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 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
5.33K+ 22.5% |
$586K - $605K
|
29K
$2.6M
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
5.23K+ 45.47% |
$575K - $593K
|
16.7K
$1.5M
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.19K+ 276.84% |
$571K - $589K
|
7.06K
$632K
|
|
Nov 03, 2021
Q3 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
5.02K+ 483.91% |
$552K - $570K
|
6.06K
$543K
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
4.94K+ 61.24% |
$543K - $560K
|
13K
$1.16M
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.89KNew |
$538K - $555K
|
4.89K
$438K
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.64K+ 26.84% |
$510K - $527K
|
21.9K
$1.96M
|
|
Oct 18, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
4.61K+ 5.46% |
$506K - $523K
|
89K
$7.97M
|
|
Dec 11, 2023
Q3 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
4.44K+ 36.81% |
$488K - $504K
|
16.5K
$1.48M
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.37K+ 29.25% |
$481K - $497K
|
19.3K
$1.73M
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
4.33K+ 11.81% |
$477K - $492K
|
41K
$3.67M
|
|
Feb 11, 2022
Q3 2021
|
Vpr Management LLC
Houston, TX |
BUY
|
- |
4.3KNew |
$473K - $488K
|
4.3K
$385K
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.29K+ 11.96% |
$472K - $487K
|
40.2K
$3.6M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.24K+ 8.78% |
$467K - $482K
|
52.6K
$4.71M
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
4.17K+ 182.84% |
$458K - $473K
|
6.45K
$577K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.13K+ 5.65% |
$454K - $469K
|
77.3K
$6.92M
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.13K+ 38.25% |
$454K - $469K
|
14.9K
$1.34M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.11K+ 44.7% |
$452K - $466K
|
13.3K
$1.19M
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
4.1K+ 204.04% |
$450K - $465K
|
6.1K
$546K
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
4.08K+ 15.95% |
$449K - $464K
|
29.7K
$2.66M
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
3.83K+ 163.62% |
$421K - $435K
|
6.17K
$553K
|
|
Nov 03, 2021
Q3 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
3.76K+ 3.54% |
$413K - $427K
|
110K
$9.84M
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.72K+ 15.05% |
$409K - $423K
|
28.5K
$2.55M
|
|
Nov 12, 2021
Q3 2021
|
Hilton Capital Management, LLC
|
BUY
|
- |
3.7KNew |
$407K - $420K
|
3.7K
$331K
|
|
Oct 04, 2021
Q3 2021
|
Stairway Partners, LLC
|
BUY
|
- |
3.63K+ 3.14% |
$400K - $413K
|
119K
$10.7M
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
3.57K+ 3.85% |
$392K - $405K
|
96.1K
$8.61M
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.54KNew |
$390K - $402K
|
3.54K
$317K
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.53K+ 22.32% |
$389K - $401K
|
19.4K
$1.73M
|
|
Oct 13, 2021
Q3 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
3.47KNew |
$382K - $394K
|
3.47K
$311K
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3.47K+ 8.01% |
$381K - $394K
|
46.7K
$4.19M
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.47K+ 257.77% |
$381K - $394K
|
4.81K
$431K
|
|
Oct 07, 2021
Q3 2021
|
Vera Bank, N.A.
|
BUY
|
- |
3.41KNew |
$375K - $387K
|
3.41K
$305K
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
3.39KNew |
$373K - $385K
|
3.39K
$303K
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
3.33K+ 80.43% |
$366K - $378K
|
7.46K
$668K
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
3.31K+ 20.42% |
$364K - $376K
|
19.5K
$1.75M
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.3K+ 2.71% |
$363K - $375K
|
125K
$11.2M
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.3K+ 32.97% |
$362K - $374K
|
13.3K
$1.19M
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.29K+ 12.92% |
$362K - $374K
|
28.8K
$2.58M
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.29K+ 12.92% |
$362K - $374K
|
28.8K
$2.58M
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.15KNew |
$347K - $358K
|
3.15K
$282K
|
|
Nov 02, 2021
Q3 2021
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.99K+ 1.57% |
$329K - $339K
|
193K
$17.3M
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.98K+ 21.77% |
$327K - $338K
|
16.7K
$1.49M
|
|
Nov 10, 2021
Q3 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.87KNew |
$316K - $326K
|
2.87K
$257K
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.86KNew |
$314K - $324K
|
2.86K
$256K
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.85K+ 7.08% |
$313K - $324K
|
43.1K
$3.86M
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.83KNew |
$311K - $322K
|
2.83K
$254K
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
2.63K+ 4.71% |
$289K - $299K
|
58.5K
$5.24M
|
|
Oct 26, 2021
Q3 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
2.6K+ 3.8% |
$286K - $295K
|
71.1K
$6.37M
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.58K+ 5.61% |
$283K - $293K
|
48.5K
$4.35M
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.54K+ 3.39% |
$279K - $288K
|
77.3K
$6.92M
|