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 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1+ 0.02% |
$83.9 - $86.5
|
5.9K
$529K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 25.0% |
$83.9 - $86.5
|
5
$448
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1New |
$83.9 - $86.5
|
1
$89.6
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-4Closed |
$336 - $346
|
0
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 33.33% |
$336 - $346
|
8
$716
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-6- 4.65% |
$503 - $519
|
123
$11K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-9- 47.37% |
$755 - $779
|
10
$896
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-12- 5.41% |
$1.01K - $1.04K
|
210
$18.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-12- 7.64% |
$1.01K - $1.04K
|
145
$13K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-13- 0.5% |
$1.09K - $1.13K
|
2.58K
$231K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-13- 65.0% |
$1.09K - $1.13K
|
7
$627
|
|
|
Aug 09, 2023
Q2 2023
|
Ti Trust, Inc
|
SELL
|
- |
-23- 0.87% |
$1.93K - $1.99K
|
2.63K
$235K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-23- 0.36% |
$1.93K - $1.99K
|
6.45K
$577K
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-25- 0.26% |
$2.1K - $2.16K
|
9.45K
$847K
|
|
|
Jul 10, 2023
Q2 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-27- 0.86% |
$2.27K - $2.34K
|
3.12K
$280K
|
|
|
Aug 29, 2023
Q2 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-30- 0.43% |
$2.52K - $2.6K
|
6.99K
$626K
|
|
|
Aug 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-39- 0.92% |
$3.27K - $3.38K
|
4.22K
$378K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-42- 22.7% |
$3.52K - $3.63K
|
143
$12.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-44- 12.57% |
$3.69K - $3.81K
|
306
$27.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-55- 4.06% |
$4.61K - $4.76K
|
1.3K
$116K
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-56- 0.79% |
$4.7K - $4.85K
|
7.05K
$631K
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-59- 0.64% |
$4.95K - $5.11K
|
9.22K
$825K
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-65- 1.9% |
$5.45K - $5.63K
|
3.36K
$301K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-66- 0.43% |
$5.54K - $5.71K
|
15.3K
$1.37M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-73- 0.65% |
$6.12K - $6.32K
|
11.2K
$999K
|
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-73- 0.56% |
$6.12K - $6.32K
|
12.9K
$1.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-78- 0.76% |
$6.54K - $6.75K
|
10.2K
$909K
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-88- 2.39% |
$7.38K - $7.62K
|
3.6K
$322K
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-89- 3.59% |
$7.47K - $7.7K
|
2.39K
$214K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-91- 79.82% |
$7.63K - $7.88K
|
23
$2.06K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-95- 0.85% |
$7.97K - $8.22K
|
11.1K
$996K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-101- 51.53% |
$8.47K - $8.74K
|
95
$8.51K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-112- 9.71% |
$9.4K - $9.69K
|
1.04K
$93.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-113- 2.86% |
$9.48K - $9.78K
|
3.83K
$343K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-120- 7.79% |
$10.1K - $10.4K
|
1.42K
$127K
|
|
|
Jul 06, 2023
Q2 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-120- 0.21% |
$10.1K - $10.4K
|
57.6K
$5.16M
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-122- 1.58% |
$10.2K - $10.6K
|
7.61K
$682K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-126- 0.39% |
$10.6K - $10.9K
|
31.9K
$2.86M
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-147- 4.26% |
$12.3K - $12.7K
|
3.31K
$296K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-151- 3.87% |
$12.7K - $13.1K
|
3.75K
$335K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-163- 6.12% |
$13.7K - $14.1K
|
2.5K
$224K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-164- 85.86% |
$13.8K - $14.2K
|
27
$2.42K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-166- 93.79% |
$13.9K - $14.4K
|
11
$985
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-175- 0.95% |
$14.7K - $15.1K
|
18.3K
$1.64M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-178- 10.15% |
$14.9K - $15.4K
|
1.58K
$141K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-187- 2.82% |
$15.7K - $16.2K
|
6.45K
$578K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-192- 5.73% |
$16.1K - $16.6K
|
3.16K
$283K
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-194- 3.05% |
$16.3K - $16.8K
|
6.16K
$552K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-195- 3.49% |
$16.4K - $16.9K
|
5.39K
$482K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-206- 2.0% |
$17.3K - $17.8K
|
10.1K
$903K
|