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 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
143+ 2.13% |
$11.3K - $12.9K
|
6.87K
$615K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
143New |
$11.3K - $12.9K
|
143
$12.8K
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
142+ 2.3% |
$11.2K - $12.8K
|
6.32K
$566K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
141New |
$11.1K - $12.7K
|
141
$12.6K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
140New |
$11K - $12.6K
|
140
$12.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
135New |
$10.6K - $12.2K
|
135
$12.1K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
130New |
$10.2K - $11.7K
|
130
$11.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
122+ 37.08% |
$9.6K - $11K
|
451
$40.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
117+ 1.01% |
$9.21K - $10.5K
|
11.7K
$1.05M
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
116New |
$9.13K - $10.5K
|
116
$10.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
116+ 1.93% |
$9.13K - $10.5K
|
6.13K
$549K
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
BUY
|
- |
111+ 4.14% |
$8.74K - $10K
|
2.79K
$250K
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
110New |
$8.66K - $9.92K
|
110
$9.85K
|
|
|
Oct 09, 2024
Q3 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
102+ 0.36% |
$8.03K - $9.2K
|
28.7K
$2.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
85+ 96.59% |
$6.69K - $7.66K
|
173
$15.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
83New |
$6.53K - $7.48K
|
83
$7.43K
|
|
|
Nov 14, 2022
Q3 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
80+ 0.19% |
$6.3K - $7.21K
|
42.6K
$3.81M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
77New |
$6.06K - $6.94K
|
77
$6.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
72+ 52.55% |
$5.67K - $6.49K
|
209
$18.7K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
70+ 2.11% |
$5.51K - $6.31K
|
3.4K
$304K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
68+ 34.0% |
$5.35K - $6.13K
|
268
$24K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
60+ 1.43% |
$4.72K - $5.41K
|
4.25K
$381K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
54+ 41.86% |
$4.25K - $4.87K
|
183
$16.4K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
53+ 58.89% |
$4.17K - $4.78K
|
143
$12.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
52+ 1.36% |
$4.09K - $4.69K
|
3.87K
$347K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
48New |
$3.78K - $4.33K
|
48
$4.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
47+ 5.16% |
$3.7K - $4.24K
|
957
$85.7K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
46+ 0.79% |
$3.62K - $4.15K
|
5.87K
$526K
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
35New |
$2.75K - $3.16K
|
35
$3.13K
|
|
|
Nov 10, 2022
Q3 2022
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
34+ 1.24% |
$2.68K - $3.07K
|
2.77K
$248K
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
29New |
$2.28K - $2.61K
|
29
$2.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
29+ 4.79% |
$2.28K - $2.61K
|
634
$56.8K
|
|
|
Oct 24, 2022
Q3 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
28+ 0.34% |
$2.2K - $2.52K
|
8.29K
$743K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
27New |
$2.13K - $2.43K
|
27
$2.42K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
26New |
$2.05K - $2.34K
|
26
$2.33K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25New |
$1.97K - $2.25K
|
25
$2.24K
|
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
BUY
|
- |
25+ 9.62% |
$1.97K - $2.25K
|
285
$25.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
25New |
$1.97K - $2.25K
|
25
$2.24K
|
|
|
Oct 31, 2022
Q3 2022
|
West Coast Financial LLC
|
BUY
|
- |
23+ 0.87% |
$1.81K - $2.07K
|
2.68K
$240K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
22+ 3.75% |
$1.73K - $1.98K
|
609
$54.5K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
20+ 1.24% |
$1.57K - $1.8K
|
1.63K
$146K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
20+ 22.22% |
$1.57K - $1.8K
|
110
$9.85K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
19New |
$1.5K - $1.71K
|
19
$1.7K
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
18New |
$1.42K - $1.62K
|
18
$1.61K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
15New |
$1.18K - $1.35K
|
15
$1.34K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
15New |
$1.18K - $1.35K
|
15
$1.34K
|
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
BUY
|
- |
14+ 0.03% |
$1.1K - $1.26K
|
40.3K
$3.61M
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
14+ 2.75% |
$1.1K - $1.26K
|
523
$46.8K
|
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
12+ 0.63% |
$945 - $1.08K
|
1.9K
$171K
|
|
|
Nov 08, 2022
Q3 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
9New |
$708 - $812
|
9
$806
|