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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.22K+ 20.17% |
$595K - $633K
|
43K
$3.85M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.13K+ 4.02% |
$587K - $625K
|
184K
$16.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
7K+ 72.94% |
$577K - $614K
|
16.6K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7K+ 45.44% |
$577K - $613K
|
22.4K
$2.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
6.96KNew |
$573K - $610K
|
6.96K
$623K
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
6.93KNew |
$571K - $607K
|
6.93K
$620K
|
|
|
Oct 20, 2023
Q3 2023
|
Capital Planning LLC
|
BUY
|
- |
6.92K+ 189.01% |
$570K - $606K
|
10.6K
$947K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.53K+ 66.7% |
$538K - $572K
|
16.3K
$1.46M
|
|
|
Oct 20, 2023
Q3 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
6.5K+ 26.88% |
$536K - $570K
|
30.7K
$2.75M
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
6.44KNew |
$531K - $565K
|
6.44K
$577K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
6.33K+ 19.52% |
$522K - $555K
|
38.8K
$3.47M
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
6.07KNew |
$500K - $532K
|
6.07K
$543K
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.99K+ 5.55% |
$494K - $525K
|
114K
$10.2M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.99K+ 5.55% |
$494K - $525K
|
114K
$10.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
5.62KNew |
$463K - $493K
|
5.62K
$503K
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
5.56K+ 74.22% |
$459K - $488K
|
13.1K
$1.17M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
5.37K+ 43.33% |
$443K - $471K
|
17.8K
$1.59M
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.26K+ 15.38% |
$434K - $461K
|
39.5K
$3.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.25K+ 3.15% |
$433K - $461K
|
172K
$15.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.25K+ 104.92% |
$432K - $460K
|
10.2K
$918K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.25K+ 31.78% |
$432K - $460K
|
21.8K
$1.95M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
5.08K+ 6.96% |
$419K - $445K
|
78.1K
$6.99M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.55K+ 5.82% |
$375K - $399K
|
82.6K
$7.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4.39K+ 87840.0% |
$362K - $385K
|
4.4K
$394K
|
|
|
Nov 13, 2023
Q3 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
4.37K+ 4.83% |
$360K - $383K
|
94.9K
$8.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.32K+ 2.88% |
$356K - $379K
|
154K
$13.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Cowen And Company, LLC
|
BUY
|
- |
4.3KNew |
$354K - $377K
|
4.3K
$385K
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
4.29K+ 39.44% |
$354K - $376K
|
15.2K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
4.06K+ 38.33% |
$335K - $356K
|
14.7K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
BUY
|
- |
3.84KNew |
$316K - $336K
|
3.84K
$343K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.8K+ 18.12% |
$313K - $333K
|
24.7K
$2.22M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
3.6K+ 1.53% |
$297K - $316K
|
239K
$21.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.55KNew |
$293K - $312K
|
3.55K
$318K
|
|
|
Dec 01, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
3.45K+ 20.62% |
$284K - $303K
|
20.2K
$1.81M
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.3KNew |
$272K - $289K
|
3.3K
$296K
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
BUY
|
- |
3.27KNew |
$269K - $287K
|
3.27K
$293K
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.2KNew |
$263K - $280K
|
3.2K
$286K
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
3.16K+ 1.69% |
$260K - $277K
|
190K
$17M
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
3.15KNew |
$260K - $276K
|
3.15K
$282K
|
|
|
Nov 03, 2023
Q3 2023
|
Q3 Asset Management
|
BUY
|
- |
3.11KNew |
$256K - $273K
|
3.11K
$278K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
3.11K+ 4.39% |
$256K - $272K
|
73.8K
$6.61M
|
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
3.09K+ 28.64% |
$255K - $271K
|
13.9K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.02K+ 9.46% |
$249K - $265K
|
34.9K
$3.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.01K+ 34.97% |
$248K - $264K
|
11.6K
$1.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.99K+ 7.87% |
$246K - $262K
|
40.9K
$3.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.88KNew |
$237K - $252K
|
2.88K
$258K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.87K+ 23.86% |
$236K - $251K
|
14.9K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.69KNew |
$221K - $235K
|
2.69K
$240K
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.68KNew |
$221K - $235K
|
2.68K
$240K
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.67KNew |
$220K - $234K
|
2.67K
$239K
|