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 22, 2021
Q3 2021
|
Quattro Financial Advisors LLC
|
BUY
|
- |
209+ 0.3% |
$23K - $23.7K
|
70.1K
$6.28M
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
208+ 2.75% |
$22.9K - $23.6K
|
7.76K
$695K
|
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
BUY
|
- |
206+ 1.28% |
$22.7K - $23.4K
|
16.3K
$1.46M
|
|
|
Nov 02, 2021
Q3 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
198+ 6.43% |
$21.8K - $22.5K
|
3.28K
$293K
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
193+ 0.97% |
$21.2K - $21.9K
|
20.1K
$1.8M
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
192+ 36.43% |
$21.1K - $21.8K
|
719
$64.4K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
182+ 12.7% |
$20K - $20.7K
|
1.62K
$145K
|
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
180+ 5.53% |
$19.8K - $20.4K
|
3.43K
$308K
|
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
BUY
|
- |
173+ 6.74% |
$19K - $19.6K
|
2.74K
$245K
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
165+ 1.64% |
$18.1K - $18.7K
|
10.2K
$917K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
155+ 163.16% |
$17K - $17.6K
|
250
$22.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
154New |
$16.9K - $17.5K
|
154
$13.8K
|
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
BUY
|
- |
152+ 1.38% |
$16.7K - $17.3K
|
11.1K
$998K
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
150New |
$16.5K - $17K
|
150
$13.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
148+ 3.97% |
$16.3K - $16.8K
|
3.88K
$347K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
141+ 1.62% |
$15.5K - $16K
|
8.87K
$794K
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
140+ 7000.0% |
$15.4K - $15.9K
|
142
$12.7K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
133+ 782.35% |
$14.6K - $15.1K
|
150
$13.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
132New |
$14.5K - $15K
|
132
$11.8K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
129+ 14.3% |
$14.2K - $14.6K
|
1.03K
$92.3K
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
127New |
$14K - $14.4K
|
127
$11.4K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
120New |
$13.2K - $13.6K
|
120
$10.7K
|
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
114+ 1.63% |
$12.5K - $12.9K
|
7.11K
$637K
|
|
|
Nov 05, 2021
Q3 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
103+ 1.67% |
$11.3K - $11.7K
|
6.27K
$561K
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
101New |
$11.1K - $11.5K
|
101
$9.05K
|
|
|
Oct 22, 2021
Q3 2021
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
99+ 1.56% |
$10.9K - $11.2K
|
6.44K
$576K
|
|
|
Oct 14, 2021
Q3 2021
|
Manning & Napier Group, LLC
|
BUY
|
- |
99+ 3.51% |
$10.9K - $11.2K
|
2.92K
$262K
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
98+ 0.26% |
$10.8K - $11.1K
|
38.2K
$3.42M
|
|
|
Oct 29, 2021
Q3 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
97+ 1.19% |
$10.7K - $11K
|
8.22K
$736K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
89New |
$9.79K - $10.1K
|
89
$7.97K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
86+ 2.87% |
$9.46K - $9.77K
|
3.08K
$276K
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
85+ 1.2% |
$9.35K - $9.65K
|
7.17K
$642K
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
82New |
$9.02K - $9.31K
|
82
$7.34K
|
|
|
Jan 20, 2022
Q3 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
81+ 2.58% |
$8.91K - $9.2K
|
3.22K
$289K
|
|
|
Oct 25, 2021
Q3 2021
|
Blue Fin Capital, Inc.
|
BUY
|
- |
76+ 0.5% |
$8.36K - $8.63K
|
15.2K
$1.36M
|
|
|
Oct 26, 2021
Q3 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
76+ 0.57% |
$8.36K - $8.63K
|
13.4K
$1.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
72+ 1.03% |
$7.92K - $8.18K
|
7.08K
$634K
|
|
|
Oct 13, 2021
Q3 2021
|
Legacy Advisors, LLC
|
BUY
|
- |
69+ 3.51% |
$7.59K - $7.83K
|
2.04K
$182K
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
69New |
$7.59K - $7.83K
|
69
$6.18K
|
|
|
Oct 28, 2021
Q3 2021
|
Cohen Investment Advisors LLC
|
BUY
|
- |
67+ 2.73% |
$7.37K - $7.61K
|
2.52K
$226K
|
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
66+ 0.94% |
$7.26K - $7.49K
|
7.08K
$634K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
54+ 0.42% |
$5.94K - $6.13K
|
13K
$1.16M
|
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
46+ 0.76% |
$5.06K - $5.22K
|
6.09K
$545K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
45New |
$4.95K - $5.11K
|
45
$4.03K
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
43New |
$4.73K - $4.88K
|
43
$3.85K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
39+ 1.64% |
$4.29K - $4.43K
|
2.42K
$216K
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
38+ 1.95% |
$4.18K - $4.31K
|
1.99K
$178K
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
38New |
$4.18K - $4.31K
|
38
$3.4K
|
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
36+ 0.26% |
$3.96K - $4.09K
|
13.8K
$1.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
34+ 0.77% |
$3.74K - $3.86K
|
4.44K
$398K
|