Purchases and Sales Made in Q3 2022 in Ishares Tr (EMB)
This table provides information about the institutional ownership of Ishares Tr (EMB) during Q3 2022. 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 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.08K+ 16.48% |
$163K - $187K
|
14.7K
$1.31M
|
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
BUY
|
- |
2.03K+ 31.27% |
$160K - $183K
|
8.51K
$763K
|
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.93KNew |
$152K - $174K
|
1.93K
$173K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.92K+ 43.94% |
$151K - $173K
|
6.3K
$564K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.89K+ 29.15% |
$148K - $170K
|
8.36K
$748K
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.74K+ 6.35% |
$137K - $156K
|
29K
$2.6M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.71K+ 19.36% |
$135K - $154K
|
10.6K
$946K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.68K+ 1.04% |
$132K - $151K
|
163K
$14.6M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.56K+ 21.95% |
$123K - $140K
|
8.65K
$775K
|
|
|
Nov 09, 2022
Q3 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.55K+ 27.3% |
$122K - $140K
|
7.24K
$648K
|
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.53K+ 14.77% |
$121K - $138K
|
11.9K
$1.07M
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.45K+ 5.92% |
$114K - $130K
|
25.9K
$2.32M
|
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.44K+ 55.03% |
$114K - $130K
|
4.07K
$364K
|
|
|
Oct 14, 2022
Q3 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.37K+ 4.35% |
$108K - $123K
|
32.8K
$2.94M
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.28KNew |
$101K - $116K
|
1.28K
$115K
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.23K+ 9.2% |
$97.1K - $111K
|
14.7K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.22K+ 10.61% |
$96.1K - $110K
|
12.7K
$1.14M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.22KNew |
$96K - $110K
|
1.22K
$109K
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
1.18K+ 0.38% |
$93.1K - $107K
|
311K
$27.9M
|
|
|
Oct 24, 2022
Q3 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
1.08K+ 12.85% |
$85.2K - $97.6K
|
9.5K
$851K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.08KNew |
$85K - $97.4K
|
1.08K
$96.7K
|
|
|
Oct 18, 2022
Q3 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
1.02K+ 32.91% |
$80.1K - $91.8K
|
4.11K
$368K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.01K+ 743.38% |
$79.6K - $91.2K
|
1.15K
$103K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1KNew |
$78.7K - $90.2K
|
1K
$89.6K
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1K+ 7.69% |
$78.7K - $90.2K
|
14K
$1.25M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
994+ 3.98% |
$78.2K - $89.6K
|
26K
$2.32M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
963New |
$75.8K - $86.8K
|
963
$86.2K
|
|
|
Oct 13, 2022
Q3 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
943+ 11.53% |
$74.2K - $85K
|
9.13K
$817K
|
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
907+ 1.15% |
$71.4K - $81.8K
|
80K
$7.16M
|
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
849+ 33.76% |
$66.8K - $76.6K
|
3.36K
$301K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
800+ 29.91% |
$63K - $72.1K
|
3.48K
$311K
|
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
800+ 12.3% |
$63K - $72.1K
|
7.31K
$654K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
744+ 1.03% |
$58.6K - $67.1K
|
73K
$6.54M
|
|
|
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
733+ 1.98% |
$57.7K - $66.1K
|
37.7K
$3.38M
|
|
|
Nov 04, 2022
Q3 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
721+ 4.45% |
$56.7K - $65K
|
16.9K
$1.52M
|
|
|
Nov 01, 2022
Q3 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
700+ 6.42% |
$55.1K - $63.1K
|
11.6K
$1.04M
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
660+ 2.3% |
$51.9K - $59.5K
|
29.3K
$2.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
659+ 14.25% |
$51.9K - $59.4K
|
5.29K
$473K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
643+ 1.6% |
$50.6K - $58K
|
40.9K
$3.66M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
640+ 7.42% |
$50.4K - $57.7K
|
9.27K
$830K
|
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
635+ 4.71% |
$50K - $57.3K
|
14.1K
$1.26M
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
629+ 18.1% |
$49.5K - $56.7K
|
4.1K
$368K
|
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
625+ 8.66% |
$49.2K - $56.4K
|
7.85K
$703K
|
|
|
Oct 13, 2022
Q3 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
610+ 4.48% |
$48K - $55K
|
14.2K
$1.28M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
585+ 6.49% |
$46K - $52.7K
|
9.59K
$859K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
585+ 6.49% |
$46K - $52.7K
|
9.59K
$859K
|
|
|
Oct 19, 2022
Q3 2022
|
Wealth Cmt
|
BUY
|
- |
574+ 7.76% |
$45.2K - $51.8K
|
7.97K
$714K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
568+ 3.13% |
$44.7K - $51.2K
|
18.7K
$1.68M
|
|
|
Nov 01, 2022
Q3 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
529+ 14.66% |
$41.6K - $47.7K
|
4.14K
$371K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
527New |
$41.5K - $47.5K
|
527
$47.2K
|