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 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
33New |
$3.63K - $3.75K
|
33
$2.96K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
33+ 53.23% |
$3.63K - $3.75K
|
95
$8.51K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
32+ 0.77% |
$3.52K - $3.63K
|
4.19K
$375K
|
|
|
Nov 01, 2021
Q3 2021
|
Wall Capital Group, Inc.
|
BUY
|
- |
29+ 0.92% |
$3.19K - $3.29K
|
3.2K
$286K
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
27+ 1.42% |
$2.97K - $3.07K
|
1.93K
$173K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
26New |
$2.86K - $2.95K
|
26
$2.33K
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
25+ 0.63% |
$2.75K - $2.84K
|
4.01K
$359K
|
|
|
Nov 03, 2021
Q3 2021
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
24+ 0.91% |
$2.64K - $2.73K
|
2.65K
$237K
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
23+ 0.21% |
$2.53K - $2.61K
|
10.9K
$979K
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
23+ 0.75% |
$2.53K - $2.61K
|
3.1K
$278K
|
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
22+ 0.96% |
$2.42K - $2.5K
|
2.32K
$208K
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
22+ 0.41% |
$2.42K - $2.5K
|
5.37K
$481K
|
|
|
Nov 04, 2021
Q3 2021
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
20New |
$2.2K - $2.27K
|
20
$1.79K
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
19+ 95.0% |
$2.09K - $2.16K
|
39
$3.49K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
19+ 0.55% |
$2.09K - $2.16K
|
3.47K
$311K
|
|
|
Nov 02, 2021
Q3 2021
|
Tfc Financial Management
|
BUY
|
- |
18New |
$1.98K - $2.04K
|
18
$1.61K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
18+ 0.19% |
$1.98K - $2.04K
|
9.71K
$870K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
18+ 5.71% |
$1.98K - $2.04K
|
333
$29.8K
|
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
17+ 4.89% |
$1.87K - $1.93K
|
365
$32.7K
|
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
15+ 0.22% |
$1.65K - $1.7K
|
6.86K
$614K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
15+ 0.49% |
$1.65K - $1.7K
|
3.09K
$276K
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
15+ 0.21% |
$1.65K - $1.7K
|
7.24K
$648K
|
|
|
Oct 04, 2021
Q3 2021
|
Penobscot Wealth Management
|
BUY
|
- |
12+ 0.37% |
$1.32K - $1.36K
|
3.22K
$288K
|
|
|
Nov 15, 2021
Q3 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
12+ 0.44% |
$1.32K - $1.36K
|
2.73K
$245K
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
10+ 2.52% |
$1.1K - $1.14K
|
407
$36.5K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
8New |
$880 - $908
|
8
$716
|
|
|
Nov 09, 2021
Q3 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
7+ 0.17% |
$770 - $795
|
4.01K
$359K
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6+ 0.08% |
$660 - $681
|
7.83K
$702K
|
|
|
Oct 22, 2021
Q3 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
6+ 0.28% |
$660 - $681
|
2.15K
$193K
|
|
|
Nov 16, 2021
Q3 2021
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
6+ 1.34% |
$660 - $681
|
454
$40.7K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
3New |
$330 - $341
|
3
$269
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
3New |
$330 - $341
|
3
$269
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
3+ 0.38% |
$330 - $341
|
787
$70.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2+ 0.92% |
$220 - $227
|
220
$19.7K
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$220 - $227
|
11.2K
$1M
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1+ 0.52% |
$110 - $114
|
192
$17.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$110 - $114
|
6.32K
$566K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1+ 1.18% |
$110 - $114
|
86
$7.7K
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$110 - $114
|
1.93K
$173K
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 0.22% |
$110 - $114
|
462
$41.4K
|
|
|
Oct 14, 2021
Q3 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$110 - $114
|
6.7K
$600K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
1+ 0.4% |
$110 - $114
|
249
$22.3K
|
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$110 - $114
|
7.3K
$654K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.18% |
$110 - $114
|
550
$49.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
1New |
$110 - $114
|
1
$89.6
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 3.0% |
$330 - $341
|
97
$8.69K
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-4- 0.45% |
$440 - $454
|
892
$79.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4- 0.1% |
$440 - $454
|
4.18K
$374K
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-5- 0.13% |
$550 - $568
|
3.94K
$353K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
SELL
|
- |
-5- 4.46% |
$550 - $568
|
107
$9.58K
|