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
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
57+ 0.87% |
$4.78K - $4.93K
|
6.6K
$591K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
51+ 6.23% |
$4.28K - $4.41K
|
870
$77.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
50+ 0.99% |
$4.2K - $4.33K
|
5.11K
$458K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
46+ 7.76% |
$3.86K - $3.98K
|
639
$57.2K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
45+ 38.46% |
$3.78K - $3.89K
|
162
$14.5K
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
45+ 0.82% |
$3.78K - $3.89K
|
5.55K
$497K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
41New |
$3.44K - $3.55K
|
41
$3.67K
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
39+ 0.77% |
$3.27K - $3.38K
|
5.11K
$458K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
39New |
$3.27K - $3.38K
|
39
$3.49K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
37+ 264.29% |
$3.1K - $3.2K
|
51
$4.57K
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
37+ 0.68% |
$3.1K - $3.2K
|
5.45K
$488K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
33+ 2.24% |
$2.77K - $2.86K
|
1.5K
$135K
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
31+ 0.56% |
$2.6K - $2.68K
|
5.6K
$502K
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
30+ 0.59% |
$2.52K - $2.6K
|
5.13K
$459K
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
28+ 6.6% |
$2.35K - $2.42K
|
452
$40.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
27New |
$2.27K - $2.34K
|
27
$2.42K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
26+ 35.14% |
$2.18K - $2.25K
|
100
$8.96K
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
BUY
|
- |
25+ 0.95% |
$2.1K - $2.16K
|
2.66K
$238K
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
BUY
|
- |
23+ 0.31% |
$1.93K - $1.99K
|
7.4K
$663K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
22+ 0.1% |
$1.85K - $1.9K
|
23.1K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
22New |
$1.85K - $1.9K
|
22
$1.97K
|
|
|
Aug 10, 2023
Q2 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
21+ 0.74% |
$1.76K - $1.82K
|
2.87K
$257K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
20+ 4.55% |
$1.68K - $1.73K
|
460
$41.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
18+ 0.68% |
$1.51K - $1.56K
|
2.67K
$239K
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
17+ 0.72% |
$1.43K - $1.47K
|
2.36K
$212K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
16+ 1.21% |
$1.34K - $1.38K
|
1.33K
$119K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
15New |
$1.26K - $1.3K
|
15
$1.34K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
15+ 0.34% |
$1.26K - $1.3K
|
4.48K
$401K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
15+ 0.05% |
$1.26K - $1.3K
|
32.5K
$2.91M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
14+ 0.15% |
$1.17K - $1.21K
|
9.34K
$837K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
14New |
$1.17K - $1.21K
|
14
$1.25K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
14New |
$1.17K - $1.21K
|
14
$1.25K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
14New |
$1.17K - $1.21K
|
14
$1.25K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
13+ 12.5% |
$1.09K - $1.13K
|
117
$10.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
13+ 1.33% |
$1.09K - $1.13K
|
988
$88.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
10+ 47.62% |
$839 - $865
|
31
$2.78K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 0.63% |
$755 - $779
|
1.44K
$129K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
8New |
$671 - $692
|
8
$716
|
|
|
Aug 14, 2023
Q2 2023
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
5+ 1.05% |
$420 - $433
|
481
$43.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5+ 1.49% |
$420 - $433
|
340
$30.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
5+ 0.63% |
$420 - $433
|
799
$71.6K
|
|
|
Jul 07, 2023
Q2 2023
|
Savior LLC
|
BUY
|
- |
4+ 1.05% |
$336 - $346
|
385
$34.5K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4New |
$336 - $346
|
4
$358
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
4New |
$336 - $346
|
4
$358
|
|
|
Jul 20, 2023
Q2 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
3+ 0.05% |
$252 - $260
|
5.93K
$531K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2New |
$168 - $173
|
2
$179
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 1.23% |
$168 - $173
|
164
$14.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 1.29% |
$168 - $173
|
157
$14.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
2+ 0.25% |
$168 - $173
|
816
$73.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.09% |
$83.9 - $86.5
|
1.15K
$103K
|