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 |
|---|---|---|---|---|---|---|---|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-87- 75.65% |
$7.17K - $7.63K
|
28
$2.51K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-91- 92.86% |
$7.5K - $7.98K
|
7
$627
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-95- 1.14% |
$7.83K - $8.33K
|
8.23K
$737K
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-97- 3.63% |
$7.99K - $8.5K
|
2.57K
$230K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-101- 1.78% |
$8.32K - $8.86K
|
5.56K
$498K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-105- 2.39% |
$8.65K - $9.21K
|
4.29K
$384K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-108- 2.32% |
$8.9K - $9.47K
|
4.55K
$407K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-114- 8.03% |
$9.4K - $10K
|
1.31K
$117K
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
SELL
|
- |
-115- 1.55% |
$9.48K - $10.1K
|
7.29K
$653K
|
|
|
Oct 31, 2023
Q3 2023
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-118- 0.44% |
$9.73K - $10.3K
|
26.8K
$2.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-130- 0.45% |
$10.7K - $11.4K
|
28.7K
$2.57M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-137- 2.12% |
$11.3K - $12K
|
6.32K
$566K
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-143- 1.93% |
$11.8K - $12.5K
|
7.27K
$651K
|
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-145- 1.81% |
$12K - $12.7K
|
7.85K
$703K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-148- 4.48% |
$12.2K - $13K
|
3.16K
$283K
|
|
|
Nov 15, 2023
Q3 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-161- 4.33% |
$13.3K - $14.1K
|
3.56K
$319K
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-162- 1.5% |
$13.4K - $14.2K
|
10.7K
$956K
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-170- 0.9% |
$14K - $14.9K
|
18.8K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-174Closed |
$14.3K - $15.3K
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-176- 3.39% |
$14.5K - $15.4K
|
5.02K
$450K
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-179- 11.9% |
$14.8K - $15.7K
|
1.33K
$119K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-185- 15.89% |
$15.2K - $16.2K
|
979
$87.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-193- 4.43% |
$15.9K - $16.9K
|
4.17K
$373K
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-193- 3.25% |
$15.9K - $16.9K
|
5.74K
$514K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-196- 43.36% |
$16.2K - $17.2K
|
256
$22.9K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-200- 13.82% |
$16.5K - $17.5K
|
1.25K
$112K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-200- 0.65% |
$16.5K - $17.5K
|
30.5K
$2.73M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-217- 0.49% |
$17.9K - $19K
|
43.9K
$3.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-217- 0.49% |
$17.9K - $19K
|
43.9K
$3.93M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-225- 7.24% |
$18.5K - $19.7K
|
2.88K
$258K
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-232- 1.65% |
$19.1K - $20.3K
|
13.8K
$1.24M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-232- 2.29% |
$19.1K - $20.3K
|
9.92K
$889K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-235- 57.6% |
$19.4K - $20.6K
|
173
$15.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-247- 4.21% |
$20.4K - $21.7K
|
5.62K
$503K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-251- 0.4% |
$20.7K - $22K
|
62.5K
$5.59M
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-256- 7.61% |
$21.1K - $22.4K
|
3.11K
$278K
|
|
|
Oct 09, 2024
Q3 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-278- 1.28% |
$22.9K - $24.4K
|
21.5K
$1.93M
|
|
|
Nov 07, 2023
Q3 2023
|
Keystone Financial Services
|
SELL
|
- |
-298- 3.78% |
$24.6K - $26.1K
|
7.58K
$679K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-302- 7.13% |
$24.9K - $26.5K
|
3.94K
$352K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-303- 23.31% |
$25K - $26.6K
|
997
$89.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
SELL
|
- |
-308- 1.01% |
$25.4K - $27K
|
30.3K
$2.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-330- 1.18% |
$27.2K - $28.9K
|
27.6K
$2.47M
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-336- 4.39% |
$27.7K - $29.5K
|
7.32K
$656K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-347- 39.66% |
$28.6K - $30.4K
|
528
$47.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-383- 4.32% |
$31.6K - $33.6K
|
8.49K
$760K
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-397- 0.94% |
$32.7K - $34.8K
|
42K
$3.76M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-398- 1.42% |
$32.8K - $34.9K
|
27.6K
$2.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-398- 1.31% |
$32.8K - $34.9K
|
29.9K
$2.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-400- 3.57% |
$33K - $35.1K
|
10.8K
$967K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-408- 1.18% |
$33.6K - $35.8K
|
34.2K
$3.06M
|