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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-546- 7.47% |
$43K - $49.2K
|
6.77K
$606K
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-548- 0.15% |
$43.1K - $49.4K
|
355K
$31.8M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
SELL
|
- |
-566- 16.26% |
$44.5K - $51K
|
2.92K
$261K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-575- 20.16% |
$45.3K - $51.8K
|
2.28K
$204K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-577- 4.3% |
$45.4K - $52K
|
12.8K
$1.15M
|
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
SELL
|
- |
-581- 1.74% |
$45.7K - $52.4K
|
32.9K
$2.94M
|
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-582- 14.88% |
$45.8K - $52.5K
|
3.33K
$298K
|
|
|
Nov 14, 2022
Q3 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-585- 0.76% |
$46K - $52.7K
|
76K
$6.81M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-587- 13.54% |
$46.2K - $52.9K
|
3.75K
$336K
|
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-603- 25.75% |
$47.5K - $54.4K
|
1.74K
$156K
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-610- 9.28% |
$48K - $55K
|
5.96K
$534K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-613- 7.09% |
$48.2K - $55.3K
|
8.03K
$719K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-629- 8.67% |
$49.5K - $56.7K
|
6.62K
$593K
|
|
|
Nov 14, 2022
Q3 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-632- 1.31% |
$49.7K - $57K
|
47.7K
$4.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-633- 11.25% |
$49.8K - $57.1K
|
4.99K
$447K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-635- 13.19% |
$50K - $57.3K
|
4.18K
$374K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-636- 16.75% |
$50.1K - $57.3K
|
3.16K
$283K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-636- 20.22% |
$50.1K - $57.3K
|
2.51K
$225K
|
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-651- 93.53% |
$51.2K - $58.7K
|
45
$4.03K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-653- 12.18% |
$51.4K - $58.9K
|
4.71K
$422K
|
|
|
Jul 10, 2024
Q3 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-662- 13.12% |
$52.1K - $59.7K
|
4.38K
$393K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-687- 8.95% |
$54.1K - $61.9K
|
6.99K
$626K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-702- 3.97% |
$55.3K - $63.3K
|
17K
$1.52M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-737Closed |
$58K - $66.5K
|
0
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-751- 0.29% |
$59.1K - $67.7K
|
258K
$23.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-795- 6.83% |
$62.6K - $71.7K
|
10.9K
$972K
|
|
|
Oct 13, 2022
Q3 2022
|
Life Planning Partners, Inc
|
SELL
|
- |
-821- 3.82% |
$64.6K - $74K
|
20.7K
$1.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-823- 38.58% |
$64.8K - $74.2K
|
1.31K
$117K
|
|
|
Nov 09, 2022
Q3 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-873- 7.36% |
$68.7K - $78.7K
|
11K
$984K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-894- 2.93% |
$70.4K - $80.6K
|
29.6K
$2.65M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-937- 48.4% |
$73.8K - $84.5K
|
999
$89.5K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-937- 48.4% |
$73.8K - $84.5K
|
999
$89.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.02K- 2.89% |
$80.2K - $91.9K
|
34.2K
$3.06M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.02K- 24.24% |
$80.4K - $92.1K
|
3.19K
$286K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.03K- 17.8% |
$81.3K - $93.1K
|
4.77K
$427K
|
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.08K- 16.52% |
$84.6K - $96.9K
|
5.43K
$487K
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.14K- 0.7% |
$89.7K - $103K
|
161K
$14.4M
|
|
|
Oct 07, 2022
Q3 2022
|
In Track Investment Management Inc
|
SELL
|
- |
-1.16K- 15.26% |
$90.9K - $104K
|
6.42K
$575K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.19K- 16.81% |
$93.7K - $107K
|
5.89K
$528K
|
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.19K- 14.84% |
$93.8K - $107K
|
6.84K
$612K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.21K- 6.64% |
$94.8K - $109K
|
16.9K
$1.52M
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.21K- 6.65% |
$94.9K - $109K
|
16.9K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.27KClosed |
$99.9K - $114K
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.29K- 30.03% |
$101K - $116K
|
3K
$269K
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.3K- 22.86% |
$102K - $117K
|
4.39K
$393K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.3K- 0.66% |
$103K - $117K
|
195K
$17.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.31K- 9.43% |
$103K - $118K
|
12.6K
$1.13M
|
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.32K- 10.9% |
$104K - $119K
|
10.8K
$966K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.33K- 32.29% |
$105K - $120K
|
2.79K
$249K
|
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.36K- 4.04% |
$107K - $123K
|
32.4K
$2.9M
|