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 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.3K+ 9.43% |
$143K - $147K
|
15.1K
$1.35M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.3K+ 6.6% |
$143K - $147K
|
20.9K
$1.88M
|
|
|
Oct 26, 2021
Q3 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.29K+ 2.75% |
$141K - $146K
|
48K
$4.3M
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.28KNew |
$141K - $145K
|
1.28K
$115K
|
|
|
Oct 13, 2021
Q3 2021
|
Veery Capital, LLC
|
BUY
|
- |
1.23K+ 7.37% |
$135K - $140K
|
17.9K
$1.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.23K+ 1.94% |
$135K - $139K
|
64.4K
$5.77M
|
|
|
Oct 25, 2021
Q3 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
1.2K+ 3.85% |
$132K - $136K
|
32.3K
$2.89M
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.17K+ 5.31% |
$129K - $133K
|
23.3K
$2.09M
|
|
|
Nov 02, 2021
Q3 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.15K+ 20.06% |
$126K - $131K
|
6.88K
$616K
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.14K+ 27.12% |
$126K - $130K
|
5.36K
$480K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.12K+ 3.1% |
$124K - $128K
|
37.4K
$3.35M
|
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.08K+ 0.97% |
$119K - $123K
|
112K
$10.1M
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.08KNew |
$118K - $122K
|
1.08K
$96.4K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.05K+ 5.74% |
$116K - $119K
|
19.4K
$1.73M
|
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
BUY
|
- |
1.04K+ 2.31% |
$115K - $118K
|
46.1K
$4.13M
|
|
|
Nov 15, 2021
Q3 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
1.03K+ 0.9% |
$113K - $117K
|
115K
$10.3M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
980+ 1.15% |
$108K - $111K
|
85.8K
$7.69M
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
973+ 5.53% |
$107K - $110K
|
18.6K
$1.66M
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
949+ 5.61% |
$104K - $108K
|
17.9K
$1.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
928+ 11.36% |
$102K - $105K
|
9.1K
$815K
|
|
|
Oct 26, 2021
Q3 2021
|
New Potomac Partners, LLC
|
BUY
|
- |
920+ 4.05% |
$101K - $104K
|
23.6K
$2.12M
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
907+ 14.11% |
$99.8K - $103K
|
7.33K
$657K
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
904+ 7.73% |
$99.4K - $103K
|
12.6K
$1.13M
|
|
|
Nov 04, 2021
Q3 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
896+ 16.55% |
$98.5K - $102K
|
6.31K
$565K
|
|
|
Oct 14, 2021
Q3 2021
|
Columbia Trust CO 01012016
|
BUY
|
- |
892+ 2.27% |
$98.1K - $101K
|
40.2K
$3.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
860+ 3.02% |
$94.6K - $97.7K
|
29.4K
$2.63M
|
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
842+ 11.39% |
$92.6K - $95.6K
|
8.24K
$738K
|
|
|
Nov 01, 2021
Q3 2021
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
839+ 2.0% |
$92.3K - $95.3K
|
42.7K
$3.83M
|
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
800+ 24.28% |
$88K - $90.8K
|
4.1K
$367K
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
757+ 8.07% |
$83.3K - $86K
|
10.1K
$908K
|
|
|
Nov 15, 2021
Q3 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
752+ 7.97% |
$82.7K - $85.4K
|
10.2K
$913K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
748+ 67.33% |
$82.3K - $84.9K
|
1.86K
$166K
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
748+ 67.33% |
$82.3K - $84.9K
|
1.86K
$166K
|
|
|
Jul 11, 2022
Q3 2021
|
Range Financial Group LLC
|
BUY
|
- |
743+ 10.17% |
$81.7K - $84.4K
|
8.05K
$721K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
742+ 11.0% |
$81.6K - $84.3K
|
7.49K
$671K
|
|
|
Oct 18, 2021
Q3 2021
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
700+ 22.35% |
$77K - $79.5K
|
3.83K
$343K
|
|
|
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
676+ 15.39% |
$74.3K - $76.8K
|
5.07K
$454K
|
|
|
Oct 12, 2021
Q3 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
670+ 1.82% |
$73.7K - $76.1K
|
37.4K
$3.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
663+ 15.31% |
$72.9K - $75.3K
|
4.99K
$447K
|
|
|
Jul 09, 2024
Q3 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
627+ 11.42% |
$69K - $71.2K
|
6.12K
$548K
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
626+ 13.55% |
$68.8K - $71.1K
|
5.25K
$470K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
611+ 1.58% |
$67.2K - $69.4K
|
39.3K
$3.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
595+ 1919.35% |
$65.4K - $67.6K
|
626
$56.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
BUY
|
- |
585+ 2.06% |
$64.3K - $66.4K
|
29K
$2.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
580+ 67.29% |
$63.8K - $65.9K
|
1.44K
$129K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
575New |
$63.2K - $65.3K
|
575
$51.5K
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
560+ 14.38% |
$61.6K - $63.6K
|
4.46K
$399K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
555+ 16.77% |
$61K - $63K
|
3.86K
$346K
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
549+ 21.92% |
$60.4K - $62.3K
|
3.05K
$274K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
540+ 331.29% |
$59.4K - $61.3K
|
703
$63K
|