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 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.62K+ 3.68% |
$492K - $512K
|
130K
$11.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
4.6KNew |
$490K - $510K
|
4.6K
$412K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.55K+ 820.0% |
$485K - $505K
|
5.11K
$457K
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.47K+ 4.65% |
$476K - $496K
|
101K
$9.01M
|
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
4.38K+ 0.36% |
$467K - $486K
|
1.23M
$110M
|
|
|
Feb 11, 2022
Q4 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
4.37K+ 5.85% |
$465K - $484K
|
79K
$7.07M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.32KNew |
$460K - $479K
|
4.32K
$386K
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
4.3KNew |
$458K - $477K
|
4.3K
$385K
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.26KNew |
$454K - $473K
|
4.26K
$382K
|
|
|
Aug 02, 2022
Q4 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
4.2KNew |
$448K - $466K
|
4.2K
$376K
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
4.2KNew |
$448K - $466K
|
4.2K
$376K
|
|
|
Jan 24, 2022
Q4 2021
|
Citizens & Northern Corp
|
BUY
|
- |
4.18K+ 3.06% |
$445K - $463K
|
141K
$12.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
4.15K+ 5.67% |
$443K - $461K
|
77.3K
$6.93M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4K+ 26.55% |
$426K - $443K
|
19.1K
$1.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
3.98K+ 7.83% |
$424K - $442K
|
54.8K
$4.91M
|
|
|
Feb 08, 2022
Q4 2021
|
Advisory Resource Group
|
BUY
|
- |
3.89K+ 25.21% |
$414K - $431K
|
19.3K
$1.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.55K+ 10.2% |
$379K - $394K
|
38.4K
$3.44M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
3.54KNew |
$377K - $392K
|
3.54K
$317K
|
|
|
Jan 31, 2022
Q4 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
3.46K+ 4.86% |
$368K - $383K
|
74.6K
$6.68M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
3.34K+ 8.5% |
$356K - $371K
|
42.7K
$3.82M
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.34KNew |
$356K - $370K
|
3.34K
$299K
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.33K+ 36.13% |
$355K - $369K
|
12.5K
$1.12M
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.17K+ 94.99% |
$338K - $351K
|
6.5K
$582K
|
|
|
Feb 07, 2022
Q4 2021
|
Gen Trust, LLC
|
BUY
|
- |
3.13K+ 12.35% |
$333K - $347K
|
28.4K
$2.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.1K+ 48.68% |
$330K - $343K
|
9.45K
$847K
|
|
|
Feb 15, 2022
Q4 2021
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
3.08KNew |
$328K - $342K
|
3.08K
$276K
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
3.06KNew |
$326K - $339K
|
3.06K
$274K
|
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.95K+ 43.03% |
$314K - $327K
|
9.81K
$878K
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.91K+ 29.79% |
$311K - $323K
|
12.7K
$1.14M
|
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.86K+ 28.1% |
$305K - $318K
|
13.1K
$1.17M
|
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.8KNew |
$299K - $311K
|
2.8K
$251K
|
|
|
Jan 13, 2022
Q4 2021
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
2.8K+ 4.13% |
$298K - $310K
|
70.5K
$6.31M
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.76K+ 3.56% |
$294K - $306K
|
80.1K
$7.17M
|
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
2.74KNew |
$292K - $304K
|
2.74K
$245K
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
BUY
|
- |
2.72KNew |
$290K - $302K
|
2.72K
$244K
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.72KNew |
$289K - $301K
|
2.72K
$243K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.7K+ 9.37% |
$287K - $299K
|
31.5K
$2.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.7K+ 9.37% |
$287K - $299K
|
31.5K
$2.82M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.68K+ 2.11% |
$285K - $297K
|
129K
$11.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.66KNew |
$283K - $294K
|
2.66K
$238K
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.63KNew |
$280K - $291K
|
2.63K
$235K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.6K+ 19.26% |
$277K - $289K
|
16.1K
$1.44M
|
|
|
Jan 19, 2022
Q4 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
2.57K+ 60.82% |
$274K - $286K
|
6.81K
$610K
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.56KNew |
$273K - $284K
|
2.56K
$229K
|
|
|
Feb 11, 2022
Q4 2021
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
2.55KNew |
$272K - $283K
|
2.55K
$229K
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.52K+ 2.16% |
$269K - $280K
|
119K
$10.7M
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
2.49KNew |
$266K - $276K
|
2.49K
$223K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.47K+ 181.52% |
$263K - $273K
|
3.82K
$342K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.46K+ 474.32% |
$262K - $273K
|
2.98K
$266K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.44K+ 34.41% |
$259K - $270K
|
9.51K
$852K
|