Purchases and Sales Made in Q4 2021 in Ishares Tr (EMB)
This table provides information about the institutional ownership of Ishares Tr (EMB) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.47KClosed |
$263K - $273K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.48K- 35.17% |
$265K - $276K
|
4.58K
$410K
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
SELL
|
- |
-2.5K- 8.64% |
$267K - $278K
|
26.5K
$2.37M
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-2.66K- 41.82% |
$283K - $295K
|
3.7K
$331K
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-2.66K- 16.0% |
$284K - $295K
|
14K
$1.25M
|
|
Jan 18, 2022
Q4 2021
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2.73K- 5.67% |
$290K - $302K
|
45.3K
$4.06M
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-2.76KClosed |
$294K - $306K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-2.81K- 41.17% |
$299K - $312K
|
4.02K
$360K
|
|
Feb 25, 2022
Q4 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-2.85KClosed |
$303K - $316K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-3.13K- 12.94% |
$333K - $347K
|
21K
$1.88M
|
|
Jan 31, 2022
Q4 2021
|
Capital Planning LLC
|
SELL
|
- |
-3.32KClosed |
$353K - $368K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.32K- 8.44% |
$354K - $368K
|
36K
$3.23M
|
|
Jan 21, 2022
Q4 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-3.39K- 7.56% |
$361K - $376K
|
41.4K
$3.71M
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-3.39KClosed |
$361K - $376K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-3.46K- 44.54% |
$368K - $383K
|
4.3K
$385K
|
|
Feb 14, 2022
Q4 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-3.47KClosed |
$370K - $385K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Monument Capital Management
|
SELL
|
- |
-3.89KClosed |
$415K - $432K
|
0
$0
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.9K- 34.74% |
$415K - $432K
|
7.32K
$656K
|
|
Feb 04, 2022
Q4 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-4.03KClosed |
$430K - $447K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.08K- 25.08% |
$435K - $452K
|
12.2K
$1.09M
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-4.19KClosed |
$446K - $465K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.29K- 44.18% |
$457K - $476K
|
5.42K
$486K
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4.35KClosed |
$464K - $483K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-4.47K- 61.24% |
$477K - $496K
|
2.83K
$253K
|
|
Feb 14, 2022
Q4 2021
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-4.54KClosed |
$484K - $504K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-4.68K- 5.75% |
$498K - $519K
|
76.7K
$6.87M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.68K- 8.33% |
$499K - $519K
|
51.5K
$4.61M
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.73K- 32.47% |
$504K - $525K
|
9.84K
$881K
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-4.74KClosed |
$505K - $526K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-4.77K- 20.48% |
$508K - $529K
|
18.5K
$1.66M
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-4.94K- 37.98% |
$526K - $547K
|
8.06K
$722K
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5.2K- 11.58% |
$554K - $577K
|
39.7K
$3.55M
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-5.36KClosed |
$571K - $595K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-5.37KClosed |
$573K - $596K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-5.44KClosed |
$580K - $604K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-5.63KClosed |
$599K - $624K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.76K- 8.25% |
$614K - $639K
|
64.1K
$5.74M
|
|
Feb 10, 2022
Q4 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-6.56KClosed |
$699K - $728K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Q3 Asset Management
|
SELL
|
- |
-6.82KClosed |
$727K - $757K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.98K- 12.9% |
$744K - $775K
|
47.1K
$4.22M
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.12K- 8.3% |
$759K - $790K
|
78.7K
$7.05M
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7.15K- 70.48% |
$762K - $793K
|
2.99K
$268K
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-7.48KClosed |
$797K - $830K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Kcs Wealth Advisory
|
SELL
|
- |
-7.5K- 13.95% |
$799K - $831K
|
46.2K
$4.14M
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.57K- 14.39% |
$807K - $840K
|
45K
$4.03M
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-8.2K- 15.4% |
$874K - $910K
|
45.1K
$4.04M
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-8.5K- 18.7% |
$906K - $943K
|
37K
$3.31M
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-8.63K- 76.27% |
$919K - $957K
|
2.68K
$240K
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-9.14K- 15.89% |
$974K - $1.01M
|
48.4K
$4.34M
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-9.93KClosed |
$1.06M - $1.1M
|
0
$0
|