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 10, 2023
Q3 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
49+ 0.96% |
$4.04K - $4.3K
|
5.16K
$462K
|
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
48+ 1.01% |
$3.96K - $4.21K
|
4.78K
$428K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
48New |
$3.96K - $4.21K
|
48
$4.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
48+ 10.41% |
$3.96K - $4.21K
|
509
$45.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
47New |
$3.87K - $4.12K
|
47
$4.21K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
46New |
$3.79K - $4.03K
|
46
$4.12K
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
44+ 1.7% |
$3.63K - $3.86K
|
2.63K
$235K
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
44+ 0.88% |
$3.63K - $3.86K
|
5.04K
$451K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
43New |
$3.54K - $3.77K
|
43
$3.85K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
40New |
$3.3K - $3.51K
|
40
$3.58K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
39New |
$3.21K - $3.42K
|
39
$3.49K
|
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
39+ 0.76% |
$3.21K - $3.42K
|
5.15K
$461K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
37+ 2.2% |
$3.05K - $3.24K
|
1.72K
$154K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
33+ 1.11% |
$2.72K - $2.89K
|
3K
$268K
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
32+ 0.17% |
$2.64K - $2.81K
|
19.3K
$1.72M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
31+ 0.88% |
$2.56K - $2.72K
|
3.55K
$318K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
31New |
$2.56K - $2.72K
|
31
$2.78K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
31New |
$2.56K - $2.72K
|
31
$2.78K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
30New |
$2.47K - $2.63K
|
30
$2.69K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
30+ 0.23% |
$2.47K - $2.63K
|
13K
$1.17M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
30+ 20.69% |
$2.47K - $2.63K
|
175
$15.7K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
29+ 17.9% |
$2.39K - $2.54K
|
191
$17.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
28+ 233.33% |
$2.31K - $2.46K
|
40
$3.58K
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
26+ 0.46% |
$2.14K - $2.28K
|
5.63K
$504K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
25+ 17.48% |
$2.06K - $2.19K
|
168
$15K
|
|
|
Nov 02, 2023
Q3 2023
|
West Coast Financial LLC
|
BUY
|
- |
25+ 0.94% |
$2.06K - $2.19K
|
2.69K
$241K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
22+ 0.49% |
$1.81K - $1.93K
|
4.5K
$403K
|
|
|
Nov 02, 2023
Q3 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
21+ 0.73% |
$1.73K - $1.84K
|
2.89K
$259K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
18+ 0.0% |
$1.48K - $1.58K
|
437K
$39.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
17+ 1.28% |
$1.4K - $1.49K
|
1.35K
$121K
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
16+ 0.19% |
$1.32K - $1.4K
|
8.36K
$748K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
12+ 1.47% |
$989 - $1.05K
|
828
$74.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
12+ 1.21% |
$989 - $1.05K
|
1K
$89.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
10+ 0.16% |
$824 - $877
|
6.17K
$552K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9+ 0.12% |
$742 - $789
|
7.47K
$669K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
7+ 0.88% |
$577 - $614
|
806
$72.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7+ 0.92% |
$577 - $614
|
772
$69.1K
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.06% |
$577 - $614
|
11K
$984K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
6New |
$495 - $526
|
6
$537
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5+ 0.07% |
$412 - $438
|
7.24K
$648K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
5New |
$412 - $438
|
5
$448
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 1.1% |
$330 - $351
|
368
$33K
|
|
|
Nov 14, 2023
Q3 2023
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
4+ 0.83% |
$330 - $351
|
485
$43.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4+ 3.25% |
$330 - $351
|
127
$11.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
4+ 0.01% |
$330 - $351
|
38.6K
$3.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
4+ 0.13% |
$330 - $351
|
3.06K
$274K
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
3New |
$247 - $263
|
3
$269
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.21% |
$247 - $263
|
1.44K
$129K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
3+ 37.5% |
$247 - $263
|
11
$985
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 1.27% |
$165 - $175
|
159
$14.2K
|