Purchases and Sales Made in Q3 2021 in Ishares Tr (EMB)
This table provides information about the institutional ownership of Ishares Tr (EMB) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-880- 42.33% |
$96.8K - $99.9K
|
1.2K
$107K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-895Closed |
$98.4K - $102K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-921- 21.4% |
$101K - $105K
|
3.38K
$303K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-969- 6.98% |
$107K - $110K
|
12.9K
$1.16M
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-981- 14.97% |
$108K - $111K
|
5.57K
$499K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-1K- 69.35% |
$110K - $114K
|
442
$39.6K
|
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.02K- 5.84% |
$113K - $116K
|
16.5K
$1.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.03K- 10.35% |
$113K - $117K
|
8.92K
$799K
|
|
|
Oct 19, 2021
Q3 2021
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.04K- 5.19% |
$114K - $118K
|
19K
$1.7M
|
|
|
Oct 26, 2021
Q3 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.05K- 11.91% |
$115K - $119K
|
7.76K
$695K
|
|
|
Nov 12, 2021
Q3 2021
|
Life Pro Asset Management
|
SELL
|
- |
-1.05K- 17.56% |
$116K - $119K
|
4.94K
$442K
|
|
|
Nov 12, 2021
Q3 2021
|
Gen Trust, LLC
|
SELL
|
- |
-1.12K- 4.24% |
$123K - $127K
|
25.3K
$2.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.13K- 6.73% |
$124K - $128K
|
15.6K
$1.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Bts Asset Management, Inc.
|
SELL
|
- |
-1.14K- 18.22% |
$125K - $129K
|
5.11K
$457K
|
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.15K- 1.18% |
$126K - $130K
|
96.2K
$8.61M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.19K- 15.79% |
$131K - $135K
|
6.36K
$569K
|
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.23K- 0.43% |
$135K - $139K
|
286K
$25.6M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.25K- 7.13% |
$137K - $142K
|
16.3K
$1.46M
|
|
|
Jun 28, 2022
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.25K- 13.74% |
$137K - $142K
|
7.85K
$703K
|
|
|
Nov 04, 2021
Q3 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-1.27K- 0.56% |
$140K - $145K
|
225K
$20.1M
|
|
|
Oct 26, 2021
Q3 2021
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.31K- 1.59% |
$145K - $149K
|
81.4K
$7.29M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.35K- 22.02% |
$148K - $153K
|
4.78K
$428K
|
|
|
Oct 13, 2021
Q3 2021
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.36K- 31.35% |
$149K - $154K
|
2.97K
$266K
|
|
|
Nov 15, 2021
Q3 2021
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.39K- 2.31% |
$153K - $158K
|
58.8K
$5.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.41K- 14.34% |
$155K - $160K
|
8.4K
$752K
|
|
|
Nov 15, 2021
Q3 2021
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-1.41K- 6.42% |
$155K - $160K
|
20.6K
$1.84M
|
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.42KClosed |
$156K - $161K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.43K- 8.23% |
$157K - $162K
|
15.9K
$1.43M
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.44K- 3.1% |
$158K - $163K
|
44.9K
$4.02M
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.49K- 1.72% |
$163K - $169K
|
85K
$7.61M
|
|
|
Nov 15, 2021
Q3 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.58K- 3.49% |
$173K - $179K
|
43.5K
$3.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.62K- 8.87% |
$178K - $183K
|
16.6K
$1.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.72K- 26.55% |
$189K - $195K
|
4.76K
$426K
|
|
|
Oct 27, 2021
Q3 2021
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.78KClosed |
$196K - $203K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-1.81KClosed |
$199K - $205K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1.83K- 6.17% |
$201K - $208K
|
27.8K
$2.49M
|
|
|
Nov 08, 2021
Q3 2021
|
Cim, LLC
|
SELL
|
- |
-1.85KClosed |
$204K - $210K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.88KClosed |
$206K - $213K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-1.92KClosed |
$211K - $218K
|
0
$0
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.94K- 2.72% |
$213K - $220K
|
69.5K
$6.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.95KClosed |
$215K - $222K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.96K- 7.5% |
$215K - $222K
|
24.2K
$2.16M
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-1.96K- 31.7% |
$216K - $223K
|
4.23K
$379K
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.11KClosed |
$232K - $240K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.17K- 11.92% |
$238K - $246K
|
16K
$1.43M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.18K- 13.02% |
$240K - $248K
|
14.6K
$1.31M
|
|
|
Oct 28, 2021
Q3 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-2.26K- 2.66% |
$248K - $256K
|
82.5K
$7.39M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.28KClosed |
$251K - $259K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.36K- 1.83% |
$260K - $268K
|
127K
$11.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.39KClosed |
$263K - $271K
|
0
$0
|