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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
537+ 5.57% |
$59.1K - $61K
|
10.2K
$911K
|
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
525+ 21.7% |
$57.7K - $59.6K
|
2.94K
$264K
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
509+ 18.52% |
$56K - $57.8K
|
3.26K
$292K
|
|
|
Oct 20, 2021
Q3 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
499+ 14.37% |
$54.9K - $56.7K
|
3.97K
$356K
|
|
|
Oct 19, 2021
Q3 2021
|
4 J Wealth Management LLC
|
BUY
|
- |
494+ 2.11% |
$54.3K - $56.1K
|
23.9K
$2.14M
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
476+ 11.83% |
$52.4K - $54K
|
4.5K
$403K
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
460+ 25.08% |
$50.6K - $52.2K
|
2.29K
$205K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
450+ 21.07% |
$49.5K - $51.1K
|
2.59K
$232K
|
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
447+ 2483.33% |
$49.2K - $50.8K
|
465
$41.6K
|
|
|
Nov 05, 2021
Q3 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
439+ 1.15% |
$48.3K - $49.8K
|
38.6K
$3.46M
|
|
|
Nov 03, 2021
Q3 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
439+ 3.44% |
$48.3K - $49.8K
|
13.2K
$1.18M
|
|
|
Oct 14, 2021
Q3 2021
|
Enterprise Trust & Investment CO
|
BUY
|
- |
434+ 482.22% |
$47.7K - $49.3K
|
524
$46.9K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
430+ 17.17% |
$47.3K - $48.8K
|
2.93K
$263K
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
430+ 17.17% |
$47.3K - $48.8K
|
2.93K
$263K
|
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
429+ 4.89% |
$47.2K - $48.7K
|
9.21K
$825K
|
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
425+ 7.04% |
$46.7K - $48.3K
|
6.46K
$579K
|
|
|
Oct 20, 2021
Q3 2021
|
Unison Advisors LLC
|
BUY
|
- |
406+ 9.91% |
$44.7K - $46.1K
|
4.5K
$403K
|
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
403+ 6.01% |
$44.3K - $45.8K
|
7.11K
$636K
|
|
|
Oct 19, 2021
Q3 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
396+ 11.61% |
$43.6K - $45K
|
3.81K
$341K
|
|
|
Oct 09, 2024
Q3 2021
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
387+ 1.3% |
$42.6K - $43.9K
|
30.1K
$2.69M
|
|
|
Oct 29, 2021
Q3 2021
|
Q3 Asset Management
|
BUY
|
- |
383+ 5.95% |
$42.1K - $43.5K
|
6.82K
$611K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
360+ 5.7% |
$39.6K - $40.9K
|
6.67K
$597K
|
|
|
Nov 12, 2021
Q3 2021
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
359+ 2.08% |
$39.5K - $40.8K
|
17.6K
$1.58M
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
356+ 1.06% |
$39.2K - $40.4K
|
33.8K
$3.03M
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
354+ 1.94% |
$38.9K - $40.2K
|
18.6K
$1.67M
|
|
|
Nov 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
350+ 4.91% |
$38.5K - $39.7K
|
7.48K
$670K
|
|
|
Oct 28, 2021
Q3 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
342+ 14.14% |
$37.6K - $38.8K
|
2.76K
$247K
|
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
334+ 19.09% |
$36.7K - $37.9K
|
2.08K
$187K
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
333New |
$36.6K - $37.8K
|
333
$29.8K
|
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
324+ 7.05% |
$35.6K - $36.8K
|
4.92K
$441K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
318+ 159.0% |
$35K - $36.1K
|
518
$46.4K
|
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
307+ 6.34% |
$33.8K - $34.9K
|
5.15K
$461K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
296+ 5.99% |
$32.6K - $33.6K
|
5.24K
$469K
|
|
|
Oct 21, 2021
Q3 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
295+ 7.49% |
$32.4K - $33.5K
|
4.23K
$379K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
281+ 3.35% |
$30.9K - $31.9K
|
8.67K
$777K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
279New |
$30.7K - $31.7K
|
279
$25K
|
|
|
Nov 04, 2021
Q3 2021
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
273+ 0.02% |
$30K - $31K
|
1.7M
$152M
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
271+ 9.06% |
$29.8K - $30.8K
|
3.26K
$292K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
270+ 94.74% |
$29.7K - $30.7K
|
555
$49.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
264+ 8.52% |
$29K - $30K
|
3.36K
$301K
|
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
253New |
$27.8K - $28.7K
|
253
$22.7K
|
|
|
Nov 16, 2021
Q3 2021
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
251+ 1.53% |
$27.6K - $28.5K
|
16.6K
$1.49M
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
251+ 2.01% |
$27.6K - $28.5K
|
12.8K
$1.14M
|
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
250+ 3.78% |
$27.5K - $28.4K
|
6.87K
$615K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
248New |
$27.3K - $28.2K
|
248
$22.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
243New |
$26.7K - $27.6K
|
243
$21.8K
|
|
|
Nov 05, 2021
Q3 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
238+ 1.36% |
$26.2K - $27K
|
17.7K
$1.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
232+ 3.03% |
$25.5K - $26.3K
|
7.88K
$706K
|
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
BUY
|
- |
215+ 5.0% |
$23.6K - $24.4K
|
4.51K
$404K
|
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
210+ 3.85% |
$23.1K - $23.8K
|
5.66K
$507K
|