M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
269+ 560.42% |
$22.6K - $23.3K
|
317
$28.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
266+ 3.41% |
$22.3K - $23K
|
8.07K
$723K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
260+ 0.78% |
$21.8K - $22.5K
|
33.5K
$3M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
259+ 3.1% |
$21.7K - $22.4K
|
8.61K
$771K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
236+ 4.94% |
$19.8K - $20.4K
|
5.02K
$449K
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
225+ 2.98% |
$18.9K - $19.5K
|
7.78K
$697K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
200+ 16.04% |
$16.8K - $17.3K
|
1.45K
$130K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
196+ 356.36% |
$16.4K - $17K
|
251
$22.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
193+ 1.85% |
$16.2K - $16.7K
|
10.6K
$954K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
190+ 66.43% |
$15.9K - $16.4K
|
476
$42.6K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
190+ 66.43% |
$15.9K - $16.4K
|
476
$42.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
187+ 2.7% |
$15.7K - $16.2K
|
7.13K
$638K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
180+ 7.56% |
$15.1K - $15.6K
|
2.56K
$229K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
178+ 4.27% |
$14.9K - $15.4K
|
4.35K
$389K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
177+ 340.38% |
$14.9K - $15.3K
|
229
$20.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
175+ 4.18% |
$14.7K - $15.1K
|
4.36K
$390K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
175+ 32.17% |
$14.7K - $15.1K
|
719
$64.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
170+ 2.85% |
$14.3K - $14.7K
|
6.14K
$550K
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
BUY
|
- |
169+ 2.19% |
$14.2K - $14.6K
|
7.88K
$705K
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
165+ 1.74% |
$13.8K - $14.3K
|
9.67K
$866K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
156New |
$13.1K - $13.5K
|
156
$14K
|
|
|
Jul 17, 2023
Q2 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
155+ 4.77% |
$13K - $13.4K
|
3.41K
$305K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
153+ 0.88% |
$12.8K - $13.2K
|
17.5K
$1.56M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
153+ 5.72% |
$12.8K - $13.2K
|
2.83K
$253K
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
144+ 2.97% |
$12.1K - $12.5K
|
4.99K
$447K
|
|
|
Jul 14, 2023
Q2 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
142+ 1.4% |
$11.9K - $12.3K
|
10.3K
$918K
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
140+ 1.31% |
$11.7K - $12.1K
|
10.8K
$970K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
130+ 5.52% |
$10.9K - $11.3K
|
2.49K
$223K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
126New |
$10.6K - $10.9K
|
126
$11.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
BUY
|
- |
124+ 0.33% |
$10.4K - $10.7K
|
37.3K
$3.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
122+ 8.71% |
$10.2K - $10.6K
|
1.52K
$136K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
118+ 4.13% |
$9.9K - $10.2K
|
2.97K
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
107New |
$8.98K - $9.26K
|
107
$9.58K
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
94+ 1.14% |
$7.89K - $8.13K
|
8.32K
$745K
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
86+ 1.26% |
$7.22K - $7.44K
|
6.92K
$620K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
85+ 653.85% |
$7.13K - $7.36K
|
98
$8.78K
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
80New |
$6.71K - $6.92K
|
80
$7.16K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
76+ 584.62% |
$6.38K - $6.58K
|
89
$7.97K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
76+ 194.87% |
$6.38K - $6.58K
|
115
$10.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
74+ 0.32% |
$6.21K - $6.4K
|
23.1K
$2.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
74+ 0.85% |
$6.21K - $6.4K
|
8.83K
$791K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
BUY
|
- |
70+ 1.27% |
$5.87K - $6.06K
|
5.59K
$501K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
67+ 67.0% |
$5.62K - $5.8K
|
167
$15K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
65+ 541.67% |
$5.45K - $5.63K
|
77
$6.9K
|