Purchases and Sales Made in Q3 2023 in Ishares Tr (EMB)
This table provides information about the institutional ownership of Ishares Tr (EMB) during Q3 2023. 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 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
28.1K+ 154.88% |
$2.31M - $2.46M
|
46.2K
$4.14M
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
25.2K+ 20.27% |
$2.08M - $2.21M
|
150K
$13.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
23.4K+ 62.37% |
$1.93M - $2.05M
|
60.9K
$5.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
22.3K+ 11.66% |
$1.84M - $1.96M
|
214K
$19.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
21.5K+ 144.67% |
$1.77M - $1.88M
|
36.3K
$3.25M
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
BUY
|
- |
20.9K+ 182.78% |
$1.72M - $1.83M
|
32.3K
$2.89M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.3K+ 12.9% |
$1.67M - $1.78M
|
177K
$15.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
19.5K+ 90.14% |
$1.61M - $1.71M
|
41.2K
$3.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
19.3K+ 8.35% |
$1.59M - $1.69M
|
251K
$22.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
19.2K+ 1.65% |
$1.58M - $1.69M
|
1.18M
$106M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
18.7KNew |
$1.54M - $1.64M
|
18.7K
$1.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
18.5K+ 190.05% |
$1.53M - $1.63M
|
28.3K
$2.54M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
BUY
|
- |
18.3K+ 112.09% |
$1.5M - $1.6M
|
34.6K
$3.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
18.1K+ 12.07% |
$1.49M - $1.59M
|
168K
$15.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
BUY
|
- |
17.1K+ 84.07% |
$1.41M - $1.5M
|
37.4K
$3.35M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
17K+ 27.64% |
$1.4M - $1.49M
|
78.3K
$7.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
16.3K+ 310.25% |
$1.34M - $1.43M
|
21.5K
$1.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
16K+ 21.43% |
$1.32M - $1.4M
|
90.7K
$8.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
15.8KNew |
$1.3M - $1.38M
|
15.8K
$1.41M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
15.1K+ 10.2% |
$1.25M - $1.33M
|
164K
$14.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
14.9K+ 13.62% |
$1.23M - $1.31M
|
125K
$11.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14.8K+ 335.3% |
$1.22M - $1.3M
|
19.2K
$1.72M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
14KNew |
$1.15M - $1.23M
|
14K
$1.25M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
13.1K+ 25.15% |
$1.08M - $1.15M
|
65.1K
$5.83M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
12.7K+ 7.14% |
$1.05M - $1.12M
|
191K
$17.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
12.6KNew |
$1.04M - $1.1M
|
12.6K
$1.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
11.9K+ 93.99% |
$984K - $1.05M
|
24.6K
$2.21M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.1K+ 74.27% |
$917K - $976K
|
26.1K
$2.34M
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
10.1K+ 25.5% |
$832K - $885K
|
49.7K
$4.45M
|
|
|
Oct 19, 2023
Q3 2023
|
Ckw Financial Group
|
BUY
|
- |
10.1K+ 156.93% |
$829K - $882K
|
16.5K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.1K+ 143.33% |
$828K - $881K
|
17.1K
$1.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
9.92K+ 3.27% |
$817K - $870K
|
313K
$28.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Symmetry Investments LP
|
BUY
|
- |
9.84KNew |
$811K - $863K
|
9.84K
$881K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.63K+ 167.76% |
$794K - $844K
|
15.4K
$1.38M
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
9.62K+ 388.41% |
$793K - $843K
|
12.1K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
9.49K+ 4.81% |
$782K - $832K
|
207K
$18.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.13K+ 13.81% |
$753K - $801K
|
75.2K
$6.74M
|
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
9.09K+ 9.95% |
$749K - $797K
|
100K
$8.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
8.92K+ 94.39% |
$735K - $782K
|
18.4K
$1.65M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.37K+ 6.86% |
$690K - $734K
|
130K
$11.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8.17K+ 79.63% |
$673K - $716K
|
18.4K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.11K+ 2.68% |
$668K - $711K
|
310K
$27.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
8KNew |
$659K - $701K
|
8K
$716K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.95K+ 251.53% |
$655K - $697K
|
11.1K
$995K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
BUY
|
- |
7.95K+ 19.89% |
$655K - $697K
|
47.9K
$4.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.88K+ 4.42% |
$649K - $691K
|
186K
$16.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
7.78KNew |
$641K - $682K
|
7.78K
$696K
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
7.63K+ 23.54% |
$629K - $669K
|
40K
$3.59M
|
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
7.56KNew |
$623K - $663K
|
7.56K
$677K
|
|
|
Nov 14, 2023
Q3 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
7.3K+ 2.94% |
$602K - $640K
|
255K
$22.9M
|