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 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
9+ 0.35% |
$708 - $812
|
2.62K
$234K
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
9+ 3.83% |
$708 - $812
|
244
$21.9K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
7New |
$551 - $631
|
7
$627
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
6+ 2.78% |
$472 - $541
|
222
$19.9K
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
6+ 0.72% |
$472 - $541
|
844
$75.6K
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5+ 1.28% |
$394 - $451
|
395
$35.4K
|
|
Nov 14, 2022
Q3 2022
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
4+ 0.86% |
$315 - $361
|
469
$42K
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
4+ 133.33% |
$315 - $361
|
7
$627
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 1.23% |
$78.7 - $90.2
|
82
$7.34K
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
BUY
|
- |
1+ 1.37% |
$78.7 - $90.2
|
74
$6.63K
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
1+ 0.32% |
$78.7 - $90.2
|
310
$27.8K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-3- 1.6% |
$236 - $271
|
185
$16.6K
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6- 7.06% |
$472 - $541
|
79
$7.08K
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-7- 0.72% |
$551 - $631
|
968
$86.7K
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-9- 0.58% |
$708 - $812
|
1.54K
$138K
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-10- 3.22% |
$787 - $902
|
301
$27K
|
|
Nov 02, 2022
Q3 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-11- 0.33% |
$866 - $992
|
3.36K
$301K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-15- 4.29% |
$1.18K - $1.35K
|
335
$30K
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-17- 0.2% |
$1.34K - $1.53K
|
8.4K
$752K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-18- 62.07% |
$1.42K - $1.62K
|
11
$985
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-19- 8.48% |
$1.5K - $1.71K
|
205
$18.4K
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-23Closed |
$1.81K - $2.07K
|
0
$0
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-25- 60.98% |
$1.97K - $2.25K
|
16
$1.43K
|
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-26Closed |
$2.05K - $2.34K
|
0
$0
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-29- 37.66% |
$2.28K - $2.61K
|
48
$4.3K
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-29- 87.88% |
$2.28K - $2.61K
|
4
$358
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-30- 60.0% |
$2.36K - $2.71K
|
20
$1.79K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-32- 2.83% |
$2.52K - $2.89K
|
1.1K
$98.5K
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-32- 9.55% |
$2.52K - $2.89K
|
303
$27.1K
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-32- 16.41% |
$2.52K - $2.89K
|
163
$14.6K
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-40- 0.45% |
$3.15K - $3.61K
|
8.82K
$790K
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-46- 0.13% |
$3.62K - $4.15K
|
36K
$3.22M
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-48- 1.35% |
$3.78K - $4.33K
|
3.51K
$315K
|
|
Oct 21, 2022
Q3 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-56- 13.43% |
$4.41K - $5.05K
|
361
$32.3K
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-57- 0.51% |
$4.49K - $5.14K
|
11.1K
$995K
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-59- 0.44% |
$4.64K - $5.32K
|
13.2K
$1.19M
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-62- 14.66% |
$4.88K - $5.59K
|
361
$32.3K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-63- 6.17% |
$4.96K - $5.68K
|
958
$85.8K
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-70- 0.72% |
$5.51K - $6.31K
|
9.61K
$861K
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-80- 1.37% |
$6.3K - $7.21K
|
5.74K
$514K
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-83- 90.22% |
$6.53K - $7.48K
|
9
$806
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-86- 8.02% |
$6.77K - $7.75K
|
986
$88.3K
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-87- 6.9% |
$6.85K - $7.84K
|
1.17K
$105K
|
|
Nov 02, 2022
Q3 2022
|
Sunesis Advisors, LLC
|
SELL
|
- |
-90- 1.01% |
$7.08K - $8.12K
|
8.8K
$788K
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-95- 18.06% |
$7.48K - $8.57K
|
431
$38.6K
|
|
Oct 21, 2022
Q3 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-96- 1.95% |
$7.56K - $8.66K
|
4.84K
$433K
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-100- 85.47% |
$7.87K - $9.02K
|
17
$1.52K
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-109- 2.98% |
$8.58K - $9.83K
|
3.55K
$318K
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-109- 1.37% |
$8.58K - $9.83K
|
7.85K
$703K
|