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
|
Sound Income Strategies, LLC
|
SELL
|
- |
-123- 44.09% |
$9.68K - $11.1K
|
156
$14K
|
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-129- 4.65% |
$10.2K - $11.6K
|
2.65K
$237K
|
|
|
Nov 04, 2022
Q3 2022
|
Ti Trust, Inc
|
SELL
|
- |
-130- 4.63% |
$10.2K - $11.7K
|
2.68K
$240K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-136- 40.36% |
$10.7K - $12.3K
|
201
$18K
|
|
|
Feb 14, 2023
Q3 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-153- 1.82% |
$12K - $13.8K
|
8.25K
$739K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-163- 3.85% |
$12.8K - $14.7K
|
4.07K
$364K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-166- 47.98% |
$13.1K - $15K
|
180
$16.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-175- 4.61% |
$13.8K - $15.8K
|
3.63K
$325K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-191- 2.35% |
$15K - $17.2K
|
7.95K
$712K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-191- 3.51% |
$15K - $17.2K
|
5.25K
$470K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-193- 1.57% |
$15.2K - $17.4K
|
12.1K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-193- 0.06% |
$15.2K - $17.4K
|
317K
$28.4M
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-197- 1.21% |
$15.5K - $17.8K
|
16.1K
$1.44M
|
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-198- 4.91% |
$15.6K - $17.9K
|
3.83K
$343K
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-208- 1.05% |
$16.4K - $18.8K
|
19.7K
$1.76M
|
|
|
Oct 24, 2022
Q3 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-208- 2.32% |
$16.4K - $18.8K
|
8.76K
$785K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-210- 7.67% |
$16.5K - $18.9K
|
2.53K
$226K
|
|
|
Nov 07, 2022
Q3 2022
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-227- 2.75% |
$17.9K - $20.5K
|
8.01K
$718K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-227- 2.8% |
$17.9K - $20.5K
|
7.89K
$706K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-229- 49.89% |
$18K - $20.6K
|
230
$20.6K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-229- 49.89% |
$18K - $20.6K
|
230
$20.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-237- 5.21% |
$18.7K - $21.4K
|
4.32K
$386K
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-246- 7.0% |
$19.4K - $22.2K
|
3.27K
$293K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-258- 7.3% |
$20.3K - $23.3K
|
3.28K
$294K
|
|
|
Oct 21, 2022
Q3 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-261- 63.66% |
$20.5K - $23.5K
|
149
$13.3K
|
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-269- 4.51% |
$21.2K - $24.3K
|
5.7K
$510K
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-273- 6.52% |
$21.5K - $24.6K
|
3.92K
$351K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-277- 2.58% |
$21.8K - $25K
|
10.5K
$937K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-290- 4.48% |
$22.8K - $26.1K
|
6.18K
$554K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-298- 1.78% |
$23.5K - $26.9K
|
16.4K
$1.47M
|
|
|
Oct 13, 2022
Q3 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-315- 3.76% |
$24.8K - $28.4K
|
8.06K
$721K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-331- 4.02% |
$26.1K - $29.8K
|
7.9K
$708K
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-344- 1.48% |
$27.1K - $31K
|
23K
$2.06M
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-347- 37.47% |
$27.3K - $31.3K
|
579
$51.9K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-351- 0.95% |
$27.6K - $31.6K
|
36.5K
$3.27M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-352- 3.99% |
$27.7K - $31.7K
|
8.47K
$758K
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-361- 4.31% |
$28.4K - $32.6K
|
8.02K
$719K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-388- 40.71% |
$30.5K - $35K
|
565
$50.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-389- 5.08% |
$30.6K - $35.1K
|
7.27K
$651K
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-407- 5.07% |
$32K - $36.7K
|
7.63K
$683K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
SELL
|
- |
-415- 4.93% |
$32.7K - $37.4K
|
8.01K
$717K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-427- 4.51% |
$33.6K - $38.5K
|
9.05K
$811K
|
|
|
Oct 18, 2022
Q3 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-483- 3.29% |
$38K - $43.6K
|
14.2K
$1.27M
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-493- 90.63% |
$38.8K - $44.5K
|
51
$4.57K
|
|
|
Oct 14, 2022
Q3 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-497- 3.19% |
$39.1K - $44.8K
|
15.1K
$1.35M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-499- 85.74% |
$39.3K - $45K
|
83
$7.43K
|
|
|
Nov 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-511- 8.16% |
$40.2K - $46.1K
|
5.75K
$515K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-511- 69.34% |
$40.2K - $46.1K
|
226
$20.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-514- 16.59% |
$40.5K - $46.3K
|
2.58K
$231K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-524- 46.33% |
$41.2K - $47.2K
|
607
$54.4K
|