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
|
Baystate Wealth Management LLC
|
BUY
|
- |
759+ 19.55% |
$62.6K - $66.5K
|
4.64K
$416K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
710+ 5.71% |
$58.5K - $62.3K
|
13.1K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
707+ 4.31% |
$58.3K - $62K
|
17.1K
$1.53M
|
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
BUY
|
- |
669+ 21.82% |
$55.1K - $58.7K
|
3.74K
$335K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
604+ 34.79% |
$49.8K - $53K
|
2.34K
$210K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
603+ 7.63% |
$49.7K - $52.9K
|
8.51K
$762K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
596+ 9.19% |
$49.1K - $52.3K
|
7.08K
$634K
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
593+ 3.36% |
$48.9K - $52K
|
18.2K
$1.63M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
592+ 2.82% |
$48.8K - $51.9K
|
21.6K
$1.93M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
590+ 22.65% |
$48.6K - $51.7K
|
3.2K
$286K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
586+ 2.27% |
$48.3K - $51.4K
|
26.3K
$2.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
586+ 3.8% |
$48.3K - $51.4K
|
16K
$1.43M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
577+ 0.31% |
$47.6K - $50.6K
|
189K
$17M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
569+ 0.64% |
$46.9K - $49.9K
|
89.4K
$8.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
565+ 4.83% |
$46.6K - $49.5K
|
12.3K
$1.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
561+ 28.02% |
$46.2K - $49.2K
|
2.56K
$230K
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
560+ 7.95% |
$46.2K - $49.1K
|
7.61K
$681K
|
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
555+ 7.94% |
$45.7K - $48.7K
|
7.54K
$675K
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
528+ 9.69% |
$43.5K - $46.3K
|
5.98K
$535K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
524+ 2.31% |
$43.2K - $45.9K
|
23.3K
$2.08M
|
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
519+ 1.03% |
$42.8K - $45.5K
|
50.7K
$4.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
516+ 59.31% |
$42.5K - $45.2K
|
1.39K
$124K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
515+ 17.66% |
$42.4K - $45.2K
|
3.43K
$307K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
509New |
$42K - $44.6K
|
509
$45.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
493+ 2.24% |
$40.6K - $43.2K
|
22.5K
$2.01M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
486+ 3.24% |
$40.1K - $42.6K
|
15.5K
$1.39M
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
470New |
$38.7K - $41.2K
|
470
$42.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
456+ 18.22% |
$37.6K - $40K
|
2.96K
$265K
|
|
|
Oct 31, 2023
Q3 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
453+ 4.93% |
$37.3K - $39.7K
|
9.63K
$863K
|
|
|
Oct 25, 2023
Q3 2023
|
Penobscot Wealth Management
|
BUY
|
- |
447+ 3.7% |
$36.8K - $39.2K
|
12.5K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
444+ 3.75% |
$36.6K - $38.9K
|
12.3K
$1.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
420New |
$34.6K - $36.8K
|
420
$37.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
413+ 4.63% |
$34K - $36.2K
|
9.33K
$836K
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
392+ 15.79% |
$32.3K - $34.4K
|
2.87K
$257K
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
385+ 2.93% |
$31.7K - $33.8K
|
13.5K
$1.21M
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
BUY
|
- |
383+ 1.0% |
$31.6K - $33.6K
|
38.8K
$3.47M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
375+ 127.55% |
$30.9K - $32.9K
|
669
$59.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
359+ 1.08% |
$29.6K - $31.5K
|
33.4K
$3M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
357+ 3.83% |
$29.4K - $31.3K
|
9.67K
$866K
|
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
349+ 16.75% |
$28.8K - $30.6K
|
2.43K
$218K
|
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
342+ 6.89% |
$28.2K - $30K
|
5.3K
$475K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
294+ 16.1% |
$24.2K - $25.8K
|
2.12K
$190K
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
288+ 4.37% |
$23.7K - $25.3K
|
6.88K
$616K
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
283+ 6.22% |
$23.3K - $24.8K
|
4.84K
$433K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
282+ 0.77% |
$23.2K - $24.7K
|
36.9K
$3.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
274+ 9.77% |
$22.6K - $24K
|
3.08K
$276K
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
271+ 2.06% |
$22.3K - $23.8K
|
13.4K
$1.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
268+ 2.4% |
$22.1K - $23.5K
|
11.4K
$1.02M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
263+ 2.74% |
$21.7K - $23.1K
|
9.87K
$884K
|
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
248+ 1.58% |
$20.4K - $21.7K
|
16K
$1.43M
|